Careers

 

At Stepp & Rothwell, we help our clients do what they really want.

What do you really want?

That’s the question we ask our clients, and that’s the question we hope you’re asking yourself throughout your job search. If you want to work in a true financial planning firm, learning from industry leaders who are respected not only for their experience but also for their ethics, you’ll want to take a look at Stepp & Rothwell.

We’re looking for the best people: analytical, detail-oriented, and intellectually curious, with excellent communication skills. Our hiring process is rigorous, and we hold candidates to the same standards that we hold ourselves.

If you have the drive to be the best, you might be our next hire.

What We Offer

We offer a competitive salary and benefits package, including:

  • 90% of health and dental insurance premiums
  • Matching 401(k) plan
  • Cafeteria plan
  • Two-for-one charity match
  • Half-day Fridays
  • Paid vacation
  • Assistance with professional education costs
  • Continuing education

Current Open Positions

We are actively recruiting for the following positions:

Client Manager

This role is a key part of firm’s administrative support team and reports directly to the firm’s Ownership group. The firm and its Owners need help and support so that they can focus on taking care of clients and growing the firm. The primary duty is to manage all client related administrative operations of the firm. The Client Manager will be the first point of contact for our client families when they call in and come into our office. The Client Manager will manage the firm’s master calendar. The Client Manager also serves as the Executive Assistant to the firm’s Ownership Group

Details and Application Information

Financial Planning Associate

This associate position is the key support role for a team of financial planners. The Financial Planning Associate is an integral member of our financial planning team.

Details and Application Information

Financial Planning Team Assistant

As a Financial Planning Team Assistant at Stepp & Rothwell, you will be assisting our Financial Planning Team and Ownership Group with tasks that play an important role in our financial planning process.

Details and Application Information

Intern

As an intern at Stepp & Rothwell, you will be assisting our team of Financial Planners and Associates with the financial planning process.

Details and Application Information