ParaPlanner

Description

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.