Current Opening: Portfolio Center Specialist

Stepp & Rothwell, a fee-only, comprehensive, financial planning and investment advisory firm, is seeking a professional, responsible person to support its financial planning staff.  The primary role of the Investment Administrator is to manage all of the transactional duties related to the firm’s investment management including: opening and maintaining client accounts; placing trades; processing deposits, withdrawals, and transfers; answering clients’ account-related questions; and preparing investment performance reports. Additional roles and responsibilities will depend upon the talents of the candidate but may include management of the technology needs of the firm, administrative support, and/or paraplanning functions.

Preferred Experience/Qualifications

  • Minimum of 2 years of work experience in financial services or related field
  • Customer-service related experience
  • Strong interpersonal verbal and written communication skills
  • Financial experience and/or acumen
  • Superior problem-solving abilities
  • Personal responsibility and accountability

The ideal candidate will have experience working with Charles Schwab as an institutional custodian and/or Portfolio Center investment management software.

Company Description

Stepp & Rothwell is the premier “fee-only” financial planning and investment advisory firm in the Kansas City area. Our team of financial professionals provides unbiased, results-oriented advice, which offers our clients the knowledge they need to make informed decisions about their future. Because we believe issues like financial independence, estate planning, tax planning, cash flow management, risk management, education planning, and wealth accumulation and preservation are completely interrelated, we develop client-specific strategies that encompass them all. We make differences in our clients’ lives every day by helping them make the very best choices about the parts of their lives that matter the most:  their children’s education and support, their careers, their financial independence, their giving plans, and their ultimate legacy.

At Stepp & Rothwell, we value our employees as much as we value our clients. We recognize that each person has a unique background with different educational experiences, skills, and aptitudes. We build our business on that diversity by capitalizing on your strengths. Because we promote from within, we place a high value on personal and professional growth through external education and internal coaching and mentorship. We provide a supportive, intellectually challenging, family atmosphere in which to learn to become a real comprehensive financial advisor, not a glorified salesperson. Our compensation and benefits packages are competitive and include health and dental insurance, a generous retirement plan, and reimbursement for professional education.

To apply, please submit a resume, cover letter and transcript to:

Samantha Woodrow, Business Manager