Basic Information

Application Questions

<h2>About Avion Wealth</h2><p>Avion Wealth is a fiduciary, client-centric RIA based in The Woodlands, TX. We combine holistic financial planning with disciplined investment management for high-net-worth families and executives. Our culture is professional, collaborative, and improvement-obsessed. We value clear thinking, ownership, and a bias for action.</p><p><br></p><h2>Why Join Our Talent Community?</h2><p>We're growing and often open new roles across client service, operations, planning, investments, and marketing. If you don't see a current opening that fits, submit your resume here to be considered for future opportunities. We regularly review this pipeline before we post new roles.</p><p><br></p><h2>Who Thrives Here</h2><p>You'll do well at Avion if you:</p><ul><li>Put clients first and communicate with clarity and empathy.</li><li>Sweat details, follow checklists, and hit deadlines.</li><li>Improve processes, not just complete tasks.</li><li>Collaborate across functions and give/receive feedback well.</li><li>Use technology to work smarter and keep records audit-ready.</li></ul><h2>Common Role Families</h2><p>We hire across multiple tracks, including:</p><ul><li><strong>Client Service &amp; Operations:</strong> onboarding, ACATS/transfers, cash movements, reporting, custodial liaison.</li><li><strong>Financial Planning:</strong> discovery, plan design, implementation, tax/estate coordination, meeting prep/follow-up.</li><li><strong>Investments &amp; Trading:</strong> research support, model rebalancing, trade execution/QC, performance monitoring.</li><li><strong>Internships:</strong> capstone projects, shadowing, coaching, hands-on experience in financial services.</li><li><strong>Marketing &amp; Growth:</strong> digital campaigns, events, content, analytics, CRM/lead funnel operations.</li><li><strong>Administration &amp; Projects:</strong> executive support, office coordination, vendor management, process documentation.</li></ul><h2>What Success Looks Like</h2><ul><li>Deliver accurate, on-time work that reduces rework and elevates the client experience.</li><li>Document actions contemporaneously in our systems.</li><li>Raise the bar through measurable improvements</li><li>Provide white-glove customer service.</li><li>Model our values: Client Centricity, Generosity, Empathy, Culture, &amp; Pursuit of Excellence</li></ul><h2>Tools We Use</h2><p>Salesforce, Tamarac, Schwab/Fidelity custodial portals, DocuSign, Microsoft 365, Box, Slack, Teamwork, Moneyguide, Holistaplan, Process Street, etc. (Role-specific tools vary.)</p><p><br></p><h2>Work Model</h2><p>Hybrid from The Woodlands, TX (role-dependent). Some positions may be fully onsite or occasionally remote. Limited travel for client or custodian meetings as needed.</p><p><br></p><h2>Compensation &amp; Benefits</h2><p>Competitive salary based on role, experience, and impact; performance bonus opportunities. Typical benefits include employer-sponsored health/dental/vision, 401(k) with company contribution, paid time off, paid holidays, profit share, and professional development support. (Specifics vary by role and may evolve.)</p><p><br></p><h2>Our Process (What to Expect)</h2><ul><li>We review talent-community submissions on a rolling basis.</li><li>When there's a potential match, we'll reach out to schedule an intro conversation.</li><li>If no immediate fit exists, we'll keep your materials on file and may contact you as roles open.</li></ul><h2>Equal Opportunity</h2><p>Avion Wealth is an Equal Opportunity Employer. We value diversity and are committed to a workplace where everyone can do their best work. If you need accommodations during the process, please let us know.</p><p><br></p><h2>Data &amp; Privacy</h2><p>By submitting, you consent to Avion Wealth retaining your information for future consideration. You may withdraw consent or request deletion at any time by contacting us.</p><p><br></p><p><br></p><p><br></p>

Join the Talent Community at Avion Wealth

Which role(s) are of most interest to you?

What licenses do you current hold, if any (e.g., CFP®, CFA®, IACCP®, Series 65)?

What tools or tech platforms do you know well you know well (e.g., Tamarac, Orion, Schwab, Salesforce)?

Join the Talent Community at Avion Wealth

Basic Information

Upload resume

Application Questions