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Financial Planning Specialist II – Client Impact

Job in South Naperville Area, Will County, Illinois, 60564, USA
Listing for: Busey Bank
Full Time position
Listed on 2026-10-06
Job specializations:
  • Finance & Banking
    Financial Advisor / Consultant, Wealth Management
Salary/Wage Range or Industry Benchmark: 64000 - 80000 USD Yearly USD 64000.00 80000.00 YEAR
Job Description & How to Apply Below

Busey Bank in Naperville, IL is seeking a Financial Planning Specialist II to gather client information, run analysis in financial planning software, and present plans with the Wealth Advisor. The role requires a Bachelor's in finance, 2–4 years in financial planning, and CFP certification or readiness within 6 months.

You will collaborate with Wealth Advisors to deliver comprehensive planning and help clients achieve their financial goals.

We are seeking a motivated Financial Planning Specialist II – Client Impact to join Busey Bank in Naperville, IL, United States.

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Learn more about the Financial Planning Specialist II – Client Impact role in the description above.

We appreciate your interest in this position.

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