Heartland Bank and Trust Company · 7 hours ago
Financial Planning Advisor I
Normal, IL
Full-time
Onsite
Mid Level
$79K/yr - $131K/yr
3+ years expHeartland Bank and Trust Company is headquartered in Bloomington, Illinois, and is committed to preserving strong ties to its communities and customers. The Financial Planning Advisor I delivers comprehensive wealth management solutions and develops financial plans for both prospective and existing clients.
Asset ManagementBankingConsumer LendingCredit CardsDebit CardsFinancial ServicesLendingPersonal FinanceRetirementWealth Management
Responsibilities
Execute the established financial planning process consistently
Maintain expertise in financial planning software programs
Provide ongoing financial planning analysis, advice, and recommendations to prospective clients and existing clients
Develop internal and external referral sources to cultivate prospective clients
Coach and actively delegate to financial planning specialist(s), as assigned
Collaborate with the Director of Portfolio Management & Financial Planning on financial planning process improvements
Qualification
Required
Experience with Financial Planning Software, required
Certified Financial Planner-CFP Board upon hire required
Preferred
Experience with Trust Accounting System Software, recommended
Bachelor's Degree Finance or Financial Planning and minimum 3 years financial planning or investment management preferred or equivalent combination of education and experience
Company
Heartland Bank and Trust Company
The Drake family arrived in Central Illinois in 1852, and set down roots that still run deep.
501-1000 employees
Funding
Current Stage
Public CompanyTotal Funding
$40M2020-09-16Post Ipo Debt· $40M
Leadership Team
Diane Lanier
Executive Vice President / Chief Retail Officer
Recent News
Mergers & Acquisitions
2025-10-21
2025-10-20
Company data provided by crunchbase