Financial Planning Analyst II — Client-Focused Plans

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 insurance

Dental insurance

Vision insurance

Company-paid life insurance

Long-term disability

Supplemental voluntary life insurance

Short-term disability

Wellness incentives

Employee assistance program

Pre-tax health savings accounts

Flexible spending accounts

Job summary

Busey Bank is seeking a Financial Planning Specialist II to gather information for financial plans, analyze data, prepare plans, and review results with the Wealth Advisor and client. The role emphasizes collaboration with Wealth Advisors, tax awareness, and ongoing professional development.

The position requires a Finance-related bachelor's degree, 2–4 years of financial planning experience, and CFP® candidacy or completion within six months.

Qualifications

• Requires Bachelor's degree in Finance or related field.
• CFP® certification or plan to sit for the exam within 6 months of hire.
• Proficiency in Microsoft Office and Smartsheet.
• 2–4 years of experience in financial planning.

Responsibilities

• Meet with client and Wealth Advisor to gather information and input data into financial planning software.
• Analyze data and review financial plans with Wealth Advisor and client.
• Keep current on tax law changes through research and learning activities.
• Promote financial planning in collaboration with Wealth Advisors.

Skills

Communication

Regulatory knowledge

Software systems

Time management

Data analysis

Financial concepts

Problem solving

Attention to detail

Education

Bachelor's degree in Finance

CFP or prepared to sit for the exam within 6 months

Tools

Microsoft Office

Smartsheet

Job description

Busey Bank is seeking a Financial Planning Specialist II to gather information for financial plans, analyze data, prepare plans, and review results with the Wealth Advisor and client. The role emphasizes collaboration with Wealth Advisors, tax awareness, and ongoing professional development.

The position requires a Finance-related bachelor's degree, 2–4 years of financial planning experience, and CFP® candidacy or completion within six months.