At Avion Wealth, we believe in more than just managing wealth—we empower clients and team members alike to live with purpose and clarity. If you’re passionate about making a lasting impact and growing in a collaborative, values-driven environment, explore our current opportunities and start your journey with us.
We’re a strategic planning firm built for impact—on client outcomes, industry standards, and your career. At Avion Wealth, you’ll work alongside credentialed professionals who value depth over hype and relationships over transactions. Our culture blends disciplined thinking with genuine collaboration, backed by technology and operational support that keeps you focused on what matters most. We offer a comprehensive, evolving benefits package and an environment where your growth is intentional, supported, and aligned with the long-term success of our clients and our firm.
We invest in our team with a competitive and evolving benefits package designed to support your health, financial security, and long-term growth — starting from day one.
Full employee health coverage starts day one, with credits available for upgrades or dependents.
Dental and vision coverage is fully paid for employees — no waiting period.
Enhanced health benefits package for the entire family, fully covered by Avion Wealth.
Corporate discount to Life Time Fitness with $225/month covered by Avion Wealth.
401(k) plan with company contribution.
100% employer-paid coverage.
100% employer-paid coverage.
100% employer-paid coverage.
Annual student loan match up to $2,500 on your work anniversary.
Employer-funded safe harbor and profit-sharing contributions.
PTO starts accruing immediately, with a minimum of 14 days in your first year.
Includes standard federal holidays plus newly added permanent holidays.
Take one paid day each quarter to support causes you care about.
Four paid sick days annually that accrue and carry over.
Includes standard federal holidays plus newly added permanent holidays.
We cover 100% of employee-only premiums for our premium medical plan, starting on your first day. If you choose a different option, your premium credit can be applied toward dependent coverage or a plan upgrade. All plans are offered through Blue Cross Blue Shield, providing nationwide PPO access and strong member support.
Dental and vision coverage begins on day one, no waiting periods, no delays. We cover 100% of employee-only premiums through Guardian, providing straightforward access to care and preventive services.
Every employee and their family, regardless of medical plan enrollment, gets access to the full FreshBenies bundle. This includes telehealth visits, prescription savings, medical advocacy, and more. It’s designed to save time, reduce hassle, and support your family’s everyday wellness.
Through our corporate partnership with Life Time Fitness, Avion covers $225 of your monthly membership—bringing premium gym access within reach. There are no joining fees, and every new membership includes a complimentary onboarding session to help you get started.
We offer a 401(k)-retirement savings plan with a competitive company contribution. Employees are eligible to participate after 90 days of employment, with employer contributions designed to support long-term financial wellness and align with our commitment to financial stewardship.
Coverage begins your first day and protects a portion of your income if you’re unable to work due to illness or injury. Provided through Guardian and 100% employer-paid, this benefit helps reduce financial stress during recovery.
Should you face a long-term medical event, this coverage replaces a portion of your income to help safeguard your financial stability. It’s 100% covered by Avion and begins automatically on your first day.
We provide a $50,000 life insurance policy at no cost to you, effective immediately upon joining. It’s a simple way to help protect those who matter most.
Avion Wealth’s Student Loan Repayment Anniversary Benefit supports your financial progress by helping you pay down student debt faster. Each year on your work anniversary, the firm matches the total principal payments you made over the past 12 months—up to $2,500 annually. The payment is sent directly to your loan servicer and applied to your principal balance.
To qualify, you must:
• Be a full-time employee with at least 12 months of continuous service
• Be in good standing at the time of your anniversary
• Have a current, non-deferred student loan in your name
• Provide documentation showing 12 months of on-time principal payments
This benefit is offered under Avion’s Qualified Educational Assistance Program.
The Avion Wealth 401(k) Profit Sharing Plan supports your long-term financial security with both safe harbor and discretionary profit-sharing contributions. All eligible employees receive automatic safe harbor contributions, and additional profit-sharing may be awarded at year-end based on firm performance.
Eligibility:
You can participate once you:
• Are at least 21 years old, and
• Have completed either 250 hours in 3 months or 1,000 hours in one year
Plan participation begins on the first day of the next calendar quarter after you meet these criteria. Profit-sharing contributions are typically awarded to employees active on the last day of the plan year, with exceptions for retirement, disability, or death.
The plan is administered by Retirement Plan Consultants.
New hires begin accruing PTO immediately, with a minimum of 14 days available in the first year. Unused PTO is not lost, giving you the freedom to plan time away with confidence and peace of mind.
Giving back is part of who we are. Every team member is encouraged to take one fully paid day per quarter to support a nonprofit or cause that matters to them. This time reflects our core values, especially service, stewardship, and community—and empowers each of us to make a personal impact beyond the workplace.
Avion provides four paid sick days annually to support your health and peace of mind. Sick days begin accruing on your first day and are never lost—they carry over from year to year, so you’re covered when the unexpected happens.
We believe your birthday should be yours to enjoy. Every team member receives their birthday as a fully paid day off—no request needed. Whether you celebrate or unplug, the day is yours.
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