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Financial Advisor

Company: Briaud Financial Advisors
Location: Texas City
Posted on: June 21, 2022

Job Description:

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.

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

Keywords: Briaud Financial Advisors, Texas City , Financial Advisor, Accounting, Auditing , Texas City, Texas

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