Senior Financial Planner (CFP®) - Private Banking
Flagstar Bank
Palo Alto, Santa Clara CountyPosted Discovered via the company's careers siteMatch locked
Full TimeAccounting & Finance Jobs
About the role
Position Title Senior Financial Planner (CFP®) - Private Banking Location Palo Alto, CA 94301 Job Summary Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for high-net-worth and ultra-high-net-worth individuals, investors, and business owners; estate planning; financial planning; income tax planning for f
Not included in the source posting: about the role, what you'll do, qualifications, benefits.
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