Financial Planner

Job Description

Job Description

 

Job Description 

Financial Planner

 

About Us

At Avior, we believe in more than just managing wealth; we are dedicated to helping individuals plan with intention, empowering them to live with greater purpose. Our organizational culture is the heartbeat of our success, rooted in core values that shape every aspect of our work environment.

Avior Core Values 

 

We believe that the core foundation of our culture is a key driver to our success. It is very important that we share common values amongst our team. We strive to hire teammates who resonate with our core values:

 

• It’s Not Me, It’s We - We believe working together as a team, we are able to leverage our collective strengths, drive innovation, and achieve greater success than we could on our own.
• We Lead Through Service - We're committed to serving others with humility, generosity, and compassion. This means actively listening, continuously learning, and adapting to meet the needs of those we serve. By prioritizing humility in our service, we aim to make a positive impact in the lives of others and create positive change in our organization and communities.
• We Pursue Excellence - We believe that success is not just a matter of talent, but also of perseverance, dedication, and commitment. In the face of challenges or opportunities, we know that our commitment to hard work and loyalty will help us achieve our goals and make a positive impact on the world around us.
• We Shape the Future - We believe in the transformative power of imagination, creativity, and innovation to drive progress and shape the future. By sharing our knowledge and experience with one another, we foster a culture of innovation and leadership that leaves a lasting impact and reflects our shared vision and values.

 

Position Overview

The Financial Planner at Avior plays a vital role in guiding clients toward clarity and confidence in their financial lives. This position is centered on building deep relationships and delivering thoughtful, comprehensive financial planning across all areas of wealth management—including retirement, investments, tax, insurance, estate, and education planning. Working side by side with advisors, clients, and professional partners, you’ll help design, implement, and monitor strategies that bring financial peace of mind and align with each client’s unique goals and values.

 

Key Responsibilities

• Collaborate directly with advisors and clients to build, monitor, and implement personalized financial plans.
• Utilize MoneyGuidePro 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

Estate planning

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.

 

Qualifications

 

• 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 MoneyGuidePro , 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.

 

Your Well-Being Matters

In addition to being part of a purpose-driven culture, joining Avior comes with a comprehensive benefits package designed to support your overall well-being:

• 401k and 401k Matching: Plan for your future with our retirement savings options.
• Dental Insurance: Maintain your oral health with coverage for a range of dental services.
• Vision Insurance: Ensure clear sight on your path to success with our vision coverage.
• Health Insurance: Take care of your physical well-being with our health insurance offerings.
• Health Savings Account (HSA): Manage healthcare costs and save for the future with our HSA option.
• Flexible Savings Account (FSA): Set aside pre-tax dollars for certain dependent care and medical expenses.
• Life Insurance: Provide financial security for your loved ones with our life insurance benefits.
• Disability Insurance: Safeguard your financial future in the face of the unexpected.
• Employee Assistance Program (EAP): Access resources and support for personal and professional challenges.
• Flexible Paid Time Off: We recognize the importance of work-life balance, and our flexible PTO policy reflects our commitment to your overall happiness.

Work Environment

• Full-time
• In-office with work from home flexibility 
• Monday – Friday 8:00 am – 4:30 pm