Current Opening: Intern
About Stepp & Rothwell:
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. Stepp & Rothwell is not just a money-management firm – we are focused on our clients, their happiness, and their enjoyment of life.
Our hiring process is rigorous, we hold our candidates to the same standards that we hold ourselves. Only upon satisfactory completion of our internal aptitude testing and interviewing process will you be considered for any position at Stepp & Rothwell.
- Working knowledge of Microsoft Word and Microsoft Excel
- Excellent written and verbal communication skills
- Mathematical and logical aptitude
- High attention to detail
- Excellent time-management skills
- Ability and willingness to learn
As an intern at Stepp & Rothwell, you will be assisting our team of Financial Planners and Associates with the financial planning process. Responsibilities include, but are not limited to: handling client data, incorporating data into reports, and helping our clients to implement our recommendations. We are comprehensive and holistic financial planners, therefore you will gain hands-on financial planning experience.
Our Internship Program consists of in-depth training on our planning processes, exposure to financial planning software, correspondence with other financial professionals, assisting in the creation of new financial plans, observing client meetings, and other projects that will give you the opportunity to use your individual skillset and add value to our firm.