Financial Wellness Advocate presso KerberRose S.C.

Description

Job Title: Financial Wellness Advocate

Location: Appleton, WI

At KerberRose, we don’t just crunch numbers—we build lasting relationships, deliver innovative financial solutions, and empower businesses and individuals to thrive. As a Top 200 CPA firm, we blend the resources of a mid-sized firm with the personalized service of a local partner. With 13 offices across Wisconsin and a team of over 200 professionals, KerberRose is growing fast—and we’re looking for driven, team-oriented professionals to grow with us. 

Description

KerberRose is seeking a Financial Wellness Advocate to help employees make informed decisions about their retirement and investment options. This role is ideal for someone who enjoys educating others, simplifying complex financial topics, and promoting long-term financial well-being. The Financial Wellness Advocate will be responsible for, but not limited to, the following:

• Conduct enrollment meetings to onboard employees into retirement plans.

• Educate participants on 401(k) plans, investment options, and basic retirement planning strategies.

• Assist employees with completing enrollment paperwork and understanding plan features.

• Lead employee education seminars to promote financial literacy and wellness.

• Serve as a resource for employees seeking guidance on retirement planning and investment basics.

Requirements

Qualifications:  

• Bachelor’s degree preferred, not required

• Prior insurance and/or financial experience preferred, not required

• Preference given to Series 65 licensed individuals

• Strong communication and presentation skills.

• Ability to explain financial concepts in a clear and relatable manner.

• Experience with retirement plans and investment products.

• Comfortable working with diverse employee groups and managing multiple sessions.

Culture: 

Our team members are our most valuable assets, which is why KerberRose team members are given frequent opportunities for achievement and recognition.

Core Values:

• Honesty

• Integrity

• Respect

• Balanced Life

• Community Oriented

Benefits:

• Mentorship and Talent Development Program Opportunities

• Continuing Professional Education

• Paid Time Off and Holidays

• Employer Matching 401(K) & Profit Sharing Plan

• Financial incentive for CPA and Enrolled Agent designations

• Health, Dental, Vision, and Life Insurance

• Flex Spending Account/Section 125 Plan

• Health Care Reimbursement Account

• Short-Term and Long-Term Disability

• Wellness Reimbursement and Programs

• Student Loan Repayment Program

• Business Development Incentives

Ready to start your career with purpose and momentum?

Apply today and become part of a team that values your growth-during tax season and beyond.