Financial Planner

Position Title

Financial Planner

Location

Beverly Hills, CA 90212

Job Summary

Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future.
The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and recommendations. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.

Job Responsibilities:

JOB RESPONSIBILITIES

• Financial Planning Delivery. Prepare and support financial planning analyses, including cash flow modeling, retirement projections, education funding, and scenario analysis. Assist in translating client goals into actionable planning recommendations under the guidance of senior planners.
• Client and Advisor Support. Participate in client meetings alongside bankers and senior Family Advisory staff to explain planning concepts and recommendations. Serve as a planning resource for bankers by responding to planning-related questions and ad hoc analyses.
• Planning Tools and Process Support. Utilize financial planning software (eMoney, MoneyGuidePro, or similar) to develop projections and plan updates. Support consistent planning processes, templates, and documentation across client engagements.
• Ongoing Learning and Collaboration. Stay current on planning best practices and regulatory considerations. Collaborate with investment, insurance, and lending partners to support integrated client solutions.

ADDITIONAL ACCOUNTABILITIES

• Performs special projects, and additional duties and responsibilities as required.
• Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.

JOB REQUIREMENTS

Required Qualifications:

• Education level required: Undergraduate Degree (4 years or equivalent)
• Minimum experience required: 4+ Years experience in financial planning or wealth management
• CFP® certification or active progress toward designation
• Experience working with financial planning software and CRM tools

Preferred Qualifications:

• Education level preferred: Undergraduate Degree (4 years or equivalent)  in finance, accounting, wealth management, financial planning, or related disciplines.
• Experience working with HNW clients
• CPA, CTFA, or CEPA helpful but not required.

Job Competencies:

• Team player. The Family Advisory team works closely with one another and believes the work we do is a team sport.
• Entrepreneurial mindset. Flagstar Private Bank is growing quickly. Successful candidates will thrive in an ever-changing, ‘start up’ like environment, where there is clear opportunity to build and shape the future of the team and our delivery.
• Client obsessed. Helping clients achieve their financial goals is what gets you up in the morning. We care deeply about the individuals and families we serve.
• Polished presentation and sufficient gravitas to quickly instill a client’s trust.
• Jargon-free. Able to synthesize financial planning topics and explain them in ‘plain English’ to the general public.
• Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
• Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
• Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
• Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.

Flagstar is an Equal Opportunity Employer 

We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank 

Pay Range

$63,251.25 - $121,200.00

Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable.