Job Description

Wealth Planning Associate

Are you a self-starting, self-sufficient, highly organized individual looking for an opportunity to have a key role in supporting a fast-paced business owner? Our established financial services firm, Stone Oak Wealth Management in San Antonio, TX is looking for a Wealth Planning Associate to assist us in our mission of helping clients achieve their financial goals.

This is your chance to play a key role in the future success of our fast-growing organization!

Job Description:

The Wealth Planning Associate is responsible for assisting our wealth planners in strengthening the relationship between Stone Oak Wealth Management, the wealth planner, and clients who need advice oncomplex financial situations. The wealth planning process includes supporting wealth planners, cultivating referral relationships, supporting client relationships based on the needs of the clients, and working directly with clients to assess and advise on complex wealth planning topics.

Responsibilities:

• This list is not exhaustive and may include other responsibilities assigned by the supervisor to this role.
• Serve as support for assigned clients, driving data gathering and data entry of client information and implementation of recommendations from the Wealth Planner.
• Work closely with the Advisor Team and Client Service Team to ensure best-in-class client service.
• Act as a point of contact for clients.
• Preparation of assigned prospective proposals and client review presentations.
• Participate in client review meetings.
• Utilize CRM to capture notes and instructions for the team following meetings and calls; delegate tasks, as needed.
• Providing post-meeting email summaries for assigned clients/prospects.
• Providing exceptional ongoing client support by handling day-to-day service requests.
• Being a backup for the Client Service Associate and assisting the Client Service Associate with client service tasks.
• Comply with all industry rules and regulations along with firm policies.
• Active Participation in the EOS meetings that are assigned and being prepared with issues and keeping an 80% completion rate with weekly to-dos and quarterly rocks.
• Create and maintain books & records.
• Data gathering and entry for wealth planning, client relationship management, and paperwork.
• Preparation of proposals, reviews, and marketing materials.
• May review the client’s financial statements, legal documents, and other data
• Perform other duties as assigned

Salary:

• TBD

Benefits:

Enjoy Time with Family and Friends

• Flexible paid time off

Enjoy Your Sunset | Retirement

• Employees can contribute to our Roth 401(k), and we contribute 3% of compensation

Who Are We?

• A faith-centric team with weekly prayer time and access to a firm chaplain

Staying Healthy

• A group health insurance plan
• We pay 100% of employees only dental and vision insurance and most of your employee-only health insurance
• Health Savings Account (HSA)
• Flexible paid time off to go to the doctor, dentist, optometrist etc.

Free Workouts

• Free onsite gym

Want To Lend a Hand?

• We provide support to charities financially and with flexible paid time off to volunteer.

Room for Your Ride

• Free access to parking garage on-site

Supporting Your Educational Growth

• If you want, we will help you obtain your license and certification

Hours:

• Monday – Friday: 8:00 am – 5:00 pm

Presented by Advisor Employee Services Thank you for your interest in the role of Wealth Planning Associate. Advisor Employee Services, a consulting firm located in Lenexa, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided We are not a staffing firm, but together we have built a reputable and continuously expanding business model that allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!

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