Financial Advisor - Houston, TX

U.S. Bank, the fifth‑largest bank in the United States, offers a wealth‑management advisor role focused on serving affluent clients with comprehensive investment, advisory, and insurance solutions. In This Role You Will: Meet with affluent clients to gather financial information, conduct discovery, assess investment needs, and evaluate each client’s unique circumstances. Determine which financial products are suitable for the client’s unique circumstances. Facilitate the delivery of strategies and capabilities, including portfolio management, trust administration, investment advisory, and insurance. Deliver economic and market views, investment strategy, manager/fund/security research, and due diligence. Conduct portfolio construction resulting in tailored investment management and insurance services based on a client’s unique situation. Refer and partner with other financial services within other U.S. Bank channels, as appropriate. Discover How You’ll Thrive! An approachable and accessible leadership team dedicated to your success and career development. A rich product portfolio and open architecture so you can serve your clients with the best solutions. A collaborative team structure providing complementary expertise and support, helping you deliver a comprehensive experience. Technology platforms including MoneyGuidePro, Salesforce, Seismic, and more to help you serve your clients efficiently. Resources of a Fortune150 company with the personal feel of a smaller company. Marketing warm leads and qualified referrals from across the organization. Centralized marketing support, local marketing, and sales enablement tools, including thought‑leadership content, local events, social media, email, and sales enablement tools. Learning resources such as our digital handbook. Basic Qualifications 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 Series7 and66, or Series7 and 63/65 combination and applicable state insurance license. Preferred Qualifications Extensive knowledge in 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 various computer software programs, including the ability to use recommended desktop planning tools and processes. Benefits Healthcare (medical, dental, vision). Basic term and optional term life insurance. Short‑term and long‑term disability. Pregnancy disability and parental leave. 401(k) and employer‑funded retirement plan. Paid vacation (two to five weeks, depending on salary grade and tenure). Up to 11 paid holiday opportunities. Adoption assistance. Paid sick and safe leave accruals of one hour for every 30 worked hours, up to 80 hours per calendar year, unless otherwise provided by law. Comprehensive total rewards program including flexible benefits and competitive compensation. Salary: This role receives an annual base salary between $65,000 and $80,200, depending on the required state minimum plus eligibility for incentives based on employee production under the applicable incentive plan. EEO Statement: U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability, veteran status, or other factors protected under applicable law. E-Verify: U.S. Bank participates in the U.S. Department of Homeland Security E‑Verify program. Applicants must be able to comply with U.S. Bank policies and procedures, including the Code of Ethics and Business Conduct and related workplace conduct and safety policies. Posting may be closed earlier due to high volume of applicants. #J-18808-Ljbffr U.S. Bank