Associate Financial Planner: Path to CFP Career & Client Strategy

The Well; College Station (TX); On-site; USD 50,000 - 70,000; Full time

Benefits offered by this job

30 Days leave/office closures

Flexible work hours

401(k) with Safe Harbor

Continuing Education

Job summary

Briaud Financial Advisors in Bryan/College Station, TX is seeking an Associate Financial Planner who aims to grow into a Financial Planner role while supporting our team and serving clients with meticulous attention to detail.

You will help create financial plans, projections, and analyses, support advisors with research, and assist with account setup and client requests in a collaborative, growth-focused environment.

Qualifications

• Passion for financial planning and client service.
• Extreme level of detail and accuracy.
• Excellent communication with clients and team.
• Openness to feedback and professional growth.

Responsibilities

• Contribute to development and implementation of client financial plans.
• Develop retirement projections, tax estimates, and risk analyses.
• Support planners with research and client-specific analysis.
• Assist with account setup, money movement, and client requests.

Skills

Attention to detail

Excellent communication

Problem solving

Humility

Demonstrated excellence

Education

Bachelor's degree

CFP designation or in CFP program

Tools

Microsoft Office

Job description

Briaud Financial Advisors in Bryan/College Station, TX is seeking an Associate Financial Planner who aims to grow into a Financial Planner role while supporting our team and serving clients with meticulous attention to detail.

You will help create financial plans, projections, and analyses, support advisors with research, and assist with account setup and client requests in a collaborative, growth-focused environment.