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Paraplanner Cfp Jobs in Appleton, WI (NOW HIRING)

KerberRose S.C.

ParaPlanner

Appleton, WI · On-site

In this paraplanner role, you'll use your experience to support the development and execution of ... Working toward CFP designation * Exceptional written and verbal communication skills. * Self ...

KerberRose S.C.

Associate ParaPlanner

Appleton, WI · On-site

As a Associate Paraplanner , you will play a vital role in supporting our internal team, managing ... CFP or CPA/PFS). * Exceptional written and verbal communication skills. * Self-motivated and ...

KerberRose S.C.

Financial Planner

Appleton, WI

$74K - $99K/yr

Manage and improve ParaPlanner training plan and best practices. Requirements * 8-10+ years of financial planning experience, including ParaPlanner experience * CFP or CPA designation * Strong ...

KerberRose S.C.

Financial Planner

Appleton, WI · On-site

$74K - $99K/yr

Manage and improve ParaPlanner training plan and best practices. Requirements * 8-10+ years of financial planning experience, including ParaPlanner experience * CFP or CPA designation * Strong ...

All JobsParaplanner Cfp JobsParaplanner Cfp Jobs in Appleton, WI

Paraplanner Cfp information

See Appleton, WI salary details

$31.2K

$63.8K

$96.6K

How much do paraplanner cfp jobs pay per year?

As of Aug 18, 2026, the average yearly pay for paraplanner cfp in Appleton, WI is $63,846.00, according to ZipRecruiter salary data. Most workers in this role earn between $51,200.00 and $72,700.00 per year, depending on experience, location, and employer.

What is a paraplanner CFP?

A Paraplanner CFP is a financial professional who assists financial planners or advisors, often holding or working toward the Certified Financial Planner (CFP) designation. Their primary responsibilities include preparing financial plans, conducting research, analyzing client data, and ensuring compliance with regulations. Paraplanners support the client-facing work of advisors by handling much of the behind-the-scenes analysis and paperwork, allowing advisors to focus on building client relationships. Having a CFP credential demonstrates a high level of expertise and commitment to ethical standards in the financial planning industry.

What skills and qualifications are needed to thrive as a paraplanner CFP?

To thrive as a Paraplanner CFP, you need strong knowledge of financial planning principles, investment products, and regulatory requirements, typically supported by a relevant degree and CFP certification. Proficiency in financial planning software (such as eMoney or MoneyGuidePro), Microsoft Excel, and CRM systems is commonly required. Excellent organizational skills, attention to detail, and clear communication set outstanding paraplanners apart. These competencies ensure accurate financial analysis, effective client support, and the delivery of high-quality planning services.

What are common challenges a paraplanner CFP faces when supporting financial advisors?

As a Paraplanner CFP, you may encounter challenges such as managing multiple client cases with tight deadlines, ensuring the accuracy of complex financial plans, and keeping up with frequent regulatory changes. Collaboration with financial advisors requires clear communication to interpret client goals and translate them into actionable recommendations. Staying organized and proactive in gathering necessary documentation and preparing reports can help streamline the workflow and reduce stress.

What is the difference between Paraplanner Cfp vs Financial Advisor?

AspectParaplanner CfpFinancial Advisor
CertificationsCFP, Paraplanner certificationCFP, Series 7, Series 66/65
Work EnvironmentSupport role, back-office, advisory firmsClient-facing, advisory, sales
Industry UsageFinancial planning firms, wealth managementFinancial planning, investment management

While both roles require CFP certification, Paraplanner CFPs primarily support financial advisors with research and plan preparation, working behind the scenes. Financial Advisors interact directly with clients, providing personalized advice and managing investments. The Paraplanner CFP role is more technical and administrative, whereas the Financial Advisor role involves client relationship management and sales.

What are popular job titles related to Paraplanner Cfp jobs in Appleton, WI?

For Paraplanner Cfp jobs in Appleton, WI, the most frequently searched job titles are:

What job categories do people searching Paraplanner Cfp jobs in Appleton, WI look for?

The top searched job categories for Paraplanner Cfp jobs in Appleton, WI are:

What cities near Appleton, WI are hiring for Paraplanner Cfp jobs?

Cities near Appleton, WI with the most Paraplanner Cfp job openings:

Paraplanner Cfp jobs near you
Infographic showing various Paraplanner Cfp job openings in Appleton, WI as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $63,846 per year, or $30.7 per hour.

ParaPlanner

KerberRose S.C.

Appleton, WI • On-site

Full-time

This job post has expired today. Applications are no longer accepted.

Job description

Description

Location: Appleton, WI (Onsite)


Candidates must reside within a reasonable commuting distance.

Join a collaborative, multi-generational team focused on delivering thoughtful, high-quality financial guidance to our clients. In this paraplanner role, you'll use your experience to support the development and execution of comprehensive financial plans-analyzing portfolios, drafting recommendations, and working directly with clients and advisors. From planning strategy to investment analysis and client service coordination, you'll play a key role behind the scenes while continuing to deepen your expertise and contribute to a growing, team-oriented wealth management practice.


Responsibilities

  • Draft and update financial plans with limited oversight from Financial Planner.
  • Develop expertise in specific financial niche (e.g. retirement planning, social security, income distribution).
  • Handle more complex financial planning tasks.
  • Proficient with KRW's specific modeling techniques across different software programs.
  • Interact directly with clients to gather information.
  • Draft planning recommendations with Financial Planner oversight.
  • Basic understanding of financial markets and current economic environment and events.
  • Fundamental understanding of KRW model portfolios, investment philosophy, benchmarks, and strategy.
  • Able to analyze outside portfolios and draft portfolio recommendations with Wealth Advisor oversight.
  • Work with CST on client requests.
  • Enter trade/move money tickets with direction.
  • Ability to mentor and train AP and other team members.
  • Update and add to Associate ParaPlanner training plan and best practices.

Requirements

  • 5 - 7 years, including experience in Associate ParaPlanner role.
  • Working toward CFP designation
  • 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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