Senior Financial Planner (CFP) — Private Wealth Strategist
Flagstar Bank
Flagstar Bank is seeking a Senior Financial Planner (CFP®) for Private Banking in Palo Alto, CA. The role leads comprehensive, goals-based financial planning for high-net-worth and ultra-high-net-worth clients, partnering with bankers and advisors to deliver analyses and tailored recommendations. The position emphasizes client-facing delivery and collaboration across wealth management teams. The ideal candidate has CFP certification or active progress toward designation, 8+ years of wealth #J-18808-Ljbffr Flagstar Bank
Vacancy posted 3 days ago
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