Financial Planning Specialist II - Strategic Plan Builder

Busey; 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 insurance

Dental insurance

Vision insurance

Life insurance

Long-term disability

Wellness incentives

Employee assistance program

Job summary

Busey in Urbana, IL is seeking a Financial Planning Specialist II to gather data, analyze financial plans, and present results with the Wealth Advisor and client.

The role requires 2–4 years in financial planning, a Bachelor’s in a finance-related field, and knowledge of Microsoft Office and Smartsheet; CFP is required or prep within 6 months.

Base pay ranges from $64,000 to $80,000 per year, with a comprehensive Total Rewards package including benefits such as 401(k) match and insurance.

Qualifications

• Bachelor’s degree in Finance or related field.
• Proficiency with 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

• Meet with client and Wealth Advisor to gather information and input data.
• Analyze data and review the resulting financial plan with the Wealth Advisor and client.
• Keep current on tax law changes through research and learning activities.
• Promote financial planning in collaboration with Wealth Advisors.

Skills

Strong communication

Data interpretation

Numerical analysis

Time management

Project management

Financial planning knowledge

Education

Bachelor’s degree in Finance

CFP or ready to sit within 6 months

Tools

Microsoft Office

Smartsheet

Job description

Busey in Urbana, IL is seeking a Financial Planning Specialist II to gather data, analyze financial plans, and present results with the Wealth Advisor and client.

The role requires 2–4 years in financial planning, a Bachelor’s in a finance-related field, and knowledge of Microsoft Office and Smartsheet; CFP is required or prep within 6 months.

Base pay ranges from $64,000 to $80,000 per year, with a comprehensive Total Rewards package including benefits such as 401(k) match and insurance.