Wealth Planning Associate Financial Firm San Antonio, TX at Advisor Talent Solutions

Please Note: Candidates will not be considered for an open position until they have successfully completed the attached survey for the position they are applying for.Culture Index SurveyWealth Planning Associate Step Into Purpose-Driven InfluenceStone Oak Wealth Management Full-Time San Antonio TexasAt Stone Oak Wealth Management we dont just help clients manage their money we walk with them as they align their wealth with Gods calling on their lives. Were looking for a Wealth Planning Associate who is ready to step into a role of real influence someone who knows how to lead with clarity serve with conviction and speak truth with grace.What This Role Is Really About:This isnt just a back-office support job. Yes youll handle financial plans and help meetings run smoothly but more than that youll become a trusted voice in peoples lives. Youll be part of a team that speaks into peoples dreams fears legacy and generosity all through the lens of Biblical stewardship.Key Performance Metrics:Premeeting summary prepared for advisor(s)New client system accessBuild a new wealth planFollow up communication with clientsThis role is made for someone who is:Motivated by purpose you dont just want a job; you want your work to matter. Deeply.Persuasive and relational you build trust quickly communicate clearly and help people move forward with confidence.Spiritually grounded your faith isnt just a side note; its at the center of who you are and how you show up.Accountable and driven when somethings on your plate you own it. And you do it well.Forward-thinking you see the big picture and help clients connect todays decisions to tomorrows impact.Benefits:Enjoy Time with Family and FriendsFlexible paid time offEnjoy Your Sunset RetirementEmployees can contribute to our Roth 401(k) and we contribute 3% of compensationWho Are WeA faith-centric team with weekly prayer time and access to a firm chaplainStaying HealthyA group health insurance planWe pay 100% of employees only dental and vision insurance and most of your employee-only health insuranceHealth Savings Account (HSA)Flexible paid time off to go to the doctor dentist optometrist etc.Free WorkoutsFree onsite gymWant To Lend a HandWe provide support to charities financially and with flexible paid time off to volunteer.Room for Your RideFree access to parking garage on-siteSupporting Your Educational GrowthIf you want we will help you obtain your license and certificationHours:Monday Friday: 8:00 am 5:00 pmPresented by Advisor Employee ServicesThank 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!Required Experience:IC Key Skills Internal Audit,Financial Services,Financial Performance,Variance Analysis,Journal Entries,Account Management,ACH,Customer Accounts,General Ledger Accounts,Payroll,Customer Relationships,Financial Statements,Annual Reports Employment Type : Full Time Experience: years Vacancy: 1