Financial Advisor

Briaud Financial Advisors

$80K — $120K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • CFP®, CPA, or JD (with estate planning experience if only JD)
  • Track record of excellence in academics, sports, or leadership
  • Ability to simplify complex financial concepts
  • Experience in managing client relationships
  • Prior experience in a fee-only wealth management firm is preferred

Responsibilities

  • Serve high net worth clients by providing personalized financial advice
  • Develop innovative solutions to address clients' financial needs
  • Build and maintain strong, impactful client relationships
  • Collaborate with a team of professionals to enhance service delivery
  • Educate clients on complex financial principles and strategies

Benefits

  • Collaborative work environment with a strong academic culture
  • Work with an established team of Certified Financial Planners
  • Opportunity to focus on relationship building rather than sales
  • Access to a diverse client base with significant assets under management
  • Long-standing fee-only advisory practice since 1986
Full Job Description
Financial Advisor Briaud Financial Advisors is looking for a Financial Advisor to help us serve our clients as we grow. Our office has an academic, collaborative culture, so we are looking for someone who loves coming up with innovative solutions to clients' problems. This is not a sales job. Instead you'll get to focus on building impactful relationships with a select group of high net worth clients. Our ideal candidate is an experienced financial Advisor, preferably one who has worked in an ensemble, fee-only wealth management firm. Required: • CFP®, CPA, or JD (Applicants with the JD only should have estate planning experience) • Demonstrated excellence in an area (i.e. academics, sports, hobbies, leadership roles outside of work, etc.) • Proven ability to explain complex financial concepts simply & meaningfully • Firsthand experience managing client relationships Useful Information About Briaud • 8 Certified Financial PlannersTM on staff • 250 clients, with $470 million under management • Offices in College Station and Austin, Texas • Fee only since our founding in 1986 * For consideration, please submit a cover letter with resume

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