Wealth Planning Associate - Financial Firm - San Antonio, TX

Aesplacement; San Antonio (TX); On-site; USD 40,000 - 80,000; Full time

Job summary

An established financial services firm is seeking a Wealth Planning Associate to support clients in achieving their financial goals. This role involves managing client relationships, assisting with financial planning, and ensuring compliance with industry regulations. You will have the opportunity to work in a dynamic environment, contributing to a team that values faith and community involvement. With flexible paid time off, health benefits, and support for professional development, this position offers a rewarding career path for motivated individuals eager to make a difference.

Benefits

Flexible Paid Time Off

Roth 401(k) Contributions

100% Dental and Vision Coverage

Health Savings Account (HSA)

Free Onsite Gym Facilities

Support for Charitable Activities

Free On-Site Parking

Support for Licenses and Certifications

Qualifications

• Strong organizational skills and ability to manage client relationships.
• Experience in financial planning and data management.

Responsibilities

• Support clients with data gathering and implementing wealth planning recommendations.
• Collaborate with teams to ensure excellent client service.

Skills

Client Relationship Management

Data Entry

Financial Planning

Communication Skills

CRM Software Usage

Education

Bachelor's Degree in Finance or Related Field

Tools

CRM Software

Job description

Please Note: Candidates will not be considered for an open position until they have successfully completed the attached Culture Index Survey.

Wealth Planning Associate

Are you a self-starting, highly organized individual seeking a key role in supporting a fast-paced business owner? Our established financial services firm, Stone Oak Wealth Management in San Antonio, TX, is looking for a Wealth Planning Associate to help us achieve our mission of assisting clients in reaching their financial goals.

This is a great opportunity to contribute to the future success of our growing organization!

Job Description:

The Wealth Planning Associate supports our wealth planners by strengthening client relationships, managing complex financial situations, and supporting the wealth planning process. This includes cultivating referral relationships, supporting client needs, and working directly with clients on wealth planning topics.

Responsibilities:

• Support assigned clients with data gathering, data entry, and implementing recommendations from the Wealth Planner.
• Collaborate with the Advisor and Client Service Teams to deliver excellent client service.
• Act as a primary contact for clients.
• Prepare proposals and review presentations for prospective and current clients.
• Participate in client review meetings.
• Use CRM to document notes, instructions, and delegate tasks.
• Send follow-up email summaries post-meetings.
• Provide ongoing client support and handle service requests.
• Assist as a backup for the Client Service Associate.
• Ensure compliance with industry regulations and firm policies.
• Participate actively in EOS meetings, maintaining an 80% completion rate on weekly to-dos and quarterly goals.
• Create and maintain records and documentation.
• Gather data for wealth planning, manage client relationships, and handle paperwork.
• Prepare proposals, reviews, and marketing materials.
• Review client financial statements and legal documents as needed.
• Perform additional duties as assigned.

Benefits:

• Flexible paid time off for personal and family needs.
• Contribute to a Roth 401(k); firm contributes 3% of your compensation.

Who Are We?

• A faith-centric team with weekly prayer sessions and access to a firm chaplain.

Health & Wellness:

• Group health insurance, with the firm paying 100% of dental and vision coverage and most health insurance costs.
• Health Savings Account (HSA).
• Flexible paid time off for medical appointments.

Additional Perks:

• Free onsite gym facilities.
• Support for charitable activities with financial aid and flexible volunteer leave.
• Free on-site parking.
• Support for obtaining licenses and certifications.

Hours:

Thank you for your interest in the Wealth Planning Associate role. Advisor Employee Services, based in Lenexa, Kansas, represents top-tier financial advisors nationwide. Visit our website at https://aesplacement.com/ for more information. If you believe you have the skills required, please apply today!