Financial Services Professional

4 days ago


Austin, Texas, United States SNI Financial Full time
Financial Advisor Opportunity

SNI Financial is partnering with a leading Investment Management Firm in Austin, Texas to expand their team with a Financial Advisor.

The ideal candidate will provide financial planning support to clients, align custom investment solutions to help them achieve their long-term financial goals, and build a successful book of business.

Responsibilities:
  • Develop and implement comprehensive financial plans for clients
  • Support investment professionals in cultivating client relationships and growing their network
  • Prepare accurate and detailed financial plans and cross-check work
  • Actively engage with new clients and grow 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
  • Individual office and group meeting spaces for engagements
  • Internal compliance officer for smooth paperwork and account transfer


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