Briaud Financial Advisors
A private wealth management firm is seeking a people-oriented Investment Advisor to work directly with individual investors and families to shape their financial futures. The role combines sharp investment acumen with creative thinking to build tailored portfolios, share insights, and deliver a personalized client experience. This position is ideal for someone who enjoys both the rigor of financial strategy and the fulfillment of building meaningful client relationships.
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.
3% above the average for this role