Location: Appleton, WI (Onsite)
Candidates must reside within a reasonable commuting distance.
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.
This role is ideal for an experienced professional who thrives in a client-facing environment, enjoys solving complex financial questions, and is passionate about mentoring others while continuously improving planning processes.
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
- 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
