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 Bachelor's 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: $60,000

• $80,000+, 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.