ZipRecruiter

Log In

1

Financial Planning Assistant 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

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 ...

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

Tecumseh, 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

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

Midland, 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

Saginaw, 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 ...

next page

Showing results 1-20

People also search for

All JobsFinancial Planning Assistant Jobs

Financial Planning Assistant information

See salary details

$35.5K

$60.6K

$104.5K

How much do financial planning assistant jobs pay per year?

As of Jun 8, 2026, the average yearly pay for financial planning assistant 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 of the main ways a Financial Planning Assistant supports financial advisors during client meetings?

Financial Planning Assistants play a crucial role before, during, and after client meetings by preparing necessary documentation, gathering and organizing financial data, and creating preliminary reports. During meetings, they often take detailed notes, update financial plans in real time, and ensure that all client questions are documented for follow-up. After meetings, they handle administrative tasks such as updating client files, scheduling follow-up appointments, and coordinating with other team members to implement recommended strategies. This support ensures meetings run smoothly and advisors can focus on client relationships and strategic planning.

What Does a Financial Planning Assistant Do?

A financial planning assistant provides support to a financial planner. You assist with the analysis of potential plans for clients and provide customer assistance whenever they have questions. You also perform administrative duties for your manager, such as scheduling meetings. For qualified financial planning assistants, your job responsibilities may require you to draft letters, documents, or reports.

What is the difference between Financial Planning Assistant vs Financial Advisor?

AspectFinancial Planning AssistantFinancial Advisor
CredentialsTypically requires a high school diploma or bachelor's degree; certifications like CFP are not mandatoryOften requires a bachelor's degree; CFP certification is common and preferred
Work EnvironmentSupports financial planners in an office setting, handling administrative and client support tasksWorks directly with clients to develop and implement financial plans
Employer & Industry UsageEmployed by financial planning firms, banks, or investment companiesEmployed by similar firms, often with a client-facing role

While both roles support financial services, a Financial Planning Assistant primarily provides administrative and support functions, whereas a Financial Advisor works directly with clients to create personalized financial strategies. The assistant role often serves as a stepping stone toward becoming a Financial Advisor.

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

To thrive as a Financial Planning Assistant, you need a solid understanding of financial concepts, attention to detail, and typically a degree in finance or a related field. Familiarity with financial planning software, CRM systems, and proficiency in Microsoft Excel are commonly required, and certifications like the FPQP (Financial Paraplanner Qualified Professional) can be advantageous. Strong organizational skills, discretion, and excellent interpersonal communication help you build trust with clients and support advisors effectively. These abilities ensure accurate financial analysis, smooth workflow, and high-quality client service in a competitive industry.

What does a Financial Planning Assistant do?

A Financial Planning Assistant supports financial advisors and planners by preparing client paperwork, conducting research, managing client communications, and maintaining financial records. They help with scheduling meetings, gathering client financial data, and assembling reports or presentations. Their role is essential in ensuring that the financial planning process runs smoothly and efficiently, allowing advisors to focus on providing strategic advice. Financial Planning Assistants often serve as the first point of contact for clients, addressing routine inquiries and facilitating a positive client experience.
More about Financial Planning Assistant jobs
What cities are hiring for Financial Planning Assistant jobs? Cities with the most Financial Planning Assistant job openings:
What are the most commonly searched types of Financial Planning jobs? The most popular types of Financial Planning jobs are:
What states have the most Financial Planning Assistant jobs? States with the most job openings for Financial Planning Assistant jobs include:
What job categories do people searching Financial Planning Assistant jobs look for? The top searched job categories for Financial Planning Assistant jobs are:
Financial Planning Assistant jobs near you

Financial Planning Assistant

Ameriprise Financial - Illinois

Orland Park, IL • Hybrid

$60K - $80K/yr

Other

Medical, Life, Retirement, PTO

Posted 12 hours 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