Financial Planning Specialist II

Busey Bank • Urbana, IL

6d

About The Position

The Financial Planning Specialist II has the primary responsibility of gathering all pertinent information for financial plans, analyzing the information, preparing financial plans, and reviewing the plan results with the Wealth Advisor and the client. This role is responsible for all aspects of financial planning services, including meeting with clients and Wealth Advisors to gather information, inputting data into financial planning software, analyzing the data, and reviewing the resulting financial plan. The Specialist will also keep current regarding tax law changes through research and learning activities, obtain and maintain appropriate professional designations related to financial planning, and execute the duties of a Financial Planning Specialist I. This role works closely with Wealth Advisors to promote financial planning.

Requirements

• Strong oral and written communication skills.
• Knowledge of federal and state laws and regulations.
• Knowledge of sophisticated software systems.
• Excellent time and project management skills.
• Ability to analyze and interpret numerical data.
• Ability to prepare and present complex financial concepts.
• Ability to analyze and solve problems based on a broad knowledge of many factors, where advanced and technical concepts must be applied.
• Ability to maintain visual attention and mental concentration for extended periods of time.
• Ability to perform duties and make decisions under frequent time pressures.
• Bachelor’s degree in Finance related field.
• Knowledge of 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.

Nice To Haves

• Certified Financial Planner® designation preferred or completion of such designation within two years of hire.

Responsibilities

• Gathering all pertinent information for financial plans.
• Analyzing the information.
• Preparing financial plans.
• Reviewing the plan results with the Wealth Advisor and the client.
• Inputting data into financial planning software.
• Keeping current regarding tax law changes through research and participation in learning activities.
• Obtaining and maintaining appropriate professional designations related to financial planning.
• Executing the duties of a Financial Planning Specialist I.
• Working closely with Wealth Advisors to promote financial planning.

Benefits

• 401(k) match
• Profit sharing
• Employee stock purchase plan
• Paid time off
• Medical
• Dental
• Vision
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level