What are the responsibilities and job description for the Financial Planning Associate position at Stepp & Rothwell, Inc.?
This associate position is the key support role for a team of financial planners. The Financial Planning Associate is an integral member of our financial planning team.
Using your logic and analytical skills, you will effectively evaluate a broad range of data and information to prepare financial reports and projections that will help our Financial Planners give the very best, unbiased recommendations to our clients.
You will then use your superior customer service and communication skills to help our clients work with associated professionals to implement those recommendations.
This position offers a unique opportunity for an intelligent and detail-oriented individual to learn all aspects of financial planning. We excited and willing to help finance successful completion of the CFP exam. By accepting the payment for the CFP curriculum, employee agrees to pass the CFP exam within 2 years of beginning the CFP curriculum. We have a clearly defined career path, which includes a Partnership track, for those who are willing to do whatever it takes to serve our clients.