Junior Financial Advisor

The Miura Group

Junior Financial Advisor

Austin, TX
Full Time
Paid
  • Responsibilities

    Benefits:

    401(k)

    401(k) matching

    Bonus based on performance

    Competitive salary

    Health insurance

    Paid time off

    Parental leave

    Training & development

    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.