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Now Hiring:

Planning Associate

Build your career inside one of Texas’s fastest-growing wealth firms.

About the Role

The Planning Associate turns strategy into action — organizing client financial lives, building planning deliverables, supporting client meetings, and driving implementation.

What You’ll Work On:

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Client Data & Prep

  • Organize client financial information (accounts, entities, tax docs, insurance, estate documents)

  • Input data into planning systems and maintain accurate client files

  • Prepare meeting materials, planning summaries, and client dashboards

Planning Support & Case Work

  • Assist in preparing planning scenarios and reviewing tax and financial documents

  • Support advisor + planning team with research and planning analysis

  • Build clean, client-ready planning presentations and proposal materials

Client Meeting Participation

  • Join client meetings with the Lead Advisor

  • Capture notes, decisions, action items, and timelines

  • Prepare follow-up summaries and deliverables

Implementation & Follow-Through

  • Track planning tasks and ensure timely completion across all stakeholders

  • Submit investment and insurance processing tasks per advisor guidance

  • Coordinate with internal team and external partners (CPAs, attorneys, custodians, lenders)

Ongoing Client Support

  • Prepare annual and interim plan updates and review materials

  • Assist in tracking tactical planning items throughout the year

  • Support clients and advisors with ad-hoc planning needs

Pipeline Management

  • Help move clients through onboarding, planning, implementation and ongoing advisory phases

  • Maintain planning workflows and keep advisors informed on status and next steps

What We're Looking For

You make planning real. You turn complexity into clarity and execution. When things need to move, you move them.

You're a Fit If You:​

✅ Bachelor’s degree (Finance, Accounting, Economics or related preferred).

✅ Minimum 2 years of experience in financial planning or planning support.
✅ Pursuing or interested in earning CFP®, CPWA®, or equivalent (preferred)
✅ Skilled at interpreting personal & business tax returns and financial statements.​​
✅ Strong communicator that can simplify complex financial concepts
✅ Exceptionally organized, detail-oriented, process-driven
✅ Must become IAR-registered (Series 65 or qualifying designation required).

✅ Must pass a background check (required)

Compensation & Details

Compensation: Based on experience — includes salary and growth-based incentives
Status: Full-time, salaried
Location: San Antonio, TX (on-site)
Start Date: ASAP
Perks: Paid time off, group benefits, holidays, credentialing support, mentoring by senior advisors, and long-term growth opportunities

Our Core Values

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Relentless Growth

Stagnation is failure.

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We challenge ourselves to improve daily — personally, professionally, and as a firm. Complacency has no seat at this table.

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Trust Through Action

If we say it, we do it.

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Our credibility is built on execution. We follow through, own our word, and deliver what we promise.

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Make It Happen

Take action, adapt fast, solve what others wont.

 

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No excuses. We figure it out, move fast, and handle challenges others avoid. We’re here to make progress, not noise.

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All In,

All Together

We commit and win as one.

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We’ve got each other’s backs. Every win is shared, every challenge is faced together, and every client benefits from the full force of our team.

These are the principles that guide how we show up for our clients, our team, and our mission.

How to Apply

Please send us:

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  1. A quick note on why this role caught your attention

  2. Your experience & biggest wins in planning support

  3. Your resume or LinkedIn profile link

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📬 Apply by email to: careers@avidwp.com

Avid Wealth Partners is a fast-growing, independent wealth firm based in San Antonio, TX. Serving successful entrepreneurs, physicians, and business leaders across the nation with integrated planning and wealth management.

 

Learn more at www.avidwp.com

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