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Private Banking CFP: Family Wealth Planner
Job in
Beverly Hills, Los Angeles County, California, 90211, USA
Listed on 2026-08-12
Listing for:
Flagstar Bank
Full Time
position Listed on 2026-08-12
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Flagstar Bank in Beverly Hills, CA is seeking a Financial Planner (CFP) to join the Private Banking team. You will deliver comprehensive, goals-based financial planning for high-net-worth clients, partnering with private bankers and senior planners to provide high-quality analyses and recommendations.
The role emphasizes client-facing execution, development of planning deliverables, and collaboration across wealth-management partners.
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