CFP Pathway: Financial Planning Associate (On-Site)
STEPP & ROTHWELL INC.
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, #J-18808-Ljbffr STEPP & ROTHWELL INC.
Vacancy posted 1 day ago
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