Flagstar Bank
A Wealth Planning Associate at Flagstar Bank supports senior wealth planners in delivering holistic planning solutions to high-net-worth clients. The role involves preparing wealth planning analyses, supporting client meetings, collaborating with internal teams, and maintaining documentation. It emphasizes preparation, analysis, and client support while providing developmental exposure to sophisticated planning concepts.
N/A
FLAGSTAR BANK RECOGNIZED FOR ITS COMMITMENT TO SERVING MIDDLE MARKET CUSTOMERS
2 days ago
Barclays PLC Has $36.02 Million Holdings in Flagstar Bank, National Association $FLG
1 day ago
Business Beyond the Beach Talk Show: Bill Reynolds, Branch Leader at Flagstar Bank
1 week ago
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Flagstar Bank.
36% above the average for this role
What Makes Flagstar Bank, National Association (FLG) a Good Investment?
2 days ago
Senior Wealth Strategist – Advanced Planning
AssetMark
Asset & Wealth Management, Private Wealth Management, Goldman Sachs Family Office, Wealth Planning Specialist, Associate - Dallas
GS India Finance Limited
Senior Wealth Strategist
AssetMark
Wealth Planning Consultant
BMO
Wealth Planning Associate
Brown Brothers Harriman
Senior Wealth Strategist
AssetMark