Financial Planning Specialist II

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

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.

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.

• 401(k) match
• profit sharing
• employee stock purchase plan
• paid time off
• medical
• dental
• vision
• company-paid life insurance
• long-term disability
• supplemental voluntary life insurance
• short-term disability
• long-term disability
• wellness incentives
• an employee assistance program
• pre-tax health savings accounts
• flexible spending accounts

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.