Wealth Planning Associate

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.

What This Role Is Really About:

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.

Key Performance Metrics:

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

This role is made for someone who is:

• 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

 

Qualifications

• Bachelor’s degree in Finance, Accounting, Business, or related field preferred.
• 1–3 years of experience in financial services, wealth management, or similar industry.
• Proficiency in Microsoft Office Suite and CRM systems (experience with Salesforce, eMoney, or similar is a plus).
• Strong written and verbal communication skills.
• Alignment with the mission and values of Stone Oak Wealth Management.