Financial Planner

Flagstar Bank is seeking a Financial Planner to join their Family Advisory and Trusts team in Palm Beach, FL. This client-facing role supports the delivery of comprehensive financial planning to high-net-worth clients, partnering with private bankers and senior planners to develop analyses and recommendations. You will prepare financial planning deliverables, participate in client meetings, and serve as a planning resource for bankers.

• Prepare financial planning analyses including cash flow modeling and retirement projections
• Participate in client meetings to explain planning concepts and recommendations
• Serve as a planning resource for bankers, responding to ad hoc analyses
• Utilize financial planning software (eMoney, MoneyGuidePro, or similar)
• Collaborate with investment, insurance, and lending partners for integrated solutions
• 4+ years experience in financial planning or wealth management required

• No visa sponsorship is available.

• Must be authorized to work without sponsorship.