Financial Planning Specialist II: Client-Focused Planner
Busey
Busey in Naperville, IL is hiring a Financial Planning Specialist II to gather client data, build financial plans, and review results with the Wealth Advisor and client. You will use planning software, analyze information, and present clear recommendations. The role requires 2–4 years in financial planning, a Bachelor's in Finance, and CFP preparation or designation within 6 months. Strong communication and time-management skills are essential. #J-18808-Ljbffr Busey
Vacancy posted 1 day ago
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$64k - $80k
Busey Bank in Naperville, Illinois, is looking for a Financial Planning Specialist II to gather and analyze crucial information for client financial plans. The position involves collaborating with Wealth Advisors to review financial plans and keeping up-to-date with tax...Suggested$64k - $80k
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