Financial Planning Specialist II - CFP-Ready & Client Impact
Busey
Busey in Naperville, IL is seeking a Financial Planning Specialist II to gather information, analyze data and prepare financial plans, then review results with the Wealth Advisor and the client. The role requires meeting with clients and the Wealth Advisor, entering data into planning software, staying current on tax changes, and pursuing CFP designation. The position emphasizes collaboration with Wealth Advisors to promote comprehensive financial planning. #J-18808-Ljbffr Busey
Vacancy posted 5 days ago
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