Wealth Planning Associate - Client Impact & Legacy

A financial planning firm in San Antonio, TX is seeking a Wealth Planning Associate to engage deeply with clients, preparing financial plans and fostering relationships grounded in Biblical stewardship. Responsibilities include onboarding clients and creating wealth plans, requiring a driven and purpose-oriented individual. This full-time position offers various benefits, including flexible paid time off and support for charitable activities. #J-18808-Ljbffr