Financial Advisor - Houston, TX

U.S. Bank • Houston, TX

3d • $65,000 - $80,200

About The Position

The Financial Advisor is the investment, investment planning, and insurance products lead on the Wealth Management Team at U.S. Bank. The role serves affluent clients by learning about their financial circumstances, assessing their investment needs, and identifying suitable financial products and strategies. The advisor facilitates access to portfolio management, trust administration, investment advisory, and insurance capabilities, and provides market perspectives, investment strategies, research, and due diligence. The position also involves constructing portfolios and partnering with other U.S. Bank financial services channels when appropriate.

U.S. Bank offers advisors a collaborative team structure, leadership support, a broad product portfolio, prospecting opportunities, marketing resources, and technology platforms such as MoneyGuidePro, Salesforce, and Seismic. The role includes coaching and mentoring opportunities and participation in a high-performing team.

Requirements

• Bachelor's degree or equivalent work experience.
• Three to five years of experience in a financial sales position, preferably working with the affluent client segment.
• FINRA Series 7 and 66 licenses, or Series 7 and 63/65 combination, and an applicable state insurance license.

Nice To Haves

• Extensive knowledge of financial planning, including goals-based planning, asset allocation, retirement planning, and education funding.
• Extensive knowledge of the securities industry, including investment and insurance products and services.
• Knowledge of private banking products and services, including credit processes and policies.
• Strong presentation abilities.
• Strong relationship management, sales, and new business development skills.
• Well-developed analytical and problem-solving skills.
• Excellent interpersonal, verbal, and written communication skills.
• Proficiency with computer software programs, including recommended desktop planning tools and processes.

Responsibilities

• Meet with affluent clients to gather financial information, conduct discovery, assess investment needs, and evaluate each client's circumstances.
• Determine which financial products are suitable for each client's unique circumstances.
• Facilitate the delivery of portfolio management, trust administration, investment advisory, and insurance strategies and capabilities.
• Deliver economic and market views, investment strategies, manager, fund, and security research, and due diligence.
• Construct portfolios and provide tailored investment management and insurance services based on clients' situations.
• Refer clients to and partner with other financial services within U.S. Bank channels, as appropriate.

Benefits

• Healthcare coverage, including medical, dental, and vision.
• Basic term and optional term life insurance.
• Short-term and long-term disability coverage.
• Pregnancy disability and parental leave.
• 401(k) and employer-funded retirement plan.
• Paid vacation of two to five weeks, depending on salary grade and tenure.
• Up to 11 paid holidays.
• Adoption assistance.
• Sick and Safe Leave accruals of one hour for every 30 hours worked, up to 80 hours per calendar year unless otherwise provided by law.
• Flexible benefits and family support, including fertility solutions and maternity/paternity leave.
• Volunteer time and opportunities for employee groups and community involvement.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level