Relationship Manager (Wealth Manager Track)

Avion Wealth • The Woodlands, TX

4d • Hybrid

About The Position

Avion Wealth 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.

Requirements

• 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.
• Polished, professional demeanor and dress.

Nice To Haves

• Experience with Tamarac, Salesforce, MoneyGuide, Nitrogen/Riskalyze is a plus (not required).

Responsibilities

• 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).

Benefits

• Comprehensive benefits
• PTO
• hybrid flexibility
• continuing education
• 401(k)
• gym membership
• 100% employee coverage of health, dental, vision, short-term disability, long-term disability, and life insurance available on first day of employment.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: No Education Listed