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.

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.

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.