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BRIAUD Financial Advisors
is a fee-only financial planning firm specializing in both comprehensive
planning and investment management for primarily professors and doctors.
Briaud Financial Advisors has been in business over 22 years and has been
consistently recognized nationally as a top wealth manager by publications
such as Worth, Bloomberg’s Wealth Manager, Barrons, and Medical Economics.
We have been featured in various professional magazines including Financial
Planning, Wealth Manager, and Financial Advisor. Briaud Financial Advisors
is also featured in the book In Search of the Perfect Model by Mary
Rowland. We pride ourselves in always doing what is best for the client and
are seeking applicants who are committed to client service and to helping
them reach their financial goals. We are currently looking to fill three
open positions and encourage you to visit our website to learn more about us
and apply:
https://www.briaud.com/default.asp?P=759741&S=759746
Financial Advisor
Briaud
Financial Advisors is looking for a financial advisor who is dedicated to
taking care of our clients' needs. The candidate should be highly motivated,
thorough and very detail oriented. Any applicant should be able to
prioritize multiple projects and enjoy working in a team oriented
environment.
Any
candidate must have the following to be considered:
·
At least 5 years experience advising clients preferably in a fee
only environment
·
A Certified Financial PlannerTM certificant or a
CPA/Personal Financial Specialist
·
Technical competence in all areas of planning
·
Good communication skills
·
Strong leadership skills, demonstrated ability to lead a group of
people
·
An ability to navigate Microsoft Office including Excel, Word,
PowerPoint, etc.
·
CFA, CPA, MBA, EA, JD or other designation a plus (not required)
Financial
Advisor responsibilities include:
·
Completing a thorough analysis of a client's estate, tax,
retirement, education, investment, and risk management situation
·
Communicating financial planning and investment recommendations
to clients in person, over the phone, and by email
·
Regular reviews of client financial plans and investment
allocations
·
Proactive assessment of planning issues for clients
·
Keeping current on all issues related to financial planning (tax
code, estate laws, etc.)
·
Marketing to bring in new clients (presentations, writing
articles, etc.)
Salary is
commensurate with experience and qualifications. Benefits provided include
health insurance and profit sharing plan among others.
Financial Planner
Briaud
Financial Advisors is looking for a financial planner who is dedicated to
taking care of our clients' needs. The candidate should be highly motivated,
thorough and very detail oriented. Any applicant should be able to
prioritize multiple projects and enjoy working in a team oriented
environment.
Any
candidate must have the following to be considered:
·
A bachelor's degree
·
At least 5 years work experience preferably working in a client
service business. This position may be very well suited for someone looking
to change careers
·
One or more of the following: a CPA, a CFA, a J.D., or progress
towards a Certified Financial PlannerTM designation
·
Demonstrated excellence in an area (i.e. academics, sports,
previous job, hobby, etc.)
·
Excellent conceptual and problem solving skills
·
Good communication skills
·
Strong leadership skills
·
An ability to navigate Microsoft Office including Excel, Word,
PowerPoint, etc.
·
Prior financial planning experience is desirable, but not
required
Financial
Planner responsibilities include:
·
Support of our financial advisors in the completion of financial
plans including thorough analysis of a client's estate, tax, retirement,
education, investment, and risk management situation
·
Communicating financial planning and investment recommendations
to clients in person, over the phone, and by email (Note that investment
decisions are made by our investment committee. Participation by advisors is
encouraged but not required)
·
Regular reviews of client financial plans and investment
allocations
Salary is
commensurate with experience and qualifications. Benefits provided include
health insurance and profit sharing plan among others.
Client Service Associate (Support Advisor)
Briaud
Financial Advisors is looking for a client service associate (support
advisor) who is dedicated to taking care of our clients' needs. The
candidate should be highly motivated, thorough and very detail oriented. Any
applicant should be able to prioritize multiple projects and enjoy working
in a team oriented environment. On the job training will be provided so no
specific experience is required.
Any
candidate must have the following to be considered:
·
A bachelor's degree
·
At least 1 year work experience
·
Demonstrated excellence in an area (i.e. academics, sports,
previous job, hobby, etc.)
·
Excellent conceptual and problem solving skills
·
Good communication skills
·
An ability to navigate Microsoft Office including Excel, Word,
PowerPoint, etc.
·
Prior financial planning experience is desirable, but not
required
Client
Service Associate (Support Advisor) responsibilities include:
·
Establishment or execution of new accounts, transfers,
deposits/withdrawals, trades, and other admin items when needed
·
Contribution to the development & implementation of financial
plans for new clients in support of financial advisors
·
Client interaction through answering inbound questions via phone,
email, mail or meeting
·
Support of our financial advisors as needed
Salary is
commensurate with experience and qualifications. Benefits provided include
health insurance and profit sharing plan among others.
www.briaud.com |
