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Associate Financial Planner/Financial Planner

Employer
Briaud Financial Advisors
Location
College Station, Texas
Salary
Up to $110,000 per year. Salary is commensurate with experience and qualifications.
Closing date
Sep 16, 2022

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Job Role
Financial Advisor
Employment Type
Full Time
Level
Experienced
Experience Level
1-4 years
CFP® Certification
Required
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Job Details

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
  • Provide objective, unbiased financial advice to a diverse mix of clients by evaluating financial planning opportunities as well as addressing general client financial needs 
  • Develop and deepen relationships with existing clients through regular client contact and meetings
  • Contribute to the development, presentation, and implementation of financial plans for clients
  • Develop retirement projections, income tax projections and estimates, risk management analyses, and estate plans with subsequent recommendations

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:

  • CERTIFIED FINANCIAL PLANNER™ designation 
  • Bachelor’s degree, preferably in business, accounting, finance, economics or related experience. 
  • 2+ years of experience in investment management and/or financial advisory services with demonstrated ability to develop and manage financial plans and manage client relationships. 
  • Working knowledge of Microsoft Office including Excel, Word, PowerPoint, etc.

Briaud Benefits Include:

  • Ten paid company holidays along with three weeks of paid leave
  • Flex Time
  • 401(k) with employer matching
  • Continuing Education – paid professional dues, conference attendance, and training

Salary is commensurate with experience and qualifications. Note, we do not sell financial products and business development is not required for this role.

About Briaud:
“Briaud delivers financial security to some of the smartest people in the world.”
What started as a passionate interest has grown into arguably the best Fee-Only Financial Planning firm in the country. Briaud Financial Advisors specializes in working with the university professionals and their families providing a holistic financial planning experience. Described within the industry as a “white glove service”, Briaud utilizes a deep bench of expertise, leveraging decades of experience to help clients meet their long-term financial goals. 
Briaud is a lower volatility-seeking firm with an emphasis on steady returns. Advising just under $700M in assets, Briaud executes a Top-down Macro-driven investment process to manage the portfolios under advisement. Investments utilized with this process include ETF’S, Mutual Funds, and individual Fixed-Income securities. 
 

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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