Financial Planning Specialist

Busey; Dallas (TX); On-site; USD 60,000 - 90,000; Full time

Job summary

Busey is seeking a Financial Planning Specialist responsible for assisting clients with financial planning processes. This role involves collecting information, preparing financial plans, and collaborating with Wealth Advisors to review results. Applicants should possess strong communication skills, demonstrate analytical abilities, and ideally hold a relevant finance degree.

Benefits

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical, dental, vision insurance

Company-paid life insurance

Qualifications

• Bachelor’s degree in Finance or related field required.
• Strong communication and analytical skills necessary.
• Certification as a Financial Planner preferred.

Responsibilities

• Gather and analyze information for financial plans.
• Coordinate financial planning services with clients and Wealth Advisors.
• Stay current on tax law changes.

Skills

Strong oral and written communication skills

Excellent time and project management skills

Ability to analyze and interpret numerical data

Ability to prepare and present complex financial plans

Ability to analyze and solve problems

Education

Bachelor’s degree in Finance related field

Certified Financial Planner designation (preferred)

Tools

Microsoft Office

Job description

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Position Summary

Position Summary

The Financial Planning Specialist has the primary responsibility of gathering all pertinent information for financial plans, analyzing the information, preparing financial plans, and reviewing the plan results with the Wealth Advisor and the client.

Duties & Responsibilities

• Responsible for all aspects of coordinating financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client.
• Keep current regarding tax law changes through research and participation in learning activities.
• Obtain and maintain appropriate professional designations related to financial planning.
  
  

Education & Experience

Knowledge Of

• Strong oral and written communication skills
• Federal and state laws and regulations
• Sophisticated software systems
• Excellent time and project management skills
  
  

Ability To

• Analyze and interpret numerical data
• Prepare and present complex financial plans
• Analyze and solve problems based on a broad knowledge of many factors and where advanced and technical concepts must be applied
• Maintain visual attention and mental concentration for extended periods of time
• Perform duties and make decisions under frequent time pressures
  
  

Education And Training

• Requires Bachelor’s degree in Finance related field.
• Certified Financial Planner designation preferred or completion of such designation within one year of hire.
• Requires knowledge of Microsoft Office.
  
  

Compensation And Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

(Base Pay Range: $60,000-$90,000 annually)

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies ("Agency"), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings ("Agreement"). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance and Sales

• Industries

  Banking

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