Financial Planning Specialist II – Client Impact

Busey Bank; 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 insurance

Dental insurance

Vision insurance

Company-paid life insurance

Long-term disability

Supplemental voluntary life insurance

Short-term disability

Wellness incentives

Employee assistance program

Pre-tax health savings accounts

Flexible spending accounts

Job summary

Busey Bank in Naperville, IL is seeking a Financial Planning Specialist II to gather client information, run analysis in financial planning software, and present plans with the Wealth Advisor. The role requires a Bachelor's in finance, 2–4 years in financial planning, and CFP certification or readiness within 6 months.

You will collaborate with Wealth Advisors to deliver comprehensive planning and help clients achieve their financial goals.

Qualifications

• Bachelor's degree in Finance or related field required.
• Proficiency in 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.

Responsibilities

• Gather information with client and Wealth Advisor to input data.
• Input data into financial planning software and analyze results.
• Review financial plans with Wealth Advisor and client.
• Stay updated on tax law changes through research and learning activities.
• Promote and perform duties of Financial Planning Specialist I.

Skills

Communication

Regulatory knowledge

Software systems

Time management

Numerical data analysis

Financial concepts

Problem solving

Concentration

Decision making under pressure

Education

Bachelor's degree in Finance

MS Office & Smartsheet

2-4 years planning experience

CFP exam or eligible within 6 months

Tools

Microsoft Office

Smartsheet

Job description

Busey Bank in Naperville, IL is seeking a Financial Planning Specialist II to gather client information, run analysis in financial planning software, and present plans with the Wealth Advisor. The role requires a Bachelor's in finance, 2–4 years in financial planning, and CFP certification or readiness within 6 months.

You will collaborate with Wealth Advisors to deliver comprehensive planning and help clients achieve their financial goals.