Current Opening: 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.
Using your logic and analytical skills, you will effectively evaluate a broad range of data and information to prepare financial reports and projections that will help our Financial Planners give the very best, unbiased recommendations to our clients.
You will then use your superior customer service and communication skills to help our clients work with associated professionals to implement those recommendations.
This position offers a unique opportunity for an intelligent and detail-oriented individual to learn all aspects of financial planning. We are actively seeking mature, responsible, and motivated candidates who would be dedicated to earning the CFP requirement within two years of joining Stepp & Rothwell. We have a clearly defined career path, which includes a Partnership track, for those who are willing to do whatever it takes to serve our clients.
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:
Amy Guerich, Partner