Senior Financial Planner (NERD!)

Our team is full of financial planning nerds who are intelligent, curious, and dedicated to their craft. We love what we do and are seeking a Senior Financial Planner who shares this passion and enthusiasm to join our team in delivering exceptional financial planning services to our clients.

In this role you will:

• Engage in Deep Financial Discussion & Analysis: Provide objective, unbiased financial advice to a diverse mix of clients by evaluating financial planning opportunities and addressing general client financial needs. Engage in in-depth discussions with clients about their financial goals and how to achieve them.
• Build Lasting Relationships: Develop and deepen relationships with clients through regular contact and meetings. We believe in building relationships that last, based on trust and mutual respect.
• Lead with Expertise: Lead the development, presentation, and implementation of comprehensive financial plans. Your expertise will be the guiding force behind our clients' financial success.
• Create Advanced Projections and Plans: Develop sophisticated retirement projections, income tax projections and estimates, risk management analyses, and estate plans. Your recommendations will be the cornerstone of our clients' financial futures.
• Mentor the Next Generation: Mentor and guide junior staff, sharing your knowledge and passion.

We want to talk to you if:

• You are a Financial Planning Nerd: You’re passionate about financial planning and helping clients. You get excited about diving deep into complex financial scenarios and enjoy staying up-to-date with the latest industry trends.
• You Take Initiative: You can be counted on to follow through on commitments and tackle new challenges with enthusiasm and creativity.
• You Love Problem-Solving: Solutions come naturally to you, and you aren’t afraid to think outside the box or look for unconventional answers. If you don’t know the answer, you are driven to find it.
• You Communicate Proactively: You keep others in the loop on what’s going on and are proactive in updating those you work with. Clear, transparent communication is your forte.
• You Embrace Continuous Improvement: You recognize the areas you need to grow in professionally and embrace constructive criticism to help get you where you want to be. You strive each day to be a little bit better than before.
• You Seek Excellence: Whether it’s in academia, athletics, or a particular hobby, you excel in your pursuits and are continually striving for excellence. You have a track record of success and a drive to achieve.

Required:

• CERTIFIED FINANCIAL PLANNER™ designation or Equivalent (CFA, CPA, JD)
• 5 years of experience in the financial planning industry & minimum 2 years in a financial planning role.
• A “no job is beneath me” attitude and a belief that working together as a team is the best way to serve clients.

Briaud Benefits Include:

• 30 Days of Leave/Paid Office Closures
• 401(k) with Safe Harbor employer matching
• Health/Dental/Vision/Disability Insurance Available
• FSA/DCFSA Available
• Continuing Education – paid professional dues, conference attendance, and training

Salary is commensurate with experience and qualifications.

About Briaud:

Briaud Financial Advisors specializes in working with university professionals and their families providing holistic financial planning experiences. Described within the industry as a “white glove service”, Briaud utilizes a deep bench of expertise, leveraging decades of experience to help clients meet their long-term financial goals. NAPFA-Registered Fee-Only.