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Financial Advisor
Financial AdvisorThe Miura Group • Austin, TX, US
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Financial Advisor

Financial Advisor

The Miura Group • Austin, TX, US
1 day ago
Job type
  • Full-time
Job description

Benefits : 401(k)

401(k) matching

Bonus based on performance

Company parties

Competitive salary

Dental insurance

Health insurance

Opportunity for advancement

Paid time off

Training & development

Vision insurance

About the Role :

We are seeking a motivated Junior Financial Advisor to join our team at The Miura Group in Austin, TX. As a Junior Financial Advisor, you will work with senior / lead advisors to service new and existing client relationships. With growth opportunity to eventually develop client relationships on their own and become a lead advisor. Our firm has received Forbes Best-In-State recognition for multiple years and recognized in the top 200 firms within the parent organization.

The Junior Financial Advisor role is ideal for candidates with an interest in business development (new and / or existing) and who want to work as part of a team. This role does require active licensing to manage and sell securities (SIE, Series 7).

Responsibilities :

Present plans and recommendations to clients

Build and manage client relationships

Create updated plans and product recommendations

Assist with portfolio management and investment recommendations

Service new and existing clients

Requirements :

Bachelor's degree in finance, business, or related field (preferred)

Securities registered : SIE, Series 7

Life & Health Insurance License

3+ years of relevant financial services industry experience

Experience in retirement planning, investment portfolio construction, education funding, sales, client services, or client-facing roles

Ideal Designations : AWMA, RICP or CFP

About Us :

The Miura Group has been a trusted financial advisory firm in Austin for over 20 years. Our commitment to providing personalized and comprehensive financial solutions has earned us the loyalty of our clients. We prioritize a collaborative and supportive work environment, where employees are encouraged to grow and succeed.

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Financial Advisor • Austin, TX, US

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