Stepp & Rothwell | Kansas City Metro Area Remote candidates considered for the right fit.
Stepp & Rothwell is a boutique, multi-family family office providing comprehensive financial planning, investment management, and ongoing coordination for about 300 families nationwide.
Our model is built on long-term relationships, proactive planning, and high-touch client service. We meet with clients quarterly and coordinate all aspects of their financial lives—not just investments. Responsibility for follow through does not sit with the client – it sits with us.
Over the past decade, we have developed advisors internally and built a deeply relationship-driven firm. As we continue to grow, we are adding a senior advisor who can both serve clients and help accelerate the development of our next generation of advisors.
The Role
This is not a traditional advisor role.
You will not be expected to bring in clients or manage a team.
Instead, you will operate as a senior extension of firm leadership—working directly with us, sitting in client meetings, and helping elevate both client experience and advisor capability.
What You’ll Do
Participate in client meetings alongside advisors and firm leadership
Help guide conversations, refine recommendations, and build client confidence
Support advisors in preparing for meetings and thinking through complex situations
Provide real-time coaching and feedback to developing advisors
Model best practices in communication, organization, and client service
Support and reinforce follow through and coordination between meetings
What You Won’t Do
You will not be responsible for business development
You will not manage or supervise advisors
You will not “take over” client relationships
You will not operate independently without integration into the team
Who You Are
15+ years of experience in financial planning or wealth management
CFP® professional
Strong presence in client conversations—calm, confident, and thoughtful
High emotional intelligence and low ego
Highly organized and detail-oriented
Enjoy working collaboratively rather than independently
Take pride in helping others grow and succeed
What We’re Looking For (Beyond Experience)
This role is best suited for someone who has already proven themselves in the industry and is seeking a more collaborative, team-based environment.
We are looking for someone who:
Raises the level of everyone around them
Knows when to step in—and when to step back
Can build trust with clients without needing to own the relationship
Brings structure, clarity, and calm to complex situations
Compensation
Base salary: $150,000–$200,000
Performance-based incentives
Potential for long-term incentive compensation
Location
Kansas City Metro area. Remote candidates who fit our ideal profile will be considered.
How to Apply
Please submit your resume along with a brief note describing why this role aligns with your experience and how you’ve contributed to developing others in your career. Submit to: Amy Guerich, Principal & Owner, aguerich@steppandrothwell.com.
Certified Financial Planner
No history of disciplinary action from any regulatory authority.
Stepp & Rothwell is a boutique, fee-only financial planning firm based in Kansas City, serving approximately 300 client families across the country. For more than 30 years, our firm has been built on long-term relationships, disciplined growth, and a commitment to coordinating every aspect of our clients’ financial lives with precision and care.
We are not an investment-centric firm. While we provide discretionary portfolio management, our work extends far beyond investments. We take responsibility for coordinating tax strategy, estate planning, cash flow, and major financial decisions—ensuring that nothing important is overlooked and that all pieces of a client’s financial life, and all of the associated professionals whom they employ work together.
Our model is built on ongoing relationships and proactive engagement. We meet with clients quarterly and maintain continuous oversight throughout the year. Responsibility for follow-through does not sit with the client—it sits with us. This distinction is central to how we operate.
We are a team-based firm by design. All clients are clients of the firm. Advisors are supported by planners, associates, and operational sta...ff so they can focus on client relationships, sound judgment, and thoughtful advice—not administrative burden or asset gathering.
Our clients are typically high-earning, self-made individuals and families who value professionalism, delegation, and long-term partnership. They are not looking for transaction-based advice or market commentary. They are looking for a team that can manage complexity, coordinate across disciplines, and provide clarity over time.
We grow intentionally. Each team onboards a limited number of new client families to preserve the depth, responsiveness, and consistency our clients expect. As a result, we are selective—both in the clients we serve and the professionals we bring into the firm.
Who We Are Seeking
We are seeking a Senior Advisor who brings experience, judgment, and professionalism to client relationships and who is aligned with a collaborative, relationship-driven model.
This role is not designed for someone seeking to build a personal book of business or operate independently. It is for someone who values being part of a team, contributing to a shared standard of excellence, and doing thoughtful, high-quality work over the long term.
The right candidate will:
•Bring meaningful experience and sound judgment to client conversations
•Be comfortable operating in a collaborative environment where responsibility is shared
•Value preparation, follow-through, and consistency—not just advice delivery
•Take pride in elevating the work and development of those around them
•Be motivated by the quality of their work and relationships, not by sales or asset growth
•This role is best suited for someone who has already proven themselves in the industry and is now seeking a more collaborative, relationship-focused environment
How We Measure Success
At Stepp & Rothwell, success is measured by:
•The strength and longevity of our client relationships
•The clarity and confidence our clients experience
•The consistency and follow-through of our work
Success is NOT measured by AUM. We are not driven by growth for growth’s sake. We are driven by doing the work well.
