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Financial Advisor

Briaud Financial Advisors

Financial Advisor OpportunityBriaud 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 & meaningfullyFirsthand experience managing client relationshipsUseful Information About Briaud8 Certified Financial PlannersTM on staff250 clients, with $470 million under managementOffices in College Station and Austin, TexasFee only since our founding in 1986* For consideration, please submit a cover letter with resume

Vacancy posted 4 days ago
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