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Senior Financial Planner - Onsite Appleton, Mentorship
Job in
Appleton, Outagamie County, Wisconsin, 54914, USA
Listed on 2026-07-14
Listing for:
KerberRose
Full Time
position Listed on 2026-07-14
Job specializations:
-
Finance & Banking
Financial Advisor / Consultant, Wealth Management
Job Description & How to Apply Below
Kerber Rose Wealth Management in Appleton, WI, is seeking an experienced Financial Planner to lead the planning process for assigned clients, develop sophisticated strategies, and mentor teammates. This client-facing role requires solving complex financial questions with independence and collaboration within a team of experienced professionals.
The ideal candidate has 8–10+ years of financial planning experience, holds CFP or CPA designation, and is proficient in portfolio analysis and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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