At Briaud Financial Advisors, we pride ourselves on our culture of continuous growth, integrity, teamwork, and professionalism. We are seeking an Associate Financial Planner who wants to add to that culture through their attention to detail and dedication to taking care of clients’ needs. This role supports our Financial Planners, and our ideal candidate is someone with a desire to grow into a Financial Planner role in our organization as well.

In this role you will:

• Contribute to the development and implementation of financial plans for clients
• Develop retirement projections, income tax projections and estimates, risk management analyses, and estate plans with subsequent recommendations
• Support our Financial Planners and Advisors through financial planning research unique to each client
• Serve clients by assisting with account establishment, money movement, and other client requests.

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

• A passion for financial planning — Whether your passion is budding or full-flamed, you can’t help but feel compelled to work in this industry.
• Extreme level of detail — You see and care about the little things that others overlook.
• Superior conceptual and problem-solving skills — Solutions come naturally to you and you aren’t afraid to think outside the box or look for unconventional answers. And if you don’t know the answer, you go and find it.
• Excellent communication skills — You keep others in the loop on what’s going on and are proactive in updating those you work with.
• Humble spirit — You know the areas you need to grow in professionally and you embrace constructive criticism to help get you where you want to be. You strive each day to be a little bit better than before.
• Demonstrated excellence — You have excelled in academia, athletics, or maybe you are just really nerdy about a particular hobby. Whatever the area may be, you excel in it.

Required Qualifications:

• CERTIFIED FINANCIAL PLANNER™ designation or enrolled in a CFP® program
• Bachelor’s degree with work experience
• Working knowledge of Microsoft Office including Excel, Word, PowerPoint, etc.

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

Salary range is $50,000 to $70,000 and is commensurate with experience and qualifications. Note, we do not sell financial products and business development is not required for this role.

Working Conditions:

• Position type – Full-time
• Work schedule – 40 hours / week, Monday – Friday 8AM – 5PM
• Work location – Onsite: Bryan/College Station, Texas
• Work environment – Business Professional Office

Please submit both a cover letter and resume to jobs@briaud.com for consideration.

Our team is full of financial planning nerds who are intelligent, curious, and dedicated to their craft. We love what we do and are seeking a Senior Financial Planner who shares this passion and enthusiasm to join our team in delivering exceptional financial planning services to our clients.

In this role you will:

• Engage in Deep Financial Discussion & Analysis: Provide objective, unbiased financial advice to a diverse mix of clients by evaluating financial planning opportunities and addressing general client financial needs. Engage in in-depth discussions with clients about their financial goals and how to achieve them.
• Build Lasting Relationships: Develop and deepen relationships with clients through regular contact and meetings. We believe in building relationships that last, based on trust and mutual respect.
• Lead with Expertise: Lead the development, presentation, and implementation of comprehensive financial plans. Your expertise will be the guiding force behind our clients’ financial success.
• Create Advanced Projections and Plans: Develop sophisticated retirement projections, income tax projections and estimates, risk management analyses, and estate plans. Your recommendations will be the cornerstone of our clients’ financial futures.
• Mentor the Next Generation: Mentor and guide junior staff, sharing your knowledge and passion.

We want to talk to you if:

• You are a Financial Planning Nerd: You’re passionate about financial planning and helping clients. You get excited about diving deep into complex financial scenarios and enjoy staying up-to-date with the latest industry trends.
• You Take Initiative: You can be counted on to follow through on commitments and tackle new challenges with enthusiasm and creativity.
• You Love Problem-Solving: Solutions come naturally to you, and you aren’t afraid to think outside the box or look for unconventional answers. If you don’t know the answer, you are driven to find it.
• You Communicate Proactively: You keep others in the loop on what’s going on and are proactive in updating those you work with. Clear, transparent communication is your forte.
• You Embrace Continuous Improvement: You recognize the areas you need to grow in professionally and embrace constructive criticism to help get you where you want to be. You strive each day to be a little bit better than before.
• You Seek Excellence: Whether it’s in academia, athletics, or a particular hobby, you excel in your pursuits and are continually striving for excellence. You have a track record of success and a drive to achieve.

Required:

• CERTIFIED FINANCIAL PLANNER™ designation or Equivalent (CFA, CPA, JD)
• 5 years of experience in the financial planning industry & min. 2 years in a financial planning role.
• A “no job is beneath me” attitude and a belief that working together as a team is the best way to serve clients.

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

$115,000+ Salary is commensurate with experience and qualifications.

Working Conditions:

• Position type – Full-time
• Work schedule – 40 hours / week, Monday – Friday 8AM – 5PM
• Work location – Onsite: Bryan/College Station, Texas
• Work environment – Business Professional Office

Please submit both a cover letter and resume to jobs@briaud.com for consideration.

At Briaud Financial Advisors, we pride ourselves on our culture of continuous growth, integrity, teamwork, and professionalism. We are seeking a Lead Advisor to serve as the firm’s relationship manager for a select group of clients. This role is crucial for our new client expansion efforts and will manage day-to-day responsibilities including generating and servicing new clients, as well as servicing existing high-valued clients.

This position is perfect for you if you have superior strategic thinking, strong client relationship management skills, deep financial planning acumen, and the ability to guide and mentor other team members. 

In this role you will:

• Provide objective, unbiased, expert financial advice to a diverse mix of clients in all areas of financial planning according to client needs
• Manage client relationships and oversee strategic implementation of financial plans
• Actively participate in business development: sourcing, nurturing, and/or closing new relationships
• Assist in the mentorship and professional development of junior staff members

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

• Strong Integrity — Honest, loyal, principled are words others use to describe you
• Deep Care for Others — Understanding the needs of those around you comes naturally, you listen intently, and you can put yourself in their shoes
• Steady and Reliable — People know you as someone they can depend on in a pinch, you are level-headed, and you don’t let things slip through the cracks
• Seek Excellence — Perfection is not the aim, rather chasing excellence in your personal life, your work, and in others as well
• Team Player and Great Attitude — Collaboration is sought out and you couple it with a can-do, no-job-is-beneath-me attitude to help you accomplish big goals 

Required Qualifications:

• 7+ years of financial planning and investment management experience
• CFP®, CFA, CPA, or JD
• Proven ability to develop and manage financial plans and client relationships
• Demonstrated expertise in at least one area of financial planning

Briaud Benefits Include:

• Three weeks paid leave and fifteen paid company holidays annually
• Flex time scheduling and work from home flexibility available
• 401(k) with safe-harbor match
• Paid continuing education: Professional dues, conference attendance, and training

Working Conditions:

• Position type – Full-time
• Work schedule – 40 hours / week, Monday – Friday 8AM – 5PM
• Work location – Onsite: Bryan/College Station, Texas
• Work environment – Business Professional Office