Senior Financial Planner (CFP) - Private Banking

Flagstar Bank; San Francisco (CA); On-site; USD 140,000 - 170,000; Full time

Benefits offered by this job

Health insurance

Leave program

Disability insurance

Job summary

Flagstar Bank is seeking a Senior Financial Planner (CFP) to lead comprehensive, goals-based financial planning for high-net-worth individuals within Private Banking. You will partner with bankers and advisors to deliver sophisticated planning analyses and actionable recommendations for complex needs, including equity compensation, liquidity events, and succession planning.

The role is client-facing and execution-oriented, focusing on planning deliverables and integration into wealth management

Qualifications

• CFP certification or active progress toward designation
• 8+ years experience in financial planning or wealth management
• Experience with financial planning software and CRM tools
• Strong client-facing and advisory skills

Responsibilities

• Lead Comprehensive Financial Planning Delivery. Prepare and deliver financial planning analyses and recommendations.
• Serve as Trusted Client Advisor during client meetings with bankers to present complex concepts.
• Drive Planning Excellence by supporting adoption of planning across the Private Bank and educating bankers.
• Ongoing Learning and Collaboration with Wealth Planners, Trust, and lending specialists to deliver integrated solutions.

Job description

Flagstar Bank is seeking a Senior Financial Planner (CFP) to lead comprehensive, goals-based financial planning for high-net-worth individuals within Private Banking. You will partner with bankers and advisors to deliver sophisticated planning analyses and actionable recommendations for complex needs, including equity compensation, liquidity events, and succession planning.

The role is client-facing and execution-oriented, focusing on planning deliverables and integration into wealth management