Strategic Financial Planning Specialist

Busey; 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, dental, vision

Job summary

Busey is seeking a Financial Planning Specialist II in the United States (Leawood, KS area). The role involves gathering client information, analyzing data, and creating financial plans in collaboration with Wealth Advisors and clients.

The position requires a Finance-related Bachelor’s degree, 2–4 years in financial planning, and CFP® certification or intent to sit for the exam within six months of hire. Base pay ranges from $64,000 to $80,000 per year.

Qualifications

• Bachelor’s degree in Finance or related field is required.
• CFP® designation or intent to sit for the exam within 6 months of hire.
• 2–4 years of experience in financial planning.
• Proficiency with Microsoft Office and Smartsheet.
• Knowledge of financial planning software and concepts.

Responsibilities

• Meet with client and Wealth Advisor to gather information and input data into financial planning software.
• Analyze data and review the resulting financial plan with Wealth Advisor and client.
• Keep current regarding tax law changes through research and learning activities.
• Obtain and maintain professional designations related to financial planning.
• Execute the duties of a Financial Planning Specialist I.
• Work closely with Wealth Advisors to promote financial planning.

Skills

Oral and written communication

Regulatory knowledge

Software proficiency

Time & project management

Financial analysis

Financial concepts

Problem solving

Attention to detail

Deadline-driven

Education

Bachelor’s degree in Finance

CFP® certification or exam readiness within 6 months

Tools

Microsoft Office

Smartsheet

Financial planning software

Job description

Busey is seeking a Financial Planning Specialist II in the United States (Leawood, KS area). The role involves gathering client information, analyzing data, and creating financial plans in collaboration with Wealth Advisors and clients.

The position requires a Finance-related Bachelor’s degree, 2–4 years in financial planning, and CFP® certification or intent to sit for the exam within six months of hire. Base pay ranges from $64,000 to $80,000 per year.