Associate Wealth Manager

Avion Wealth, LLC; The Woodlands (TX); Hybrid; Full time

Benefits offered by this job

Competitive compensation

Comprehensive health benefits

Hybrid work flexibility

Generous paid time off

Job summary

A prominent financial advisory firm in Texas seeks an Associate Wealth Manager to manage client relationships and provide comprehensive financial planning. Ideal candidates have 3-5+ years of experience with high-net-worth clients, a Series 65 license, and a commitment to long-term growth. This role offers competitive compensation, benefits, and a hybrid work environment, emphasizing teamwork and professional development.

Qualifications

• 3-5+ years of experience in the financial advisory industry.
• Experience working with high-net-worth clients.
• Strong technical curiosity and planning-first mindset.

Responsibilities

• Serve as lead advisor on select client relationships.
• Partner with senior Wealth Managers on complex households.
• Deliver comprehensive financial planning across various domains.
• Participate in client meetings and strategy discussions.

Skills

Client relationship management

Financial planning

Team collaboration

Emotional intelligence

Education

Series 65

CFP (preferred)

Job description

Avion is an established, independent RIA managing nearly $1 billion in assets, with a 20-year history of serving high-net-worth individuals and families. The firm has built its reputation on disciplined investment management, comprehensive financial planning, and long-term client relationships grounded in trust and continuity.

The firm serves an exclusively high-net-worth client base that includes senior executives, successful business owners, and professionals with complex financial needs. Client relationships are national in scope, with a strong presence in Texas and established client bases across major U.S. markets. Relationships are intentionally limited to preserve service quality and depth, allowing advisors to deliver thoughtful, personalized guidance rather than transactional or volume-driven advice. Avion operates under a team-based advisory model designed to provide consistency, continuity, and scalability. Each client relationship is supported by a dedicated advisory team, enabling advisors to focus on strategic planning and informed decision-making while maintaining a consistently high standard of service.

Avion has been recognized as a Best Place to Work, reflecting the firm's continued investment in its people, culture, and workplace experience. The firm's culture is professional, collaborative, and grounded in accountability. Advisors work within a clearly defined framework that values preparation, discretion, and sound judgment. Leadership places a strong emphasis on coaching, development, and long-term alignment, prioritizing sustainable careers and development.

Opportunity

This role has been created to support continued growth while maintaining the firm's service standards. The Associate Wealth Manager will join at a point of meaningful scale and stability, with the opportunity to assume increasing responsibility across client relationships over time. The firm is committed to developing advisors who value structure, teamwork, and long-term careers within an independent RIA environment.

What You'll Do

• Serve as lead advisor on select client relationships
• Partner with senior Wealth Managers on complex households
• Deliver comprehensive financial planning across investments, tax, estate, retirement, and risk management
• Participate in client meetings, strategy discussions, and long-term relationship development
• Operate within a highly structured, process-driven advisory environment
• Grow into primary advisor responsibilities over time

Who This Role Is For

• Experienced advisors with 3-5+ years in the industry
• Background working with high-net-worth clients
• Planning-first mindset with strong technical curiosity
• High emotional intelligence and strong client presence
• Team-oriented professionals who value collaboration over autonomy
• Candidates seeking long-term growth and potential partnership

Credentials

• Series 65 required (7 + 66 acceptable)
• CFP preferred; firm support available for candidates in progress

Compensation & Benefits

Competitive compensation and incentive structures aligned with role and responsibility

Comprehensive health benefits, including medical, dental, and vision coverage

Retirement benefits and long-term savings support

Generous paid time off and paid holidays

Hybrid work flexibility aligned with client and business needs

Ongoing professional development, training, and certification support

A supportive, people-first culture that prioritizes work-life balance, flexibility, and well-being

For a more comprehensive list of benefits offered, please visit: https://www.avionwealth.com/career-opportunities/