Financial Planning Assistant

Ameriprise Financial • Orland Park, IL

4d • Onsite

About The Position

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.

Requirements

• 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

Nice To Haves

• 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

Responsibilities

• 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
• 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
• 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

Benefits

• Competitive salary: $60,000 – $80,000+
• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level