Financial Planning Specialist II - Client-Focused Plans

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

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.