Stone Oak Wealth Management · 1 day ago
Wealth Planning Associate
San Antonio, TX
Full-time
Onsite
New Grad, Entry LevelStone Oak Wealth Management is a faith-centric organization focused on helping clients align their wealth with their values. The Wealth Planning Associate will play a pivotal role in influencing clients' financial decisions while preparing financial plans and facilitating meetings.
FinanceFinancial ServicesWealth Management
Responsibilities
Premeeting summary prepared for advisor(s)
New client system access
Build a new wealth plan
Follow up communication with clients
Qualification
Required
Candidates will not be considered for an open position until they have successfully completed the attached survey for the position they are applying for
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
Benefits
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 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 onsite gym
We provide support to charities financially and with flexible paid time off to volunteer.
Free access to parking garage on-site
If you want, we will help you obtain your license and certification
Company
Stone Oak Wealth Management
Stone Oak Wealth Management is a wealth management company that provides investment management, wealth protection, and business solutions.
Founded in 2005
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Christopher Escobedo
Chief Operating Officer
Recent News
2025-07-29
Company data provided by crunchbase