Wealth Planning Associate

Join to apply for the Wealth Planning Associate role at 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.

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.

This isn’t just a back‑office support job. Yes, 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.

• Prepare pre‑meeting summaries for advisor(s)
• Onboard new clients in the system
• Build new wealth plans
• 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 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
• Employees can contribute to our Roth 401(k), and we contribute 3% of compensation
• A group health insurance plan; we pay 100% of employees’ dental and vision insurance and most of employee‑only health insurance
• 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 available for obtaining license and certification

San Antonio, TX

Full‑time

Associate

Full‑time

Finance and Other