Financial Planner: Client-Focused Planning & Growth

Briaud Financial Advisors; College Station (TX); On-site; USD 60,000 - 85,000; 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 continuing education and training

Job summary

Briaud Financial Advisors in College Station is seeking a Financial Planner to develop comprehensive financial plans and enhance client relations. The ideal candidate will have the CERTIFIED FINANCIAL PLANNER™ designation and at least 2 years of experience in financial planning.

This full-time position offers a 40-hour workweek, competitive benefits including 30 days of leave and flexible hours, all within a professional office environment.

Qualifications

• Minimum 2 years experience in financial planning.
• Experience in an RIA or fiduciary advisory environment preferred.

Responsibilities

• Develop and deepen relationships with clients.
• Contribute to comprehensive financial plans.
• Develop retirement and tax projections.
• Collaborate with Senior Financial Planners.

Skills

Financial planning expertise

Client relationship development

Analytical skills

Communication skills

Education

CERTIFIED FINANCIAL PLANNER™ or Equivalent (CFA, CPA, JD)

Job description

Briaud Financial Advisors in College Station is seeking a Financial Planner to develop comprehensive financial plans and enhance client relations. The ideal candidate will have the CERTIFIED FINANCIAL PLANNER™ designation and at least 2 years of experience in financial planning.

This full-time position offers a 40-hour workweek, competitive benefits including 30 days of leave and flexible hours, all within a professional office environment.