Wealth Management Associate – Lead Client Relationships

Avion Wealth, LLC; The Woodlands (TX); Hybrid; Vollzeit

Benefits dieser Stelle

Competitive compensation

Comprehensive health benefits

Hybrid work flexibility

Generous paid time off

Zusammenfassung

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.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Client relationship management

Financial planning

Team collaboration

Emotional intelligence

Ausbildung

Series 65

CFP (preferred)

Jobbeschreibung

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.