Paraplanner

Paraplanner - Ameriprise

Location: Orland Park, IL (In-Office, Collaborative Environment)

About Us

At Koney Wealth Advisors we are dedicated to providing personalized financial planning and advisory services with a client-first approach. As our team continues to grow, we are seeking a Paraplanner who will support our advisors, gain hands-on experience, and contribute to the long-term success of the firm. 

We’re looking for someone who doesn’t just meet the qualifications—but who truly wants to live out our core values:

• Collaboration: You work well with others and believe in the power of teamwork.
• Excellence: You strive to exceed expectations in everything you do.
• Vision: You see the big picture and help clients plan for their future.
• Confidence: You bring clarity and assurance to those you serve.
• Relationships: You value trust, integrity, and long-term connections.

This is a unique opportunity to join a collaborative, growth-minded practice and build a lasting career in financial planning.

Role Overview

The Paraplanner will:

• Prepare for client meetings, including gathering and organizing data, reports, and recommendations.
• Attend client meetings to provide support through note-taking, case management, and follow-up.
• Assist advisors with trades, transactions, and service requests.
• Manage meeting prep and follow-up workflows for advisors and support the Client Service Associate (CSA) team.
• Dedicate weekly study hours toward professional development and licensing.
• Shadow senior advisors and gradually take on more client-facing responsibilities.

This role is ideal for candidates who are licensed (Series 7/66, Life & Health) or working toward licensing, and who aspire to grow into a lead advisor position in the future.

Qualifications

• Bachelor’s degree in Finance, Business, or related field preferred.
• Prior experience in financial planning, wealth management, or client service a plus.
• Licensing (Series 7/66, Life & Health) preferred; willingness to pursue required.
• Having the CFP is a plus.
• Strong attention to detail, organizational skills, and ability to manage multiple priorities.
• Excellent communication skills and a client-focused mindset.
• Collaborative spirit and willingness to learn in a team environment.

Compensation & Benefits

• Competitive salary range of $60,000 – $80,000+, depending on licensing and experience.
• Retirement savings: 401(k) with 4% employer match
• Paid Time Off (PTO - with 2 days carry forward)
• 5 Sick/Personal Days
• 1 Personal Day (to be used around your birthday)
• Health insurance coverage
• Opportunity for performance-based bonus

Career Growth

This position is designed as a stepping stone to a lead advisor role, with a clear growth path. You will gain exposure to all aspects of financial planning, client service, and practice management, while receiving mentorship from experienced advisors.

How to Apply

If you are motivated to build a rewarding career in financial planning and thrive in a collaborative, growth-oriented team, we would love to hear from you.

Please submit your resume and a brief cover letter.

We are an equal opportunity employer