Private Banking CFP Financial Planner for HNW Wealth
flagstar
Flagstar Private Bank in New York is seeking a Financial Planner (CFP®) to deliver comprehensive, goals-based planning to high-net-worth clients and families. You will collaborate with private bankers and senior planners to produce analyses and recommendations, focusing on planning deliverables and client conversations. The role emphasizes use of planning software like eMoney or MoneyGuidePro, and integrating planning insights into wealth strategies. #J-18808-Ljbffr flagstar
Vacancy posted 4 days ago
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