Paid Internship -- Wealth Management
Avion Wealth, LLC · Spring, TX · 3 wk ago
On-siteFinance$18–$22/hrVolunteer
The Experience
- Attending and contributing to client meetings, including planning, review, and Discovery engagements
- S supporting the development of financial planning deliverables for high-net-worth households
- Learning the mechanics of custodial platforms, trading operations, and account servicing
- Assisting with the firm's AI and technology initiatives, which may include workflow design, research automation, prompt development, and evaluation of emerging tools
- Participating in operational improvement projects across CRM, planning, and client service functions
- Gaining exposure to business development and client relationship management
- Optionally developing a capstone project rooted in your internship work, suitable for submission to your academic program
Tools You May Work Within
- Salesforce
- Microsoft 365
- Box
- MoneyGuidePro
- Holistiplan
- Riskalyze
- Process Street
- Claude
Who We Are Looking For
- A record of academic excellence and intellectual curiosity
- Strong written and verbal communication
- Meticulous attention to detail and follow-through
- Sound judgment, discretion, and professional maturity appropriate to a fiduciary environment
- Comfort with technology and a genuine interest in how AI is reshaping professional services
- Integrity without compromise
- Technical fluency in Excel, familiarity with large language models, data visualization, or financial planning software is considered a plus but is not required
Logistics
- Location: In-person, The Woodlands, TX. Remote and hybrid arrangements are not available.
- Hours: 20 to 40 hours per week, with scheduling flexibility around academic commitments
- Compensation: $18 to $22 per hour, commensurate with experience and qualifications
- Start and End Dates: Flexible, aligned to the candidate's academic calendar