Strategic Financial Planning Specialist II

Busey Bank

St. Louis (MO)

On-site

USD 64,000 - 80,000

Full time

5 days ago

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Benefits offered by this job

401(k) match

Profit sharing

Employee stock purchase plan

Paid time off

Medical

Dental

Vision

Company-paid life insurance

Long-term disability

Wellness incentives

Employee assistance program

Job summary

The Financial Planning Specialist II at Busey Bank gathers information with the Wealth Advisor, analyzes data, and prepares comprehensive financial plans for clients. You will review results with clients and advisors, staying current on tax law changes and pursuing professional designations.

Requires a Finance degree, 2–4 years in financial planning, and CFP® readiness within 6 months. Proficiency in Microsoft Office and Smartsheet is essential, with experience in planning software and client

Qualifications

Bachelor’s degree in Finance related field.
2–4 years’ experience in financial planning.
CFP® required or prepared to sit for the exam within 6 months of hire.
Requires knowledge of Microsoft Office and Smartsheet.

Responsibilities

Gather information with the Wealth Advisor and input data into planning software.
Analyze the data and prepare the financial plan for review with client and advisor.
Review plan results with Wealth Advisor and client.
Keep current regarding tax law changes through research and learning activities.
Promote financial planning in collaboration with Wealth Advisors.