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Private Banking CFP Financial Planner for UHNW Clients
Job in
Newport Beach, Orange County, California, 92659, USA
Listed on 2026-08-22
Listing for:
Flagstar Bank
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Flagstar Bank’s Private Banking team in Beverly Hills seeks a Financial Planner (CFP®) to deliver comprehensive, goals-based financial planning for high-net-worth clients. You will work with private bankers and senior planners to develop analyses, prepare recommendations, and integrate planning insights into wealth strategies.
The role emphasizes client-facing execution, collaboration across planning tools (eMoney, Money Guide Pro ) and CRM systems, and delivering high-quality deliverables while
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