BBVA Global Wealth Advisors · 14 hours ago
Financial Advisor
Houston, TX
Full-time
Onsite
Senior Level
6+ years expBBVA Global Wealth Advisors is seeking a Financial Advisor to advise families on building, preserving, and managing their wealth. The role involves managing client relationships, generating new business, and providing holistic financial advice while adhering to regulatory guidelines.
AdviceFinancial ServicesWealth Management
Responsibilities
Manage and maintain relationships with clients by earning trust, thoroughly understanding client needs, providing targeted advice, developing thoughtful solutions and delivering an exceptional client experience
Generate business results and acquire new assets, both from existing client base and new client acquisition
Advise clients on their overall balance sheet, including asset allocation, investment management, wealth planning, and insurance
Partner with internal specialists to provide interdisciplinary expertise to clients when needed
Ensure that proposed solutions fulfill client’s needs and objectives in the short, medium and long term through a holistic goals-based planning approach
Strictly adhere to all risk and control policies, regulatory guidelines and security measures
Frequent travel to regions to engage with clients and prospects, and ensure that all feedback forms are completed
Qualification
Required
Six plus years of work experience in Private Banking or Financial Services developing business with ultra-high net worth and/or high net worth individuals and families in the Latin American Market
Bachelor's Degree required; MBA, or CFP preferred
Series 65 or it's equivalent (i.e. CFA) - MANDATORY!
Proven sales success and strong business acumen
Strong community presence with an established network
Focuses on the client experience and works tirelessly on the client's behalf
Proactive, takes initiative, and uses critical thinking to solve problems
Dynamic and credible professional who communicates with clarity and has exceptional presentation skills
Demonstrates strong organizational skills and applies a disciplined and organized approach throughout their business
Spanish fluency required
Preferred
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