Financial Planner
Avion Wealth, LLC
Date: 9 hours ago
City: Spring, Texas
Salary:
$75,000
-
$90,000
per year
Contract type: Full time
Advance your practice with a firm that values expertise, initiative, and genuine client impact.
At Avion Wealth, we don't just oversee assetswe orchestrate every dimension of our clients' financial lives so they can move forward with clarity and confidence. That same dedication shapes our culture: seasoned professionals collaborate here, challenge one another, and pursue continuous mastery in a supportive, growth-minded environment.
The Opportunity
We are seeking an accomplished Financial Planner / Relationship Manager who already excels in serving high-net-worth households and is ready to step into a true thought-partner role. You will collaborate directly with our senior Wealth Managers, leading sophisticated planning engagements and becoming a primary advisor to select client relationships. Your voice will influence firm strategy, investment philosophy, and process improvements as we scale.
How You'll Contribute
This full-time hybrid role is based in our modern offices in The Woodlands, TX. Expect an energetic, idea-rich setting where experienced professionals collaborate face-to-face and remotely to deliver white-glove service.
At Avion Wealth, we don't just oversee assetswe orchestrate every dimension of our clients' financial lives so they can move forward with clarity and confidence. That same dedication shapes our culture: seasoned professionals collaborate here, challenge one another, and pursue continuous mastery in a supportive, growth-minded environment.
The Opportunity
We are seeking an accomplished Financial Planner / Relationship Manager who already excels in serving high-net-worth households and is ready to step into a true thought-partner role. You will collaborate directly with our senior Wealth Managers, leading sophisticated planning engagements and becoming a primary advisor to select client relationships. Your voice will influence firm strategy, investment philosophy, and process improvements as we scale.
How You'll Contribute
- Advanced planningdesign, model, and present comprehensive strategies spanning tax, estate, risk, charitable, and multi-generational wealth transfer.
- Co-own the client relationshipserve as the first call for complex questions, proactively surface opportunities, and coordinate with attorneys, CPAs, and other specialists.
- Drive investment conversationsprepare nuanced trade recommendations, translate portfolio positioning into clear client narratives, and help refine our investment policy.
- Elevate our platformidentify workflow enhancements, mentor junior planners, and contribute to the intellectual capital that distinguishes Avion Wealth.
- 2+ years of progressive experience in comprehensive financial planning for high-net-worth or ultra-high-net-worth clients.
- Series 65 (or 7 & 66) in good standing required.
- CFP certification highly valued.
- Understanding of estate-planning structures, tax optimization, and sophisticated retirement distribution strategies.
- Proven ability to translate complex analytics into compelling, actionable adviceboth in writing and in the boardroom.
- Familiarity with Tamarac and/or Salesforce is a plus.
- Base salary: $75,000 $90,000 (commensurate with experience) plus production-based bonuses and service overrides.
- Profit sharing & 401(k): generous employer contribution and immediate vesting.
- Comprehensive medical, dental, and vision coverage; company-paid disability insurance.
- Ample PTO, hybrid work flexibility, and a culture that respects life outside the office.
- Firm-sponsored continuing education, conference attendance, and a clear path to equity participation for top performers.
This full-time hybrid role is based in our modern offices in The Woodlands, TX. Expect an energetic, idea-rich setting where experienced professionals collaborate face-to-face and remotely to deliver white-glove service.
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