Financial Planner

Avior Wealth Management, LLC; Omaha (NE); Remote; USD 55,000 - 100,000; Full time

Benefits offered by this job

Remote work flexibility

Unlimited vacation

Health, vision, and dental insurance

Employer HSA contributions

Employee ownership

Job summary

Avior Wealth Management, LLC is seeking a Financial Planner to partner with clients and advisors in developing personalized financial plans. You will leverage Right Capital and MoneyGuidePro alongside our planning tools to craft strategies across retirement, investments, taxes, and risk management.

The role offers remote work flexibility in a growth‑oriented, employee‑owned firm, with opportunities to evolve into an advisory role or ownership track.

Qualifications

• Bachelor’s degree required; CFP designation or active pursuit.
• 2–3 years of experience in financial planning, investment management, and client relationships.
• Proficiency with Right Capital and MoneyGuidePro; strong MS Office skills.

Responsibilities

• Collaborate with advisors and clients to build and monitor personalized financial plans.
• Use Right Capital, MoneyGuidePro, and proprietary tools to develop strategies.
• Monitor retirement, investment, tax, insurance, and cash-flow planning for clients.
• Coordinate with CPAs, attorneys, and insurance agents to implement strategies.

Skills

Client relationship management

Time management

Communication skills

Analytical thinking

Education

Bachelor’s degree

CFP designation or in progress

Tools

Right Capital

MoneyGuidePro

Microsoft Office

Job description

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 $55,000 to over $100,000 (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 Right Capital, 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
• 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.

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 Right Capital and MoneyGuidePro, Microsoft Office Suite (Outlook, Excel, Word, Teams).
• 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.