Associate Financial Planner - Flexible Hours, Path to CFP

Briaud Financial Advisors; Bryan (TX); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

30 Days of Leave/Paid Office Closures

Flexible Work Hours

401(k) with Safe Harbor employer matching

Paid professional dues and training

Job summary

Briaud Financial Advisors is seeking an Associate Financial Planner to support comprehensive financial planning while progressing towards becoming a Financial Planner. The ideal candidate has passed the CFP® examination and is dedicated to long-term career growth in financial planning.

This full-time position involves collaborating with senior planners to develop financial plans, participate in client meetings, and enhance technical knowledge. Key benefits include flexible work hours and a robust 401(k) matching plan.

Qualifications

• Experience in financial planning, client service, operations, or wealth management preferred.

Responsibilities

• Contribute to the development and implementation of financial plans.
• Develop retirement projections, income tax projections, and risk management analyses.
• Support Financial Planners through financial planning research.
• Assist clients with account establishment and other requests.
• Participate in client meetings to develop technical knowledge and client-facing skills.

Skills

Financial planning

Client service

Operations

Research

Problem-solving

Education

Passed CFP® examination

Job description

Briaud Financial Advisors is seeking an Associate Financial Planner to support comprehensive financial planning while progressing towards becoming a Financial Planner. The ideal candidate has passed the CFP® examination and is dedicated to long-term career growth in financial planning.

This full-time position involves collaborating with senior planners to develop financial plans, participate in client meetings, and enhance technical knowledge. Key benefits include flexible work hours and a robust 401(k) matching plan.