Oakwell Private Wealth Management is a financial planning firm based in Austin, TX and we are seeking a Fully Remote Client Service Onboarding Specialist to join our team.  At Oakwell, we pride ourselves on building relationships with our clients through education, integrity, collaboration, and commitment.  We provide comprehensive, client-centered financial planning and investment management services.  Our mission is to help clients navigate complex financial decisions with confidence.  Find out more about the firm at oakwellpwm.com.

This position will be permanently remote. We will provide you with equipment to work from home, but you will be expected to have a workspace where you can work comfortably and professionally full time. This position is open to candidates in Eastern, Central, and Mountain time zones.

Salary and Benefits