What are the responsibilities and job description for the Associate ParaPlanner position at KerberRose?
Description
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:
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:
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.
- 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.
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