NOTE: Must be available to work on-site in our office in Overland Park, KS.

We are actively seeking mature, responsible, and motivated individuals to support and assist our team of experienced Financial Planning professionals. You must be smart, responsible, and hardworking. This is an entry-level role.

We offer the most competitive salary, benefits, and defined career path in our industry. We also offer flexible scheduling for students.

Desired Traits

Organized, Mature, Efficient, Detail-Oriented, Self-Motivated, Practical, Logical, Helpful, Willing

Required Qualifications

Strong organization skills
Excellent communication skills
Strong desire to learn and to take utmost pride in work
Commitment to providing exceptional support to staff members
Demonstrated computer literacy, including expert use of the entire Microsoft Office suite
Time management skills
Strong critical thinking skills
Ability to take direction with a good attitude.

Think you have what it takes to have a career at one of the most prestigious financial planning firms in the country?

Stepp & Rothwell, Inc.

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Planning Team Assistant (Entry Level)