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Senior Investment Planner & Private Banking Strategist
Job in
Utica, Oneida County, New York, 13502, USA
Listed on 2026-06-26
Listing for:
Flagstar Bank
Full Time
position Listed on 2026-06-26
Job specializations:
-
Finance & Banking
Wealth Management, Financial Consultant
Job Description & How to Apply Below
Flagstar Bank is looking for a Group Director – Investment Counselor based in New York to deliver comprehensive, goals-based financial planning for high-net-worth clients. This role involves working closely with portfolio management and banking teams to develop financial plans and support client acquisition.
The ideal candidate should have a Bachelor's Degree, over 10 years of experience, and hold Series 7 and 66 licenses. Strong client experience focus and business acumen are critical. Flagstar offers a range of benefits including medical, dental, and vision insurance.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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