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Senior Paraplanner: Wealth Planning & Client Strategy
Job in
Appleton, Outagamie County, Wisconsin, 54914, USA
Listed on 2026-07-01
Listing for:
KerberRose
Full Time
position Listed on 2026-07-01
Job specializations:
-
Finance & Banking
Financial Analyst, Financial Reporting
Job Description & How to Apply Below
Kerber Rose is seeking a Paraplanner to join their collaborative team in Appleton, WI. In this role, you will support comprehensive financial planning, analyzing portfolios and drafting recommendations while working directly with clients.
The ideal candidate has 5–7 years of experience, is working toward a CFP designation, and possesses exceptional communication skills. We offer a supportive atmosphere focused on personal and professional development, emphasizing integrity and respect.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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