Strategic Financial Planner II

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

Life insurance

Job summary

The Financial Planning Specialist II at Busey Bank gathers information with the Wealth Advisor to develop personalized financial plans. You input data into planning software, analyze results, and present them to clients and advisors.

You will stay current on tax law changes, pursue required designations, and support Wealth Advisors in promoting comprehensive financial planning. This role builds client trust and contributes to financial outcomes.

Qualifications

• Bachelor’s degree in Finance or related field is required.
• CFP certification required or prepared to sit for the exam within 6 months.
• 2–4 years of financial planning experience.

Responsibilities

• Gather client information with Wealth Advisor to build financial plans.
• Input data into planning software and analyze results.
• Review the plan with Wealth Advisor and client.
• Stay current on tax law changes through research and training.
• Promote financial planning with Wealth Advisors.

Skills

Communication skills

Financial analysis

Time management

Problem solving

Education

Bachelor's degree in Finance-related field

CFP certification / prepared to sit

Tools

Microsoft Office

Smartsheet

Job description

The Financial Planning Specialist II at Busey Bank gathers information with the Wealth Advisor to develop personalized financial plans. You input data into planning software, analyze results, and present them to clients and advisors.

You will stay current on tax law changes, pursue required designations, and support Wealth Advisors in promoting comprehensive financial planning. This role builds client trust and contributes to financial outcomes.