Financial Planner
Flagstar BankNew York, New York, United States
Posted April 27, 2026
63251.25 - 121200 USD
Full Time
About the Company
Flagstar Private Bank is a growing private bank that is committed to providing clear and accurate compensation information.
Job Description
Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including wealth structuring, estate planning, financial planning, and income tax planning. The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families.
Requirements
- Undergraduate Degree (4 years or equivalent)
- 4+ Years experience in financial planning or wealth management
- CFP certification or active progress toward designation
- Experience working with financial planning software and CRM tools
Benefits
- Medical, dental, vision, life, and disability insurance
- Comprehensive leave program