Location: The Woodlands, TX (Hybrid) Schedule: MF, 8-5 CST
Serve 3060 high-net-worth households, co-lead client meetings, and deliver white-glove service, with no year-one prospecting. Master relationship growth and prepare to step into the Wealth Manager seat.
Why Avion Wealth
We're a boutique RIA known for orchestrating every dimension of our clients' financial lives. We value an ownership mindset, coachability, low ego/high accountability, crisp documentation, and kind candor with a polished, professional presence.
What You'll Do (Year One)
- Own the client experience: prep agendas, co-lead meetings, translate complex topics into plain English, and drive next steps.
- Deliver white-glove follow-through: same-day to 48-hour turnaround depending on the task; under-promise/over-deliver.
- Keep the engine tight: document cleanly, update plans/IPS, coordinate with attorneys/CPAs, and manage tasks in CRM.
- Spot opportunities: surface planning and portfolio recommendations; support Wealth Managers on sophisticated cases (estate, tax, charitable, legacy/wealth transfer).
What Success Looks Like
- First 90 days (in-office training): Work onsite 5 days a week, master our standards, tools, and SLAs, begin co-leading select meetings, and ensure consistent, proactive follow-through.
- By 180 days: Series 65 in hand (if not already); begin co-leading select meetings; manage ~25-35 households within SLAs.
- By 12 months: manage ~3060 households, independently drive action items, maintain white-glove responsiveness, reliably co-lead most meetings, and demonstrate readiness for the WM track.
Must-Have Soft Skills
- Executive presence with confidence, not ego
- EQ & active listening ; reads the room and adapts
- Clear, concise communication (complex simple)
- Influence & persuasion to move decisions forward
- Prioritization & sense of urgency ; bias toward action
Day-One Qualifications
- 2+ years in comprehensive planning and/or RIA experience (HNW preferred).
- Licensing: Series 65 (or CFP in progress ); must obtain Series 65 by day 180 .
- Tools: Experience with Tamarac, Salesforce, MoneyGuide, Nitrogen, RightCapital is a plus (not required).
- Polished, professional demeanor and dress.
Culture Fit
- Team player
- Ownership mindset
- Coachable
- High-accountability
- Proactive follow-through
- Sense of urgency
- Attention to detail
- Kind candor.
Work Model
- Training (90 days): 5 days/week in the office (The Woodlands).
- Post-training hybrid: Up to 2 days WFH weekly.
- Hours: 8am5pm CST; occasional events outside office hours.
- Travel: minimal and voluntary.
Compensation & Benefits
- Base: $75,000-$90,000 (experience-based).
- Quarterly override on revenue serviced .
- Profit share: eligible immediately (~10% of total comp , historically).
- OTE: ~$100k in year one , $120k+ in following years for strong performers.
- Comprehensive benefits, PTO, hybrid flexibility, continuing education, 401(k), gym membership, health, dental, vision, and short-term disability.
Growth Path & Hiring Process
- Clear WM track in 18-36 months based on demonstrated client leadership and results.
- Assessment & interviews include a short detail assessment, initial interest Zoom call, reference check, personality/cognitive ability assessment, and an in-person interview