Senior CFP Advisor — Lead Client Relationships

Stepp & Rothwell, Inc.; Overland Park (KS); On-site; USD 90,000 - 130,000; Full time

Job summary

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.

Qualifications

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

Responsibilities

• 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.

Skills

Client relationships

Communication

Judgment

Collaboration

Education

CFP designation

Job description

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.