Remote Financial Planner: Growth, Ownership, Flex

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

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.