Certified Financial Planner

Stepp & Rothwell, Inc.; Overland Park (KS); Vor Ort; USD 90.000 - 130.000; Vollzeit

Zusammenfassung

Stepp & Rothwell, Inc. in the Kansas City metro area seeks an experienced Financial Planner to lead client relationships for a select group of families.

You will collaborate with attorneys, CPAs and other professionals to craft comprehensive plans addressing taxes, estate, risk, cash flow, and education planning. You’ll participate in planning strategy, supervise with a team of planning and operations professionals, and focus on delivering thoughtful, high-touch client service.

Qualifikationen

• CFP designation is required.
• Experience leading client relationships.
• Excellent professional judgment.
• Clear and effective communication.
• Thrives in a collaborative environment.

Aufgaben

• Serve as the lead advisor for a group of established client families, guiding them through taxes, insurance, cash flow, education planning, and other financial needs.
• Coordinate with attorneys, CPAs and other professionals to implement comprehensive plans.
• Lead client meetings, develop planning recommendations, oversee implementation, and guide the planning team.

Kenntnisse

Client relationships

Communication

Judgment

Collaboration

Ausbildung

CFP designation

Jobbeschreibung

Stepp & Rothwell | Kansas City Metro Area

At Stepp & Rothwell, our Financial Planners spend their time doing what they became advisors to do - solving complex planning problems, leading client relationships, and making a meaningful difference in the lives of the families they serve.

For more than 30 years, we’ve built a firm centered on comprehensive financial planning, long-term relationships, and exceptional client service.

Now, for the first time in over a decade, we’re looking to add an experienced Financial Planner from outside our firm.

What You’ll Do

You’ll serve as the lead advisor for a group of established client families, helping them to navigate every aspect of their financial lives, including:

• Tax planning
• Insurance analysis
• Cash flow planning
• Education planning
• Coordination with attorneys, CPAs, and other professionals

You’ll lead client meetings, develop planning recommendations, overseï implementation, and guide the planning team assigned to each client relationship.

What Makes This Role Different

Unlike many firms…

• You won’t be expected to bring in clients.
• You won’t be left to do everything yourself.

Our Planning team are supported by dedicated planning and operations and administrative professionals so that they can focus on delivering thoughtful advice and exceptional client experiences.

We believe great advisors should spend more time advising—and less time on administrative duties.

Who We’re Looking For

We’re looking for someone who:

• Who has the Certified Financial Planner (CFP) designation
• Has experience leading client relationships
• Exercises excellent professional judgment
• Communicates complex ideas clearly
• Thrives in a collaborative environment
• Naturally takes ownership and follows through
• Cares deeply about clients and teammates

Most importantly, you’re the kind of person who earns trust.

About Stepp & Rothwell

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. Our clients trust us with the coordination of every aspect of their financial lives, and we’ve built our reputation one relationship at a time.

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.

Our culture is built around five core values:

• Communication
• Ownership
• Relationships
• Proactivity
• Standards

If you’re looking for a place where technical excellence, teamwork, and long-term client relationships matter, we’d love to talk.