- Location
- Appleton, WI
- Workplace
- Onsite
- Department
- Finance
- Source
- Paylocity
Description
Description
Location: Appleton, WI (Onsite)
Candidates must reside within a reasonable commuting distance.
Join a collaborative and experienced team committed to delivering comprehensive financial planning solutions and building meaningful client relationships. As a Financial Planner, you will lead the planning process for assigned clients, develop sophisticated strategies, and serve as a key contributor to both client success and team development.
This role is ideal for an experienced professional who thrives in a client-facing environment, enjoys solving complex financial questions, and is passionate about mentoring others while continuously improving planning processes.
Key Responsibilities:
- Lead financial planning for assigned clients.
- Model and address complex questions independently.
- Advanced mastery of leading planning tools—RightCapital, Income Solver, and Holistiplan—to deliver sophisticated client solutions.
- Apply KRW modeling techniques at an expert level.
- Independently solve problems and integrate considerations in new planning scenarios.
- Maintain a strong understanding of financial markets and current economic conditions.
- Demonstrate deep knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy.
- Analyze outside portfolios and develop recommendations with limited Advisor oversight.
- Contribute to improving financial planning processes.
- Manage new client onboarding.
- Mentor Paraplanners and team members.
- Manage and improve ParaPlanner training plan and best practices.
Requirements
- 8–10+ years of financial planning experience, including ParaPlanner experience
- CFP or CPA designation
- Strong financial acumen with the ability to navigate current markets and solve complex planning scenarios independently
- Skilled in portfolio analysis and developing thoughtful recommendations
- Clear, professional communicator with strong organizational skills and ability to manage competing priorities
- Self-motivated team player, effective both independently and collaboratively
- Proficient in Microsoft Office and financial planning software tools
Culture and Core Values:
KerberRose Wealth Management offers a supportive, team-oriented environment rooted in professionalism and a personal approach to client service. We are committed to fostering both professional and personal growth for our team members.
Our core values guide everything we do:
• Honesty
• Integrity
• Respect
• Balanced Life
• Community Oriented
Our team members are our most valuable asset, and we are dedicated to creating an environment where they can succeed and grow.
