Associate ParaPlanner at KerberRose S.C.

Appleton, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

23 Sep, 26

Salary

0.0

Posted On

25 Jun, 26

Experience

0 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Client Relationship Development, Project Management, Written Communication, Verbal Communication, Microsoft Office Suite, Financial Planning Software, Tax Season Support, Mentoring, Attention To Detail

Industry

Accounting

Description

Description Location: Appleton, WI (Onsite) Candidates must reside within a reasonable commuting distance. Join a dynamic and generationally diverse team of professionals committed to serving clients with the highest standards of ethics and professionalism. As a Associate Paraplanner, you will play a vital role in supporting our internal team, managing schedules, coordinating tasks, and contributing to relationship development. This position provides a unique opportunity to explore the Wealth Management industry from behind the scenes and build a strong foundation for a rewarding career in financial planning. Key Responsibilities: Draft and update financial plans with oversight from Financial Planner. Collaborate with wealth advisors to understand client needs. Refine proficiency in financial planning software. Maintain basic knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy. Work with Client Service Team on routine/simple client requests. Provide limited support to onboard new clients. Assist with organizing and updating Advyzon, RightCapital, and client folders. Assist with tax season efforts. Train and mentor interns. Requirements Prior experience in financial planning is desirable but not required; this is an entry-level role with strong career development potential. Preference will be given to candidates currently enrolled in or who have completed financial planning education leading to professional certification (e.g., CFP® or CPA/PFS). 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.

Responsibilities

The Associate ParaPlanner drafts and updates financial plans while collaborating with wealth advisors to meet client needs. They also provide administrative support for client onboarding and maintain financial planning software and folders.