Busey Bank
The Financial Planning Specialist II is responsible for gathering client information, analyzing financial data, and preparing comprehensive financial plans in collaboration with Wealth Advisors. This role involves reviewing plan results with clients, staying current on tax law changes, and maintaining relevant professional designations. The position requires strong analytical and communication skills to present complex financial concepts effectively.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Busey Bank.
15% below the average for this role