Financial Planning Specialist II
Urbanaonsitemid$64K – $80K
Posted 3 days ago · via Workday
About this role
Position Summary The Financial Planning Specialist II 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. Duties & 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.…
What we'd score you on
reqspace match rubricFive dimensions, recruiter-grade. Upload your resume and we'll generate a written explanation of where you fit and where the gaps are.
1
Skills match
We compare your skills against the role requirements.
2
Level fit
This role is mid-level. We check your trajectory against it.
3
Domain experience
Your work in the role's domain matters more than your years total. We weight recent and direct experience.
4
Recency
A skill you used last quarter weighs more than one from five years ago. We grade on recency, not lifetime.
5
Location fit
This role is based in Urbana. We weight your proximity and willingness to relocate.
Score yourself on this role.
Free · no card · written explanation included
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