Briaud Financial Advisors · 1 day ago
Sr. Financial Planner (NERD!)
College Station, TX
Full-time
Onsite
Mid, Senior Level
$115K/yr - $115K/yr
5+ years expBriaud Financial Advisors is a private wealth management firm seeking a confident, action-oriented Senior Financial Planner who blends expertise with empathy. In this role, you will lead financial planning conversations, build and deepen client relationships, and mentor team members while implementing and adjusting plans for clients.
Asset ManagementConsultingFinancial ServicesWealth Management
Responsibilities
Lead Financial Planning Conversations: Drive in-depth client meetings to uncover needs, identify opportunities, and present plans that instill confidence. Use your clarity and presence to guide clients through both the numbers and the emotions
Build and Deepen Client Relationships: Cultivate trust over time with consistent, proactive contact and empathetic listening. You understand that people need to feel heard before they act
Design and Present Advanced Plans: Create and explain sophisticated retirement, tax, risk, and estate strategies—then confidently walk clients through how these strategies fit into their lives
Implement and Adjust Plans with Purpose: Ensure plans are executed effectively and improved over time. You don’t just design—you deliver
Mentor and Develop Others: Provide leadership and support to junior team members. You enjoy helping others grow and you lead by example
Bring Energy to the Team: Engage positively in meetings, share ideas, challenge thoughtfully, and help drive firm initiatives forward
Qualification
Required
CERTIFIED FINANCIAL PLANNER™ (CFP®) or equivalent (CFA, CPA, JD)
Minimum 5 years in the financial planning industry, 2+ years in a planning-specific role
Comfortable leading meetings, mentoring others, and speaking up in collaborative environments
Benefits
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
Company
Briaud Financial Advisors
Briaud Financial Advisors has provided client-centric financial planning and investment management services for 30 years.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Janet Briaud, CFP®
CIO / Partner
Company data provided by crunchbase