Financial Planner

Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning; next generation; and philanthropy advisory. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future. Position Title Financial Planner Location New York, NY 10018 Job Responsibilities Financial Planning Delivery: prepare and support financial planning analyses, including cash flow modeling, retirement projections, education funding, and scenario analysis. Assist in translating client goals into actionable planning recommendations under the guidance of senior planners. Client and Advisor Support: participate in client meetings alongside bankers and senior Family Advisory staff to explain planning concepts and recommendations. Serve as a planning resource for bankers by responding to planning‑related questions and ad‑hoc analyses. Planning Tools and Process Support: utilize financial planning software (eMoney, MoneyGuidePro, or similar) to develop projections and plan updates. Support consistent planning processes, templates, and documentation across client engagements. Ongoing Learning and Collaboration: stay current on planning best practices and regulatory considerations. Collaborate with investment, insurance, and lending partners to support integrated client solutions. Special projects and additional duties as required, maintaining adherence to regulatory and compliance policies and standards. Job Requirements Undergraduate degree (4 years or equivalent). Minimum 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. Preferred: experience working with HNW clients. CPA, CTFA, or CEPA helpful but not required. Job Competencies Team player; collaborates closely with colleagues. Entrepreneurial mindset, thriving in a 'startup' environment. Client‑obsessed; able to explain financial topics in plain English. Strong relationship building with stakeholders. Polished presentation and gravitas to gain client trust. Positive work culture support. Physical Demands (ADA) The job requires moderate physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting. Equal Opportunity Employer Flagstar is an Equal Opportunity Employer. Compensation Pay Range: $63,251.25 - $121,200.00 Actual starting base pay will be determined based on location, experience, and other non‑discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates with a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. #J-18808-Ljbffr Flagstar Bank