Financial Planner

Are you passionate about helping clients achieve financial peace of mind? At Avior Wealth Management, we go beyond numbers – we build relationships that shape brighter futures. As an employee-owned firm, we empower our team with the tools, mentorship, and flexibility to thrive in their careers while making a meaningful impact on clients' lives.

• Competitive Pay & Growth: Starting salary ranges from $55,000 to over $100,000 (dependent on experience and qualifications) with potential increases upon earning CFP®, CFA, or other essential certifications.
• Work-Life Balance: Enjoy flexibility for remote work, unlimited vacation time, all stock market holidays off.
• Comprehensive Benefits: Includes health, vision, and dental insurance, employer HSA contributions, and long-term disability and life insurance.
• Employee-Owned: We are an employee-owned company, offering opportunities for ownership and long-term career advancement.

• Collaborate directly with advisors and clients to build, monitor, and implement personalized financial plans.
• Utilize Right Capital
  , Money Guide Pro 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
• 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.

Avior Wealth is committed to supporting your career growth. Whether you want to:

• Grow as a Financial Planner
  ,
• Transition into an Advisory Role
  , or
• Become an owner in the firm— we offer a structured, flexible path with no strict production requirements or timelines.

• Education: Bachelor’s degree required; CFP® designation or active pursuit required.
• Experience: 2-3 years of experience in financial planning, investment management, and client relationship management preferred.
• Technical
  
  Skills:
  
  Proficiency with Right Capital and Money Guide Pro , 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.

If you're looking for a firm that values your growth, flexibility, and work-life balance.