Senior Financial Planner (CFP) - Private Banking
Flagstar Bank
Flagstar Bank is seeking a Senior Financial Planner (CFP) to lead comprehensive, goals-based financial planning for high-net-worth individuals within Private Banking. You will partner with bankers and advisors to deliver sophisticated planning analyses and actionable recommendations for complex needs, including equity compensation, liquidity events, and succession planning. The role is client-facing and execution-oriented, focusing on planning deliverables and integration into wealth management #J-18808-Ljbffr Flagstar Bank
$122.4k - $228k
..., manages, retains and grows profitable banking relationships with high-net-worth clients... ...needs. Makes recommendations to senior leaders on strategy and new initiatives,... ...Maintains knowledge and understanding of financial planning principles, incorporating this...SeniorPrivatePart timeShift work$120k - $250k
..., manages, retains and grows profitable banking relationships with high-net-worth clients... ...needs. Makes recommendations to senior leaders on strategy and new initiatives,... ...Maintains knowledge and understanding of financial planning principles, incorporating this...SeniorPrivateContract workPart timeLocal areaShift work- JPMorgan Chase in San Francisco seeks an experienced Private Banker to advise families on building, preserving and managing their wealth... ...will use your knowledge of investments, planning, credit and banking to advise clients and generate new assets, while working with a...SeniorPrivateLocal area
$119k
...Role We’re seeking a Strategic Finance Senior Associate to join Chime’s Growth & Marketing... ...in Strategic Finance, investment banking, private equity, consulting, venture capital or... ...building scalable, efficient, and intuitive financial models; prior experience with Looker...SeniorPrivateFull timeWork at officeLocal areaRemote workNight shift$122.54k - $208.72k
...PRIVATE BANKER WHAT IS THE OPPORTUNITY? Develops and manages client... ...specific market. Provide integrated financial services advice to these clients including: banking, credit, asset management, trust... ...experience. May possess CFP, JD/LLM, CIMA or Cannon Certified...PrivateRemote work- ...Private Banker We are actively looking for exceptionally talented... ...within J.P. Morgan's U.S. Private Bank. If you have an... ...your knowledge of investments, financial planning, credit and banking to... ...Skills MBA, JD, CFA, or CFP preferred Proactive, takes...PrivateTemporary workWork experience placementLocal area
$170k - $225k
...experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset... ...will use your knowledge of investments, financial planning, credit and banking to both... ..., and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative...PrivateTemporary workWork experience placementLocal area- ...Private Banker In The International Private Bank We are seeking exceptionally talented, collaborative, confident,... ...leverage your expertise in investments, financial planning, credit, and banking to... ...and Skills MBA, JD, CFA, or CFP preferred Proactive, takes...PrivateTemporary workWork experience placementLocal area
- ...Salient builds AI agents for regulated financial services. Our agents automate loan servicing... ..., insurance claims, and disputes for banks, captives, and specialty lenders. We are... ...years of experience in investment banking, private equity, business operations, consulting,...SeniorPrivateFull timeWork at office
- ...is on a mission to transform the world of private markets. Our goal is to make these... ...behind-the-scenes tasks, from automating banking, ensuring compliance, handling contracts,... ...entrepreneurs who are changing the world. As a Senior Fund Accountant , you'll play a pivotal...SeniorPrivateBank staffWork at officeNight shift2 days per week3 days per week
$26 - $29 per hour
...East West Bank is seeking a Senior Relationship Banker to deliver a high-quality banking experience. You will manage customer relationships, achieve sales goals across various financial products, and provide critical financial services. An ideal candidate has 2+ years...SeniorHourly pay$100k - $225k
VP Commercial Banking Relationship Manager - San Francisco About Hingham Institution for... ...banks, characterized by superior long-term financial results, a fortress balance sheet that... ..., institutional, government, and private client banking relationships. SDG is co-...PrivateTemporary workWork at officeRemote work$300k - $350k
...50,000.00/yr Position title: Private Bankers and Investment Counselors... ...Must Haves Private Bank experience only (not wirehouse... ...needs, family structures, and financial goals Serve as a trusted advisor... ...provided by applicable law. Seniority level Not Applicable Employment...PrivateFull timeWork at office$24 - $25.5 per hour
...Introduction Since 1973, East West Bank has served as a pathway to success. With over... ...the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams... ...like real estate, entertainment and media, private equity and venture capital, and high-tech...Private- ...Employment Type: Full-Time Industry: Investment Banking / Financial Services Experience Level: Analyst /... ...Investment Banking Analyst role on our private job board — available only to members... ..., and deal execution Work with senior bankers to support client strategy and...SeniorPrivateFull timeInternship
- Citizens Private Bank seeks a Senior Credit Associate to support relationship banking teams by underwriting, analyzing, and structuring credit solutions for UHNW clients. You will manage end-to-end loan processes, coordinate with Credit Officers for approvals, and ensure...SeniorPrivate
- ...Relationship Banker - San Francisco Financial Market San Francisco, California;San Francisco... ...least 18 years of age.** Acknowledge ( **Bank of America employees are required to meet... ...Corporation ("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N....PrivateWork at officeFlexible hoursShift workWeekend workDay shift
- ...interface.ai is redefining how financial institutions serve their... ...just the ones who can afford a private banker. About this role:... ...will work closely with digital banking vendors, core providers (e.g.... ...banking ecosystem. This is a senior business development role...SeniorPrivateFull timeWork at officeRemote work
$159k - $172k
...rely on to live a healthier financial life. We work with thousands... ...500, and many of the largest banks to make it easy for people to... ...Amsterdam. We are looking for a Senior Financial Analyst to join the... ...finance, investment banking, private equity, strategic finance, or...SeniorPrivateFull timeWork experience placementLocal area$85.1k - $161.7k
...RSMUS is currently seeking a Senior Associate to join our Accounting... ...on strategic planning, financial planning and analysis (FP&A),... ...executing both M&A transactions and private / public financings. The... ...venture capital or investment banking. High upside candidates with...SeniorPrivateFull timeWork experience placementInternshipLocal area- ...Job Description Job Title: Personal Financial Advisor (Private Wealth) Job Type: Contractor - US ONLY... ...in high-impact client scenarios. ~ CFP, CFA, or equivalent credential required... ...as Schwab, J.P. Morgan, Morgan Stanley, Bank of America Merrill Lynch, or Chase Private...PrivateRemote jobFor contractorsImmediate start
- ...record in business development and client acquisition in financial services, private banking, or wealth management.* Minimum 8-10 years of experience... ...drive outcomes* Relevant certifications/designations (CFA, CFP, CPA, JD, MBA, etc.)* Bachelor's degree in Finance,...PrivatePermanent employmentTemporary workWork at office
$26 - $29 per hour
Overview Being the next generation Senior Relationship Banker at East West Bank means you are part of a world‑class team that focuses on delivering a high... ...with our customers. Actively assessing clients’ financial information to recommend, present, and sell additional...Senior$150k - $200k
...Senior Recruiter, Finance Experts Company: Halluminate Location: San Francisco... ...with frontier AI labs to train Financial Services Super Intelligence, building high... ...agents that do real work across investment banking, private equity and hedge funds (Excel modeling,...SeniorPrivateFull timeH1bRelocationVisa sponsorship- ...an Asset Wealth Management Credit Risk Senior Associate , you will support lending activities... ...-purpose credit requests, evaluate financial statements and collateral, and apply... ...supporting wealth management, private banking, or high net worth lending portfolios...SeniorPrivate
$10k
...working with frontier AI Labs to train Financial Services Super Intelligence. We do this... ...powerpoint creation and more in Investment Banking, Private Equity, Hedge Funds, etc.) and broader... ...Halluminate is looking to hire a Senior Recruiter to build our finance expert network...SeniorPrivateFull timeH1bWork at officeRelocationVisa sponsorship- ...budgeting and long-range planning, build and own best-in-class financial models, and evaluate critical initiatives across revenue,... ...in an investment-facing environment (e.g. Investment Banking, Consulting, Private Equity, Venture Capital, or Hedge Funds), with direct...SeniorPrivate
$120k - $135k
...on a mission to transform the world of private markets. Our goal is to make these markets... ...-the-scenes tasks, from automating banking, ensuring compliance, handling contracts... ...ideas can come from anywhere, regardless of seniority, pedigree, or experience. We care more about...SeniorPrivateBank staffNight shift- ...Senior Vice President, Head of Compliance About the Company Accomplished... ...& related services Industry Financial Services Type Privately Held, Private Equity-backed Founded... ...& Services Technology Banking Lending Services Credit Specialties...SeniorPrivate
$175k - $225k
...About F2 F2 is redefining how the financial sector operates by bridging the gap... ...vertical AI platform purpose-built for private markets and commercial banking. We transform dense, unstructured... ...Role We are seeking a hands-on Senior Software Engineer who loves building...SeniorPrivateFull time
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