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 prep...