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Senior UHNW Financial Planning Lead

Flagstar Bank

Flagstar Bank is seeking a Financial Planning Lead based in California, primarily focused on delivering advanced financial planning solutions. The candidate will lead client engagements for high-net-worth individuals, collaborating closely with teams to develop actionable strategies that align with client goals. We are looking for a highly experienced professional with at least 8 years in financial planning, deep expertise in estate planning, and mastery of financial planning software. Flagstar Bank offers a dynamic work environment and a comprehensive benefits package. #J-18808-Ljbffr Flagstar Bank

Vacancy posted 5 hours ago
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