Financial Planning Associate

Employer
Avion Wealth
Location
The Woodlands, Texas
Salary
$40,000-50,000
Posted
Apr 30, 2020
Closes
May 30, 2020
Employment Type
Full Time
Level
Entry Level

Financial Planning Associate

Avion Wealth is a boutique wealth management firm located in The Woodlands, Texas. Avion is a growth-oriented firm, consistently averaging about 25% annual growth. As a company that caters to affluent clients, we help them achieve their financial goals through investment consulting, advanced planning, and expert relationship management. Our systematic processes allow us to integrate all elements of this comprehensive strategy and provide the highest quality of service to our valued clients.

For more information about our firm, please visit our company website: www.avionwealth.com

We are looking for a Financial Planning Associate to join our growing team.

Job Requirements:

  • A Bachelor’s degree (preferred) in Business, Finance, Marketing, Economics or related professional experience in Sales, Education, Military, Finance, Legal or Accounting or other related business
  • Excellent communication, time-management, and organizational skills
  • Proficiency with Microsoft Excel
  • Familiarity with Tamarac Advisor View, Dynamics CRM, MoneyGuidePro, or experience with similar systems is a BIG PLUS
  • Excellent interpersonal skills
  • Excellent analytical skills
  • Good technical skills
  • Attention to detail
  • Desire to move up within the position quickly, which will include Series 65 license and CFP.

Job Responsibilities:

  • Administer client account paperwork and transfers
  • Participate in projects (ad hoc and long term) and own to completion
  • Interface with client third party administrators, attorneys, accountants, and custodians
  • Analyze client situations and propose possible solutions in the wealth management planning process
  • Provide support to relationship manager(s) and wealth manager(s)
  • Operate financial planning and client management software
  • Work with our amazing team to assist in resolving client issues

This is an entry-level position with the opportunity for growth. Everyone who has succeeded in this position has moved forward to a more client-facing position with significant personal growth and income potential. If you're a self-motivated, goal-oriented person, we encourage you to apply.

Salary and benefits:

The salary range for this position will be $40,000-$50,000 based on experience and currently held licenses. We offer benefits of health insurance, 401K, profit share, and bonus.

Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments. A background and credit check will be required.

We are an Equal Opportunity Employer.



  • A Bachelor’s degree (preferred) in Business, Finance, Marketing, Economics or related professional experience in Sales, Education, Military, Finance, Legal or Accounting or other related business
  • Excellent communication, time-management, and organizational skills
  • Proficiency with Microsoft Excel
  • Familiarity with Tamarac Advisor View, Dynamics CRM, MoneyGuidePro, or experience with similar systems is a BIG PLUS
  • Excellent interpersonal skills
  • Excellent analytical skills
  • Good technical skills
  • Attention to detail
  • Desire to move up within the position quickly, which will include Series 65 license and CFP.