Relationship Manager (Wealth Manager Track) - Avion Wealth, LLC : Job Details

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Join to apply for the Relationship Manager (Wealth Manager Track) role at Avion Wealth, LLC

This range is provided by Avion Wealth, LLC. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$75,000.00/yr - $90,000.00/yr

Location: The Woodlands, TX (Hybrid) Schedule: MF, 85 CSTServe 3060 high-net-worth households, co-lead client meetings, and deliver white-glove serviceno year-one prospecting. Master relationship growth and prepare to step into the Wealth Manager seat.Why Avion WealthWe're a boutique RIA known for orchestrating every dimension of our clients' financial lives. We value ownership mindset, coachability, low-ego/high accountability, crisp documentation, and kind candorwith a polished, professional presence.What You'll Do (Year One)

• 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 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).

What Success Looks Like

• First 90 days (in-office training): 5 days/week onsite; master our standards, tools, and SLAs; begin co-leading select meetings; consistent, proactive follow-through.
• By 180 days: Series 65 in hand (if not already); begin co-leading select meetings; manage ~2535 households within SLAs.
• By 12 months: manage ~30-60 households, independently drive action items, maintain white-glove responsiveness, reliably co-lead most meetings, and demonstrate readiness for the WM track.

Must-Have Soft Skills

• Executive presence with confidencenot ego
• EQ & active listening; reads the room and adapts
• Clear, concise communication (complex simple)
• Influence & persuasion to move decisions forward
• Prioritization & sense of urgency; bias toward action

Day-One Qualifications

• 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.
• Tools: Experience with Tamarac, Salesforce, MoneyGuide, Nitrogen, MGP, RightCapital is a plus (not required).
• Polished, professional demeanor and dress.

Culture Fit

• Team player
• Ownership mindset
• Coachable
• High-accountability
• Proactive follow-through
• Sense of urgency
• Attention to detail
• Kind candor.

Work Model

• Training (90 days): 5 days/week in office (The Woodlands).
• Post-training hybrid: Up to 2 days WFH weekly.
• Hours: 8am5pm CST; occasional events outside office hours.
• Travel: minimal and voluntary.

Compensation & Benefits

• Base: $75,000$90,000 (experience-based).
• Quarterly override on revenue serviced.
• Profit share: eligible immediately (~10% of total comp, historically).
• OTE: ~$100k in year one, $120k+ in following years for strong performers.
• Comprehensive benefits, PTO, hybrid flexibility, continuing education, 401(k), gym membership, health, dental, vision, and short-term disability.

Growth Path & Hiring Process

• Clear WM track in 18-36 months based on demonstrated client leadership and results.
• Assessment & interviews include: Short detail assessment, initial interest Zoom call, reference check, personality/cognitive ability assessment, in-person interview

Seniority level

• Seniority levelMid-Senior level

Employment type

• Employment typeFull-time

Job function

• Job functionSales and Business Development

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