Financial Advisor

2 weeks ago


Austin, Texas, United States SNI Financial Full time
Join SNI Financial as a Financial Advisor

SNI Financial has partnered with a leading Investment Management Firm in Austin, Texas to expand their team with a Financial Advisor. This is an exciting opportunity for a motivated and entrepreneurial individual to build a successful book of business and align custom investment solutions with clients to help them achieve their long-term financial goals.

Key Responsibilities:
  • Provide financial planning support to clients to help them achieve their financial objectives
  • Support investment professionals in cultivating client relationships and building a strong network
  • Prepare financial plans and cross-check work to ensure complete accuracy of information
  • Actively grow the network and engage new clients to expand the business
Qualifications:
  • Bachelor's degree in Finance or a related field
  • 4+ years of industry experience
  • Strong understanding of the investment business
  • Experience building a book of business or supporting a book of business
  • Excellent interpersonal skills
What We Offer:
  • Competitive base salary + revenue split on client fees
  • Hybrid model with high-quality office space centrally located in Austin
  • Each advisor gets their own individual office and group meeting spaces for engagements
  • We have an internal compliance officer who ensures paperwork and account transfer is smooth

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