Careers
Briaud is always looking for highly qualified individuals with a desire to help others, build relationships, and continually learn. We are dedicated to our clients and we go above and beyond for them. If you are interested in joining our team, please forward a cover letter and your resume to jobs@briaud.com.
Investment Operations Associate
We are seeking an Investment Operations Associate to join our growing investment team. This position is ideal for someone who desires to express our strategy in the most efficient manner possible to the benefit of our clients.
Financial Planner
We are seeking a Financial Planner who wants to add to that culture and provide excellent financial planning to take care of clients’ needs.
Associate Financial Planner
We are looking for someone who loves problem solving and learning but has a huge heart for people. This role allows you to put financial knowledge to work serving people.
Careers
We are dedicated to our clients and we go above and beyond for them. If you are interested in joining our team, please forward a cover letter and your resume to jobs@briaud.com.
Advisory Team
Associate Financial Planner
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
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
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.
Please submit both a cover letter and resume to jobs@briaud.com for consideration.
Financial Planner (NERD!)
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 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:
- Provide objective, unbiased financial advice to a diverse mix of clients by evaluating financial planning opportunities as well as addressing general client financial needs
- Develop and deepen relationships with clients through regular client contact and meetings
- Contribute to the development, presentation, and implementation of financial plans
- Develop retirement projections, income tax projections and estimates, risk management analyses, and estate plans with subsequent recommendations
If you have the following, we want to talk to you:
- 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 Qualifications:
- CERTIFIED FINANCIAL PLANNER™ designation or Equivalent (CFA, CPA, JD)
- 2 years of experience in the financial planning industry.
- 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
- Flex 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
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
$80,000 – $110,000 Salary is commensurate with experience and qualifications.
Please submit both a cover letter and resume to jobs@briaud.com for consideration.
Senior Financial Planner (LEADER!)
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.
If you have the following, we want to talk to you:
- 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 Qualifications:
- 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
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
$115,000+ Salary is commensurate with experience and qualifications.
Please submit both a cover letter and resume to jobs@briaud.com for consideration.
Investment Team
We are not actively seeking candidates for this team at this time. However, we are always looking for strong applicants. If that is you, please email jobs@briaud.com with your interests.
Portfolio Manager
We are a private wealth management firm seeking a people-oriented Portfolio Manager who combines sharp investment acumen with creative thinking. In this role, you’ll work directly with individual investors and families to shape their financial futures. This position is ideal for someone who enjoys both the rigor of financial strategy and the fulfillment of building meaningful client relationships. You will be a key contributor in shaping portfolios, sharing insights, and delivering a personalized experience that helps our clients feel confident in their financial future.
In this role, you will:
- Communicate Investment Strategy Internally and Externally: Translate complex investment concepts into compelling, human language. Write insightful investment commentary, lead conversations with clients, and represent the firm’s thinking clearly across the team.
- Build and Present Portfolios in Line with Investment Models: Collaborate with clients and the investment team to construct tailored portfolios that align with both model guidance and individual goals. Share your thinking clearly and confidently with clients.
- Coordinate Portfolio Implementation: Work with the investment team to implement client recommendations and manage updates in line with evolving strategies. Own the execution process while looking for ways to improve efficiency and precision.
- Maintain and Audit Portfolios: Monitor client portfolios through a systematic review process. Apply your attention to detail and sense of ownership to keep things on track.
- Research New and Existing Investments: Bring intellectual curiosity and creative thinking to our research efforts. Evaluate current investments and explore new opportunities that support client and firm goals.
- Contribute to the Investment Committee: Collaborate actively in committee meetings. You’re not afraid to share ideas, question assumptions, or advocate for a new approach when appropriate.
We want to talk to you if:
- You’re People-Centered and Private-Client Focused: You love building relationships with real people—not just managing numbers. You enjoy helping individuals and families understand and feel confident in their financial journey.
- You’re an Investment Nerd with Empathy: You’re passionate about markets and people. You can dive deep into economic trends one moment and clearly explain your thinking to a client the next.
- You Take Initiative: You act without waiting for direction. You bring ideas to the table, follow through, and thrive in environments where your contributions shape the outcome.
- You Think Creatively and Solve Problems: You’re excited by challenges and open to unconventional solutions. When you see something that can be improved, you take the lead to make it better.
- You Communicate with Purpose: You tailor your message to the audience, whether that’s a one-on-one with a client or a presentation to the investment committee. You value clarity over jargon and aren’t afraid to speak up when you have a new idea or perspective.
- You Present with Clarity and Confidence: You enjoy turning complex ideas into understandable insights—whether in front of clients, peers, or leadership. You’re comfortable thinking on your feet, open to feedback, and not afraid to be wrong in pursuit of better answers.
- You Seek Excellence and Growth: You’ve pushed yourself in some area of life—whether in your career, education, athletics, or a personal pursuit—and you’re always looking to grow.
Required Qualifications:
- Chartered Financial Analyst (CFA) or equivalent professional designation (CFP®, CPA, JD)
- 5 to 7 years of relevant experience
- A collaborative mindset and a belief that no task is beneath you when it comes to serving the team and the client
Briaud Benefits Include:
- 30 Days of Leave/Paid Office Closures
- Flex 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
Working Conditions:
- Position Type: Full-time
- Work Schedule: 40 hours/week, Monday – Friday, 8AM – 5PM
- Location: Onsite in Bryan/College Station, Texas
- Environment: Business Professional Office
How to Apply: Please submit both a cover letter and resume to jobs@briaud.com for consideration.
Business Operations Team
Client Operations Specialist
We are seeking a Client Operations Specialist who loves numbers and organization, systems, and focuses on the details. This is a critical position on our team that is responsible for the implementation and maintenance of financial planning recommendations.
We are not actively seeking candidates for this team at this time. However, we are always looking for strong applicants. If that is you, please email jobs@briaud.com with your interests.
