Now Hiring! Associate Wealth Advisor

KerberRose is seeking an Associate Wealth Advisor for our Green Bay office. KerberRose is a rapidly growing Advisory firm with 10 locations in Northeast WI. We offer competitive salary, excellent benefits including 401(k) profit sharing, paid time off, comprehensive insurance package and opportunities for professional growth.

Responsibilities:

  • Evaluate clients’ financial needs, current holdings and available investment capital to assist them in identifying their investment objectives

  • Monitor client portfolios and make recommendations consistent with changes in economic and financial conditions as well as the client’s needs and objectives

  • Analyze, draft and implement comprehensive financial and investment plans to meet client objectives

  • Knowledge of technology and software planning tools to analyze and report financial data

  • Educate clients on the on-line tools and resources available to them

  • Prepare and deliver clear, effective and professional presentations

  • Attend client and/or prospect events and seminars

  • Anticipates client needs, solves problems and follows through with exceptional service

  • Responds to incoming emails and telephone calls in a professional manner to ensure that the client’s request is met in a timely fashion

  • Assist in the development of financial investment models

  • May participate on KerberRose investment committee

  • Enter and execute authorized securities trades

  • Interacts with Professional Partners to develop relationships to meet client’s needs

  • Documents all relevant action items and tasks being tracked in Redtail CRM

  • Executes project-related tasks to contribute to the firm’s development

  • Stay current and informed of new investment products and market trends

  • Participate in training and development to continually improve the ability to provide the best advice and service for clients

  • Cultivates ideas to develop or help improve office systems and protocol

  • Conduct productive networking and prospecting in the community

Requirements:

  • 2 or more years of experience is in the business industry

  • Agreement with management to work towards obtaining a professional designation such as Certified Financial Planner (CFP)

  • Prior insurance or financial experience is desired

  • Knowledge of economic and accounting principles, practices and financial markets

  • Bachelor’s degree strongly preferred

  • Series 7, 66 or 65 required

  • Life, Health and Disability license preferred

  • Outlook email and calendar

  • Microsoft Excel, Word, Adobe PDF

  • CRM Database experience and task management is helpful

  • Ability to improvise and proactively assist in client requests or firm tasks

  • Self-directed and motivated

  • High communication skills (written and oral)

  • Strong analytical skills

  • Superior time management and organizational skills

Attributes and Behaviors:

  • Develops and maintains positive working relationships with others

  • Arrives to work each morning on time

  • Actively shares ideas and information on firm roles, responsibilities and systems

  • Completes tasks accurately and timely

  • Admits to mistakes immediately and works quickly to resolve the issues

  • Maintains a high customer service ethic and is passionate about meeting and assisting clients

  • Prepare and deliver clear, effective and professional presentations

  • Effective listening and questioning techniques to identify clients’ needs

  • Good verbal and written communication skills to communicate ideas and thoughts in a clear, professional manner

  • Demonstrate excellent work ethic

  • Takes pride in the achievement of team objectives

  • Assists team members unprompted

  • Keeps pace with changes and acquires knowledge/skills necessary for business development

Salary Range: $40-$70K

Benefits:

Our employees are our most valuable assets and we want you to make a career with KerberRose Wealth Management. That is why we offer a comprehensive benefit package. The following benefits are available subject to group plan requirements and underwriting approval:

  • Student Loan Paydown Benefits

  • Health, Dental, and Vision Insurance

  • Flex Spending Account/Section 125 Plan

  • Health Care Reimbursement Account

  • Short-Term and Long-Term Disability

  • Life Insurance

  • Wellness Programs

  • Gym Membership Reimbursement

  • Employer Matching 401(k)/Profit Sharing Plan

We also provide you with:

  • Paid Time Off

  • Paid Holidays

  • Continuing Professional Education

  • Quarterly bonus plan

Next Career Path: Wealth Advisor

Apply Here!