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Financial Planning Specialist II Impact
Job in
Normal, McLean County, Illinois, 61761, USA
Listed on 2026-02-07
Listing for:
Heartland Bank and Trust
Full Time
position Listed on 2026-02-07
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
A regional financial institution located in Illinois is seeking a Financial Planning Specialist II to support the financial planning process. This role involves monitoring dashboards, preparing client packets, and utilizing financial technology. Candidates should have a Bachelor's degree in Finance or Financial Planning, with intermediate Excel skills and preferred knowledge of financial software applications. Join in a collaborative team environment to enhance client financial plans and contribute to overall financial strategies.
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