Financial Planner / Relationship Manager

Avion Wealth LLC; Spring (TX); Hybrid; USD 65,000 - 85,000; Full time

Job summary

An established industry player is seeking a passionate Financial Planner / Relationship Manager to join their dynamic team. This role offers the opportunity to make a meaningful impact on high-net-worth clients' financial success while working in a collaborative and supportive environment. You'll partner with experienced Wealth Managers to craft tailored financial plans, analyze complex data, and ensure exceptional client service. The firm emphasizes professional growth, providing mentorship and advancement opportunities, all within a culture that values integrity and empathy. If you're ready to elevate your financial planning career, this is the place for you.

Benefits

Health Coverage: Medical, Dental, Vision

401(k) with employer contribution

Profit sharing

Generous PTO

Mentorship opportunities

Continuing education access

Qualifications

• 1+ year of professional experience in financial services required.
• Series 65 license must be obtained within 90 days of employment.

Responsibilities

• Develop and maintain customized financial plans with Wealth Managers.
• Analyze financial data and oversee account administration.

Skills

Communication Skills

Attention to Detail

Time Management

Financial Analysis

Client Relationship Management

Education

Bachelor's Degree in Business

Bachelor's Degree in Finance

Bachelor's Degree in Financial Planning

Bachelor's Degree in Economics

Tools

Tamarac (Advisor View and CRM)

Job description

Financial Planner / Relationship Manager

Join to apply for the Financial Planner / Relationship Manager role at Avion Wealth, LLC.

Base pay range

$65,000.00/yr - $85,000.00/yr

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

• 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.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales