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HNW Wealth Planning Advisor
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-08-04
Listing for:
Flagstar Bank
Full Time
position Listed on 2026-08-04
Job specializations:
-
Finance & Banking
Wealth Management, Financial Advisor / Consultant
Job Description & How to Apply Below
Flagstar Bank seeks a Financial Planner to deliver goals-based planning for high-net-worth clients in Palm Beach, FL. You will develop planning deliverables and participate in client conversations, integrating insights with private bankers and senior planners to enhance wealth strategies.
The role requires 4+ years in financial planning and CFP certification progress; collaboration, regulatory compliance, and ongoing learning are emphasized.
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