Intern

Job Description

About Company:

Avion Wealth is a boutique wealth management firm located in The Woodlands, TX, specializing in helping affluent clients achieve their financial goals through investment consulting, advanced planning, and expert relationship management. They pride themselves on a systematic approach integrating every element of a comprehensive financial strategy, ensuring clients receive the highest level of service and personalized attention.

Job Description:

Avion Wealth is offering a prestigious Internship Program for top-tier students from Financial Planning programs for the Fall of 2025. This in-person internship in The Woodlands, TX, provides unparalleled exposure to the world of independent wealth management, immersing the intern in the daily operations of the firm and allowing them to work closely with the team to deliver meaningful results for clients.

Intern Responsibilities and Experiences:

• Client Meetings: Observe real client meetings and how financial plans are developed and executed.
• Financial Planning: Contribute to research and the creation of financial strategies tailored to high-net-worth clients.
• Operational Procedures: Assist with the implementation of operational processes critical to ongoing client management.
• Trading Platforms & Paperwork: Learn the intricacies of trading platforms, account management, and financial account paperwork.
• Business Development: Participate in activities designed to grow the firm and deepen client relationships.
• Capstone Project Opportunities: Develop a capstone project for your degree program, combining practical application with academic excellence.

Ideal Candidate Will Possess:

• Critical Thinking Skills: The ability to analyze complex information and develop practical solutions.
• Attention to Detail: A meticulous approach to tasks, ensuring accuracy in all aspects of your work.
• Team Collaboration: A cooperative mindset, thriving in a supportive and dynamic team environment.
• Integrity: Unwavering ethical standards and a commitment to excellence.

Benefits of the Internship:

• Build real-world experience in serving affluent clients.
• Work alongside a team of highly credentialed professionals.
• Gain insight into the daily operations of a boutique firm.
• Enhance understanding of comprehensive financial strategies and independent wealth management.
• Leverage internship experience for an academic capstone project.

How to Apply:

Submit the following:

• Resume, including GPA and relevant coursework.
• Cover letter explaining interest in wealth management and what you hope to gain from this internship.

Application Deadline: July 15, 2025

Please note: This is a paid, in-person internship located in The Woodlands, TX.