Remote Wealth Client Onboarding & Success Specialist

Oakwell Private Wealth Management LLC based in Austin, TX is looking for a Fully Remote Client Service Onboarding Specialist to join the team. This role focuses on preparing for new client onboardings, responding to client requests, and supporting advisors in their tasks. The ideal candidate should have over 3 years of experience in wealth management, strong technology skills, and the ability to work independently in a remote environment. The role offers a base salary of $65K-80K plus bonuses. #J-18808-Ljbffr