Wealth Planning Associate - Financial Firm - San Antonio, TX

Wealth Planning Associate – Stone Oak Wealth Management

At Stone Oak Wealth Management, we don’t just help clients manage their money, we walk with them as they align their wealth with God’s calling on their lives. We’re 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.

This isn’t just a back‑office support job. You’ll handle financial plans and help meetings run smoothly, but more than that, you’ll become a trusted voice in people’s lives. You’ll be part of a team that speaks into people’s dreams, fears, legacy, and generosity, all through the lens of Biblical stewardship.

• Pre‑meeting summary prepared for advisor(s)
• New client system access
• Build a new wealth plan
• Follow‑up communication with clients

• Motivated by purpose — you don’t 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 isn’t just a side note; it’s at the center of who you are and how you show up.
• Accountable and driven — when something’s on your plate, you own it. And you do it well.
• Forward‑thinking — you see the big picture and help clients connect today’s decisions to tomorrow’s impact.

• Flexible paid time off
• Roth 401(k) with 3% compensation match
• All‑employee health insurance: 100% coverage for dental and vision, 100% coverage for most other employee‑only health plans
• Health Savings Account (HSA)
• Free onsite gym
• Free access to parking garage on‑site
• Support for charitable giving and flexible paid time off to volunteer
• Assistance to obtain required license and certification, if desired

Monday – Friday: 8:00 am – 5:00 pm

San Antonio, TX $50,000.00 – $80,000.00