Financial Planning Associate

Stepp & Rothwell, Inc.; Overland Park (KS); On-site; USD 60,000 - 80,000; Full time

Job summary

Stepp & Rothwell, Inc. is seeking a Financial Planning Associate to support a team of personal financial planners, preparing reports and projections to help our planners give unbiased recommendations to clients.

You will leverage strong customer service and communication skills to assist clients working with associated professionals to implement those recommendations. The role offers CFP curriculum assistance and a defined career path, including a Partnership track, with relocation to Overland

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.