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Financial Planning Specialist

Company: Busey
Location: Urbana
Posted on: January 15, 2022

Job Description:

LOCATION: Urbana, Illinois WHAT YOU'LL DO The Financial Planning Specialist 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. WHAT YOU'LL BRING Duties:

  • Responsible for all aspects of financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client.
  • Keep current regarding tax law changes through research and participation in learning activities.
  • Obtain and maintain appropriate professional designations related to financial planning. Knowledge of:
    • Strong oral and written communication skills
    • Federal and state laws and regulations
    • Sophisticated software systems
    • Excellent time and project management skills Ability to:
      • Analyze and interpret numerical data
      • Prepare and present complex financial concepts
      • Analyze and solve problems based on a broad knowledge of many factors, where advanced and technical concepts must be applied
      • Maintain visual attention and mental concentration for extended periods of time
      • Perform duties and make decisions under frequent time pressures WHY IT MATTERS Making a difference in clients' lives and contributing to their financial success is rewarding. Guiding clients through the financial phases of their lives, engaging with multiple generations, and experiencing satisfaction of truly helping people achieve their goals is gratifying. EDUCATION, TRAINING & STANDARDS OF PERFORMANCE
        • Requires Bachelor's degree in Finance related field.
        • Certified Financial Planner(r) designation preferred or completion of such designation within two years of hire.
        • Requires knowledge of Microsoft Office and Smartsheet. Busey believes that diversity and inclusion among our teammates is critical to our success as a company, and we seek to recruit, develop and retain the most talented people from a diverse candidate pool. Equal Opportunity Employment is a priority for Busey and all qualified applicants will receive consideration regardless of race, color, religion, national origin, genetic information, sex (including pregnancy), age, sexual orientation, gender (including gender identity and expression), marital status, military status, veterans status, citizenship status, disability, order of protection or any other characteristic protected by applicable law or other non-merit based factors.

Keywords: Busey, Champaign , Financial Planning Specialist, Accounting, Auditing , Urbana, Illinois

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