Aviation Retirement Strategies, LLC and ARS Private Wealth
Associate Advisor (North Houston)
Aviation Retirement Strategies, LLC and ARS Private Wealth, North Houston, Texas, United States, 77315
Announcing an exciting opportunity to join Aviation Retirement Strategies, LLC, a leading independent financial services firm, providing a total wealth management approach for professional pilots, successful aviation companies, and the general aviation community on a nationwide scale. Our clients are affluent individuals, seeking private wealth management with exceptional service, individualized, and custom tailored to fit their needs.
There is an immediate opening for a new team member. The successful applicant will be working with the executive team and interacting with existing clients and newrelationshipswith room to expandrole.
WhoWereLooking For Experienced Advisor/Paraplanner: 5+ years serving HNW clients in an RIA or planning-focused setting. Credentialed Pro: CFP or relevant designations a plus Entrepreneurial Mindset: Interested in growth, influence, and long-term equity.
Why This Role Stands Out Equity Track: Transparent path toprofit sharingpartnership and firm ownership for high-performing advisors. True Fiduciary Environment: No sales quotas. No product pushing.Professionalplanning and client-first service. Institutional-Grade Platforms: Streamlined operations,cutting-edgeplanning tools, and access to alternative investments.
Initial Responsibilities include but are not limited to: Facilitating exceptional service experience for clientsincluding onboarding via our white glove service model Assistingin the preparation andfollow-upfor client meetings; including required paraplanning Conductplan reviews Cultivating and expanding existing client relationships through verbal and written communications Execute,processand reconcile trading and other investment related transactions Facilitating daily client service activities Maintaining and updating tasks/processes as well as client files and notes
Requirements: Commitment to excellence andthehighestlevel of integrity Familiarity with investment terms, financial concepts, and business communication Good officemannerand excellent written/oral communication skills are essential; the position requires working with clients/prospects over the phone and in person. The ideal candidate is an experienced, reliable individual with strong organizational skills,is able toprioritize and manage their work, multi-task, think on their feet andpossessthe flexibility to adapt to changing circumstances Ability to independently follow through on all tasks and projects-until they are completely resolved Ability to work under pressure and meet deadlines asworkloaddemands Ability to handle client concerns effectively, courteously and with compassion Creativethinkerto make contributions to the team and our clients. We are always improving! Have Fun! Yes, Financial Planning can be fun! Our clients notice! 4 Year College Degree Strong knowledge of MS OfficeSuite and financial planning concepts and suitability SIE, Series 7 and 66required(must be obtained within three months of employment) Knowledge of the Aviation Industry will also receive strong consideration as well as experience in the financial services and/or customer service industry
Compensation will becommensuratewith experience.$100k base salary plusbonus structureandpath toprofit sharingpartnership and firm ownership. Support foradditionallicensing/certificationsavailable.
Opportunity to expandrolein the company and grow with us!
Offices Located at Houston Intercontinental Airport.
Submit resume and brief written narrative or video clip as to why you think you would bea good candidateto join our teamto: info@pilotmoney.com
There is an immediate opening for a new team member. The successful applicant will be working with the executive team and interacting with existing clients and newrelationshipswith room to expandrole.
WhoWereLooking For Experienced Advisor/Paraplanner: 5+ years serving HNW clients in an RIA or planning-focused setting. Credentialed Pro: CFP or relevant designations a plus Entrepreneurial Mindset: Interested in growth, influence, and long-term equity.
Why This Role Stands Out Equity Track: Transparent path toprofit sharingpartnership and firm ownership for high-performing advisors. True Fiduciary Environment: No sales quotas. No product pushing.Professionalplanning and client-first service. Institutional-Grade Platforms: Streamlined operations,cutting-edgeplanning tools, and access to alternative investments.
Initial Responsibilities include but are not limited to: Facilitating exceptional service experience for clientsincluding onboarding via our white glove service model Assistingin the preparation andfollow-upfor client meetings; including required paraplanning Conductplan reviews Cultivating and expanding existing client relationships through verbal and written communications Execute,processand reconcile trading and other investment related transactions Facilitating daily client service activities Maintaining and updating tasks/processes as well as client files and notes
Requirements: Commitment to excellence andthehighestlevel of integrity Familiarity with investment terms, financial concepts, and business communication Good officemannerand excellent written/oral communication skills are essential; the position requires working with clients/prospects over the phone and in person. The ideal candidate is an experienced, reliable individual with strong organizational skills,is able toprioritize and manage their work, multi-task, think on their feet andpossessthe flexibility to adapt to changing circumstances Ability to independently follow through on all tasks and projects-until they are completely resolved Ability to work under pressure and meet deadlines asworkloaddemands Ability to handle client concerns effectively, courteously and with compassion Creativethinkerto make contributions to the team and our clients. We are always improving! Have Fun! Yes, Financial Planning can be fun! Our clients notice! 4 Year College Degree Strong knowledge of MS OfficeSuite and financial planning concepts and suitability SIE, Series 7 and 66required(must be obtained within three months of employment) Knowledge of the Aviation Industry will also receive strong consideration as well as experience in the financial services and/or customer service industry
Compensation will becommensuratewith experience.$100k base salary plusbonus structureandpath toprofit sharingpartnership and firm ownership. Support foradditionallicensing/certificationsavailable.
Opportunity to expandrolein the company and grow with us!
Offices Located at Houston Intercontinental Airport.
Submit resume and brief written narrative or video clip as to why you think you would bea good candidateto join our teamto: info@pilotmoney.com