Associate Financial Planner

Briaud Financial Advisors; Texas (NJ); On-site; USD 50,000 - 70,000; Full time

Job summary

A leading financial advisory firm is seeking an Associate Financial Planner to support Financial Planners and contribute to client financial plans. The ideal candidate is detail-oriented, passionate about financial planning, and eager to grow within the organization. This full-time position offers a collaborative work environment and opportunities for professional development.

Benefits

30 Days of Leave/Paid Office Closures

Flexible Work Hours

401(k) with Safe Harbor employer matching

Continuing Education

Qualifications

• Passion for financial planning.
• Extreme level of detail.
• Demonstrated excellence in various fields.

Responsibilities

• Contribute to the development and implementation of financial plans.
• Develop retirement projections and risk management analyses.
• Assist clients with account establishment and requests.

Skills

Attention to Detail

Problem Solving

Communication

Education

Bachelor’s Degree

CERTIFIED FINANCIAL PLANNER designation

Tools

Microsoft Office

Job description

3 days ago Be among the first 25 applicants

Briaud Financial Advisors provided pay range

This range is provided by Briaud Financial Advisors. Your actual pay will be based on your skills and experience — talk with your recruiter to learn more.

Base pay range

$50,000.00/yr - $70,000.00/yr

At Briaud Financial Advisors, we pride ourselves on our culture of continuous growth, integrity, teamwork, and professionalism. We are seeking an Associate Financial Planner 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.

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:

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

Briaud Benefits Include:

• 30 Days of Leave/Paid Office Closures
• Flexible Work Hours – We know life happens between 8 to 5 too.
• 401(k) with Safe Harbor employer matching
• Continuing Education – paid professional dues, conference attendance, and training

Working Conditions:

• Position type – Full-time
• Work location – Onsite: Bryan/College Station, Texas
• Work environment – Business Professional Office

Seniority level

• Seniority level

  Entry level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

Referrals increase your chances of interviewing at Briaud Financial Advisors by 2x

Inferred from the description for this job

Medical insurance

401(k)

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