Financial Planning Associate

Employer
Briaud Financial Advisors
Location
College Station, Texas
Salary
Salary is commensurate with experience and qualifications
Closing date
Sep 30, 2021

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Job Role
Financial Planning Support
Employment Type
Full Time
Level
Entry Level
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Job Details

At Briaud Financial Advisors, we pride ourselves on our culture of continuous growth, integrity, teamwork, and professionalism. We are seeking a Financial Planning Associate who wants to add to that culture through their attention to detail and dedication to taking care of clients’ needs. This role supports our Financial Planners, and our ideal candidate is someone with a desire to grow into a Financial Planner role in our organization as well.

This position is well-suited for you if you thrive in a fast-paced environment and are looking to learn financial planning from some of the best in the industry.

In this role you will:

  • Contribute to the development and implementation of financial plans for clients
  • Develop retirement projections, income tax projections and estimates, risk management analyses, and estate plans with subsequent recommendations
  • Support our Financial Planners and Advisors through financial planning research unique to each client
  • Serve clients by assisting with account establishment, money movement, and other client requests 

If you have the following, we want to talk to you:

  • A passion for financial planning — Whether your passion is budding or full-flamed, you can’t help but feel compelled to work in this industry.
  • Extreme level of detail — You see and care about the little things that others overlook.
  • Superior conceptual and problem-solving skills — Solutions come naturally to you and you aren’t afraid to think outside the box or look for unconventional answers. And if you don’t know the answer, you go and find it.
  • Excellent communication skills — You keep others in the loop on what’s going on and are proactive in updating those you work with.
  • Humble spirit — You know the areas you need to grow in professionally and you embrace constructive criticism to help get you where you want to be. You strive each day to be a little bit better than before.
  • Demonstrated excellence — You have excelled in academia, athletics, or maybe you are just really nerdy about a particular hobby. Whatever the area may be, you excel in it.

Required Qualifications:

  • Enrolled in a CFP® program or CERTIFIED FINANCIAL PLANNER™ designation
  • Bachelor’s degree with work experience
  • Working knowledge of Microsoft Office including Excel, Word, PowerPoint, etc.

Briaud Benefits Include:

  • Three weeks paid time off, plus 10 paid company holidays
  • Flex Time
  • 401(k) with employer matching
  • Continuing Education – paid professional dues, conference attendance, and training

Company

Briaud Financial Advisors is an Independent RIA with a strong focus on protecting our clients’ wealth. Located in College Station, Texas, we have built a national reputation for financial planning and are featured regularly in top publications like the Wall Street Journal, New York Times, CNBC, and Kiplinger. When you need a financial advisor with peerless higher-ed credentials, Briaud delivers financial security to some of the smartest people in the world.
Find Us
Telephone
9792609771
Location
1611 Crescent Pointe Parkway
College Station
TX
77845
US

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