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, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. 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 Palm Beach, FL 33480 Job Responsibilities 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. 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. Utilize financial planning software (eMoney, MoneyGuidePro, or similar) to develop projections and plan updates. Support consistent planning processes, templates, and documentation across client engagements. Stay current on planning best practices and regulatory considerations. Collaborate with investment, insurance, and lending partners to support integrated client solutions. Perform special projects and additional duties and responsibilities as required. Consistently adhere to regulatory and compliance policies and standards; complete required compliance trainings and maintain compliance with applicable laws and regulations. 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 Qualifications Undergraduate Degree in finance, accounting, wealth management, financial planning, or related disciplines. Experience working with HNW clients. CPA, CTFA, or CEPA helpful but not required. Job Competencies Team player; collaborates closely within the Family Advisory team. Entrepreneurial mindset; thrives in a fast‑paced, start‑up‑like environment. Client obsessed; deeply cares about the individuals and families served. Polished presentation and sufficient gravitas to quickly instill a client’s trust. Jargon‑free; synthesizes financial planning topics and explains them in plain English. Strong ability to build and maintain effective relationships with stakeholders. Builds trusted client relationships, internal or external, to enhance the overall client experience. Fosters a positive work culture and productive environment. Physical demands (ADA): moderate degree of physical exertion and stamina such as standing, sitting, walking, driving, or infrequent lifting. Equal Opportunity Employer Flagstar is an Equal Opportunity Employer. Benefits Benefits include medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Pay Range $63,251.25 – $121,200.00 #J-18808-Ljbffr Flagstar Bank