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Financial Consultant Financial Advisor

Wealth Planning Associate - Client Impact & Legacy

Job in San Antonio, Bexar County, Texas, 78208, USA
Listing for: Stone Oak Wealth Management
Full Time position
Listed on 2026-01-13
Job specializations:
  • Finance & Banking
    Financial Consultant, Financial Advisor
Job Description & How to Apply Below
A financial planning firm in San Antonio, TX is seeking a Wealth Planning Associate to engage deeply with clients, preparing financial plans and fostering relationships grounded in Biblical stewardship. Responsibilities include onboarding clients and creating wealth plans, requiring a driven and purpose-oriented individual. This full-time position offers various benefits, including flexible paid time off and support for charitable activities.
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Position Requirements
10+ Years work experience
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