Financial Advisor

BBVA • Houston, TX

4d

About The Position

The Financial Advisor advises families on building, preserving, and managing their wealth. Drawing on knowledge of investments, financial planning, credit, and banking, the advisor serves existing clients across their balance sheets while generating new client acquisition. The role is part of a team based in Houston, Texas, or San Diego, California, with support from an institutional platform and its resources, specialists, and intellectual capital.

The advisor builds trusted client relationships, provides targeted advice, and develops thoughtful, holistic solutions to help clients achieve their goals. Responsibilities include growing assets and business, advising on investments and wealth planning, collaborating with internal specialists, and adhering to risk, regulatory, and security requirements. Frequent regional travel to meet clients and prospects is required.

Requirements

• Six or more 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.
• Series 65 or equivalent (for example, CFA) is mandatory.
• Proven sales success and strong business acumen.
• Established book of business, strong community presence, and extensive professional network.
• Focus on client experience and a commitment to working on clients’ behalf.
• Proactive approach, initiative, and critical-thinking skills for solving problems.
• Credible and dynamic professional with clear communication and exceptional presentation skills.
• Strong organizational skills and a disciplined, organized approach to business.
• Full professional fluency in Spanish.

Nice To Haves

• MBA.
• CFP.

Responsibilities

• Manage and maintain client relationships by earning trust, understanding client needs, providing targeted advice, developing thoughtful solutions, and delivering an exceptional client experience.
• Generate business results and acquire new assets from existing clients and through new client acquisition.
• Advise clients on their overall balance sheets, including asset allocation, investment management, wealth planning, and insurance.
• Partner with internal specialists to provide interdisciplinary expertise to clients when needed.
• Use a holistic, goals-based planning approach to ensure proposed solutions fulfill clients’ short-, medium-, and long-term needs and objectives.
• Adhere to risk and control policies, regulatory guidelines, and security measures.
• Travel frequently to regions to engage with clients and prospects, and ensure that feedback forms are completed.

Benefits

• Generous employee benefits package.
• Eligible to receive a discretionary bonus.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior