Financial Advisor

BBVA•Houston, TX

8d•Hybrid

About The Position

The ideal candidate will be responsible for advising families on building, preserving and managing their wealth. The Financial Advisor will use knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. He/she will be part of a team based in Houston, TX or San Diego, CA and supported by an institutional platform that has the resources, specialists and intellectual capital to advise clients on achieving their desired goals.

Requirements

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
Series 65 or it's equivalent (i.e. CFA) - MANDATORY!
Proven sales success and strong business acumen
Established book of business with a strong community presence and an extensive professional 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
Full professional fluency in Spanish.

Nice To Haves

MBA, or CFP preferred

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.