KerberRose is a trusted advisor for all accounting services throughout Wisconsin. We remain committed to the principles on which we were founded: excellent service to all of our clients and meaningful client relationships. Our people-first philosophy is what makes our firm successful. We value our relationships—the relationships we have with each other, the relationships we have with our clients, and the relationships we have in the community.

Join a generationally diverse group of Wealth Management professionals to serve clients with the highest degree of ethics and professionalism by providing office support, managing schedules and coordination of team needs, and supporting relationship development. Our Wealth Management team will support your professional development with a variety of talent development and mentorship opportunities and a comfortable work environment alongside knowledgeable team members. We are driven by the ideas and dedication of our talented professionals and are always looking to attract those with the desire to make an impact and have a rewarding career.

KerberRose Wealth Management 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.

• 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.

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

Our team members are our most valuable assets, which is why KerberRose Wealth Management team members are given frequent opportunities for achievement and recognition. KerberRose is nationally recognized for its flexible workplace practices and is one of Inside Public Accounting’s Top 200 Firms.

Wellness at KerberRose: At KerberRose, we focus on our team members physical, financial, social, and emotional well-being and offer comprehensive benefit options that include health, dental, vision, 401(k), professional development, and much more.