Associate Financial Planner

Job overview

The Associate Financial Planner role is onsite in College Station, TX. Salary is $50,000–$70,000 per year. The role supports Briaud Financial Advisors’ Financial Planners and Advisors in serving clients’ planning needs. The associate contributes to financial plan development and implementation, prepares projections and analyses, and assists with client requests. The position is intended for someone who wants to grow into a Financial Planner role within the organization.

What you'll do

• Contribute to developing and implementing client financial plans
• prepare retirement and income tax projections and estimates, risk management analyses, and estate plans with recommendations
• conduct client-specific financial planning research
• assist clients with account establishment, money movement, and other requests.

What we're looking for

Skills & competencies

associate financial planner

financial planning

retirement projections

tax projections

risk management

estate planning

client service

cfp

monday–friday

college station tx

briaud financial advisors

$50k–$70k

Work arrangement

• Weekend coverage required

Benefits & perks

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

Why this role

Requires a CFP designation or enrollment in a CFP program, a bachelor’s degree with work experience, and working knowledge of Microsoft Office. The posting states Monday–Friday, 8 a.m.–5 p.m., 40 hours per week, onsite in Bryan/College Station, Texas.

About the employer

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