Financial Planning Specialist II

Busey Bank; Leawood (KS); 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

Wellness incentives

HSA/FSA

Job summary

Busey Bank in Leawood, KS is seeking a Financial Planning Specialist II to gather client information, analyze data, and prepare comprehensive financial plans with the Wealth Advisor.

The role requires 2–4 years in financial planning, a Bachelor's degree in finance, CFP readiness, and proficiency in Microsoft Office and Smartsheet.

Salary ranges $64,000–$80,000 annually, with a competitive benefits package including health, retirement and insurance options.

Qualifications

• Bachelor's degree in Finance or related field is required.
• CFP® required or prepared to sit for the exam within 6 months of hire.
• 2–4 years experience in financial planning.

Responsibilities

• Gathers information from clients and Wealth Advisor to build financial plans.
• Inputs data into financial planning software and analyzes results.
• Reviews the financial plan with Wealth Advisor and client.
• Keeps current with tax law changes and regulations.

Skills

Strong communication

Analytical skills

Time management

Project management

Numerical data interpretation

Presentation skills

Education

Bachelor's degree in Finance

CFP certification or 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.

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'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.