What are the responsibilities and job description for the Financial Planner position at Avior Wealth Management, LLC?
Financial Planner at Avior Wealth Management
Welcome to Avior Wealth Management!
Are you passionate about helping clients achieve financial peace of mind? At Avior Wealth Management, we go beyond numbers – we build relationships that shape brighter futures. As an employee-owned firm, we empower our team with the tools, mentorship, and flexibility to thrive in their careers while making a meaningful impact on clients' lives.
Why Join Avior Wealth Management?
- Competitive Pay & Growth: Starting salary ranges from $60,000 to over $90,000 (dependent on experience and qualifications) with potential increases upon earning CFP®, CFA, or other essential certifications.
- Work-Life Balance: Enjoy flexibility for remote work, unlimited vacation time, all stock market holidays off.
- Comprehensive Benefits: Includes health, vision, and dental insurance, employer HSA contributions, and long-term disability and life insurance.
- Employee-Owned: We are an employee-owned company, offering opportunities for ownership and long-term career advancement.
What You’ll Do:
- Collaborate directly with advisors and clients to build, monitor, and implement personalized financial plans.
- Utilize MoneyGuidePro and proprietary planning tools to develop customized strategies.
- Monitor and enhance client financial health across various areas:
- Retirement and investment planning
- Tax planning
- Insurance planning
- Cash flow
- Estate planning
- Business owner and education planning
- Collaborate with CPAs, attorneys, and insurance agents to implement financial strategies
- Choose your own career path: stay a financial planner or transition to a full-time advisor at your own pace.
Career Progression & Ownership
Avior Wealth is committed to supporting your career growth. Whether you want to:
- Grow as a Financial Planner,
- Transition into an Advisory Role, or
- Become an owner in the firm— we offer a structured, flexible path with no strict production requirements or timelines.
What We’re Looking For:
- Education: Bachelor’s degree required; CFP® designation or active pursuit required.
- Experience: 2-3 years of experience in financial planning, investment management, and client relationship management preferred.
- Technical Skills: Proficiency with MoneyGuidePro, Microsoft Office Suite (Outlook, Excel, Word, Teams).
- Key Traits:
- Self-motivated with strong time management skills.
- Ability to collaborate in a fast-paced environment.
- Excellent problem-solving, analytical, and communication skills.
Ready to Join Us?
If you're looking for a firm that values your growth, flexibility, and work-life balance, apply today and start your journey with Avior Wealth Management!
- We look forward to hearing from you!
Salary : $60,000 - $90,000
