Job Description

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 new relationships with room to expand role.

Who We’re Looking 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 to profit sharing partnership and firm ownership for high-performing advisors. 
• True Fiduciary Environment:  No sales quotas. No product pushing. Professional planning and client-first service. 
• Institutional-Grade Platforms:  Streamlined operations, cutting-edge planning tools, and access to alternative investments.

Initial Responsibilities include but are not limited to:  

• Facilitating exceptional service experience for clients including onboarding via our “white glove” service model 
• Assisting in the preparation and follow-up for client meetings; including required paraplanning 
• Conduct plan reviews 
• Cultivating and expanding existing client relationships through verbal and written communications 
• Execute, process and 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 and the highest level of integrity 
• Familiarity with investment terms, financial concepts, and business communication 
• Good office manner and 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 to prioritize and manage their work, multi-task, think on their feet and possess the 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 as workload demands
•  Ability to handle client concerns effectively, courteously and with compassion 
•  Creative thinker to 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 Office Suite and financial planning concepts and suitability 
• SIE, Series 7 and 66 required (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 be commensurate with experience. $100k base salary plus bonus structure and path to profit sharing partnership and firm ownership. Support for additional licensing/certifications available. Opportunity to expand role in 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 be a good candidate to join our team to:  info@pilotmoney.com  

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