Senior Financial Planner - Practice Lead: Business Owners
About The Position
Briaud Financial Advisors is seeking a Senior Financial Planner to serve as a Practice Lead for our business owner client segment within our growing firm. This role is designed for an experienced planner who enjoys deep financial analysis, values long-term client relationships, and is prepared to lead complex planning engagements involving liquidity strategy, tax planning, and succession considerations. Our firm is built around comprehensive financial planning. We serve a diverse client base and are committed to delivering thoughtful, objective advice grounded in technical excellence and strong client relationships. As a senior leader, you will play a key role in shaping the planning experience for business owners while contributing to the continued development of our collaborative RIA environment. In this role you will: Lead Comprehensive Planning Engagements: Serve as the lead planner for complex client relationships. Guide clients through advanced financial planning discussions and oversee the development, presentation, and implementation of comprehensive plans. Deliver Advanced Planning Analysis: Develop retirement income projections, income tax projections and estimates, risk management analyses, estate planning strategies, and business owner planning considerations. Ensure recommendations are technically sound and clearly communicated. Build and Maintain Strong Client Relationships: Develop long-term relationships through proactive communication and ongoing review meetings. Provide objective, fiduciary advice aligned with each client’s goals and circumstances. Contribute to Firm Leadership: Collaborate with firm leadership to strengthen planning processes and standards. Provide guidance and mentorship to junior planners and support staff. Support Business Owner Clients: Engage in planning conversations specific to business owners, including liquidity planning, tax strategy, and succession considerations. If you have the following, we want to talk to you: A deep interest in comprehensive financial planning and a commitment to fiduciary advice Strong technical knowledge and the ability to apply it to complex scenarios Clear, proactive communication skills A track record of follow-through and accountability A collaborative mindset and willingness to support team-based service A desire to mentor and elevate others
Requirements
- CERTIFIED FINANCIAL PLANNER™ designation or equivalent (CFA, CPA, JD)
- 5+ years of experience in the financial planning industry
- Minimum 2 years in a lead financial planning role
- Experience within an RIA or fiduciary advisory environment strongly preferred
Responsibilities
- Lead Comprehensive Planning Engagements: Serve as the lead planner for complex client relationships. Guide clients through advanced financial planning discussions and oversee the development, presentation, and implementation of comprehensive plans.
- Deliver Advanced Planning Analysis: Develop retirement income projections, income tax projections and estimates, risk management analyses, estate planning strategies, and business owner planning considerations. Ensure recommendations are technically sound and clearly communicated.
- Build and Maintain Strong Client Relationships: Develop long-term relationships through proactive communication and ongoing review meetings. Provide objective, fiduciary advice aligned with each client’s goals and circumstances.
- Contribute to Firm Leadership: Collaborate with firm leadership to strengthen planning processes and standards. Provide guidance and mentorship to junior planners and support staff.
- Support Business Owner Clients: Engage in planning conversations specific to business owners, including liquidity planning, tax strategy, and succession considerations.
Benefits
- 30 Days of Leave/Paid Office Closures
- Flexible Work Hours – We know life happens between 8 to 5 too.
- 401(k) with Safe Harbor employer matching
- Continuing Education – paid professional dues, conference attendance, and training
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What This Job Offers
Job Type
Full-time
Career Level
Senior
Education Level
No Education Listed
