Briaud Financial Advisors · 11 hours ago
Investment Advisor
College Station, TX
Full-time
Onsite
Senior Level
5+ years expBriaud Financial Advisors is a private wealth management firm seeking a people-oriented Investment Advisor who combines sharp investment acumen with creative thinking. In this role, you will work directly with individual investors and families to shape their financial futures by building tailored portfolios and maintaining client relationships.
Asset ManagementConsultingFinancial ServicesWealth Management
Responsibilities
Communicate Investment Strategy Internally and Externally: Translate complex investment concepts into compelling, human language. Write insightful investment commentary, lead conversations with clients, and represent the firm’s thinking clearly across the team
Build and Present Portfolios in Line with Investment Models: Collaborate with clients and the investment team to construct tailored portfolios that align with both model guidance and individual goals. Share your thinking clearly and confidently with clients
Coordinate Portfolio Implementation: Work with the investment team to implement client recommendations and manage updates in line with evolving strategies. Own the execution process while looking for ways to improve efficiency and precision
Maintain and Audit Portfolios: Monitor client portfolios through a systematic review process. Apply your attention to detail and sense of ownership to keep things on track
Research New and Existing Investments: Bring intellectual curiosity and creative thinking to our research efforts. Evaluate current investments and explore new opportunities that support client and firm goals
Contribute to the Investment Committee: Collaborate actively in committee meetings. You’re not afraid to share ideas, question assumptions, or advocate for a new approach when appropriate
Qualification
Required
Chartered Financial Analyst (CFA) or equivalent professional designation (CFP®, CPA, JD)
5 to 7 years of relevant experience
A collaborative mindset and a belief that no task is beneath you when it comes to serving the team and the client
Benefits
30 Days of Leave/Paid Office Closures
Flex 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
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