Financial Planning Specialist II

Busey; Naperville (IL); 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

Company-paid life insurance

Job summary

Busey in Naperville, IL is seeking a Financial Planning Specialist II to gather information, analyze data and prepare financial plans, then review results with the Wealth Advisor and the client.

The role requires meeting with clients and the Wealth Advisor, entering data into planning software, staying current on tax changes, and pursuing CFP designation. The position emphasizes collaboration with Wealth Advisors to promote comprehensive financial planning.

Qualifications

• Bachelor’s degree in a finance-related field.
• CFP® required or prepared to sit for the exam within 6 months of hire.
• 2–4 years of experience in financial planning.
• Proficiency with financial planning software (input and analysis).
• Knowledge of tax law changes and staying current with regulatory updates.

Responsibilities

• Gather information with the Wealth Advisor and client for financial plans.
• Input data into financial planning software and analyze results.
• Review the plan with Wealth Advisor and client.
• Execute duties with attention to accuracy under time pressures.
• Promote financial planning in collaboration with Wealth Advisors.

Skills

Strong oral and written communication

Financial planning knowledge

Data analysis

Time and project management

Attention to detail

Ability to analyze numerical data

Education

Bachelor’s degree in finance-related field

CFP® exam within 6 months of hire

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. 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.