Financial Planning Lead

The Financial Planning Lead at Flagstar Private Bank advises high-net-worth clients on cash flow, estate, and tax planning while coaching bankers to integrate sophisticated planning into their service models. This strategic role acts as a trusted advisor and internal influencer, translating complex client goals into actionable strategies involving investments, trusts, and philanthropy. The position operates in a fast-paced, entrepreneurial environment to build the future of the private bank's advisory offering.