Financial Planning Specialist II — Build & Present Client Financial Plans

Busey Bank; Urbana (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 insurance

Company-paid life insurance

Short-term and long-term disability

Wellness incentives

Employee assistance program

Job summary

Busey Bank is seeking a Financial Planning Specialist II in Urbana, Illinois. The role involves gathering and analyzing financial information, preparing plans, and collaborating with Wealth Advisors to deliver exceptional service.

Candidates should possess a Bachelor’s degree in finance, strong communication skills, and relevant experience. Busey offers a competitive salary ranging from $64,000 to $80,000/year along with comprehensive benefits including a 401(k) match and paid time off.

Qualifications

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

Responsibilities

• Gather information for financial plans and review with the Wealth Advisor and client.
• Analyze data and prepare financial plans.
• Keep current on tax law changes.

Skills

Strong oral and written communication skills

Federal and state laws and regulations

Sophisticated software systems

Excellent time and project management skills

Analyze and interpret numerical data

Prepare and present complex financial concepts

Analyze and solve problems

Education

Bachelor's degree in Finance or related field

Certified Financial Planner designation preferred

2 - 4 years' experience in financial planning

Tools

Microsoft Office

Smartsheet

Job description

Busey Bank is seeking a Financial Planning Specialist II in Urbana, Illinois. The role involves gathering and analyzing financial information, preparing plans, and collaborating with Wealth Advisors to deliver exceptional service.

Candidates should possess a Bachelor’s degree in finance, strong communication skills, and relevant experience. Busey offers a competitive salary ranging from $64,000 to $80,000/year along with comprehensive benefits including a 401(k) match and paid time off.