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:
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Draft and update financial plans with oversight from Financial Planner.
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Collaborate with wealth advisors to understand client needs.
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Refine proficiency in financial planning software.
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Maintain basic knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy.
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Work with Client Service Team on routine/simple client requests.
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Provide limited support to onboard new clients.
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Assist with organizing and updating Advyzon, RightCapital, and client folders.
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Assist with tax season efforts.
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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).
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Exceptional written and verbal communication skills.
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Self-motivated and productive, with the ability to work both independently and as part of a team.
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Strong attention to detail and the ability to anticipate and meet client needs.
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Excellent project management skills, with the ability to handle and prioritize multiple tasks effectively.
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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:
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Honesty
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Integrity
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Respect
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Balanced Life
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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.
