Financial Planning Assistant

Financial Planning Assistant

Koney Wealth Advisors A Private Wealth Advisory Practice of Ameriprise Financial
Orland Park IL
Full-Time In-Office

Koney Wealth Advisors a Private Wealth Advisory Practice of Ameriprise Financial is seeking a Financial Planning Assistant to join our growing client-focused team. We are committed to delivering personalized comprehensive financial planning with professionalism precision and care.

This position plays a central role in supporting financial planning operations advisor workflows and overall client experience. The role is structured to build upon individual strengths and offers long-term career development opportunities within the practice.

Position Overview

The Financial Planning Assistant supports both financial planning and client service functions by preparing client meeting materials managing planning workflows coordinating with third-party partners and ensuring the accuracy and efficiency of planning deliverables.

We are seeking a highly organized professional with strong attention to detail a collaborative mindset and a genuine interest in financial planning and wealth management.

Key Responsibilities

Financial Planning & Analysis

• Enter and maintain client data within MoneyGuide financial planning software
• Run planning scenarios and model recommendations
• Manage comprehensive and foundational financial planning clients
• Coordinate with third-party planning partners to obtain plan deliverables
• Review and analyze data for accuracy prior to advisor final review
• Update financial plans based on client-provided information
• Maintain financial planning checklists and support onboarding of new planning clients
• Assist in preparing financial planning presentations and recommendation documentation

Planning Operations & Technical Support

• Oversee Required Minimum Distribution (RMD) tracking and coordination
• Develop life insurance reprojections and illustrations
• Lead preparation and implementation of advisor e-meetings
• Support research special projects and financial analysis initiatives

Client Service & Workflow Support

• Prepare materials and documentation for client meetings
• Assist advisors with client service requests (non-trading)
• Support Client Service Associates and advisory team with workflow management
• Maintain CRM records with a high degree of accuracy and consistency

Qualifications

• Bachelors degree in Finance Business or related field preferred
• Strong organizational and time-management skills
• Excellent written and verbal communication abilities
• High level of attention to detail and commitment to confidentiality
• Collaborative professional demeanor with a growth-oriented mindset

Preferred (Not Required)

• Experience in financial planning wealth management insurance banking or client service
• Interest in pursuing future industry licensing (Series 7 Series 66 Life & Health) though licensing is not required for this role

Compensation & Benefits

• Competitive salary: $60000 $80000 based on experience
• Performance-based bonus opportunity
• 401(k) with 4% employer match
• Health insurance coverage
• Paid Time Off (PTO) with 2-day carryforward
• Paid holidays
• 5 Sick/Personal Days
• 1 additional Personal Day (to be used near birthday)
• 5 Work-From-Home days per year
• Professional development and career growth opportunities

Core Values

We are seeking someone who aligns with our core values:

• Collaboration We believe in teamwork and shared success.
• Excellence We strive to exceed expectations in every interaction.
• Vision We help clients plan confidently for the future.
• Confidence We provide clarity and thoughtful guidance.
• Relationships We build trust through integrity and long-term commitment.

Career Development

This role offers meaningful exposure to financial planning operations practice management and advisor support. Over time candidates may advance toward Financial Planning Specialist paraplanning leadership or advisor-track roles depending on interest and performance.

How to Apply

Interested candidates should submit a resume and cover letter outlining relevant experience and long-term career goals.

Please do not contact the practice directly.

Equal Opportunity Employer

Koney Wealth Advisors is an Equal Opportunity Employer and welcomes applicants from diverse backgrounds and experiences.