At Briaud Financial Advisors, we pride ourselves on our culture of continuous growth, integrity, teamwork, and professionalism. We are seeking a Financial Planner to serve as the support advisor for a select group of clients. This role is crucial for serving our existing clients and will manage day-to-day planning responsibilities for the team.
This position is perfect for you if you have superior strategic thinking, strong client relationship management skills, and a deep financial planning acumen.
In this role you will:
Provide objective, unbiased financial advice to a diverse mix of clients by evaluating financial planning opportunities as well as addressing general client financial needs
Develop and deepen relationships with clients through regular client contact and meetings
Contribute to the development, presentation, and implementation of financial plans
Develop retirement projections, income tax projections and estimates, risk management analyses, and estate plans with subsequent recommendations
If you have the following, we want to talk to you:
Passion for financial planning and helping clients - You're committed to helping people on a personal level and you're in this industry to do that.
Ownership and initiative - You can be counted on to follow through on commitments and take on new challenges.
Superior conceptual and problem-solving skills - Solutions come naturally to you and you aren't afraid to think outside the box or look for unconventional answers. And if you don't know the answer, you go and find it.
Excellent communication skills - You keep others in the loop on what's going on and are proactive in updating those you work with.
Humble spirit - You know the areas you need to grow in professionally and you embrace constructive criticism to help get you where you want to be. You strive each day to be a little bit better than before.
Demonstrated excellence - You have excelled in academia, athletics, or maybe you are just really nerdy about a particular hobby. Whatever the area may be, you excel in it.
Required Qualifications:
2+ years of financial planning and investment management experience
CFP®, CFA, CPA, or JD
Proven ability to develop and manage financial plans
Demonstrated expertise in at least one area of financial planning
Briaud Benefits Include:
Three weeks paid leave and fifteen paid company holidays annually
Flex time scheduling and work from home flexibility available
401(k) with safe-harbor match
Paid continuing education: Professional dues, conference attendance, and training
Salary is commensurate with experience and qualifications.