Join the Talent Community at Avion Wealth
About The Position
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. 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.
Requirements
- Put clients first and communicate with clarity and empathy.
- Sweat details, follow checklists, and hit deadlines.
- Improve processes, not just complete tasks.
- Collaborate across functions and give/receive feedback well.
- Use technology to work smarter and keep records audit-ready.
Responsibilities
- Deliver accurate, on-time work that reduces rework and elevates the client experience.
- Document actions contemporaneously in our systems.
- Raise the bar through measurable improvements.
- Provide white-glove customer service.
- Model our values: Client Centricity, Generosity, Empathy, Culture, & Pursuit of Excellence.
Benefits
- health/dental/vision
- 401(k) with company contribution
- paid time off
- paid holidays
- profit share
- professional development support
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
Education Level
No Education Listed
