Investment Advisor

Job overview

The Investment Advisor role is onsite in College Station, TX. Compensation is not specified. Briaud Financial Planning is a private wealth management firm serving individual investors and families. The advisor develops and presents portfolios, communicates investment strategy, researches investments, and coordinates portfolio implementation and reviews. The role contributes to personalized financial planning by aligning investment recommendations with client goals and firm investment models.

What you'll do

• Communicate investment strategy
• build and present portfolios aligned with investment models and client goals
• coordinate implementation
• monitor and audit portfolios
• research investments
• contribute to investment committee meetings.

What we're looking for

Skills & competencies

investment advisor

private wealth management

portfolio construction

investment research

client relationships

college station tx

briaud financial planning

cfa

cfp

cpa

jd

Work arrangement

• Weekend coverage required

Benefits & perks

• 30 days of leave and paid office closures
• flexible hours
• 401(k) with Safe Harbor employer matching
• paid professional dues, conference attendance, and training.

Why this role

The posting requires a CFA or equivalent professional designation (CFP, CPA, or JD) and 5–7 years of relevant experience. The schedule is 40 hours per week, Monday–Friday, 8 a.m.–5 p.m.

About the employer

Briaud Financial Planning Inc is hiring for this role. Industry: Portfolio Management and Investment Advice. Sector: 52.