Responsibilities:

  • Prepare for new client onboarding.
  • Respond to client requests with timeliness and accuracy.
  • Assist Advisors with client meeting preparation.

Qualifications:

  • 5 years plus experience in wealth management/financial planning.
  • Adept and skilled with technology and 3rd party software.
  • Ability to prioritize tasks, problem-solve, and meet deadlines.

Experience Considered a Plus:

  • Experience with Charles Schwab or Fidelity.
  • Experience with Wealthbox, Orion, ALX.
  • Experience with Money Guide Pro, Holistiplan, Income Lab, Sharefile, Docusign.

Oakwell Private Wealth Management

Oakwell Private Wealth Management is a financial planning firm based in Austin, TX. They pride themselves on building relationships with their clients through education, integrity, collaboration, and commitment.

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