BBVA Global Wealth Advisors · 1 day ago
Associate Financial Advisor
Houston, TX
Full-time
Hybrid
Mid Level
3+ years expBBVA Global Wealth Advisors is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services. The Associate Financial Advisor will support the Financial Advisor in advising clients, maintaining relationships, and achieving business results while adhering to regulatory requirements.
AdviceFinancial ServicesWealth Management
Responsibilities
Apply investment, financial planning, credit, and banking expertise to support the Financial Advisor in advising clients across all aspects of their balance sheet
Serve as an integral member of an advisory team, supported by a robust institutional platform with access to specialists, resources, and intellectual capital to help clients achieve their financial objectives
Attend to and maintain relationships with customers by earning trust and thoroughly understanding the customer’s needs, providing quality and timely service, with the main objective being to provide the customer with a unique customer service experience
Assist the Financial Advisor in achieving business results and acquiring new assets, both from existing and new customer base acquisitions
Partner with internal specialists to provide cross-functional expertise to clients when needed
Ensure the continuity of client service by prioritizing advisor client coverage during periods of advisor travel or absence
Provide support to Financial Advisors across teams as business needs require
Adhere strictly to all risk management, control policies, regulatory requirements, and security standards, ensuring the best interests of clients are upheld at all times
Daily reporting of activities and calls received by traveling Financial Advisors (Daily logbook)
Qualification
Required
Fluency in both spoken and written English and Spanish required; ability to communicate effectively with multicultural international clients
Minimum of 3 years of experience in Private Banking or Financial Services, advising and developing relationships with Ultra-High-Net-Worth (UHNW) individuals and families, with a strong focus on the Latin American market
Series 65, Series 66, or its equivalent (i.e., CFA) - required
Experience opening and maintaining international accounts within NetX360. - required
Strong business judgment and financial acumen
Strong community presence with an established network
Deep commitment to client experience excellence, acting as a trusted advisor and steward of client relationships
Proactive, takes initiative, and utilizes critical thinking to solve problems
Proactive, self-driven professional who demonstrates sound judgement, critical thinking, and the ability to navigate complex client needs
Credible and collaborative communicator, capable of presenting sophisticated financial concepts clearly and confidently
Strong organizational discipline, with the ability to manage multiple client relationships while maintaining high standards of service, risk management, and compliance
Collaborative team player who works effectively with internal partners across various departments
Demonstrates strong follow-through and accountability, with the ability to manage priorities, execute on commitments, and adapt quickly in a fast-paced, evolving environment
Preferred
Bachelor's degree: MBA or CFP preferred
Company
BBVA Global Wealth Advisors
BBVA Global Wealth Advisors offers wealth management and investment advisory services.
51-200 employees
Funding
Current Stage
Growth StageCompany data provided by crunchbase