Financial Planner

About the role

Join a collaborative and experienced team committed to delivering comprehensive financial planning solutions and building meaningful client relationships. As a Financial Planner, you will lead the planning process for assigned clients, develop sophisticated strategies, and serve as a key contributor to both client success and team development.

Key Responsibilities

- Lead financial planning for assigned clients. - Model and address complex questions independently. - Advanced mastery of leading planning tools—RightCapital, Income Solver, and Holistiplan—to deliver sophisticated client solutions. - Apply KRW modeling techniques at an expert level. - Independently solve problems and integrate considerations in new planning scenarios. - Maintain a strong understanding of financial markets and current economic conditions. - Demonstrate deep knowledge of KRW model portfolios, investment philosophy, benchmarks, and strategy. - Analyze outside portfolios and develop recommendations with limited Advisor oversight. - Contribute to improving financial planning processes. - Manage new client onboarding. - Mentor Paraplanners and team members. - Manage and improve ParaPlanner training plan and best practices.

Requirements

- 8–10+ years of financial planning experience, including ParaPlanner experience - CFP or CPA designation

Qualifications

- Strong financial acumen with the ability to navigate current markets and solve complex planning scenarios independently - Skilled in portfolio analysis and developing thoughtful recommendations - Clear, professional communicator with strong organizational skills and ability to manage competing priorities - Self-motivated team player, effective both independently and collaboratively - Proficient in Microsoft Office and financial planning software tools

Culture and Core Values

KerberRose Wealth Management offers a supportive, team-oriented environment rooted in professionalism and a personal approach to client service. We are committed to fostering both professional and personal growth for our team members. Our core values guide everything we do: • Honesty • Integrity • Respect • Balanced Life • Community Oriented