Financial Planning Specialist II

Text "2479" to (309) 322-9911 to apply.

Wage Range: Min: $57,574, Mid: $71,428, Max: $85,282

A Brief Overview

The Financial Planning Specialist II supports execution of the financial planning process. This role works alongside Portfolio Manager(s), Portfolio Management Specialist(s), Financial Planning Specialist(s), and Wealth Advisor(s). The primary objective is to facilitate efficient development of financial plans for prospective clients and effective maintenance of financial plans for existing clients.

What you will do

• Monitor the financial planning dashboard to enable efficient, organized progression through existing financial planning process.
• Prepare prospective client packets and distribute to coworkers in a timely manner.
• Determine whether all pertinent financial planning packet information has been provided and notify coworkers of missing data.
• Utilize financial technology platforms to input financial planning information provided by prospective clients and existing clients.
• Oversee the Financial Planning inbox for communication from coworkers.
• Assist with ad hoc prospect and client financial planning projects, as assigned.

Other Qualifications/Requirements

• Intermediate to advanced proficiency in Microsoft Excel, and basic knowledge of Income Lab, Holistiplan, Vanilla, or similar financial planning software.
• Bachelor’s Degree Finance or Financial Planning and less than 1-year financial planning, financial services preferred or equivalent combination of education and experience.
• Certified Financial Planner-CFP Board Program Candidate preferred.

Who We Are

Heartland Bank and Trust Company is headquartered in Bloomington, Illinois. With 70+ locations throughout Illinois and Eastern Iowa, Heartland continues to grow and is committed to preserving strong ties to our communities, customers, employees, and shareholders.

Heartland Bank’s mission is to “create value for the customer, earn a profit for the Bank, and have fun doing it!” At Heartland, employees have the opportunity to make a difference every day.

What We Offer

At Heartland Bank, we offer a competitive benefits package to provide you with peace of mind. Click here to learn more about what benefits we have to offer.

Physical Demands

• Regularly: Sitting, Feeling/Touching, Talking, Hearing, Vision - close peripheral, depth
• Frequently: Standing, Walking, Grasping/Reaching - with arms and hands, Repetitive Motions
• Occasionally: Climbing and/or Balancing, Stooping, Kneeling, Crouching, and/or Crawling, Lifting (30 lbs.)

Equal Opportunities and Accommodations Statement

Heartland Bank is deeply committed to creating a workplace where inclusion is not only valued but prioritized. We’re proud to be an equal opportunity employer, seeking to create a welcoming and diverse environment. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, family status, marital status, sexual orientation, national origin, genetics, disability, age, or any other non-merit based or legally protected grounds.

Salary Disclaimer

The salary range represents the range of possible compensation at the time of posting. Heartland Bank considers several factors when extending an offer, including but not limited to, the role and associated responsibilities, a candidate’s work experience, education/training, key skills, and internal equity.

The salary range minimum, midpoint, and maximum listed above represent a full range of career compensation growth over time in this position and pay grade. Starting pay typically starts between minimum and midpoint upon hire. The Bank offers compensation growth opportunities within its career architecture.