Top 2 Paraplanner Jobs in Appleton, Wi

Associate ParaPlanner
KerberRose S.C. —Appleton, WI
- CPA
- Office
- Mentoring
8d
ParaPlanner
KerberRose S.C. —Appleton, WI
- 5 years
- Office
- Project management
7d

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Team Based Financial Advisor - Apex Financial Group (Appleton)
Thrivent —Appleton, WI
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce). Medical, dental and vision insurance.
$24,000 a year
Quick Apply
Team-Based Financial Advisor - Apex Financial Group (Manitowoc)
Thrivent —Manitowoc, WI
Strong technical computer aptitude and knowledge of business tools (e.g., Microsoft Word, Excel, PowerPoint, Salesforce). Medical, dental and vision insurance.
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Paraplanner
Peak Retirement Planning, Inc. —Columbus, OH
The ability to earn your Series 65 and Life & Health license. CFP® candidate or actively pursuing CFP® certification. Interest in obtaining the CKA® Credential.
$45,000 - $60,000 a year
6d

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Associate ParaPlanner

KerberRose S.C. -
Appleton, WI

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Job Details

8 days ago

Qualifications

Productivity software

Full Job 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.

Apply Now

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