Financial Planning Analyst II — CFP-Ready & Growth

Busey Bank; Kansas City (MO); On-site; USD 64,000 - 80,000; Full time

Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical

Dental

Vision

Life insurance

Long-term disability

Short-term disability

Wellness incentives

Employee assistance program

Health Savings Account

Flexible Spending Account

Job summary

Busey Bank is seeking a Financial Planning Specialist II in Missouri to lead the financial planning process with clients and Wealth Advisors. You will gather information, input data into planning software, analyze results, and present plans to clients.

The role requires 2–4 years in financial planning, a Finance degree, and CFP® eligibility within 6 months. Strong communication, regulatory knowledge, and time management are essential, as is the ability to explain complex concepts and work under

Qualifications

• Bachelor’s degree in finance or related field is required.
• 2–4 years of financial planning experience.
• CFP® required or prepared to sit for the exam within 6 months of hire.
• Knowledge of Microsoft Office and Smartsheet.

Responsibilities

• Gather information with client and Wealth Advisor to build the financial plan.
• Input data into financial planning software and analyze results.
• Review the plan with Wealth Advisor and client.
• Promote financial planning with Wealth Advisors.

Skills

Communication skills

Regulatory knowledge

Sophisticated software

Time & project mgmt

Numerical data analysis

Financial concepts

Analytical problem solving

Attention to detail

Decision making under pressure

Education

Bachelor’s degree in finance related field

CFP® required or prepared to sit for exam within 6 months

Microsoft Office

Smartsheet

2–4 years’ experience in financial planning

Tools

Microsoft Office

Smartsheet

Job description

Busey Bank is seeking a Financial Planning Specialist II in Missouri to lead the financial planning process with clients and Wealth Advisors. You will gather information, input data into planning software, analyze results, and present plans to clients.

The role requires 2–4 years in financial planning, a Finance degree, and CFP® eligibility within 6 months. Strong communication, regulatory knowledge, and time management are essential, as is the ability to explain complex concepts and work under