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About the Role

The Senior Financial Planner leads the delivery of comprehensive, goals-based financial planning to high-net-worth and ultra-high-net-worth individuals and their families. This role is client-facing and execution-oriented, focusing on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies. The Senior Financial Planner brings deep technical expertise and exceptional client-facing skills to serve as a trusted advisor to clients, mentor to colleagues, and strategic leader in advancing the firm’s financial planning capabilities.

Responsibilities

Lead Comprehensive Financial Planning Delivery, preparing and delivering financial planning analyses including multi-scenario cash flow modeling, retirement distribution strategies, tax-efficient wealth transfer, philanthropic planning, education funding, concentrated position analysis, and liquidity event planning utilizing advanced financial planning software.
Work with clients to translate their goals into actionable planning recommendations.
Serve as Trusted Client Advisor by participating in client meetings alongside bankers to present complex financial planning concepts and recommendations in a clear, compelling, and client-centric manner.
Partner with bankers and advisors to build trusted client relationships and proactively identify planning opportunities as client’s needs evolve.
Drive Planning Excellence by serving as a financial planning ambassador and in-house expert to support the adoption of planning across the Private Bank.
Educate bankers on the application of planning and timely planning topics.
Participate in external presentations, seminars, and other business development initiatives.
Stay current on planning best practices and regulatory considerations.
Collaborate with the broader Family Advisory team, including Wealth Planners and Trust, and partner with investment, insurance, and lending specialists to support integrated client solutions.
Perform special projects, and additional duties and responsibilities as required.
Consistently adhere to regulatory and compliance policies and standards and complete required compliance trainings.
Maintain compliance with applicable federal, state and local laws and regulations.

Requirements

Undergraduate Degree (4 years or equivalent)
8+ Years experience in financial planning or wealth management
CFP® certification or active progress toward designation
Experience working with financial planning software and CRM tools
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.
Team player mentality.
Entrepreneurial mindset.
Client-obsessed approach.
Polished presentation and sufficient gravitas to quickly instill a client’s trust.
Ability to synthesize financial planning topics and explain them in ‘plain English’ to the general public.
Strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights.
Align relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
Build trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
Foster or support a positive work culture and productive work environment, displaying the importance of effective relationships with customers and stakeholders.
The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.

Skills

Financial planning
Wealth management
Financial planning software
CRM tools
Wealth structuring
Estate planning
Income tax planning
Family legacy planning
Business succession planning
Family dynamics advisory
Family office advisory
Next gen advisory
Philanthropy advisory
Charitable giving
Equity compensation analysis
Liquidity event planning
Concentrated position management
Client-facing communication
Relationship building
Collaboration
Presentation skills

Location

Palo Alto, CA 94301

Work Type

Full-time

Experience Level

Senior
8+ Years experience

Education Level

Undergraduate Degree (4 years or equivalent)
Undergraduate Degree (4 years or equivalent) in finance, accounting, wealth management, financial planning, or related disciplines.

Salary/Compensations

$140,000 - $170,000
$74,020.50 - $194,005.00

Benefits

Medical insurance
Dental insurance
Vision insurance
Life insurance
Disability insurance
Comprehensive leave program

About the Company

Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics.
We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future.
Flagstar Private Bank is growing quickly. Successful candidates will thrive in an ever-changing, ‘start up’ like environment, where there is a clear opportunity to build and shape the future of the team and our delivery.

Equal Opportunity

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, and other non-discriminatory factors permitted by law.
Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment.
Qualified applicants with arrest or conviction records will be considered for employment in accordance with the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance, the City of Los Angeles Fair Chance Initiative for Hiring Ordinance, and the San Francisco Fair Chance Ordinance, as appliable.