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Financial Planning Specialist II - Client Impact

Busey Bank

Busey Bank in Naperville, IL is seeking a Financial Planning Specialist II to gather client information, run analysis in financial planning software, and present plans with the Wealth Advisor. The role requires a Bachelor's in finance, 2–4 years in financial planning, and CFP certification or readiness within 6 months. You will collaborate with Wealth Advisors to deliver comprehensive planning and help clients achieve their financial goals. #J-18808-Ljbffr Busey Bank

Vacancy posted 3 days ago
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