Financial Advisor
Briaud Financial
Advisors is
looking for a financial advisor who is dedicated to taking care of
our clients' needs. The candidate should be highly motivated,
thorough and very detail oriented. Any applicant should be able to
prioritize multiple projects and enjoy working in a team oriented
environment.
Any candidate must
have the following to be considered:
·
At least
5 years work experience in a client service business preferably in
some area of financial planning
·
CFP®,
CFA, CPA, or JD (with work experience in estate planning) required
·
If not a
CFP® holder, in the process of earning the Certified Financial
Planner designation (not necessary if hold a Personal Financial
Specialist)
·
Demonstrated excellence in an area (i.e. academics, sports, previous
job, hobby, etc.)
·
Excellent
conceptual and problem solving skills
·
Good
communication skills
·
An
ability to navigate Microsoft Office including Excel, Word,
PowerPoint, etc.
Financial Advisor
responsibilities include:
·
Completing a thorough analysis of a client's estate, tax,
retirement, education, investment, and risk management situation
·
Proactive
assessment of planning issues for clients
·
Regular
reviews of client financial plans and investment allocations
·
Communicating financial planning and investment recommendations to
clients in person, over the phone, and by email
·
Keeping
current on all issues related to financial planning (tax code,
estate laws, etc.)
·
Salary is
commensurate with experience and qualifications. Benefits provided
include health insurance and 401 K plan among others
Paraplanner
Briaud Financial
Advisors is
looking for a Paraplanner (CSA) who is dedicated to taking care of
our clients' needs. The candidate should be highly motivated,
thorough and very detail oriented. Any applicant should be able to
prioritize multiple projects and enjoy working in a team oriented
environment. On the job training will be provided so no specific
experience is required.
Any candidate must have the following to be considered:
·
A
bachelor's degree
·
At least
1 year work experience
·
CFP® or
in the process of earning the Certified Financial Planner
designation (not necessary if hold a Personal Financial Specialist)
·
Demonstrated excellence in an area (i.e. academics, sports, previous
job, hobby, etc.)
·
Excellent
conceptual and problem solving skills
·
Good
communication skills
·
An
ability to navigate Microsoft Office including Excel, Word,
Powerpoint, etc.
·
Prior
financial planning experience is desirable, but not required
Paraplanner (CSA) responsibilities include:
·
Establishment or execution of new accounts, transfers,
deposits/withdrawals, trades, and other admin items when needed
·
Contribution to the development & implementation of financial plans
for new clients in support of financial advisors
·
Client
interaction through answering inbound questions via phone, email,
mail or meeting
·
Support
of our financial advisors as needed
·
Salary is
commensurate with experience and qualifications. Benefits provided
include health insurance and 401 K plan among others.