Associate ParaPlanner
Appleton, WI · On-site
Prior experience in financial planning is desirable but not required; this is an entry-level role ... CFP or CPA/PFS). * Exceptional written and verbal communication skills. * Self-motivated and ...
Appleton, WI · On-site
Prior experience in financial planning is desirable but not required; this is an entry-level role ... CFP or CPA/PFS). * Exceptional written and verbal communication skills. * Self-motivated and ...
Appleton, WI · On-site
Prior experience in financial planning is desirable but not required; this is an entry-level role ... CFP or CPA/PFS). * Exceptional written and verbal communication skills. * Self-motivated and ...
Appleton, WI · On-site
Prior experience in financial planning is desirable but not required; this is an entry-level role ... ® or CPA/PFS). * Exceptional written and verbal communication skills. * Self-motivated and ...
Appleton, WI · On-site
Prior experience in financial planning is desirable but not required; this is an entry-level role ... ® or CPA/PFS). * Exceptional written and verbal communication skills. * Self-motivated and ...
Appleton, WI · On-site
$16.25 - $19/hr
Analyzes multiple customer data reports daily basis to properly manage customer accounting details ... Ability to operate independently and collaboratively within a team including mentoring entry level ...
Appleton, WI · On-site
$16.25 - $19/hr
Analyzes multiple customer data reports daily basis to properly manage customer accounting details ... Ability to operate independently and collaboratively within a team including mentoring entry level ...
$16.25 - $19/hr
Analyzes multiple customer data reports daily basis to properly manage customer accounting details ... Ability to operate independently and collaboratively within a team including mentoring entry level ...
$16.25 - $19/hr
Analyzes multiple customer data reports daily basis to properly manage customer accounting details ... Ability to operate independently and collaboratively within a team including mentoring entry level ...
$16.25 - $19/hr
Analyzes multiple customer data reports daily basis to properly manage customer accounting details ... Ability to operate independently and collaboratively within a team including mentoring entry level ...
$16.25 - $19/hr
Analyzes multiple customer data reports daily basis to properly manage customer accounting details ... Ability to operate independently and collaboratively within a team including mentoring entry level ...
$14.31 - $16.76
3% of jobs
$16.76 - $19.21
13% of jobs
$20.55 is the 25th percentile. Wages below this are outliers.
$19.21 - $21.66
17% of jobs
The median wage is $23.69 / hr.
$21.66 - $24.12
21% of jobs
$24.12 - $26.57
15% of jobs
$27.96 is the 75th percentile. Wages above this are outliers.
$26.57 - $29.02
12% of jobs
$29.02 - $31.47
7% of jobs
$31.47 - $33.92
5% of jobs
$33.92 - $36.38
3% of jobs
$36.38 - $38.83
2% of jobs
$38.83 - $41.28
2% of jobs
$14
$25
$41
An Entry Level Accountant is responsible for assisting with financial record-keeping, preparing reports, reconciling accounts, and ensuring accuracy in financial data. They typically work under the supervision of senior accountants or managers and may handle tasks such as accounts payable, accounts receivable, and bookkeeping. This role provides foundational experience in accounting principles and financial reporting. Strong attention to detail, analytical skills, and knowledge of accounting software are essential for success in this position.
To thrive as an Entry Level Accountant, you need a basic understanding of accounting principles, financial reporting, and a relevant degree such as a Bachelor’s in Accounting or Finance. Familiarity with accounting software like QuickBooks, Excel, or SAP, as well as an understanding of spreadsheets and data entry, is typically required. Attention to detail, strong organizational skills, and effective communication are important soft skills for this role. These skills and qualities are critical for ensuring accuracy in financial records and contributing reliably to team objectives.
Entry-Level Accountants do a great deal of organizing, calculating, and analyzing to help their client or company keep accurate records and run more efficiently. Accountants prepare financial reports, oversee payroll and accounts payable and receivable, and ensure all balances are accurate for tax and legal purposes. Public Accountant positions handle taxes and audits. Tax season is very hectic for all Tax Accountants; they usually work late hours and weekends during these months.
Entry Level Accountants are generally responsible for tasks such as preparing and maintaining financial records, processing invoices, assisting with accounts payable and receivable, and supporting monthly and year-end close processes. They may also help with reconciliations, data entry, and compiling financial reports under the guidance of senior accountants or supervisors. These tasks provide valuable hands-on experience and help establish a solid foundation in accounting practices. The work is often team-oriented and provides opportunities to collaborate with finance colleagues and other departments, making it a great learning environment for those new to the field.

Description
Location: Appleton, WI (Onsite)
Candidates must reside within a reasonable commuting distance.
Join a dynamic and generationally diverse team of professionals committed to serving clients with the highest standards of ethics and professionalism. As a Associate Paraplanner, you will play a vital role in supporting our internal team, managing schedules, coordinating tasks, and contributing to relationship development. This position provides a unique opportunity to explore the Wealth Management industry from behind the scenes and build a strong foundation for a rewarding career in financial planning.
Key Responsibilities:
Requirements
Culture and Core Values:
KerberRose Wealth Management offers a fun, supportive atmosphere of professionalism marked by a personal touch. We believe in creating an environment which encourages and supports professional and personal development. Our core values drive our culture:
Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.
Sourced by ZipRecruiter
Accounting services
201 - 500 Employees
Shawano, WI, US
1979