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.