At Briaud Financial Advisors, we pride ourselves on our culture of continuous growth, integrity, teamwork, and service. We are seeking an Associate Financial Planner who wants to add to that culture through their attention to detail and dedication to taking care of clients' needs. This role supports our Financial Planners and Advisors, and our ideal candidate is someone with a desire to grow into a Financial Planner role as well.
This position is well-suited for you if you thrive in a fast-paced environment and are looking to learn financial planning from some of the best in the industry.
In this role you will:
Contribute to the development and implementation of financial plans for clients
Support our Financial Planners and Advisors through financial planning research and analysis unique to each client
Serve clients by assisting with account establishment, money movement, and other client requests
If you have the following, we want to talk to you:
Strong Integrity - Honest, loyal, principled are words others use to describe you
Deep Care for Others - Understanding the needs of those around you comes naturally, you listen intently, and you can put yourself in their shoes
Steady and Reliable - People know you as someone they can depend on in a pinch, you are level-headed, and you don't let things slip through the cracks
Seek Excellence - Perfection is not the aim, rather chasing excellence in your personal life, your work, and in others as well
Team Player and Great Attitude - Collaboration is sought out and you couple it with a can-do, no-job-is-beneath-me attitude to help you accomplish big goals
Required Qualifications:
CERTIFIED FINANCIAL PLANNER™ designation or enrolled in a CFP® program
Bachelor's degree with work experience
Working knowledge of Microsoft Office including Excel, Word, PowerPoint, etc.
Briaud Benefits Include:
Three weeks paid time off & 15+ paid holidays
Flex Time
401(k) with employer matching
Continuing Education - paid professional dues, conference attendance, and training
Salary is commensurate with experience and qualifications. Note, we do not sell financial products and business development is not required for this role.