Wealth Management Advisor: Build Client Wealth
Us Bank
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Benefits offered by this job
Job summary
U.S. Bank in Houston is seeking a Wealth Management Advisor to provide investment and financial planning services to affluent clients. The role aims to enhance client relationships and offer tailored financial solutions, including portfolio management and insurance products.
Ideal candidates should possess a Bachelor's degree and 3-5 years of financial sales experience along with necessary FINRA licenses. The company offers a range of benefits and professional development opportunities.
The position includes a comprehensive Total Rewards Program with competitive compensation and flexible benefits.
Qualifications
- 3-5 years of experience in a financial sales position.
- FINRA Series 7 and 66 or, Series 7 and 63/65 combination.
- Extensive knowledge in financial planning.
Responsibilities
- Meet with affluent clients to assess their investment needs.
- Determine suitable financial products for unique circumstances.
- Facilitate portfolio management and investment advisory services.
Skills
Education
Tools
Job description
U.S. Bank in Houston is seeking a Wealth Management Advisor to provide investment and financial planning services to affluent clients. The role aims to enhance client relationships and offer tailored financial solutions, including portfolio management and insurance products.
Ideal candidates should possess a Bachelor's degree and 3-5 years of financial sales experience along with necessary FINRA licenses. The company offers a range of benefits and professional development opportunities.
The position includes a comprehensive Total Rewards Program with competitive compensation and flexible benefits.
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