Financial Planner at KerberRose S.C.

Appleton, Wisconsin, United States -

Full Time

Start Date

Immediate

Expiry Date

24 Sep, 26

Salary

0.0

Posted On

26 Jun, 26

Experience

10 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Financial Planning, Portfolio Analysis, Client Relationship Management, RightCapital, Income Solver, Holistiplan, KRW Modeling, Investment Strategy, Mentoring, Onboarding, Microsoft Office, Financial Acumen

Industry

Accounting

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.

Responsibilities

Lead the comprehensive financial planning process for assigned clients and develop sophisticated financial strategies. Mentor paraplanners and contribute to the continuous improvement of planning processes and team training.