Planning Team Assistant

2 months ago


Overland Park, United States Stepp & Rothwell, Inc. Full time

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?


Contact us today.



  • Overland Park, United States STEPP & ROTHWELL INC. Full time

    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...


  • overland park, United States Stepp & Rothwell, Inc. Full time

    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...


  • Overland Park, United States Stepp & Rothwell, Inc. Full time

    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...


  • Overland Park, Kansas, United States BerganKDV Full time

    Job SummaryWe are seeking a highly motivated and detail-oriented Tax Intern to join our team at BerganKDV. As a Tax Intern, you will assist with tax planning and research, preparing federal and state tax returns, and understanding tax regulations and accounting pronouncements.Key ResponsibilitiesAssist with tax planning and research to ensure compliance with...

  • Account Executive

    1 month ago


    Overland Park, United States Creative Planning Full time

    Creative Planning is a top tier wealth management firm that provides investment management services and full comprehensive financial planning in-house. The primary responsibility of the Account Executive is to drive client acquisition by qualifying leads and setting appointments for Wealth Managers. Ideal candidates possess strong sales acumen, excellent...


  • Overland Park, United States Disability Solutions Full time

    T-Mobile is in pursuit of exceptional talent to join our executive team. We're committed to excellence and innovation, and we are on the lookout for a leader who can steer our company towards new heights of success. In this pivotal role, you will be responsible for driving strategic initiatives and leading a talented team of professionals. The ideal...


  • Overland Park, Kansas, United States Saatchi & Saatchi (We Are Saatchi) Full time

    Job OverviewSaatchi & Saatchi is seeking a highly skilled Media Planner to join our team. As a Media Planner, you will be responsible for developing and implementing media plans that drive business results for our clients.Key ResponsibilitiesDevelop and implement media plans that meet client objectives and budget requirements.Manage media buying activities,...


  • Overland Park, Kansas, United States Saatchi & Saatchi (We Are Saatchi) Full time

    Job Title: Media PlannerAt Saatchi & Saatchi, we're seeking a highly skilled Media Planner to join our team. As a Media Planner, you will play a crucial role in developing and implementing media plans that drive business results for our clients.Key Responsibilities:Develop and implement media plans that align with client objectives and business goals.Manage...


  • Overland Park, Kansas, United States HNTB Full time

    Job SummaryWe are seeking a highly experienced and skilled Transportation Planning and Policy Group Director to lead our team in the Central States Office of HNTB. As a key member of our leadership team, you will be responsible for overseeing the growth and development of our Transportation Planning and Policy practice, driving business growth, and...


  • Overland Park, United States STEPP & ROTHWELL INC. Full time

    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...


  • overland park, United States Stepp & Rothwell, Inc. Full time

    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...


  • Overland Park, United States Stepp & Rothwell, Inc. Full time

    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...


  • Overland Park, United States Stepp & Rothwell, Inc. Full time

    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...


  • Overland Park, United States Stepp & Rothwell, Inc. Full time

    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...


  • Overland Park, United States HNTB Full time

    What We're Looking For At HNTB, you can create a career that is meaningful to you while planning and building communities that matter to all of us. For more than a century, we have been delivering solutions for some of the largest, most complex infrastructure projects across the country. With our historic growth, it is an exciting time to join our team of...


  • Overland Park, United States Disability Solutions Full time

    At T-Mobile, we invest in YOU! Our Total Rewards Package ensures that employees get the same big love we give our customers. All team members receive a competitive base salary and compensation package - this is Total Rewards. Employees enjoy multiple wealth-building opportunities through our annual stock grant, employee stock purchase plan, 401(k), and...


  • Overland Park, Kansas, United States iFit Full time

    About iFITiFIT is a company that empowers people to change their lives and achieve healthy, sustainable results. We strive to continuously push the limits to bring our customers cutting-edge products that will help them in every aspect of their lives.Job SummaryWe are seeking a motivated individual to join our team as a Corporate FP&A Intern working Hybrid...


  • Overland Park, Kansas, United States Army Physician Outreach and Recruitment Team - Kansas Full time

    Job SummaryAs a Physician Assistant in Army Medicine, you will play a vital role in providing high-quality medical care to Soldiers and their families. Your responsibilities will include conducting comprehensive exams, prescribing medications, counseling patients, and interpreting lab tests and x-ray results.Key ResponsibilitiesPerform diagnostic and...


  • Overland Park, Kansas, United States Kansas City Hospice and Palliative Care Full time

    Job Title: Certified Nursing Assistant (CNA) - Hospice CareWe are seeking a compassionate Certified Nursing Assistant (CNA) to join our interdisciplinary hospice team in providing high-quality, expert care to our seriously ill patients.About the Role:As a CNA on our hospice team, you will provide comfort, care, support, and education to our patients and...

  • Civil Engineer Senior

    2 weeks ago


    Overland Park, Kansas, United States City of Overland Park Full time

    Job SummaryThe City of Overland Park is seeking a highly skilled and experienced Senior Civil Engineer to join our Traffic Services Division. As a key member of our team, you will play a critical role in shaping the future of our city's transportation infrastructure.Key ResponsibilitiesReview and approve construction plans for private and public...