Financial Planner

Avior Wealth Management LLC•San Antonio, TX

4d•Hybrid

About The Position

The Financial Planner at Avior plays a vital role in guiding clients toward clarity and confidence in their financial lives. This position is centered on building deep relationships and delivering thoughtful, comprehensive financial planning across all areas of wealth management—including retirement, investments, tax, insurance, estate, and education planning. Working side by side with advisors, clients, and professional partners, you’ll help design, implement, and monitor strategies that bring financial peace of mind and align with each client’s unique goals and values.

Requirements

Bachelor’s degree required; CFP® designation or active pursuit required.
2-3 years of experience in financial planning, investment management, and client relationship management preferred.
Proficiency with MoneyGuidePro, Microsoft Office Suite (Outlook, Excel, Word, Teams).
Self-motivated with strong time management skills.
Ability to collaborate in a fast-paced environment.
Excellent problem-solving, analytical, and communication skills.

Responsibilities

Collaborate directly with advisors and clients to build, monitor, and implement personalized financial plans.
Utilize MoneyGuidePro and proprietary planning tools to develop customized strategies.
Monitor and enhance client financial health across various areas: Retirement and investment planning, Tax planning, Insurance planning, Cash flow, Estate planning, Business owner and education planning.
Collaborate with CPAs, attorneys, and insurance agents to implement financial strategies.
Choose your own career path: stay a financial planner or transition to a full-time advisor at your own pace.