Briaud Financial Advisors
The Financial Planner role involves contributing to the development and delivery of comprehensive financial plans while deepening planning expertise and client relationship skills. This position requires collaborating with Senior Financial Planners and Advisors to create recommendations, strengthen client connections, and guide clients through complex financial decisions. The role is ideal for individuals passionate about financial planning who are committed to continuous growth and solving complex financial challenges.
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.
Briaud Financial Advisors didn’t post a salary, so this is our estimate from similar listings.