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Entry Level Cfp Jobs in Wisconsin (NOW HIRING)

KerberRose S.C.

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 ...

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Entry Level Cfp information

See Wisconsin salary details

$47.4K

$104K

$149.9K

How much do entry level cfp jobs pay per year?

As of Aug 10, 2026, the average yearly pay for entry level cfp in Wisconsin is $104,044.00, according to ZipRecruiter salary data. Most workers in this role earn between $84,300.00 and $124,700.00 per year, depending on experience, location, and employer.

What is an entry level CFP?

An Entry Level CFP (Certified Financial Planner) job is a starting position in financial planning where professionals assist clients with budgeting, investments, retirement planning, and other financial goals. They typically work under the supervision of senior advisors, gaining hands-on experience while building client relationships. Responsibilities may include financial analysis, preparing reports, and helping clients develop personalized financial strategies. Most entry-level CFP professionals work in financial firms, banks, or investment companies as they work toward full certification and career advancement.

What responsibilities can I expect as an entry level CFP, and how will I work with other team members?

As an Entry Level CFP, your daily responsibilities often include gathering and analyzing clients' financial data, preparing initial financial plans, and assisting with portfolio reviews under the supervision of senior advisors. You will usually work as part of a collaborative team, which may include senior CFPs, client service associates, and support staff, providing opportunities to learn from experienced professionals. This teamwork not only builds your technical knowledge but also helps develop client management skills, making it a great starting point for those looking to advance within the financial planning field. You may also engage in client meetings, follow up with clients regarding documentation, and stay updated on financial markets to support client recommendations.

What are the key skills and qualifications needed to thrive in the entry level CFP position, and why are they important?

To excel as an Entry Level CFP (Certified Financial Planner), candidates typically need a bachelor's degree in finance or a related field, strong analytical skills, and successful completion of the CFP certification process. Familiarity with financial planning software, CRM platforms, and proficiency in using spreadsheets like Microsoft Excel are commonly required. Effective communication, active listening, and the ability to build trust with clients are vital soft skills. These competencies enable new CFPs to deliver sound financial advice, build client relationships, and grow in the competitive financial services industry.

What are the most commonly searched types of Cfp jobs in Wisconsin? The most popular types of Cfp jobs in Wisconsin are:
What are popular job titles related to Entry Level Cfp jobs in Wisconsin? For Entry Level Cfp jobs in Wisconsin, the most frequently searched job titles are:
What job categories do people searching Entry Level Cfp jobs in Wisconsin look for? The top searched job categories for Entry Level Cfp jobs in Wisconsin are:
What cities in Wisconsin are hiring for Entry Level Cfp jobs? Cities in Wisconsin with the most Entry Level Cfp job openings:
Entry Level Cfp jobs near you
Infographic showing various Entry Level Cfp job openings in Wisconsin as of August 2026, with employment types broken down into 87% Full Time, 6% Part Time, and 7% Contract. Highlights an 86% Physical, 5% Hybrid, and 9% Remote job distribution, with an average salary of $104,044 per year, or $50 per hour.

Associate ParaPlanner

KerberRose S.C.

Appleton, WI • On-site

Full-time

Re-posted 14 days ago

Job description

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:

  • Draft and update financial plans with oversight from Financial Planner.
  • Collaborate with wealth advisors to understand client needs.
  • Refine proficiency in financial planning software.
  • Maintain basic knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy.
  • Work with Client Service Team on routine/simple client requests.
  • Provide limited support to onboard new clients.
  • Assist with organizing and updating Advyzon, RightCapital, and client folders.
  • Assist with tax season efforts.
  • Train and mentor interns.

Requirements


  • Prior experience in financial planning is desirable but not required; this is an entry-level role with strong career development potential. Preference will be given to candidates currently enrolled in or who have completed financial planning education leading to professional certification (e.g., CFP or CPA/PFS).
  • Exceptional written and verbal communication skills.
  • Self-motivated and productive, with the ability to work both independently and as part of a team.
  • Strong attention to detail and the ability to anticipate and meet client needs.
  • Excellent project management skills, with the ability to handle and prioritize multiple tasks effectively.
  • Proficiency in Microsoft Office Suite.

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:

  • Honesty
  • Integrity
  • Respect
  • Balanced Life
  • Community Oriented

Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition.  

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