CFP Pathway: Financial Planning Associate (On-Site)

Stepp & Rothwell, Inc.; Overland Park (KS); On-site; USD 45,000 - 65,000; Full time

Job summary

Stepp & Rothwell, Inc. in Overland Park, KS, is seeking a Financial Planning Associate to support our team of personal financial planners. You will prepare financial reports and projections, enabling advisors to provide unbiased client recommendations.

The role emphasizes client communication and collaboration with related professionals to implement plans. Relocation to Kansas is required. The firm offers a clear career path including a Partnership track and supports CFP exam progression,

Qualifications

• Detail-oriented and able to learn all aspects of financial planning.
• Willing to relocate to Overland Park, KS and work on-site.
• Strong analytical and client-communication abilities.

Responsibilities

• Prepare financial reports and projections for financial planners.
• Assist in presenting unbiased recommendations to clients.
• Collaborate with associated professionals to implement plans.
• Support CFP curriculum progression and exam preparation.

Skills

Analytical skills

Customer service

Education

CFP curriculum funding

Job description

Stepp & Rothwell, Inc. in Overland Park, KS, is seeking a Financial Planning Associate to support our team of personal financial planners. You will prepare financial reports and projections, enabling advisors to provide unbiased client recommendations.

The role emphasizes client communication and collaboration with related professionals to implement plans. Relocation to Kansas is required. The firm offers a clear career path including a Partnership track and supports CFP exam progression,