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Financial Planning Jobs (NOW HIRING)

Hantz Group

Financial Planning Assistant

Davison, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that ...

Hantz Group

Financial Planning Assistant

Bay City, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that ...

Hantz Group

Financial Planning Assistant

Ann Arbor, MI · On-site

Financial Planning Assistant Hantz Group is a Michigan-based financial company that works with individuals and businesses to help them achieve their financial goals. We are a Family Office that ...

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How much do financial planning jobs pay per year?

As of Jun 6, 2026, the average yearly pay for financial planning in the United States is $60,617.00, according to ZipRecruiter salary data. Most workers in this role earn between $46,500.00 and $68,500.00 per year, depending on experience, location, and employer.

What are some common challenges Financial Planners face when working with clients, and how can these be addressed?

Financial Planners often encounter challenges such as clients’ reluctance to share personal financial details, unrealistic investment expectations, or difficulty adhering to agreed-upon plans. Building strong relationships through clear communication and trust is essential to overcoming these barriers. Successful planners regularly educate clients, set realistic goals, and provide ongoing support to help clients stay on track. Adapting strategies to each client's unique circumstances fosters long-term success and client satisfaction.

What is financial planning?

Financial planning is the process of evaluating an individual's or organization's current financial situation and developing a comprehensive strategy to achieve long-term financial goals. This often includes budgeting, saving, investing, tax planning, retirement planning, and risk management. Financial planners help clients create actionable plans to manage their money, grow their wealth, and prepare for future needs. The process is ongoing and may be adjusted as financial circumstances or goals change.

What is the difference between Financial Planning vs Financial Analysis?

AspectFinancial PlanningFinancial Analysis
Primary FocusCreating comprehensive financial strategies and long-term plans for individuals or businessesAssessing financial data to evaluate performance and inform investment or business decisions
Required CredentialsCertifications like CFP, CPA, or CFA often preferredTypically requires CFA, CPA, or similar financial analysis certifications
Work EnvironmentAdvisory roles, client meetings, planning sessionsData analysis, reporting, financial modeling
Industry UsageFinancial services, wealth management, personal financeInvestment firms, corporate finance, banking

Financial Planning and Financial Analysis are related but distinct roles. Financial Planning focuses on developing strategies for long-term financial health, while Financial Analysis involves evaluating financial data to support decision-making. Both require strong analytical skills and relevant certifications, but their daily tasks and objectives differ significantly.

What are the key skills and qualifications needed to thrive in Financial Planning, and why are they important?

To thrive in Financial Planning, you need strong analytical skills, financial acumen, and typically a bachelor's degree in finance, accounting, or a related field. Familiarity with financial planning software (such as eMoney Advisor, MoneyGuidePro) and certifications like CFP (Certified Financial Planner) are highly valued. Excellent interpersonal skills, ethical judgment, and the ability to communicate complex information clearly make professionals stand out. These skills are crucial for building client trust, crafting effective financial strategies, and ensuring compliance with industry regulations.
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Financial Planning jobs near you
Infographic showing various Financial Planning job openings in the United States as of May 2026, with employment types broken down into 67% Full Time, and 33% Part Time. Highlights an 33% In-person, and 67% Remote job distribution, with an average salary of $60,617 per year, or $29.1 per hour.

Financial Planning Assistant

Ameriprise Financial - Illinois

Orland Park, IL • Hybrid

$60K - $80K/yr

Other

Medical, Life, Retirement, PTO

Posted 29 days ago

Job description

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.

Apply