About this role
Financial Planning Advisor I at Heartland Bank and Trust Company. Location: Normal, Illinois, United States. Role: executing planning, maintaining software, providing analysis Requirements: Experience with financial planning software; CFP required; Bachelor’s in Finance or Financial Planning; 3 years financial planning or investment management preferred. Category: Finance and Accounting Seniority: Mid Level Tools: Financial Planning Software, Trust Accounting Software Certifications: certified financial planner (cfp) Commitment: Full Time Workplace: Onsite Languages: English