Financial Advisor - Houston, TX

U.S. Bancorp
Houston
Full timeUSD 65,000 - 80,200 annuallyFunction: SalesExperience: 3-5 yearsEducation: bachelorsSkills: ["Presentation","Relationship management","Sales","New business development","Analytical problem-solving","Interpersonal communication"]

Advise affluent clients by gathering financial information, assessing investment needs, and recommending suitable investment, investment planning, and insurance products. Deliver market views, portfolio management, trust administration, investment advisory, and due diligence. Build tailored portfolios through portfolio construction and partner with other U.S. Bank channels, using platforms like MoneyGuidePro and Salesforce while supported by marketing warm leads and sales enablement tools.

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FursaFursa
U.S. Bancorp
U.S. Bancorp
2 months ago

Financial Advisor - Houston, TX

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Canonical indexed version, validated from employer's careers page.

Source: Company careers pageValidated by: Fursa AI
Last checked: 24 days agoStatus: Live
Reposted: similar role first listed 1 month ago

Job Summary

Advise affluent clients by gathering financial information, assessing investment needs, and recommending suitable investment, investment planning, and insurance products. Deliver market views, portfolio management, trust administration, investment advisory, and due diligence. Build tailored portfolios through portfolio construction and partner with other U.S. Bank channels, using platforms like MoneyGuidePro and Salesforce while supported by marketing warm leads and sales enablement tools.
Location: Houston
Employment Type: Full time
Job Function: Sales
Seniority: Mid level

Key Responsibilities

  • •Meet affluent clients to collect financial information, conduct discovery, and assess investment needs.
  • •Select financial products suitable for each client’s circumstances and facilitate delivery of strategies and capabilities (portfolio management, trust administration, investment advisory, insurance).
  • •Provide economic and market views, investment strategy, and conduct manager/fund/security research and due diligence.
  • •Construct tailored portfolios providing investment management and insurance services based on each client’s unique situation.
  • •Refer and partner with other U.S. Bank financial services channels as appropriate.

Pay and Benefits

Salary: USD 65,000 - 80,200 annually
Perks:Health InsuranceDentalVisionLife Insurance401kPaid LeaveParental Leave

Key Requirements

  • •Bachelor's degree or equivalent work experience.
  • •Three to five years of experience in a financial sales position, preferably with the affluent client segment.
  • •FINRA Series 7 and 66, or Series 7 and 63/65 combination.
  • •Applicable state insurance license.
  • •Strong presentation abilities and relationship management, sales, and new business development skills.
Experience:3-5 yearsFinancial servicesBankingWealth management
Education:Bachelor's
Skills:PresentationRelationship managementSalesNew business developmentAnalytical problem-solvingInterpersonal communication
Licenses:State insurance license
Certifications:FINRA Series 7FINRA Series 66FINRA Series 63FINRA Series 65State insurance license
Tech Stack:MoneyGuideProSalesforceSeismic

Company Brief

U.S. Bancorp
U.S. Bancorp is the parent company of U.S. Bank, providing consumer, business, and institutional banking services including lending, payments, treasury management, wealth management, and merchant solutions across the United States.
Industry: Banking
Company Size: Enterprise (1,001+ employees)
Revenue: USD 1B+
Growth: Public Company
Valuation: Public Company (Market Cap in USD)
Funding: IPO / Publicly Listed
Headquarters: Minneapolis, United States
Founded: 1863
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