Associate Financial Planner — Growth Path to CFP

Briaud Financial Advisors; College Station (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

30 Days of Leave

Flexible Work Hours

401(k) matching

Continuing Education

Job summary

Briaud Financial Advisors is looking for an Associate Financial Planner to join our team in Bryan/College Station, Texas. This full-time position supports our Financial Planners and emphasizes attention to detail and a client-oriented approach.

Our ideal candidate is passionate about financial planning, holds a CERTIFIED FINANCIAL PLANNER™ designation or is enrolled in a CFP® program, and has strong communication and problem-solving skills.

Qualifications

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

Responsibilities

• Contribute to financial plans for clients.
• Develop projections and analyses for financial planning.
• Support Financial Planners and Advisors in research.
• Assist clients with account establishment and requests.

Skills

Attention to detail

Communication skills

Problem-solving skills

Client servicing

Education

Bachelor's degree with work experience

CERTIFIED FINANCIAL PLANNER™ designation

Tools

Microsoft Office

Job description

Briaud Financial Advisors is looking for an Associate Financial Planner to join our team in Bryan/College Station, Texas. This full-time position supports our Financial Planners and emphasizes attention to detail and a client-oriented approach.

Our ideal candidate is passionate about financial planning, holds a CERTIFIED FINANCIAL PLANNER™ designation or is enrolled in a CFP® program, and has strong communication and problem-solving skills.