Financial Planning Specialist II

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

Job summary

The Financial Planning Specialist II at Busey gathers client information, analyzes data, and prepares comprehensive financial plans with the Wealth Advisor. You will review results with clients, stay updated on tax law changes, and pursue CFP designation as needed.

You will work closely with Wealth Advisors to promote financial planning and deliver a competitive total rewards package as part of Busey’s service excellence.

Qualifications

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

Responsibilities

• Meet with client and Wealth Advisor to gather information, input data into financial planning software, analyze data, and review the plan with the client.
• Stay current on tax law changes through research and learning activities.
• Obtain and maintain professional designations related to financial planning.
• Execute the duties of a Financial Planning Specialist I.
• Collaborate with Wealth Advisors to promote financial planning.

Skills

Communication skills

Regulatory knowledge

Software proficiency

Time management

Data analysis

Financial concepts

Analytical problem solving

Attention to detail

Education

Bachelor’s degree in Finance related field

Microsoft Office

Smartsheet

2–4 years of financial planning experience

CFP certification or exam readiness within 6 months

Tools

Microsoft Office

Smartsheet

Job description

Position Summary

The Financial Planning Specialist II 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 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.
• Execute the duties of a Financial Planning Specialist I
• Works closely with Wealth Advisors to promote 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 concepts
• Analyze and solve problems based on a broad knowledge of many factors, 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.
• Requires knowledge of Microsoft Office and Smartsheet.
• 2 – 4 years’ experience in financial planning.
• CFP ® required or prepared to sit for the exam within 6 months of hire.

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: $64,000 - $80,000/year)

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.