Job 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.