Lead Financial Advisor

At Briaud Financial Advisors, we pride ourselves on our culture of continuous growth, integrity, teamwork, and professionalism. We are seeking a Lead Advisor to serve as the firm's relationship manager for a select group of clients. This role is crucial for our new client expansion efforts and will manage day-to-day responsibilities including generating and servicing new clients, as well as servicing existing high-valued clients.

This position is perfect for you if you have superior strategic thinking, strong client relationship management skills, deep financial planning acumen, and the ability to guide and mentor other team members.

In this role you will:

• Provide objective, unbiased, expert financial advice to a diverse mix of clients in all areas of financial planning according to client needs
• Manage client relationships and oversee strategic implementation of financial plans
• Actively participate in business development: sourcing, nurturing, and/or closing new relationships
• Assist in the mentorship and professional development of junior staff members

If you have the following, we want to talk to you:

• Strong Integrity — Honest, loyal, principled are words others use to describe you
• Deep Care for Others — Understanding the needs of those around you comes naturally, you listen intently, and you can put yourself in their shoes
• Steady and Reliable — People know you as someone they can depend on in a pinch, you are level-headed, and you don’t let things slip through the cracks
• Seek Excellence — Perfection is not the aim, rather chasing excellence in your personal life, your work, and in others as well
• Team Player and Great Attitude — Collaboration is sought out and you couple it with a can-do, no-job-is-beneath-me attitude to help you accomplish big goals

Required Qualifications:

• 7+ years of financial planning and investment management experience
• CFP®, CFA, CPA, or JD
• Proven ability to develop and manage financial plans and client relationships
• Demonstrated expertise in at least one area of financial planning

Briaud Benefits Include:

• 15 Days of Personal Time Off per Year
• 15 Paid Holidays (All holidays recognized by the NYSE, day after Thanksgiving and days between Christmas and New Years. 
• Flex time scheduling and work from home flexibility available
• 401(k) with safe-harbor match
• Paid continuing education: Professional dues, conference attendance, and training

$70,000 - $110,000 Salary is commensurate with experience and qualifications. Note, we do not sell financial products and business development is not required for this role.