Financial Advisor
BBVA Global Wealth Advisors
About Us: BBVA Global Wealth Advisors, part of the BBVA Group, is an SEC-registered investment adviser committed to providing exceptional financial advice and investment management services to our clients. We are dedicated to upholding the highest fiduciary standards and ensuring the best interests of our clients is always at the forefront of our operations. 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 and supported by an institutional platform that has the resources, specialists and intellectual capital to advise clients on achieving their desired goals. Accountabilities & Areas of responsibility 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. Required Qualifications, Skills and Capabilities 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 its 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 #J-18808-Ljbffr BBVA Global Wealth Advisors
$100k
...including planning for retirement, education, legacy, and other life goals through investment advice and guidance.Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their...SuggestedFull timeWork at officeDay shift- ...Financial Solutions Advisor - South Houston Area Dickinson, Texas;Sugar Land, Texas; Rosenberg, Texas; Galveston, Texas; Baytown, Texas; Houston, Texas; League City, Texas; Pasadena, Texas; Pearland, Texas; Houston, Texas; Pearland, Texas To proceed with your application...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
$65k - $106k
...Our firm is rapidly expanding, and we are currently looking for a new financial advisor to join our entry-level ranks. The ideal candidate will be eager to learn the financial services ropes needed for effective wealth management to help clients achieve their financial...SuggestedWork at office$61k - $119k
...Financial Advisor Opportunity At Northwestern Mutual Becoming a financial advisor at Northwestern Mutual is a unique opportunity to start a business where you can help your clients achieve their goals through financial planning. On your path to becoming a financial...SuggestedFull timeContract workFor contractorsWork at office- ...but there is not an immediate opening for every location listed. At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients,...SuggestedTemporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...Job Description Financial Advisor Jobs at First Command: Shaping Positive Financial Behaviors since 1958 First Command Financial Advisors coach military families in their pursuit of financial security. Our reputation has been built on shaping positive financial...Hourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
$65k - $80k
...Position Title: Financial Advisor About: What if your next financial advisor role let you focus on advising and closing instead of cold calling for your next appointment? We are seeking an experienced Acquisition Advisor to meet with pre-qualified retirees, pre-retirees...$140k - $150k
...Allworth Financial ( is an independent investment financial advisory firm that specializes in retirement planning, investment advising,... ...growth, private equity backed, multi branch Registered Investment Advisor. Founded in Sacramento, California, in 1993 Allworth is...Full timeContract workTemporary workPart timeInternshipWork at officeWork from homeFlexible hours$50k
...Join a financial services firm where your contributions are valued. Edward Jones is a Fortune 500¹ company where people come first. With over 9 million clients and 20,000 financial advisors across the U.S. and Canada, we’re proud to be privately-owned, placing the focus...Work at officeWork from homeHome officeFlexible hours- ...Are you a Certified Financial Planner (CFP®) looking to take the next step in your career with a leading financial institution? Vanguard is seeking Certified Financial Advisors for remote opportunities available to candidates located in the Houston, Texas area. With competitive...Remote work
$100k
Financial Advisor - K-12 Retirement Specialist (403b/457b) Job Details: 1099 | Commission & Fee-Based | Full-Time or Part-Time Empower Educators. Build Your Business. Make an Impact. Join a proven system where advisors build six-figure practices serving the underserved...Full timePart timeWork at office- ...Financial Aid Advisor - Lincoln Tech - Houston, TX campus We're looking for an experienced financial aid professional who understands the unique needs of career-focused students pursuing skilled trades education. If you have 1+ years of hands-on financial aid experience...Full timeTemporary workImmediate start
- ...Req ID: 77643 Location: Houston -HOUS, Woodlands -WDLND Areas of Interest: Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 12/31/2026 BOK Financial Corporation Group includes BOKF, NA;...Temporary workWork at officeImmediate start
- ...Reports To: Director of Financial Aid Job Status: Exempt Position Summary: The Financial Aid Advisor under the direction of the Director of Financial Aid provides exceptional financial aid counseling and support to prospective, current, and...Work at officeAfternoon shift
$65k - $80.2k
...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and... ...for growth and are making significant investments to expand our advisor base and deliver an outstanding client experience. With a...Temporary workWork experience placementLocal areaFlexible hours- ...industry leader and advocate for greater retirement readiness, Voya Financial is committed to delivering on its vision to be America’s... ...opportunities are posted here as they become available. Voya Financial Advisors, Inc., a leading independent broker‑dealer in the defined...Local area
- Financial Advisor - Firm-Provided Leads, Salary Support, and Real Closing Opportunity If you are a financial advisor who can close, but you are tired of spending your best hours chasing cold prospects, this is the kind of seat worth stopping for. Impact! Partners Financial...
- Houston - In officeAbout 49 FinancialAt 49 Financial, we’re passionate about developing the next generation of leaders in the financial... ...a collaborative, team-based model that allows our newest advisors to work alongside seasoned professionals, gaining valuable experience...Full timeTemporary workWork at officeLocal areaFlexible hours
- ...assignments and completes rotations in a range of areas related to financial services, under varying levels of supervision. Develops skills... ...to prepare trainees for a successful career as a Financial Advisor. Raymond James advisors provide sound financial advice and counsel...TraineeshipWork experience placement
- Northwestern Mutual is seeking motivated financial professionals to help clients plan for a secure financial future. You will build personalized financial plans and guide clients through major life decisions with retirement, insurance, education funding, and estate planning...
- What You'll Be Doing The Financial Advisor Associate (FAA) works under a Financial Advisor (FA) to provide investment services that will help clients achieve their financial goals. The FAA will assist in prospecting new clients to grow the business and should remain current...
- The Fitzpatrick Group is seeking a Financial Advisor in Houston, Texas. In this entrepreneurial role, you will work directly with clients to deliver personalized financial strategies and simplify complex topics, helping them achieve clarity in their finances. The position...
- ...Account Representative Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking an Account Rep to join our team in the Houston area to work within plan sponsor relationships in the...
- Stifel Financial Corp. is seeking a Financial Advisor Associate in Houston, Texas. The ideal candidate will provide investment services, assist in client prospecting, and maintain a thorough understanding of client needs and market trends. With a minimum of 5 years’ experience...
- The Advisory Mastery Program (AMP) at Raymond James Financial, Inc. provides education, training and mentorship to prepare trainees for a successful career as a Financial Advisor. The program develops skills across technical and sales disciplines, positioning new advisors...Traineeship
$21.74 - $29.41 per hour
...using the internal application process. This position involves performing high level customer service and a working knowledge of financial aid, student accounts and registrar regulations and departmental policies and procedures. Hours: Monday-Friday, 8.5 hour shifts are...Hourly payWork at officeMonday to FridayShift workAfternoon shift- ...Financial Professional Opportunity Voya Financial Advisors, Inc., a leading independent broker-dealer in the defined contribution & defined benefit business, is currently seeking a Financial Professional to join our team in the Houston area to work plan sponsor relationships...
- ...Financial Advisor At Corebridge Financial, we believe action is everything. That's why every day we partner with financial professionals and institutions to make it possible for more people to take action in their financial lives, for today and tomorrow. We align to...Local areaImmediate startRemote work
- A leading financial services firm in Houston is seeking a Financial Advisor to join the Merrill Advisor Development Program. This role involves working with high-net-worth individuals, identifying their needs, and providing tailored investment solutions. Candidates should...
- Bank of America in Houston is seeking a knowledgeable professional to advise clients on financial goals. The role involves triaging leads, recommending investment strategies, and building comprehensive financial plans tailored to client needs. Candidates must hold relevant...
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