Financial Planner / Relationship Manager

Avion Wealth, LLC; The Woodlands (TX); On-site; USD 65,000 - 85,000; Full time

Job summary

Join a forward-thinking firm as a Financial Planner/Relationship Manager, where you will play a pivotal role in shaping clients' financial futures. In this dynamic position, you will collaborate with Wealth Managers to analyze data and develop comprehensive Wealth Management Plans. Your contributions will ensure that clients feel valued and understood, as you address their financial needs with empathy and expertise. This innovative company offers a supportive environment that encourages personal and professional growth, making it an ideal place for those passionate about finance and client success. If you're ready to make a difference, this opportunity awaits you.

Benefits

Competitive salary

Comprehensive health benefits

Retirement savings plan

Short-Term Disability coverage

Profit Sharing

Continuous learning opportunities

Collaborative work environment

Positive culture promoting work-life balance

Qualifications

• Bachelor's Degree in Business, Finance, Financial Planning, or Economics required.
• Minimum 2 years of related professional experience needed.
• Series 65 and CFP certification preferred.

Responsibilities

• Gather and synthesize client data for financial planning.
• Prepare financial plans and scenarios for Wealth Managers.
• Respond to client inquiries and administer account paperwork.

Skills

Analytical Skills

Interpersonal Skills

Time Management

Detail-oriented

Initiative

Team Collaboration

Client-first Attitude

Communication Skills

Education

Bachelor's Degree in Business

Bachelor's Degree in Finance

Bachelor's Degree in Financial Planning

Bachelor's Degree in Economics

Tools

Microsoft Word

Microsoft Excel

Microsoft PowerPoint

Microsoft Outlook

Tamarac Advisor View

Tamarac CRM

Job description

Welcome to Avion Wealth! We are excited that you are considering joining our team as an Financial Planner/Relationship Manager. At Avion Wealth, you are not just beginning another job; you are embarking on a career journey filled with opportunities for personal and professional growth.

About Us:

At Avion Wealth, we know that you want to be confident in your financial choices. In order to do that, you need to protect and build your wealth. The problem is that you're not getting the communication you deserve, and the details of your situation are not being adequately addressed which leaves you feeling frustrated. We believe you should be heard; that all the details matter, even the small ones. We understand the frustration of not being heard and of having details fall through the cracks, which is why we have built a team with the credentials and experience to get you where you need to be. And a culture that ensures all the pieces are in place.

Our Core Values:

Client Centricity: Commitment to client success. The client comes first before new business. Consistently offer a great and relevant experience for each client.

Generosity: Selfless generosity as its own reward. Giving without expectation.

Empathy: Genuine Respect, Concern & Compassion. Kindness for all team members, clients, professionals, and friends of Avion Wealth.

Culture: Holding onto the positive spirit and energy that makes Avion Wealth a great place to work. An ethical environment where doing the right thing comes naturally.

Pursuit of Excellence: Continuous improvement and growth both personally and professionally.

Position Overview:

As a member of the Client Service Team, the Financial Planner/Relationship Manager collaborates with the Wealth Managers and provides support in analyzing and synthesizing data to build the client's Wealth Management Plan. The Financial Planner/Relationship Manager is responsible for data gathering, modeling, case design, scenario building and proposing solutions to complex scenarios in the development of the Wealth Management Plan. This role acts as another point of contact and liaison between the client, other professionals and the Wealth Managers. The Financial Planner/Relationship Manager participates in meetings and collaborates with the Wealth Managers in the decision-making process.

What We Offer:

• Competitive annual salary ranging from $65,000 to $85,000 plus commissions
• Comprehensive health benefits including Medical, Dental, and Vision
• Retirement savings plan with employer match
• Short-Term Disability coverage
• Profit Sharing
• Opportunities for continuous learning and professional growth
• Supportive and collaborative work environment
• Positive culture promoting work-life balance

Duties and Responsibilities:

• Gather, organize and synthesize client data within a financial planning context
• Prepare client financial plans and presentations for review by Wealth Managers
• Prepare financial scenarios
• Respond to client requests via phone and email promptly, efficiently and perform account administration in support of these requests
• Ultimate ownership for resolution of all client inquiries
• Administer client account transfers and account paperwork
• Participate in projects (ad hoc and long term) and own to completion
• Interface with client third-party administrators, attorneys, accountants, and custodians
• Prepare client trades for review by Wealth Managers
• Analyze client situations and propose solutions in the wealth management planning process
• Liaison between the support staff and Wealth Managers
• Attend client meetings in a technical, supporting and learning role
• Perform other duties, as assigned.

Expectations:

• Focus on Clients: Support client relationships
• Support WM with investing activities; recommend trades (LVL1 approvals)
• Help develop planning associates' skills
• Skill building for future progression
• Maintain and promote our positive culture
• Gather, organize and synthesize client data within a financial planning context
• Prepare client financial plans and presentations for review by Wealth Managers
• Prepare financial scenarios
• Respond to client requests via phone and email promptly, efficiently and perform account administration in support of these requests
• Ultimate ownership for resolution of all client inquiries
• Administer client account transfers and account paperwork
• Interface with client third party administrators, attorneys, accountants, and custodians
• Prepare client trades for review by Wealth Managers
• Analyze client situations and propose solutions in the wealth management planning process
• Liaison between the support staff and Wealth Managers
• Attend client meetings in a technical, supporting and learning role
• Perform other duties, as assigned.

Qualifications:

• Bachelor's Degree in Business, Finance, Financial Planning or Economics
• Minimum 2 Years Related professional experience
• Series 65, CFP (highly preferred)
• Familiarity with Tamarac Advisor View, Tamarac CRM (preferred)
• Proficiency in Microsoft Word, Excel, PowerPoint, and Outlook
• Detail-oriented, accurate, organized, time-management, able to set priorities
• Proficiency with Word, Excel, PowerPoint, and Outlook
• Client first attitude, excellent interpersonal skills
• Excellent analytical skills
• Strong written and verbal communication skills
• Self-starter, takes initiative
• Team player, collaborative, able to work with and through others
• Desire/ability to work successfully in a small company environment

If you're ready to join a team that values integrity, excellence, and collaboration, we encourage you to apply today. Be a part of Avion Wealth and help us shape the future of financial planning!