Relationship Manager (Wealth Manager Track)

Location: The Woodlands, TX (Hybrid) Schedule: MF, 8-5 CST

Why Avion Wealth

Avion is an established, independent RIA managing nearly $1 billion in assets, with a 20-year history of serving high-net-worth individuals and families. The firm has built its reputation on disciplined investment management, comprehensive financial planning, and long-term client relationships grounded in trust and continuity.

The firm serves an exclusively high-net-worth client base that includes senior executives, successful business owners, and professionals with complex financial needs. Client relationships are national in scope, with a strong presence in Texas and established client bases across major U.S. markets. Relationships are intentionally limited to preserve service quality and depth, allowing advisors to deliver thoughtful, personalized guidance rather than transactional or volume-driven advice. Avion operates under a team-based advisory model designed to provide consistency, continuity, and scalability. Each client relationship is supported by a dedicated advisory team, enabling advisors to focus on strategic planning and informed decision-making while maintaining a consistently high standard of service.

Avion has been recognized as a Best Place to Work, reflecting the firm's continued investment in its people, culture, and workplace experience. The firm's culture is professional, collaborative, and grounded in accountability. Advisors work within a clearly defined framework that values preparation, discretion, and sound judgment. Leadership places a strong emphasis on coaching, development, and long-term alignment, prioritizing sustainable careers and development.

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 SOPs, and ensure consistent, proactive follow-through.
• By 180 days: Series 65 in hand (if not already); begin co-leading select meetings; manage ~30-40 households.
• By 12-18 months: manage ~60-80 households, independently drive action items, maintain white-glove responsiveness, reliably lead or 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/Riskalyze 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: Typically 8am-5pm CST; occasional events outside office hours.
• Travel: minimal and voluntary.

Compensation & Benefits

• Base:$75,000-$90,000 (experience-based).
• Quarterly override on revenue serviced.
• Additional Bonus Opportunities also available.
• 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), and gym membership. 100% employee coverage of health, dental, vision, short-term disability, long-term disability, and life insurance available on first day of employment. For a more comprehensive list of benefits offered, please visit: https://www.avionwealth.com/career-opportunities/

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.