Houston Wealth Management Advisor

U.S. Bank; Houston, Northern (TX, KY); Hybrid; USD 65,000 - 80,000; Full time

Benefits offered by this job

Healthcare (medical, dental, vision)

401(k) retirement plan

Paid vacation

Paid holidays

Parental leave

Adoption assistance

Job summary

U.S. Bank Wealth Management is seeking a Wealth Management Advisor in Houston to meet with affluent clients, assess their needs, and deliver tailored investment and insurance solutions.

You will collaborate with a broad product portfolio and use tools like MoneyGuidePro and Salesforce to manage client relationships. You will leverage extensive knowledge of financial planning, investment products, and private banking services to grow the client base, build referrals, and deliver exceptional

Qualifications

• Bachelor's degree or equivalent work experience.
• 3–5 years of experience in a financial sales position, preferably with affluent clients.
• FINRA Series 7 and 66 or Series 7 and 63/65 combination and applicable state insurance license.

Responsibilities

• Meet with affluent clients to collect financial information, conduct discovery, assess investment needs and tailor solutions.
• Deliver portfolio management and insurance strategies including research and due diligence.
• Refer and partner with other financial services within U.S. Bank channels as appropriate.

Skills

FINRA Series 7/66

Series 7/63/65

Insurance license

Financial planning

Relationship management

Sales skills

Communication

Education

Bachelor's degree or equivalent

Tools

MoneyGuidePro

Salesforce

Seismic

Job description

U.S. Bank Wealth Management is seeking a Wealth Management Advisor in Houston to meet with affluent clients, assess their needs, and deliver tailored investment and insurance solutions.

You will collaborate with a broad product portfolio and use tools like MoneyGuidePro and Salesforce to manage client relationships. You will leverage extensive knowledge of financial planning, investment products, and private banking services to grow the client base, build referrals, and deliver exceptional