Senior Private Wealth Planner (CFP) - High‑Net‑Worth

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

Job summary

Flagstar Bank’s Private Bank division seeks a Senior Financial Planner (CFP®) to deliver comprehensive, goals-based financial planning to high-net-worth individuals and families in Palo Alto. You will partner with bankers to translate client goals into actionable planning and advise on complex matters like equity compensation and liquidity events.

The role is client-facing and execution-oriented, mentoring colleagues and advancing the firm’s planning capabilities.

Qualifications

• Education level: Undergraduate Degree or equivalent.
• Minimum 8+ years experience in financial planning or wealth management.
• CFP® certification or active progress toward designation.
• Experience with financial planning software and CRM tools.

Responsibilities

• Lead comprehensive financial planning delivery with multi-scenario modeling.
• Serve as trusted client advisor in meetings with bankers and advisors.
• Promote planning excellence across Private Bank and educate stakeholders.
• Collaborate with wealth planning, trust, and lending specialists for integrated solutions.

Skills

CFP certification

8+ years exp

CRM software

Financial planning software

Education

Undergraduate Degree

Tools

CRM tools

Planning software

Job description

Flagstar Bank’s Private Bank division seeks a Senior Financial Planner (CFP®) to deliver comprehensive, goals-based financial planning to high-net-worth individuals and families in Palo Alto. You will partner with bankers to translate client goals into actionable planning and advise on complex matters like equity compensation and liquidity events.

The role is client-facing and execution-oriented, mentoring colleagues and advancing the firm’s planning capabilities.