Education level preferred: 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.
Job Competencies:
Team player. The Family Advisory team works closely with one another and believes the work we do is a team sport.
Entrepreneurial mindset. Flagstar Private Bank is growing quickly. Successful candidates will thrive in an ever-changing, 'start up' like environment, where there is clear opportunity to build and shape the future of the team and our delivery.
Client obsessed. Helping clients achieve their financial goals is what gets you up in the morning. We care deeply about the individuals and families we serve.
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.
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.
Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.
Flagstar is an Equal Opportunity Employer
We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience
Additional Information
Position Title
Financial Planner
Location
Beverly Hills, CA 90212
Job Summary
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.
Job Responsibilities:
JOB RESPONSIBILITIES
Financial Planning Delivery . 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.
Client and Advisor Support . 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.
Planning Tools and Process Support . Utilize financial planning software (eMoney, MoneyGuidePro, or similar) to develop projections and plan updates. Support consistent planning processes, templates, and documentation across client engagements.
Ongoing Learning and Collaboration . Stay current on planning best practices and regulatory considerations. Collaborate with investment, insurance, and lending partners to support integrated client solutions.
ADDITIONAL ACCOUNTABILITIES
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.
JOB REQUIREMENTS
Required Qualifications:
Education level required: Undergraduate Degree (4 years or equivalent)
Minimum experience required: 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
Flagstar · Beverly Hills/9665 Wilshire Boulevard/114056