Careers

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 / client service associate (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 already 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 and 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 our financial advisors as needed

Salary is commensurate with experience and qualifications. Benefits provided include health insurance and 401(k) plan among others.

Bookkeeper / Billing Specialist

Briaud Financial Advisors is seeking a full time bookkeeper and accounts receivable specialist.

Any candidate must have the following to be considered:

• Experience in a detail-oriented field like accounting, finance, etc.
• Working knowledge of Microsoft Excel
• Must pass a background check and skills testing

Bookkeeper / Accounts Receivable Specialist job responsibilities include:

• Calculating, preparing, and sending monthly client invoices
• Collecting and tracking payments
• Managing a central database of portfolio information
• Entering and paying vendor bills
• Preparing and sending mass mailings (newsletters, annual disclosure letters, etc.) to clients
• Assisting with office administration as needed
• Innovating and working with others to improve and grow the business

Salary is commensurate with experience and qualifications.  Benefits provided include health insurance and 401(k) plan, among others.

Receptionist / Office Administrator

Briaud Financial Advisors is looking for a caring and friendly person to greet our clients and make their experience great.  The candidate should have an intuitive sense for people and client service.  Willingness to chip in and keep the office running smoothly is also a must.

Any candidate must have the following to be considered:

• Bachelors or Associates degree, or 5 years of office experience
• Demonstrated organization skills
• Must pass a background check and skills testing

Receptionist / Office Administrator job responsibilities include:

• Handling incoming phone calls
• Scheduling and preparing for client meetings
• Making clients feel comfortable and at home
• Supporting colleagues on various office projects as needed
• Assisting with office administration as needed
• Innovating and working with others to improve and grow the business

Salary is commensurate with experience and qualifications.  Benefits provided include health insurance and 401(k) plan, among others.