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Koa Wealth Management Logo
Koa Wealth Management

San Diego, California

Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

Francis Financial, Inc. Logo
Francis Financial, Inc.

New York, New York

Confidential

Stamford, Connecticut

Rainey and Randall Investment Ma Logo
Rainey and Randall Investment Ma

Celebration, Florida

Blue Shield of California

Oakland , California

Vigilant Capital Management Logo
Vigilant Capital Management

Portsmouth, New Hampshire

Marshall Wealth Management Group Logo
Marshall Wealth Management Group

Pasadena, California

TrustCore Financial Services Logo
TrustCore Financial Services

Brentwood, Tennessee

Evraz North America Inc. Logo
Evraz North America Inc.

Pueblo, Colorado

MGIC

Nationwide,

MGIC

Milwaukee , Wisconsin

Triumph Business Capital

Coppell, Texas

Network for Oregon Affordable Housing (NOAH)

Portland, Oregon

Oregon Tech

Klamath Falls, Oregon

G1 Partners, LLC

Park Ridge, Illinois

ProAssurance

Austin, Texas

STAR Financial Bank

Fort Wayne, Indiana

STAR Financial Bank

Fort Wayne, Indiana

Illinois Marine Towing Logo
Illinois Marine Towing

Joliet, Illinois

Wilken & Company, P.C., CPAs Logo
Wilken & Company, P.C., CPAs

PORTLAND, Oregon

Spertus Institute

Chicago, Illinois

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Financial Planner
At Briaud Financial Advisors, we pride ourselves on our culture of continuous growth, integrity, teamwork, and service. We are seeking a Financial Planner who wants to add to that culture and provide excellent financial planning to take care of clients’ needs. In this role, you will work in conjunction with Advisors and other technical specialists to develop financial advice for clients.   In this role you will: Provide objective, unbiased financial advice to a diverse mix of clients by evaluating financial planning opportunities as well as addressing general client financial needs Develop and deepen relationships with existing clients through regular client contact and meetings Contribute to the development,


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