Deliver advanced financial planning solutions, including cash flow modeling, retirement projections, tax-aware strategies, and philanthropic planning.
Serve as a lead planner in complex client engagements, collaborating with bankers, investment advisors, and sales leadership.
Translate client goals into actionable planning strategies, integrating investment, trust, and lending solutions.
Coach and mentor private bankers to incorporate planning as a core part of their client engagement model.
Develop and lead training sessions, workshops, and planning forums to build internal capabilities.
Identify opportunities to scale planning capabilities across the platform, including digital tools, process enhancements, and best practices.
Collaborate with product, marketing, and leadership teams to evolve the planning offering in alignment with client needs and market trends.
Contribute to thought leadership and represent the firm in industry forums and client events.
Partner with external advisors, including attorneys and accountants, to coordinate client service, generate new business leads, and contribute to the brand-building of Flagstar Private Bank.

Undergraduate Degree (4 years or equivalent), CFP required
8+ Years in financial planning for HNW/UHNW clients
Deep expertise in estate planning, tax-aware strategies, retirement planning, and philanthropic solutions
Mastery of financial planning software (eMoney, MoneyGuidePro, etc.) and CRM platforms
CPA, CTFA, or CEPA helpful but not required

Financial Planning Lead

Key skills