Financial Planner (NERD!)

Our team is full of financial planning nerds who are intelligent, curious, and dedicated to their craft. We love what we do and are seeking a Financial Planner, who shares this passion and enthusiasm, to join our team in delivering exceptional financial planning services to our clients.

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:

• You are a Financial Planning Nerd: You’re passionate about financial planning and helping clients. You get excited about diving deep into complex financial scenarios and enjoy staying up-to-date with the latest industry trends.
• You Take Initiative: You can be counted on to follow through on commitments and tackle new challenges with enthusiasm and creativity.
• You Love Problem-Solving: Solutions come naturally to you, and you aren’t afraid to think outside the box or look for unconventional answers. If you don’t know the answer, you are driven to find it.
• You Communicate Proactively: You keep others in the loop on what’s going on and are proactive in updating those you work with. Clear, transparent communication is your forte.
• You Embrace Continuous Improvement: You recognize the areas you need to grow in professionally and embrace constructive criticism to help get you where you want to be. You strive each day to be a little bit better than before.
• You Seek Excellence: Whether it’s in academia, athletics, or a particular hobby, you excel in your pursuits and are continually striving for excellence. You have a track record of success and a drive to achieve.

Required Certifications/Experience:

• CERTIFIED FINANCIAL PLANNER™ designation or Equivalent (CFA, CPA, JD)
• 2 years of experience in the financial planning industry.
• A “no job is beneath me” attitude and a belief that working together as a team is the best way to serve clients.

Briaud Benefits Include:

• 30 Days of Leave/Paid Office Closures
• Flex Hours – We know life happens between 8 to 5 too.
• 401(k) with Safe Harbor employer matching
• Continuing Education – paid professional dues, conference attendance, and training

Working Conditions:

• Position type – Full-time
• Work schedule – 40 hours / week, Monday – Friday 8AM – 5PM
• Work location – Onsite: Bryan/College Station, Texas
• Work environment – Business Professional Office