Location: The Woodlands, TX

Duration: Fall 2025

Are you a driven, detail-oriented student with a passion for financial planning and wealth management? Avion Wealth, a boutique wealth management firm located in The Woodlands, TX, invites top-tier students from Financial Planning programs to apply for our prestigious Internship Program.

At Avion Wealth, we specialize in helping affluent clients achieve their financial goals through investment consulting, advanced planning, and expert relationship management. Our team's systematic approach integrates every element of a comprehensive financial strategy, ensuring our clients receive the highest level of service and personalized attention.

What to Expect

As an Avion Wealth intern, you'll gain unparalleled exposure to the world of independent wealth management. You'll be immersed in the daily operations of our firm and work closely with our team to deliver meaningful results for our clients.

Your Experience Will Include:

• Client Meetings: Gain front-row access to real client meetings and observe how financial plans are developed and executed.
• Financial Planning: Contribute to research and the creation of financial strategies tailored to high-net-worth clients.
• Operational Procedures: Assist with the implementation of operational processes critical to ongoing client management.
• Trading Platforms & Paperwork: Learn the intricacies of trading platforms, account management, and financial account paperwork.
• Business Development: Participate in activities designed to grow the firm and deepen client relationships.
• Capstone Project Opportunities: Utilize the hands-on experience and insights gained during your internship to develop a capstone project for your degree program, combining practical application with academic excellence.

What We're Looking For

We're seeking ambitious students with a record of academic excellence and a strong desire to excel in wealth management. The ideal candidate will possess:

• Critical Thinking Skills: The ability to analyze complex information and develop practical solutions.
• Attention to Detail: A meticulous approach to tasks, ensuring accuracy in all aspects of your work.
• Team Collaboration: A cooperative mindset, thriving in a supportive and dynamic team environment.
• Integrity: Unwavering ethical standards and a commitment to excellence.

Why Join Avion Wealth?

This internship is more than a resume builder; it's a launchpad for your career in wealth management. By working with Avion Wealth, you'll:

• Build real-world experience in serving affluent clients.
• Work alongside a team of highly credentialed professionals who are passionate about developing the next generation of financial planners.
• Gain insight into the daily operations of a boutique firm, from advanced planning strategies to business development and client service.
• Enhance your understanding of comprehensive financial strategies and the inner workings of independent wealth management.
• Create a Capstone Project: Leverage your internship experience as a foundation for your academic capstone project, showcasing your knowledge and professional growth to faculty and future employers.

How to Apply

To apply, please submit the following:

1. Your resume, including GPA and relevant coursework.
2. A cover letter explaining your interest in wealth management and what you hope to gain from this internship.

Application Deadline: July 15, 2025

Take the first step in building a rewarding career in wealth management. Join Avion Wealth as a paid intern and experience the difference of working with a firm that values excellence, innovation, and integrity. Please note that this is an IN PERSON internship in The Woodlands, TX.

Learn more about us at www.avionwealth.com.