Garden City, Kansas, United States · On-site
Position Title Financial Consultant Location Garden City, NY 11530 Job Summary The Financial Consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment…
Skills: Investment Strategy, Insurance Sales, Relationship Management, Financial Planning, Coaching
Naples, Florida, United States · On-site
Position Title Financial Consultant Location Naples, FL 34109-2772 Job Summary The Financial Consultant has the primary responsibility of retaining and expanding company relationships and soliciting new retail Investment…
Skills: Investment Strategy, Insurance Sales, Relationship Management, Financial Planning, Coaching
Linden, Texas, United States · On-site
$17/hr–$22/hr
Position Title Branch Banking Client Consultant I (Part Time) Location Linden, NJ 07036 Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients…
Skills: Customer Service, Sales, Financial Transactions, Risk Management, Problem Solving
Troyes, Grand Est, France · On-site
$111k–$179k/yr
Position Title Technology Product Requirements Partner Location New York, NY 10018 Job Summary The Technology Product Requirements Partner is a critical role within the OneX operating model, embedded in each quint and re…
Skills: Requirements Elicitation, Functional Requirements Authoring, Non-Functional Requirements Authoring, Stakeholder Management, Business Analysis
Waterford, California, United States · On-site
$17/hr–$22/hr
Position Title Branch Banking Client Consultant I Location Waterford, MI 48327 Job Summary The Branch Banking Client Consultant I delivers front-line client service and transactional support by welcoming clients, identif…
Skills: Client Service, Financial Transactions, Teller Functions, Risk Management, Sales Performance
New York, New York, United States · On-site
$111k–$186k/yr
Position Title Product Modernization Manager Sr Location New York, NY 10018 Job Summary The Senior Manager, Product Modernization leads the modernization of Flagstar's consumer deposit product offers platform, setting th…
Skills: Product Modernization, Core Banking Platforms, Strategic Planning, Stakeholder Management, Regulatory Compliance
Berkley, Michigan, United States · On-site
$17/hr–$26/hr
Position Title Branch Banking Client Consultant II Location Berkley, MI 48072 Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product details …
Skills: Client Management, Client Retention, Financial Sales, Risk Management, Problem Solving
Boynton Beach, Florida, United States · On-site
$17/hr–$26/hr
Position Title Branch Banking Client Consultant II - Boynton Beach FL Location Boynton Beach, FL 33426-4209 Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and prov…
Skills: Client Management, Client Retention, Financial Services Sales, Risk Management, Problem Solving
Hesperia, California, United States · On-site
$17/hr–$26/hr
Position Title Branch Banking - Client Consultant II Location Hesperia, CA 92345 Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product detai…
Skills: Client Management, Client Retention, Financial Sales, Lending, Investment Interactions
Sayreville, New Jersey, United States · On-site
$59k–$99k/yr
Position Title Branch Banking Leader - Float/Travel - Sayreville NJ and surrounding areas Location Sayreville, NJ 08872 Job Summary A Branch Banking Float Leader travels between multiple locations to support assigned bra…
Skills: Branch Management, Sales Leadership, Coaching and Mentoring, Risk Management, Client Relationship Management
Waterford, California, United States · On-site
$17/hr–$26/hr
Position Title Branch Banking Client Consultant II Location Waterford, MI 48327 Job Summary Branch Banking Client Consultant II provides best in class experience by resolving concerns and providing various product detail…
Skills: Client Management, Client Retention, Sales Performance, Risk Management, Problem Solving
Illinois, United States · Remote OK
$121k–$197k/yr
Position Title Sr. Relationship Manager, Commercial Real Estate Location Work From Home IL, IL 62629 Job Summary Come join the expanding CRE team at Flagstar! We are looking for a key player to lead new business developm…
Skills: Commercial Lending, Relationship Management, Credit Underwriting, Loan Structuring, Financial Analysis
New York, New York, United States · On-site
$106k–$166k/yr
Position Title CRE Credit Products Portfolio Mgr Sr Location New York, NY 10018 Job Summary JOB SUMMARY The Senior CRE Credit Products Portfolio Manager is a strategic advisor responsible for structuring, negotiating, an…
Skills: Commercial Credit Analysis, Credit Structuring, Portfolio Management, Risk Analysis, Credit Agreement Negotiation
Sayreville, New Jersey, United States · On-site
$17/hr–$22/hr
Position Title Branch Banking Client Consultant I - Sayreville NJ (Part-Time) Location Sayreville, NJ 08872 Job Summary Branch Banking Client Consultant I is responsible for interacting with clients and providing excepti…
Skills: Customer Service, Sales, Financial Transactions, Risk Management, Problem Solving
Hicksville, Ohio, United States · On-site
$166k–$317k/yr
Position Title Senior Director Commercial Real Estate Location Hicksville, NY 11801 Job Summary A Sr Director - Commercial Real Estate is responsible for the management of a team who focuses on new business development, …
Skills: Relationship Management, Business Development, Credit Analysis, Financial Analysis, Portfolio Management
Troyes, Grand Est, France · Remote OK
$109k–$184k/yr
Position Title Deposit Acquisition Marketing Mgr Sr Location Work From Home GA, GA 30033 Job Summary The Senior Manager, Deposit Acquisition Marketing owns the acquisition strategy, offer design, and funnel performance f…
Skills: Acquisition Strategy, Offer Design, Funnel Optimization, A/B Testing, Financial Analysis
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The Financial Consultant is responsible for expanding company relationships and soliciting new retail investment and insurance business. They provide customized financial strategies to customers and coach licensed bank staff to drive investment sales.
Requires a high school diploma and at least 2 years of retail sales experience, with a mandate to obtain Series 7, 63/66, and Life/Health licenses. A bachelor's degree and prior banking or investment industry experience are preferred.
JOB RESPONSIBILITIES
Meets with customers or prospects to discuss their financial needs and outline appropriate financial products that meet the financial goals for customers.
Build and maintain excellent relationships with the retail bank branches. Direct the investment sales for an assigned group of retail bank licensed bankers through coaching, training, goal setting, marketing plans and daily support. Indirect talent management for licensed bank staff and responsible for the following: conduct team performance meetings, perform observations, maintain an action plan, ensure cross training is achieved, ensure that compliance requirements are met.
Process all paperwork in a timely manner. Stay current with all customer and partner communications and deadlines. Maintain and manage a highly compliant investment business.
Conduct phone calls to existing and prospective retail bank customers and Book of Business customers with the objective of scheduling appointments. Lead, establish priorities and prepare presentations for these calls and coach retail bank licensed bankers on conducting a successful prospect call. Document calls and results and submit reports to superiors as required.
Uses independent judgement and discretion to make decisions.
Analyzes and resolves problems.
ADDITIONAL ACCOUNTABILITIES
Performs special projects, and additional duties and responsibilities as required.
Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
JOB REQUIREMENTS
Required Qualifications:
Education level required: High School / High School Equivalency (GED, HiSET, TASC) / Foreign Equivalent
Minimum experience required: 2+ Years of retail sales.
Life, Health and Accident licenses
If not held at time of hire, incumbent must obtain the above listed licenses within 120 days of hire.
Variable Annuity
If not held at time of hire, incumbent must obtain the above listed licenses within 30 days of passing Series 63 exam.
Series 7
If not held at time of hire, incumbent must obtain the above listed licenses within 1 year of hire.
Series 63 and/or Series 66
If not held at time of hire, incumbent must obtain the above listed license within 90 days of passing Series 7 exam
All time frames set forth above may be extended or modified in the sole discretion of management, based upon a showing of good cause.
Preferred Qualifications:
Education level preferred: Undergraduate Degree (4 years or equivalent) or equivalent experience.
Banking experience.
One year of sales experience in the investment/insurance industry.
Retail investment sales experience.
Experience coaching or leading team.
Job Competencies:
Proven success demonstrating sales results, exceeding sales expectations, adaptability, collaboration, relationship building, reliability and motivation to success.
Desire and willingness to call on prospects and existing clients for sales opportunities. Proven sales execution.
Proven leadership, business development and problem resolutions skills.
Proven customer service skills and the ability to resolve problems and prevent customer dissatisfaction
Service oriented and be able to work well with branch employees and bank customers.
Excellent listening, verbal and written communication skills and demonstrated success communicating with various levels within an organization.
Strong coaching skills.
Demonstrated ability to work well in a team environment.
Demonstrated ability to follow company policies, guidelines and procedures
Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
Will travel between assigned branches. A few overnight stays required per year for training and recognition
Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.
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. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank
Let’s align the stars.
Thank you for visiting Flagstar Bank, N.A. on LinkedIn, and we look forward to being part of your financial journey. Today, Flagstar Bank, N.A., is one of the largest regional banks in the country. The company is headquartered in Hicksville, New York. At March 31, 2026, the company had assets of $87.1 billion. We operate approximately 340 locations across nine states, with strong footholds in the greater New York/New Jersey metropolitan region and in the upper Midwest, along with a significant presence in fast-growing markets in Florida and the West Coast. We believe in cultivating a diverse, inclusive, and respectful workplace that engages employees, broadens perspectives, and encourages teamwork. We hire people who represent the talents, experiences, backgrounds, and diversity of the communities we serve. Together our goal is to deliver a new energy in banking to our customers, opening new doors for financial and personal success. Customers will have access to a broad spectrum of technology, products and services—all with a shared customer-first approach. Relationships are at the center of all that we do, enhanced by our commitment to delivering local market expertise, personalized solutions, and a long-standing focus on strengthening our communities. Follow us on LinkedIn to stay up to date on news and updates, new hires, community initiatives, access to our collective insights, and banking industry updates that you need to know.
Offices: Hicksville, NY , US · Troy, MI 48098, US
Let’s align the stars.
Thank you for visiting Flagstar Bank, N.A. on LinkedIn, and we look forward to being part of your financial journey. Today, Flagstar Bank, N.A., is one of the largest regional banks in the country. The company is headquartered in Hicksville, New York. At March 31, 2026, the company had assets of $87.1 billion. We operate approximately 340 locations across nine states, with strong footholds in the greater New York/New Jersey metropolitan region and in the upper Midwest, along with a significant presence in fast-growing markets in Florida and the West Coast. We believe in cultivating a diverse, inclusive, and respectful workplace that engages employees, broadens perspectives, and encourages teamwork. We hire people who represent the talents, experiences, backgrounds, and diversity of the communities we serve. Together our goal is to deliver a new energy in banking to our customers, opening new doors for financial and personal success. Customers will have access to a broad spectrum of technology, products and services—all with a shared customer-first approach. Relationships are at the center of all that we do, enhanced by our commitment to delivering local market expertise, personalized solutions, and a long-standing focus on strengthening our communities. Follow us on LinkedIn to stay up to date on news and updates, new hires, community initiatives, access to our collective insights, and banking industry updates that you need to know.
Offices: Hicksville, NY , US · Troy, MI 48098, US
