Associate Financial Planner

At Briaud Financial Advisors, we pride ourselves on our culture of continuous growth, integrity, teamwork, and professionalism. 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 our ideal candidate is someone with a desire to grow into a Financial Planner role in our organization.

Responsibilities

• Contribute to the development and implementation of financial plans for clients.
• Develop retirement projections, income tax projections and estimates, risk management analyses, and estate plans with subsequent recommendations.
• Support Financial Planners and Advisors through financial planning research unique to each client.
• Assist clients with account establishment, money movement, and other client requests.

Qualifications

• Certified Financial Planner™ designation or enrollment in a CFP® program.
• Bachelor’s degree with work experience.
• Working knowledge of Microsoft Office, including Excel, Word, PowerPoint, etc.

Desired Attributes

• Passion for financial planning.
• Extreme attention to detail.
• Superior conceptual and problem‑solving skills.
• Excellent communication skills.
• Humble spirit and openness to constructive criticism.
• Demonstrated excellence in academia, athletics, or a personal passion.

Benefits

• 30 days of leave/paid office closures.
• Flexible work hours.
• 401(k) with Safe Harbor employer matching.
• Continuing education – paid professional dues, conference attendance, and training.

Pay

Salary range is $50,000 to $70,000, commensurate with experience and qualifications.

Schedule

• Full‑time, 40 hours per week.
• Monday – Friday, 8 AM – 5 PM.
• On‑site work location: Bryan/College Station, Texas.
• Business professional office environment.