Sorry, this listing is no longer accepting applications. Don’t worry, we have more awesome opportunities and internships for you.

Associate Financial Planner

Leading Financial Advisory Firm

Associate Financial Planner

The Woodlands, TX
Full Time
Paid
  • Responsibilities

    Associate Financial Planner

    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 an Associate Financial Planner aka Associate Relationship Manager 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
    • Attention to detail
    • Desire to move up within the position quickly - passing the Series 65 exam is required within the first 120 days

    Job Responsibilities:

    • Administer client account paperwork and transfers

    • Gather, organize, and synthesize client data within a financial planning context

    • Interface with client third party administrators, attorneys, accountants, and custodians

    • Respond to client requests via phone and email promptly

    • 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

    • NO business development requirement

    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. We focus on staying in the top 25% of total compensation in the industry and this position is intended to lead to the Relationship Manager position in six months.

    Salary and benefits:

    The base salary range for this position will be $50,000-$60,000 based on experience and currently held licenses. We offer benefits of health insurance (firm pays 80% for employee), 401K, profit share, short term disability, and bonus.  Bonus is based on meeting internal goals and a client support override of 90 basis points of client revenue.

    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.