Financial Planning Associate — CFP Prep Support & Growth
Stepp & Rothwell, Inc.
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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
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
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