Associate Financial Planner: Path to CFP + Flexible Hours

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

Benefits offered by this job

30 Days of Leave/Paid Office Closures

Flexible Work Hours

401(k) with Safe Harbor matching

Continuing Education benefits

Job summary

Briaud Financial Advisors is looking for an Associate Financial Planner to enhance their culture of growth and teamwork. The role focuses on developing financial plans and assisting clients with their needs. The ideal candidate possesses a strong attention to detail and a passion for financial planning.

Eligible candidates should have a Bachelor’s degree and preferably a CERTIFIED FINANCIAL PLANNER™ designation. Benefits include flexible work hours, 30 days of leave, and a matching 401(k).

Qualifications

• Passion for financial planning is essential.
• Extreme attention to detail is required.
• Superior conceptual and problem-solving skills are necessary.

Responsibilities

• Contribute to financial plans for clients.
• Develop retirement and estate plans.
• Assist Financial Planners with research.

Skills

Financial planning passion

Attention to detail

Problem-solving skills

Communication skills

Humble spirit

Demonstrated excellence

Education

Bachelor’s degree

CERTIFIED FINANCIAL PLANNER™ designation

Tools

Microsoft Office

Job description

Briaud Financial Advisors is looking for an Associate Financial Planner to enhance their culture of growth and teamwork. The role focuses on developing financial plans and assisting clients with their needs. The ideal candidate possesses a strong attention to detail and a passion for financial planning.

Eligible candidates should have a Bachelor’s degree and preferably a CERTIFIED FINANCIAL PLANNER™ designation. Benefits include flexible work hours, 30 days of leave, and a matching 401(k).