Financial Services Professional

3 days ago


Austin, Texas, United States SNI Financial Full time

Job Summary: SNI Financial is seeking a highly motivated and experienced Financial Advisor to join our team. As a Financial Advisor, you will be responsible for providing financial planning support to clients, supporting investment professionals to cultivate client relationships, and preparing financial plans to ensure complete accuracy of information.

Key Responsibilities:

  • Provide financial planning support to clients, including creating customized investment solutions to help clients work towards their long-term financial goals.
  • Support investment professionals to cultivate client relationships, leveraging your excellent interpersonal skills to build strong relationships with clients.
  • Prepare financial plans and cross-checking work to ensure complete accuracy of information, utilizing your analytical skills to identify areas for improvement.
  • Actively grow your network and engage new clients, utilizing your entrepreneurial mentality to build a successful book of business.

Qualifications:

  • Bachelor's degree in Finance or a related field, with a strong understanding of the investment business.
  • 4+ years' of industry experience, with a proven track record of building a book of business or supporting a book of business.
  • Excellent interpersonal skills, with the ability to build strong relationships with clients and colleagues.

Benefits:

  • Competitive base salary + revenue split on client fees, providing a lucrative compensation package.
  • Hybrid model with high-quality office space centrally located, offering a comfortable and productive work environment.
  • Each advisor gets their own individual office and group meeting spaces for engagements, providing a collaborative and supportive work environment.
  • We have an internal compliance officer who ensures paperwork and account transfer is smooth, providing a seamless experience for clients.


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