Financial Planning Specialist II - CFP Client-Focused
Job in
Leawood, Johnson County, Kansas, 66206, USA
Listed on 2026-07-09
Listing for:
Busey
Full Time
position Listed on 2026-07-09
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Financial Analyst, Financial Services
Job Description & How to Apply Below
Busey is seeking a Financial Planning Specialist II responsible for gathering necessary information for financial plans and analyzing this data. This role involves collaborating with Wealth Advisors and clients to review financial plan results.
The ideal candidate will have a Bachelor's degree in a Finance-related field, relevant work experience, and must hold or be prepared to obtain the CFP certification. Strong communication and analytical skills are essential.
The base pay range is $64,000 - $80,000 per year, along with competitive benefits.
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