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HNW Wealth Planner & Family Advisory Expert

$63.25k - $121.2k

Flagstar Bank

Flagstar Bank is seeking a Financial Planner to deliver sophisticated planning advice to clients, focusing on wealth structuring and financial management. The ideal candidate will have over 4 years of relevant experience and a CFP® certification or progress towards it. Responsibilities include preparing financial plans, collaborating in client meetings, and utilizing planning software to enhance client solutions. This role offers a dynamic work environment in Beverly Hills, CA, with a competitive salary range of $63,251.25 - $121,200.00. #J-18808-Ljbffr Flagstar Bank

Vacancy posted 1 day ago
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