Senior Financial Planning Specialist — Client-Focused & Impactful
Job in
Urbana, Champaign County, Illinois, 61803, USA
Listed on 2026-07-11
Listing for:
Busey
Full Time
position Listed on 2026-07-11
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management, Financial Analyst
Job Description & How to Apply Below
Busey is seeking a Financial Planning Specialist II in Urbana to gather information, run analyses, and prepare financial plans with a Wealth Advisor and client. You will input data, interpret results, and present plans clearly to clients.
The role requires aBachelor’s in Finance, 2–4 years in financial planning, and CFP certification (or plan to sit soon). A strong grasp of MS Office and Smartsheet is expected.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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