Wealth Planning Associate

Position Title
Wealth Planning Associate

Location
New York, NY 10018

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.


The Wealth Planning Associate supports the Head of Family Advisory and Trusts and senior wealth planners in the delivery of holistic planning solutions to the bank's most important clients. This role is execution focused and developmental, offering exposure to sophisticated planning concepts while emphasizing preparation, analysis, and client support rather than primary advisory responsibility.

Job Responsibilities:

JOB RESPONSIBILITIES

• Wealth Planning Analysis and Preparation. Assist in preparing planning analyses related to estate planning, wealth transfer, tax awareness, and family planning strategies. Help gather client information, organize data, utilize planning software and tools, and support preparation of planning presentations and recommendations.
• Client and Advisor Support . Participate in client meetings alongside senior support discussion of planning concepts. Assist with meeting follow-ups, documentation, and ongoing client service coordination.
• Internal Collaboration and Execution . Partner with investment, insurance, fiduciary, and lending teams to help coordinate planning inputs and execution steps. Maintain accurate records and documentation within CRM and planning tools.
• Learning and Professional Development . Build foundational knowledge of wealth planning topics through hands-on experience, mentorship, and continuing education. Stay current on planning best practices, regulatory considerations, and internal processes

ADDITIONAL ACCOUNTABILITIES

• Performs special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS

Required Qualifications:

• Education level required: Undergraduate Degree (4 years or equivalent)
• Strong organizational and communication skills, with the ability to explain concepts clearly and professionally
• Experience supporting client relationships in private banking, wealth management, multifamily office, or a similar environment.

Preferred Qualifications:

• Education level preferred: Undergraduate Degree (4 years or equivalent)
• Progress toward CFP®, CPA, or similar designation preferred but not required
• Exposure to HNW or UHNW clients a plus
• Familiarity with estate planning concepts and software tools.

Job Competencies:

• Team player. The Family Advisory team works closely with one another and believes the work we do is a team sport.
• Entreprenueral mindset. Flagstar Private Bank is growing quickly. Successful candidates will thrive in an ever-changing, 'start up' like environment, where there is clear opportunity to build and shape the future of the team and our delivery.
• Client obsessed. Helping clients grow, protect, and transfer their wealth is what gets you up in the morning. We care deeply about the individuals and families we serve.
• Polished presentation and sufficient gravitas to quickly instill a client's trust.
• Jargon-free. Able to synthesize complex legal and tax topics and explain them in 'plain English' to individuals without a legal background.
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
• Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.

Flagstar is an Equal Opportunity Employer


We are committed to providing clear and accurate compensation information in accordance with applicable laws. 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 access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank


Pay Range
$68,440.50 - $145,844.00