Private Banking Financial Planner (CFP) for UHNW Clients
Flagstar Bank
Flagstar Bank is seeking a Financial Planner (CFP®) for Private Banking in New York, NY. The role focuses on delivering comprehensive, goals-based financial planning to high-net-worth clients, working closely with private bankers and senior planners to produce analyses and recommendations. The position emphasizes developing planning deliverables, participating in client conversations, and integrating insights into broader wealth-management strategies within a collaborative private bank setting. #J-18808-Ljbffr Flagstar Bank
Vacancy posted 3 days ago
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$28.85 - $33.65 per hour
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Melville, NY5 days ago$112k - $180k
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