Private Wealth Investment Advisor: Client-Focused Portfolios

Briaud Financial Advisors; College Station (TX); On-site; USD 80,000 - 120,000; Full time

Benefits offered by this job

30 Days of Leave/Paid Office Closures

Flex Hours

401(k) with Safe Harbor employer matching

Continuing Education support

Job summary

A private wealth management firm in College Station is seeking a people-oriented Investment Advisor. This role combines investment acumen with relationship-building, focusing on client portfolios and personalized financial guidance. Ideal candidates have a CFA or equivalent, 5 to 7 years of experience, and a passion for helping clients understand their financial journey. The position offers full-time hours and various benefits, including paid leave, flexible hours, and a 401(k) plan.

Qualifications

• 5 to 7 years of relevant experience.
• Collaborative mindset and strong commitment to service.

Responsibilities

• Communicate investment strategy clearly to clients.
• Build and present tailored investment portfolios.
• Coordinate the implementation of client recommendations.
• Maintain and audit client portfolios systematically.
• Research new investments to support client goals.
• Contribute actively to investment committee meetings.

Skills

People-oriented communication

Investment strategy knowledge

Creative problem solving

Initiative

Empathy in client relations

Education

Chartered Financial Analyst (CFA) or equivalent

Job description

A private wealth management firm in College Station is seeking a people-oriented Investment Advisor. This role combines investment acumen with relationship-building, focusing on client portfolios and personalized financial guidance. Ideal candidates have a CFA or equivalent, 5 to 7 years of experience, and a passion for helping clients understand their financial journey. The position offers full-time hours and various benefits, including paid leave, flexible hours, and a 401(k) plan.