About the Role

As a Financial Planning Officer, you will engage with clients to conduct in-depth financial assessments, create customized financial plans, and present actionable recommendations. You will also manage client relationships, collaborate with internal teams, and ensure compliance with regulatory standards while maintaining accurate documentation.

About You

Required:

Bachelor’s degree in Finance, Business, Accounting, or related field.
Minimum 3-5 years of experience in financial planning or advisory services.
Strong understanding of financial planning principles, investment vehicles, and insurance products.
Excellent communication, interpersonal, and analytical skills.

Preferred:

CFP® designation.
Experience collaborating with diverse teams.

Central Bank is a privately held $20 billion bank headquartered in Jefferson City, Missouri. Serving 13 markets in 8 states. Central Bank specializes in community banking, with a particular focus on delivering leading-edge technology through its network of more than 150 facilities operating in Missouri, Kansas, Illinois, Colorado, Iowa, Tennessee, North Carolina, Florida, and Oklahoma, as well as more than 22,000 ATMs nationwide. Member FDIC. "Strong Roots. Endless Possibilities." reflects our long-standing commitment to the communities we serve, as well as our commitment to delivering high-quality, leading-edge financial products and services that help our customers and communities grow and succeed. As our product and service offerings continue to expand, we assure you that our commitment to the community will only grow stronger. All of our lending decisions are made locally in the community you live. Equal Opportunity Employer–minorities/females/veterans/individuals with disabilities/sexual orientation/gender identity.

Financial Planning Officer

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Summary

About the Role

About You