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Senior ParaPlanner | Financial Planning & Client Support
Job in
Appleton, Outagamie County, Wisconsin, 54914, USA
Listed on 2026-06-03
Listing for:
KerberRose S.C.
Full Time
position Listed on 2026-06-03
Job specializations:
-
Finance & Banking
Financial Analyst, Accounting & Finance
Job Description & How to Apply Below
Kerber Rose S.C. in Appleton, WI, is looking for a skilled Paraplanner to join a collaborative, multi-generational team. This role involves drafting financial plans, analyzing portfolios, and working directly with clients and advisors.
Ideal candidates should have 5-7 years of experience in financial planning, be working towards their CFP designation, and possess excellent communication skills. Kerber Rose offers a supportive culture that values professional development and personal growth.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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