Company: Steward Wealth Strategies 

Location: Raleigh, NC 

Position Type: Full Time; On Site 

Reports To: Amy Welborn, CFP®, CKA®, AAMS®, BFA™

About Steward Wealth Strategies:

Steward Wealth Strategies is a faith-based wealth management firm dedicated to helping our clients get the most life and purpose out of their wealth. We provide comprehensive financial planning and wealth management across investment, retirement, tax, protection, estate, and generosity planning.  

Our approach is rooted in biblical stewardship, purpose-driven planning, long-term investing, and a genuine desire to serve our clients well. We believe financial planning should be about more than managing money—it should help people make thoughtful decisions, care for their families, live with purpose, and steward what God has entrusted to them.  

We are a collaborative, team-oriented firm that values excellence, personal responsibility, continuous growth, and taking exceptional care of our clients.  

Job Summary:

We are looking for a highly organized, proactive, and detail-oriented Executive Assistant to Amy Welborn, Vice President and Wealth Manager.

This is not a traditional administrative assistant role. The ideal candidate will become a trusted extension of Amy and will help create capacity for her to focus on high-value client work, leadership, business development, and strategic initiatives. 

The right person will be someone who naturally sees what needs to be done, follows through without being asked, communicates clearly, protects confidential information, and enjoys bringing structure and organization to a busy environment. 

You will work closely with Amy as well as other members of the Steward Wealth Strategies team to keep priorities moving, ensure details don’t fall through the cracks, and help the business execute at a high level. 

Key Responsibilities:

• Manage and organize Amy’s calendar, meetings, appointments, and priorities. 

• Help prepare for leadership meetings by gathering information, organizing materials, and tracking follow-up items. 

• Take leadership meeting notes and maintain clear action-item lists. 

• Help Amy stay focused on the highest-priority initiatives by proactively managing details and deadlines. 

• Draft and organize emails, correspondence, presentations, and internal communications.

• Coordinate meetings and communication with clients, prospects, team members, and outside professionals. 

• Assist with travel planning, scheduling, events, and other executive logistics as needed. 

• Serve as a professional and welcoming point of contact on Amy’s behalf. 

• Handle sensitive and confidential information with discretion. 

Requirements:

• 2 + years of experience in an executive assistant, operations, financial services, client service, project management, or similar role.

• Strong organizational and time management skills.

• Highly professional written and verbal communication skills.

• Have a high degree of professionalism and confidence while interacting with leadership members

• Strong attention to detail.

• Proficiency with Microsoft Office, particularly with Teams and Outlook.

• Ability to handle confidential information professionally.

• High level of character and integrity. Must embody our core values.

• Professional maturity and sound judgment.

The Ideal Candidate Will:

• Be willing and able to give and receive feedback.

• Possess a desire to learn, grow, and succeed.

• Have experience with a CRM system.

• Have experience with EOS.

• Be able to work independently and manage multiple job duties without direct supervision.

• Be proactive and take initiative.

• Comfortable managing multiple priorities.

• Always be discreet and trustworthy.

• A problem solver and team player.

Our Core Values:

• Accountability- do what you say  

• Empathy- love others

• Growth- always improve

• Integrity- do what is right

• Teamwork- iron sharpens iron

Benefits:

• Competitive salary and bonus potential. 

• Insurance coverage options include: 

  • Health, Vision, and Dental  

  • Life, Disability (short and long-term)  

• Retirement plan with company matching and immediate vesting. 

• Paid time-off and holidays. 

• Professional development opportunities. 

• A supportive and collaborative work environment. 

How To Apply:

Please submit your resume along with a brief cover letter explaining why you believe you would be a strong fit for this role and for Steward Wealth Strategies via the form below. You may also email Bethany@Steward-Wealth.com.