Associate Relationship Manager

POSTED ON 11/17/2022 AVAILABLE BEFORE 3/23/2023

Job Posting for Associate Relationship Manager at e Relationship Manager at Leading Financial Advisory Firm

Associate Relationship Manager

Avion Wealth is a boutique wealth management firm located in The Woodlands, Texas. As a growth-oriented firm, we consistently average 25% annual growth. Our organization caters to affluent clients and business owners, focused on achieving their financial goals through investment consulting, advanced planning, and expert relationship management. Our systematic processes allow us to integrate all elements of this comprehensive strategy and provide the highest quality of service to our valued clients.

For more information about our firm, please visit our company website:

We are seeking an Associate Relationship Manager to join our growing team. Are you results driven, organized, and enjoy building strong relationships with clients? Our Associate Relationship Manager is tasked with being the first point of contact for our clients and assists them in implementing their wealth strategy, scheduling meetings and building lifelong relationships.


Starting base salary range for this position is $60,000-$65,000 annually, plus variable compensation based on supported client revenue.


  • Health insurance
  • Short term disability insurance
  • 401K
  • Profit share
  • Bonus
  • Mentorship opportunities
  • Excellent growth potential


  • Administer client account paperwork and transfers
  • Gather, organize, and synthesize client data within a financial planning context
  • Interface with client third party administrators, attorneys, accountants, and custodians
  • Respond to client requests via phone and email promptly
  • Analyze client situations and propose possible solutions in the wealth management planning process
  • Provide support to relationship manager(s) and wealth manager(s)
  • Operate financial planning and client management software
  • Work with our amazing team to assist in resolving client issues


  • A Bachelor’s degree (preferred focus of study) in Business, Finance, Marketing, Economics or related professional experience in Sales, Finance, Legal or Accounting or other related business
  • Proficiency with Microsoft Excel
  • Excellent communication, time-management, and organizational skills
  • Exceptional interpersonal skills
  • Excellent analytical skills
  • Attention to detail
  • Familiarity with Tamarac Advisor View, Salesforce, MoneyGuideElite, Holistiplan, or experience with similar systems is a BIG PLUS
  • Desire to move up within the position quickly, which will include Series 65 license and CFP. Passing the Series 65 exam is required within the first 90 days

This is an entry-level position with the opportunity for growth. Everyone who has succeeded in this position has moved forward to a more client-facing position with significant personal growth and income potential. If you're a self-motivated, goal-oriented person, we encourage you to apply. We focus on staying in the top 25% of total compensation in the industry and this position is intended to lead to the Relationship Manager position in six months.

Interview Process:

Qualified candidates will start the process by having a 15-30 minute phone interview conducted by our consultant (who is the hiring manager for this position). If there is ground to move forward, you will be required to fill out a Career History Form and if you are selected to advance in the process, you will meet with the firm. Qualified candidates will be asked to take assessments.

We are an Equal Opportunity Employer.

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