Financial Planners support Lead Advisors and manage Financial Planning Associates (FPAs) to provide excellent service to our clients in all areas of Financial Planning. A successful Financial Planner ensures that the Lead Advisor is well informed about everything going on with a client so that they can pick up that relationship at any time.
Responsibilities and Duties
A Financial Planner’s primary responsibilities and duties include:
Work with clients to ensure that they receive excellent service by developing strong relationships and responding to all client requests promptly.
Carry out all actions related to client meetings including preparation, notes, follow-up actions, and participating in client meetings to deliver a high-quality product and explain complex financial planning concepts.
Lead FPAs so that they are able to do their job well and provide regular feedback. Take work prepared by FPAs (including but not limited to tax projections, retirement projections, insurance analysis, etc.) and develop the ideas for each specific client.
Work with Lead Advisor to develop ideas to deliver to clients. Present materials to the Lead Advisors for review prior to delivery to clients.
Develop expertise in one or more areas of Financial Planning.
Any candidate must have the following to be considered:
Certified Financial Planner™ designation
Bachelor’s degree with 5 years of work experience
Demonstrated excellence in an area (i.e. academics, sports, previous job, hobby, etc.)
Excellent conceptual, problem-solving and communication skills
Extreme level of detail
An ability to navigate Microsoft Office including Excel, Word, PowerPoint, etc.
Please submit both a cover letter & resume to be considered.
Additional Salary Information: Benefits provided include health insurance and 401(k) plan among others.
About Briaud Financial Advisors
At Briaud Financial Advisors, we help clients make sound decisions. Founded in 1986 as a fee-only financial planning firm, we believe in putting our clients’ needs first and believe this is best done by serving them as a fiduciary. Our services include creative and comprehensive financial planning, thoughtful investing, and the type of client service we would want for our own families.