Teams at Briaud Financial Advisors

Supports financial planners by developing client financial plans, retirement and tax projections, risk management analyses, estate plans, and recommendations. Conducts client-specific financial planning research and assists with account establishment, money movement, and client requests. The role requires strong attention to detail, communication, problem-solving, and a desire to grow into a financial planner position.

Lead and develop the advisory team, establish planning standards and scalable processes, ensure consistent high-quality planning delivery, optimize workflows and integrations, track performance metrics, maintain select high-impact client relationships, and serve on firm leadership to shape strategy and culture.

Develop and present comprehensive financial plans; perform retirement, tax, risk-management, and estate analyses; deepen client relationships; collaborate with senior planners and advisors; and continue building planning expertise.