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JOB OPPORTUNITIES

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. 

 

For consideration, please forward a cover letter and your resume via mail, e-mail or fax to:

Natalie Pine

1611 Crescent Pointe Parkway

College Station, TX 77845

P 979-260-9771

Fax: 979-846-5472

npine@briaud.com

      

 

ACCOUNTING MANAGER

Privately held manufacturing company seeking a proven leader to direct the accounting and business functions of their operations.   Ancillary operations include real estate, oil and gas, and farming/ranching.

 

Qualifications:

·         Bachelor’s degree in Accounting.  Master’s degree preferred.

·         At least ten years’ experience in all aspects of accounting in a manufacturing setting.

·         Superior management skills with a proven ability to lead and mentor.

·         Strong financial statement preparation, budgeting, forecasting and cost accounting.

·         Thorough knowledge of general accounting theory.

·         Working knowledge of employee benefit plans including 401(k) plans.

·         Must be able to use Microsoft Excel, Word, Access and accounting software.  Syteline experience preferred.

·         Must have excellent oral and written communication skills.

 

Qualified applicants should send a copy of their resume including references and a cover letter describing their experience and salary requirements.   A minimum of two references is required that can attest to your abilities.

 

Send in care of:

 

Seidel, Schroeder & Company

Attn:  Jodi G. Jones

1470 Copperfield Parkway

College Station, TX 77845

 

BUSINESS MANAGER

Department: Administration

Location:  Bryan, TX

 

RESPONSIBILITIES:

Manage Accounting Department and Human Resource functions.

Supervise or prepare general ledger transactions, including fixed asset management, bank and balance sheet reconciliations and monthly journal entries. 

Prepare monthly financial reports for internal use.

Oversee oil & gas operator administration, including processing of royalty and working interest payments and Texas Railroad Commission reporting. 

Special projects

 

REQUIREMENTS:

CPA

Minimum of 5 years experience

Background in Corporate and Partnership taxes preferred

Excellent written, verbal and interpersonal communication skills

 

EDUCATION REQUIREMENTS:

 BS in Accounting

CPA

 

Please email resume to careers@bre.com for further consideration

 

Kay Perrone & Associates PC

Staff Accountant position available:

Due to continued growth of our firm, we are seeking to add a CPA with five or more years of experience who is interested in contributing to the total success of our organization.  This position involves preparing federal income tax returns, performing tax research and various attestation engagements.  The position offers flexible work hours and a relaxed dress code.  Competitive salary package will be based on experience.

 

Resumes may be faxed to 979-268-0290 or emailed to kperrone@kperronecpa.com.  For more information, call our office at 979-268-6000 or visit our website at www.kperronecpa.com.

 

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Brazos Valley Chapter TSCPA

Executive Director Linda Johnson

Linda@bvcpa.org