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      Stepp & Rothwell

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      Financial Planning Associate Interview

      2 Jan 2024
      Anonymous interview candidate
      Overland Park, KS
      Declined offer
      Neutral experience
      Difficult interview

      Application

      I applied online. I interviewed at Stepp & Rothwell (Overland Park, KS)

      Interview

      The process starts with a phone screen interview followed by a logic test, then an in person interview followed by a second interview where you would receive the job offer.

      Interview questions [1]

      Question 1

      What are your personal and professional goals in the next 5 years?
      1 Answer

      Other Financial Planning Associate interview reviews for Stepp & Rothwell

      Financial Planning Associate Interview

      26 May 2026
      Anonymous employee
      Overland Park, KS
      Accepted offer
      Neutral experience
      Average interview

      Application

      I interviewed at Stepp & Rothwell (Overland Park, KS)

      Interview

      First they do a phone screen, then a first interview (in person or zoom), then a second interview (in person), and then they will do an offer meeting if you make it that far

      Interview questions [1]

      Question 1

      The interviewers read pretty traditional interview questions straight from a script. They take notes about your answers and move on the next question. It can feel pretty robotic.
      Answer question

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