Briaud Financial Advisors · 1 day ago
Director of Advisory
College Station, TX
Full-time
Onsite
Mid, Senior Level
7+ years expBriaud Financial Advisors is seeking a Director of Advisory to lead and elevate their Advisory team. The role focuses on managing Senior Financial Planners and Financial Planners, ensuring high-quality advice delivery, developing scalable processes, and fostering a culture of accountability and growth.
Asset ManagementConsultingFinancial ServicesWealth Management
Responsibilities
Provide direct leadership to the planning team; coach, mentor, and hold planners accountable to both firm and client standards
Develop and implement a talent strategy for the team, including hiring, onboarding, training, and succession planning
Run planning team meetings with clear objectives, priorities, and follow-through
Serve as a point of escalation and problem-solving for complex planning issues
Establish and maintain clear standards for planning processes, deliverables, and client service
Ensure planning recommendations are both technically sound and clearly communicated
Review work across the team to spot gaps, trends, and opportunities to improve planning delivery
Shape how planning is delivered, documented, and measured across the team
Lead ongoing improvements to planning workflows, systems, and templates
Partner with operations and leadership to ensure planning integrates smoothly with other firm functions (investments, client service, compliance)
Track key metrics and identify ways to improve efficiency without compromising quality
Maintain a small roster of high-impact client relationships or strategic planning cases
Model best-in-class planning and communication for the team
Assist with key prospective client conversations when needed
Serve as a member of the firm’s leadership team
Collaborate with leadership on long-term planning strategy, client segmentation, and service model design
Contribute to firm-wide initiatives focused on growth, quality, and culture
Qualification
Required
7+ years of financial planning experience, with a strong record of client impact
CFP® designation (or equivalent: CPA, JD, CFA) required
Excellent written and verbal communication skills
Onsite in Bryan/College Station, Texas (full-time)
Preferred
Prior experience managing planners or leading a planning team is a plus
Benefits
30 Days Paid Leave / Office Closures
401(k) with employer match
Paid continuing education and certifications
Flex Hours and a team-first culture
Company
Briaud Financial Advisors
Briaud Financial Advisors has provided client-centric financial planning and investment management services for 30 years.
11-50 employees
Funding
Current Stage
Early StageLeadership Team
Janet Briaud, CFP®
CIO / Partner
Company data provided by crunchbase