Private Banking Financial Planner (CFP) for UHNW Families
Flagstar Bank
Flagstar Bank’s Private Bank division seeks a Financial Planner (CFP®) to deliver comprehensive, goals-based planning to high-net-worth clients. This client-facing role collaborates with private bankers and senior planners to produce analyses and recommendations. The position develops planning deliverables, participates in client conversations, and integrates insights into wealth management strategies rather than directing firm-wide planning. #J-18808-Ljbffr Flagstar Bank
$90k - $121k
Position Title Financial Planner (CFP®) - Private Banking Location Beverly Hills, CA 90212 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients... ...including: wealth structuring for HNW and UHNW individuals, investors, and business owners...PrivateWork at officeLocal areaDay shift- ...Opportunity Overview Private Banker | South Bay Los Angeles... ...established regional banking organization is... ...deliver comprehensive financial solutions. The successful... ...ultra-high-net-worth (UHNW) clients Strong lending... ...investors Multi-generational families Lending and liquidity...PrivateTemporary workFor contractorsWork at officeLocal area
- ...Citi Private Bank in Beverly Hills, CA is seeking an experienced Private Banker to deliver tailored wealth solutions to UHNW clients. You will actively identify prospects, build deep client... ...with product experts to meet complex financial goals. The role requires 15+...Private
- ...clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...are responsible for advising families on building, preserving and managing... ...your knowledge of investments, financial planning, credit and banking... ...and Skills MBA, JD, CFA, or CFP preferred Proactive, takes initiative...PrivateTemporary workWork experience placementLocal area
$250k
...business which have significant financial implications. Serve as a... ...relationships with client families that cross generations to establish... ...term connections to the Citi Private Bank. Effectively manage client... ...Banking having covered the UHNW market / Extensive experience...PrivateFull time- ...Citi Private Bank in Beverly Hills, CA seeks a seasoned Private Banker to manage UHNW client relationships, deliver strategic financial advice, and coordinate cross‑functional product solutions. You will develop long‑term wealth strategies, lead client teams, and ensure...Private
- JPMorganChase, a leading bank and wealth manager, seeks an experienced Private Banker to advise families on building, preserving and managing their wealth in the U.S. Private Bank. You will leverage investments, planning, credit and banking to serve current clients and...PrivateLocal area
$127.63k - $237.01k
...Private Banker Develops and manages client relationships... ...-worth individuals and families within a specific market. Provide integrated financial services advice to these clients including: banking, credit, asset... ...experience. May possess CFP, JD/LLM, CIMA or Cannon...Private- JPMorgan Chase & Co. is seeking a Private Banker for the U.S. Private Bank in Manhattan Beach. This role focuses on advising families on building, preserving, and managing wealth,... ...businesses, and functions to provide holistic financial solutions that align with client goals...PrivateLocal area
$157k - $211k
Associates at California Bank & Trust work in a relationship-centered... ...a premier California-focused financial services company dedicated to serving its communities, families, and businesses (small, mid-... ...Awards. We are looking for a Private Banking Relationship Manager in...PrivateWork experience placementWork at officeFlexible hours$169.38k - $207.02k
At U.S. Bank, we’re on a journey to do our best. Helping the customers... ...to make better and smarter financial decisions and enabling the... ...Professional designation such as CFA or CFP is preferredThis role is... ...designed to help you and your family boost your health, protect...PrivateFull timeWork experience placementLocal area3 days per week$250k
...Citi is seeking a Senior Private Banker in Beverly Hills, California, with a focus on Ultra... ...with clients, understanding their financial needs, and delivering tailored investment... ...have 15+ years of experience in Private Banking and a proven track record in relationship...Private- California Bank & Trust, a division of Zions Bancorporation, N.A., seeks a Private Banking Relationship Manager in El Segundo, CA. You will manage a client portfolio, expand banking and investment relationships, and ensure top-tier service. Candidates must have active investment...Private
- California Bank & Trust in El Segundo, CA is seeking a Private Banking Relationship Manager to serve as the principal account and relationship manager for a portfolio of high-value clients. The role emphasizes delivering tailored lending, investment and banking solutions...Private
$125k - $165k
CalPrivate Bank is seeking a Relationship Manager in El Segundo, CA, responsible for cultivating relationships with high-net-worth clients, businesses, and professional firms. This role involves driving new business development, managing portfolio health, and delivering...Private- ...Private Mortgage Banker (SAFE) Wells Fargo is seeking a Private Mortgage Banker (SAFE) in Consumer Lending as part of Home... ...focused on affluent borrowers with realtors, builders, financial professionals, bank stores, past customers, and other non-traditional sources...PrivateWork experience placementWork at officeLocal areaImmediate startNight shiftWeekend work
$200k - $300k
...ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-... ...to help you navigate your financial goals. You could access a range of... ...Private Banking having covered the UHNW market / Extensive experience in working...PrivateFull time- ...looking for more? Find it here. At Wells Fargo, we're more than a financial services leader – we're a global trailblazer committed to... ...financial needs, serving as their primary point of contact for banking products and services through scheduled appointments, lobby engagement...PrivateTemporary workWork experience placementImmediate start
- ...least 18 years of age. Acknowledge ( Bank of America employees are required to meet... ...guided by a common purpose to help make financial lives better through the power of every connection... ...("BofA Corp."). Bank of America Private Bank is a division of Bank of America, N....PrivateWork at officeFlexible hoursShift workWeekend workDay shift
$250k
...StatesSalary: $250 000,00 - $500 000,00Category: Private Client Product Services, MarketCompany:... ...strategies for the area. Citi Private Bank’s objective is to further enhance its... ...-------------------------------------Job Family Group: Private Client Product Services---...PrivateFull timeLocal area- ...Make banking a Fifth Third better® We connect great people to great opportunities. Are... ...customers to understand and address their financial needs, the banker will provide solutions... ...individual needs of our employees and their families, encompassing physical, financial,...Work at office
- JPMorganChase is seeking a Private Client Banker in Branch Banking to serve affluent clients and manage their full banking relationship. You will proactively... ..., while delivering trusted education and tailored financial advice. The role emphasizes an advisory approach,...Afternoon shift
- JPMorgan Chase is seeking a Private Client Banker in Branch Banking to be the primary contact for affluent clients and other customers. You will manage... ...collaborate with specialists to meet a wide range of financial needs. The role requires advising clients, soliciting referrals...Weekend workAfternoon shift
$150k - $200k
...national public finance investment banking franchise with a diversified... ...with not-for-profits, private developers, and state and local... ...repositioning, and long-term financial strategy.Transaction Execution... ...for our employees and their families today, tomorrow and beyond here...PrivateLocal area$200k - $300k
Citigroup Inc. is seeking an experienced Private Banker in Beverly Hills, California, to... ...-net-worth clients, providing strategic financial advice and comprehensive wealth management... ...a minimum of 15 years in private banking, proficiency in investment products, and...Private$76k - $105k
...accessible. What started with restoring single-family homes has evolved into a diverse and... ...plays a key role in driving Wedgewood’s financial planning and day-to-day treasury... ...forecasting, cash management, and optimization of banking and credit facilities. For the first 6-...Local area- Citi Private Bank in Beverly Hills, CA seeks an Investment Counselor Principal to lead relationships with ultra-high net worth clients, providing sophisticated investment advice and cross-asset strategies. You will work with internal partners to deliver wealth planning...Private
$20.34 - $24.86 per hour
...Client Relationship Consultant At U.S. Bank, we're on a journey to do our best.... ...businesses we serve to make better and smarter financial decisions and enabling the communities we... ...are designed to help you and your family boost your health, protect your financial...Temporary work- ...providing education and advice tailored to suit their financial needs. Job Description You have a passion for taking care... ...advice tailored to suit their financial needs. As a Private Client Banker in Branch Banking, you are the main point of contact for a select group of...Immediate startAfternoon shift
$70k - $80k
...solutions to clients to help them achieve financial goals. Key responsibilities include... ...(stocks, bonds, mutual funds, annuities, banking and money‑managed solutions). Recommends... ...exceeded. Professional designations such as CFP or CRPC. Insurance licenses obtained. Skills...Temporary workMonday to Friday
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