Careers

WE OFFER A COMPREHENSIVE BENEFITS PACKAGE

WHICH INCLUDES THE FOLLOWING:

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 and 3% matching. Plus, no Stone Oak Wealth Management fees on your account.

Who Are We?
A faith centric team with weekly prayer time and access to firm chaplain.

Staying Healthy
A group health insurance plan.
We pay 80% of your health insurance.
We pay 100% for your dental and vision insurance regardless of the plan you choose (Employee Only, Employee + Spouse, or Employee + Family)
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 desire, we will help you obtain your license and certification.

Potential Sign-on Bonus
5% to 10% of the base salary.
Contingent upon previous work history, credentials, level of education.

Sr. Wealth Planner / Advisor
Wealth Planning Associate