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
What We Do
Briaud Financial Advisors has provided client-centric financial planning and investment management services for nearly 40 years. Since the beginning, we have never sold products on commission, opting instead to work for our clients only.
Janet Briaud opened Briaud Financial Advisors in 1986 and became a CERTIFIED FINANCIAL PLANNER™ a short time later. Janet had seen firsthand the conflicts that arise out of the commission-based model, so she established her business from the start as fee-only. This was considered a risky decision at the time, but it has proven to be the right one. Today, Briaud Financial Advisors is recognized nationally as a leading provider of financial planning and asset management services. Anyone interested in joining Briaud as a colleague should love helping others and love digging into complicated problems to find the best possible solution for clients.
Briaud’s main office is located in College Station, Texas, a college town centrally located between the growing cities of Houston and Austin.