Current Opening: Senior Advisor
Stepp & Rothwell is a boutique, multi-family family office providing comprehensive financial planning, investment management, and ongoing coordination for about 300 families nationwide.
Our model is built on long-term relationships, proactive planning, and high-touch client service. We meet with clients quarterly and coordinate all aspects of their financial lives—not just investments. Responsibility for follow-through does not sit with the client – it sits with us.
Over the past decade, we have developed advisors internally and built a deeply relationship-driven firm. As we continue to grow, we are adding a senior advisor who can both serve clients and help accelerate the development of our next generation of advisors.
The Role
This is not a traditional advisor role.
You will not be expected to bring in clients or manage a team.
Instead, you will operate as a senior extension of firm leadership—working directly with us, sitting in client meetings, and helping elevate both client experience and advisor capability.
What You’ll Do
- Participate in client meetings alongside advisors and firm leadership
- Help guide conversations, refine recommendations, and build client confidence
- Support advisors in preparing for meetings and thinking through complex situations
- Provide real-time coaching and feedback to developing advisors
- Model best practices in communication, organization, and client service
- Support and reinforce follow-through and coordination between meetings
What You Won’t Do
- You will not be responsible for business development
- You will not manage or supervise advisors
- You will not “take over” client relationships
- You will not operate independently without integration into the team
Who You Are
- 15+ years of experience in financial planning or wealth management
- CFP®️ professional
- Strong presence in client conversations—calm, confident, and thoughtful
- High emotional intelligence and low ego
- Highly organized and detail-oriented
- Enjoy working collaboratively rather than independently
- Take pride in helping others grow and succeed
What We’re Looking For (Beyond Experience)
This role is best suited for someone who has already proven themselves in the industry and is seeking a more collaborative, team-based environment.
We are looking for someone who:
- Raises the level of everyone around them
- Knows when to step in—and when to step back
- Can build trust with clients without needing to own the relationship
- Brings structure, clarity, and calm to complex situations
Compensation
- Base salary: $150,000–$200,000
- Performance-based incentives
- Potential for long-term incentive compensation
Location
Kansas City Metro area. Remote candidates who fit our ideal profile will be considered.
How to Apply
Please submit your resume along with a brief note describing why this role aligns with your experience and how you’ve contributed to developing others in your career. Submit to: Amy Guerich, Principal & Owner, aguerich@steppandrothwell.com.
The right candidate is:
1. Client-facing & adds credibility to the team
- Sits in meetings to build trust
- Bridges the “experience gap” immediately
2. A thinking partner and mentor to younger team leaders
- Helps them prepare for meetings (planning meetings)
- Sharpens recommendations
- Guides how to think, not just what to say
3. A quiet standard-setter
- Models what “great” looks like
- Raises the bar through presence, not authority
Remote candidates considered for the right fit.
The Right candidate is NOT:
- Not a manager
- Not responsible for team performance
- Not a backstop for sloppy work
- Not the person who “fixes everything”
Company Description
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.