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 plann...

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