Senior Financial Planner - Practice Lead: Business Owners

Job Description

Job Description

Description:

Briaud Financial Advisors is seeking a Senior Financial Planner to serve as a Practice Lead for our business owner client segment within our growing firm. This role is designed for an experienced planner who enjoys deep financial analysis, values long-term client relationships, and is prepared to lead complex planning engagements involving liquidity strategy, tax planning, and succession considerations.

Our firm is built around comprehensive financial planning. We serve a diverse client base and are committed to delivering thoughtful, objective advice grounded in technical excellence and strong client relationships. As a senior leader, you will play a key role in shaping the planning experience for business owners while contributing to the continued development of our collaborative RIA environment.

In this role you will:

• Lead Comprehensive Planning Engagements: Serve as the lead planner for complex client relationships. Guide clients through advanced financial planning discussions and oversee the development, presentation, and implementation of comprehensive plans.
• Deliver Advanced Planning Analysis: Develop retirement income projections, income tax projections and estimates, risk management analyses, estate planning strategies, and business owner planning considerations. Ensure recommendations are technically sound and clearly communicated.
• Build and Maintain Strong Client Relationships: Develop long-term relationships through proactive communication and ongoing review meetings. Provide objective, fiduciary advice aligned with each client’s goals and circumstances.
• Contribute to Firm Leadership: Collaborate with firm leadership to strengthen planning processes and standards. Provide guidance and mentorship to junior planners and support staff.
• Support Business Owner Clients: Engage in planning conversations specific to business owners, including liquidity planning, tax strategy, and succession considerations.

If you have the following, we want to talk to you:

• A deep interest in comprehensive financial planning and a commitment to fiduciary advice
• Strong technical knowledge and the ability to apply it to complex scenarios
• Clear, proactive communication skills
• A track record of follow-through and accountability
• A collaborative mindset and willingness to support team-based service
• A desire to mentor and elevate others

Required Qualifications:

• CERTIFIED FINANCIAL PLANNER™ designation or equivalent (CFA, CPA, JD)
• 5+ years of experience in the financial planning industry
• Minimum 2 years in a lead financial planning role
• Experience within an RIA or fiduciary advisory environment strongly preferred

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.

Why Briaud:

Briaud Financial Advisors is a fee-only RIA with a long-standing commitment to comprehensive planning and fiduciary advice. We are intentional about building a stable, relationship-driven practice where senior planners are trusted to lead meaningful client work and contribute to the firm’s direction. Our culture values professionalism, accountability, and collaboration — creating an environment where experienced planners can do thoughtful work and continue to grow.