ParaPlanner

Location: Appleton, WI (Onsite)

Candidates must reside within a reasonable commuting distance.


Join a collaborative, multi-generational team focused on delivering thoughtful, high-quality financial guidance to our clients. In this paraplanner role, you'll use your experience to support the development and execution of comprehensive financial plans-analyzing portfolios, drafting recommendations, and working directly with clients and advisors. From planning strategy to investment analysis and client service coordination, you'll play a key role behind the scenes while continuing to deepen your expertise and contribute to a growing, team-oriented wealth management practice.

Responsibilities

• Draft and update financial plans with limited oversight from Financial Planner.
• Develop expertise in specific financial niche (e.g. retirement planning, social security, income distribution).
• Handle more complex financial planning tasks.
• Proficient with KRW's specific modeling techniques across different software programs.
• Interact directly with clients to gather information.
• Draft planning recommendations with Financial Planner oversight.
• Basic understanding of financial markets and current economic environment and events.
• Fundamental understanding of KRW model portfolios, investment philosophy, benchmarks, and strategy.
• Able to analyze outside portfolios and draft portfolio recommendations with Wealth Advisor oversight.
• Work with CST on client requests.
• Enter trade/move money tickets with direction.
• Ability to mentor and train AP and other team members.
• Update and add to Associate ParaPlanner training plan and best practices.

Requirements

• 5 - 7 years, including experience in Associate ParaPlanner role.
• Working toward CFP designation
• Exceptional written and verbal communication skills.
• Self-motivated and productive, with the ability to work both independently and as part of a team.
• Strong attention to detail and the ability to anticipate and meet client needs.
• Excellent project management skills, with the ability to handle and prioritize multiple tasks effectively.
• Proficiency in Microsoft Office Suite.

Culture and Core Values

KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development.


Our core values drive our culture:

• Honesty
• Integrity
• Respect
• Balanced Life
• Community Oriented

Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.