Wealth Planning Associate Financial Firm San Antonio, TX
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Job Location:
San Antonio, TX - USA
Monthly Salary:
Not Disclosed
Posted on:
5 hours ago
Vacancies:
1 Vacancy
Job Summary
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 Survey
Stone Oak Wealth Management Full-Time San Antonio Texas
- Premeeting summary prepared for advisor(s)
- New client system access
- Build a new wealth plan
- Follow up communication with clients
- 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 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 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
