Financial Planner (NERD!)

This role is designed for individuals who have developed a strong foundation in financial planning and are ready to take on increasing responsibility within the planning process. Financial Planners work closely with Senior Financial Planners and Advisors to develop recommendations, strengthen client relationships, and expand their ability to guide clients through complex financial decisions.

In this role you will:

• Client Relationships: Develop and deepen relationships with clients through regular communication and meetings.

• Financial Planning: Contribute to the development, presentation, and implementation of comprehensive financial plans.

• Analysis & Recommendations: Develop retirement projections, income tax projections and estimates, risk management analyses, and estate planning recommendations.

• Collaboration: Work alongside Senior Financial Planners and Advisors to deliver exceptional client outcomes.

If you have the following, we want to talk to you:

• You Are a Financial Planning Nerd: You are passionate about financial planning and helping clients achieve their goals. You enjoy diving into complex planning situations and continuously expanding your knowledge.

• You Build Trust Through Relationships: You genuinely enjoy working with people and developing meaningful client relationships. You understand that great planning begins with understanding what matters most to the client.

• You Combine Analysis with Judgment: You can evaluate multiple options, think critically, and develop thoughtful recommendations while recognizing there is often more than one right answer.

• You Take Ownership: You follow through on commitments, take responsibility for your work, and proactively move projects and client needs forward.

• You Communicate Clearly: You can translate complex financial concepts into language clients and team members can understand. You keep others informed and communicate with confidence and professionalism.

• You Thrive on Continuous Growth: You seek feedback, embrace coaching, and are committed to becoming a better planner today than you were yesterday.

• You Believe in Team Success: You understand that exceptional client outcomes are the result of collaboration and are willing to do whatever is needed to support the team and the clients we serve.

Required:

• CERTIFIED FINANCIAL PLANNER™ designation or Equivalent (CFA, CPA, JD)

• 2 years of experience working with your CFP in the financial planning industry.

• Experience within an RIA or fiduciary advisory environment strongly preferred

Briaud Benefits Include:

• 30 Days of Leave/Paid Office Closures

• Flexible Work 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