Financial Planning Specialist

Overview:

The Financial Planning Specialist gathers all pertinent information for financial plans, analyzing the information, preparing financial plans, and reviewing the plan results with the Wealth Advisor and the client.

CrossFirst Bank will now operate as a separate subsidiary but will merge with Busey Bank, at the end of June. At that time, it will take on the Busey Bank brand.

As party of our merger process, we are combining our postings. To review or apply for a position, you will be directed to CrossFirst Bank.

Responsibilities:

• Responsible for all aspects of financial planning services, including meeting with client and Wealth Advisor to gather information, input of data into financial planning software, analyzing the data, and reviewing the resulting financial plan with the Wealth Advisor and the client.
• Keep current regarding tax law changes through research and participation in learning activities.
• Obtain and maintain appropriate professional designations related to financial planning.
• Work closely with Wealth Advisors to promote financial planning.

Qualifications:

• Strong oral and written communication skills
• Federal and state laws and regulations
• Sophisticated software systems
• Excellent time and project management skills

• Analyze and interpret numerical data
• Prepare and present complex financial concepts
• Maintain visual attention and mental concentration for extended periods of time
• Perform duties and make decisions under frequent time pressures

• Requires Bachelor’s degree in Finance or a related field.
• Certified Financial Planner® designation preferred or completion of such designation within two years of hire.
• Requires knowledge of Microsoft Office and Smartsheet.
• 2 – 4 years’ experience in financial planning.
• CFP ® required or prepared to sit for the exam within 6 months of hire.
• May require FINRA Series 6/7 and/or series 63/66.

Busey will operate CrossFirst Bank as a separate banking subsidiary of Busey until it is merged with Busey Bank, which is expected to occur in June 2025.

Application deadline: April 12, 2025

Compensation and Benefits

Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.

Base Pay Range:

$60,000 - $90,000/Year

Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being—now and in the years to come—are important to us. Busey’s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program.

In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.

Equal Opportunity

Visit Busey.com/Careers to learn more about Busey’s Equal Opportunity Employment.

Unsolicited Resumes

Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.