Financial Planner

Flagstar Bank•New York, NY

18h•Onsite

About The Position

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.

Requirements

Undergraduate Degree (4 years or equivalent)
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
Team player.
Entrepreneurial mindset.
Client obsessed.
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.

Nice To Haves

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.

Responsibilities

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.
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.
Utilize financial planning software (eMoney, MoneyGuidePro, or similar) to develop projections and plan updates.
Support consistent planning processes, templates, and documentation across client engagements.
Stay current on planning best practices and regulatory considerations.
Collaborate with investment, insurance, and lending partners to support integrated client solutions.
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.