Senior Wealth Planner / Advisor– Step Into Purpose-Driven Influence

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 Senior Wealth Planner / Advisor 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:

As a Senior Wealth Planner / Advisor , you are the strategic relationship-builder and trusted planner at the center of your clients' financial lives. This role is about leading wealth planning conversations with confidence, empathy, and clarity , guiding clients through complex wealth strategies with ease and conviction.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:

• New Wealth Planning Engagements Initiated
• Revenue Influence and Planning-Related Asset Growth

This role is made for someone who is:

• Influence outcomes - that impact generations.
• Translating intricate financial concepts - into actionable and personalized plans.
• Thrives as being the go-to expert - earning trust through meaningful dialogue, and navigating the nuances of estate planning, tax strategies, retirement, and multi-generational wealth.
• You will lead the relationship - with insight, persuasion, and vision.And collaborate with investment advisors, attorneys, and tax professionals
• Loves impact, autonomy, and fast-moving environments - someone who isn’t just comfortable, but energized by responsibility, people, and possibility.

Qualifications:

• Bachelor’s degree required; advanced degrees or designations (e.g., CFP®, CPA, JD) strongly preferred.
• Minimum of 5-7 years of experience in financial planning or wealth management.
• Proven track record of managing high-net-worth client relationships and delivering holistic financial plans.
• Deep knowledge of estate, tax, retirement, and investment planning strategies.
• Excellent verbal and written communication skills; strong presentation and interpersonal skills.
• Alignment with the mission and values of Stone Oak Wealth Management.

After applying, you will be asked to take a survey.