Financial Planning Specialist II

Busey; 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

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.

• 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
• 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.