What are the responsibilities and job description for the Financial Planner / Relationship Manager position at Avion Wealth?
Take Your Financial Planning Career to the Next Level Join a Firm That Listens, Leads, and Elevates
At Avion Wealth, we don't just manage wealth we cultivate confidence. Our mission is simple: empower our clients to make sound financial decisions by truly hearing them, understanding their unique goals, and managing every detail that matters. That same care extends to our team we're building a culture where you'll be seen, challenged, supported, and encouraged to grow.
We're currently looking for a Financial Planner / Relationship Manager who is passionate about serving high-net-worth clients, thrives in a collaborative team, and is eager to be part of a boutique firm that's growing fast and operating with purpose.
Why You'll Love Working Here
- Make a meaningful impact on clients' lives by helping them achieve long-term financial success
- Work alongside credentialed professionals who value integrity, growth, and empathy
- Collaborate in a culture that encourages curiosity, generosity, and continuous improvement
- Be seen and supported your ideas, initiative, and ambition won't go unnoticed
What You'll Do
As a key member of our Client Service Team, you will:
- Partner with Wealth Managers to develop, present, and maintain customized financial plans
- Act as a trusted point of contact for clients, delivering timely and accurate support
- Analyze complex financial data to design and model wealth planning scenarios
- Participate in client meetings and liaise with external professionals such as CPAs and attorneys
- Oversee account administration, client onboarding, and ongoing service requests
- Prepare trade recommendations and contribute to investment strategy discussions
What We're Looking For
Required:
- Bachelor's Degree in Business, Finance, Financial Planning, Economics, or similar course of study
- Minimum 1 year of related professional experience in financial services
- Series 65 license (or actively pursuing) - must be licensed by 90 days of employment
- Strong written and verbal communication skills
- High attention to detail, excellent organization, and time management
Preferred:
- CFP designation (or on growth plan)
- Experience with Tamarac (Advisor View and CRM)
- Experience working with high-net-worth clients or in a boutique advisory firm
- Comfort with investment principles and portfolio implementation
Compensation & Benefits
- Salary: $65,000 $85,000 base service-based overrides and bonus structure
- Health Coverage: Medical, Dental, Vision
- Retirement Plan: 401(k) with employer contribution profit sharing
- Disability Insurance and optional supplemental benefits
- Work-Life Balance: Generous PTO, supportive leadership, and a people-first culture
- Growth: Access to mentorship, continuing education, and advancement opportunities
Location & Work Environment
This is a full-time, hybrid in-office/work-from-home position located in The Woodlands, TX. You'll enjoy a beautiful workspace, positive team energy, and the opportunity to build real relationships both with clients and coworkers.
Ready to Join Us?
If you're looking for a place to build your career with purpose and precision, we want to meet you.
Salary : $65,000 - $85,000
