Financial Planning Specialist II - CFP-Ready & Client Impact

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

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.