WHAT YOU’LL DO
The Financial Planning Specialist has the primary responsibility of gathering all pertinent information for financial plans, analyzing the information, preparing financial plans, and reviewing the plan results with the Wealth Advisor and the client.
WHAT YOU’LL BRING
Duties:
Knowledge of:
Ability to:
WHY IT MATTERS
Making a difference in clients’ lives and contributing to their financial success is rewarding. Guiding clients through the financial phases of their lives, engaging with multiple generations, and experiencing satisfaction of truly helping people achieve their goals is gratifying.
EDUCATION, TRAINING & STANDARDS OF PERFORMANCE
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey’s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.