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Financial Consultant

Wealth Planning Associate

Job in Normal, McLean County, Illinois, 61761, USA
Listing for: Heartland Bank and Trust Company
Full Time position
Listed on 2026-02-06
Job specializations:
  • Finance & Banking
    Financial Consultant
Job Description & How to Apply Below
A community-focused bank in Normal, Illinois, is seeking a Financial Planning Advisor I to deliver comprehensive wealth management solutions. This role involves executing financial planning processes, maintaining software expertise, and providing valuable analysis and recommendations to clients. Ideal candidates hold a Bachelor’s Degree in Finance or Financial Planning along with relevant experience. A CFP certification is required upon hire. This position offers a competitive benefits package, ensuring peace of mind for employees.
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Position Requirements
10+ Years work experience
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