More jobs:
Senior Paraplanner, Wealth Planning & Client Strategy
Job in
Appleton, Outagamie County, Wisconsin, 54914, USA
Listed on 2026-06-03
Listing for:
KerberRose
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Consultant
Job Description & How to Apply Below
Kerber Rose in Appleton, WI, is seeking a Paraplanner to support financial planning. You'll draft strategies, analyze portfolios, and collaborate with clients and advisors. Ideal candidates have 5-7 years of relevant experience and are working toward a CFP designation.
Kerber Rose promotes a supportive workplace, emphasizing professional development and core values such as honesty, integrity, and community-oriented service.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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