Financial Planning Associate

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

This associate position is the key support role for a team of personal 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 excited and willing to help finance successful completion of the CFP exam. By accepting the payment for the CFP curriculum, employee agrees to pass the CFP exam within 2 years of beginning the CFP curriculum. 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.

This position is 100% on site at our office in Overland Park, Kansas, and candidates must be willing to relocate.