Financial Planner

Job overview

The Financial Planner is an onsite, full-time position located in College Station, TX. The pay range is $80,000–$110,000 per year, and this role supports the advisory team at Briaud Financial Planning Inc. This role exists to contribute to the development and delivery of comprehensive financial plans while deepening planning expertise and client relationship skills. The planner works closely with senior staff to guide clients through complex financial decisions.

What you'll do

• Develop and deepen relationships with clients.
• Contribute to the development, presentation, and delivery of comprehensive financial plans.
• Develop retirement projections, income tax projections, risk management analyses, and estate planning recommendations.
• Work alongside senior planners to deliver exceptional client outcomes.

What we're looking for

Skills & competencies

full-time

day shift

college station tx

briaud financial

financial planner

cfp

financial planning

wealth management

client relations

fiduciary

Work arrangement

• Weekend coverage required

Benefits & perks

• 30 days of leave/paid office closures, flexible work hours, 401(k) with employer matching, and continuing education support.

About the employer

Briaud Financial Planning Inc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.