Junior/Service Advisor

Role DescriptionCentral Austin Wealth Management firm looking to add junior/service advisor to work withsenior/lead advisors to service new and existing client relationships. With growth opportunity to eventually have the to develop client relationships on their own and become a lead advisor. Our firm has been received Forbes Best-In-State recognition for multiple years.The Junior Advisor/Service 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. Compensation & BenefitsA combination of salary and bonus. Employee benefits include: health insurance, 401k with matching, vacation time, life and disability insurances, 1,000 annual vacation bonus. Some benefits begin after 6 months of employment.Starting salary will be dependent on existing experience and qualifications.Developing Client RelationshipsPresent plans and recommendations to clients Build and manage client relationshipsCreate updated plans and product recommendations Service new and existing clientsQualificationsRequired Licensing: • Life & Health Insurance License • Securities Registered: SIE, Series 7 Ideal Designations: • AWMA, RICP or CFP® Target Education: • 4-year degree in business or related field (preferred)Suggested Experience: • 3+ years of relevant financial services industry experience • Experience in retirement planning, investment portfolio construction, education funding, sales, client services, or client-facing roles Suggested Skills:· Demonstrated ability to maintain effective working relationships with clientsAbility to look beyond the obvious and not stop at the first answers· Willingness to learn· Demonstrated ability to contribute to a teamAble to apply strong written, verbal, and interpersonal skills to the roleWhy Join the Miura Group:· Founding member of Northwestern Mutual Private Client Group.· Recognized in the top 200 firms within parent organization.· Recognized as by Forbes as a Best-In-State wealth advisor and top financial security professional for the last four consecutive years.· Work with team with over 70 years of combined experience.

Created: 2025-02-09