Senior CFP Advisor — Lead Client Relationships
Stepp & Rothwell, Inc.
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. #J-18808-Ljbffr Stepp & Rothwell, Inc.
Vacancy posted 4 days ago
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