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© All Rights Reserved. ApplyBlast.com
Briaud Financial Advisors
Briaud Financial Advisors is seeking an Associate Financial Planner to support Financial Planners and contribute to the development of client financial plans. The role involves creating retirement and tax projections, conducting risk management analyses, and assisting with account establishment and client requests. This position offers a clear path for professional growth into a Financial Planner role within the organization.
Briaud Financial Advisors is a fee-only fiduciary financial planning firm for university professors, federal employees, business owners, and families with special needs. Based in College Station, TX.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Briaud Financial Advisors.
18% below the average for this role
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