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- ...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...SuggestedHourly 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...Suggested- ...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
$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$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...Work at office- ...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...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
- ...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
$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$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- ...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
$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- ...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
- Join a forward-thinking financial services firm where your work makes a real impact. As a financial advisor, you'll guide clients on their financial journeys, helping them achieve clarity and purpose. With a supportive culture and unlimited earning potential, you'll enjoy...
- ...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
- Bank of America is seeking a Financial Solutions Advisor Stage I to start with earning required securities licenses (SIE, Series 7 and 66) and to develop foundational advisory skills. The role begins in a financial center, helping clients with comprehensive banking and...
$50k - $70k
LPL Financial is seeking a Financial Advisor to join Houston Texas Fire Fighters Federal Credit Union and Cy Fair FCU in Houston, Texas. In this role, you will service an existing book of business while building new client relationships through the credit union's exceptional...- 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...
- 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...
$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- 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
- 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...
- 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...
- 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...
$100k
A financial advisory firm in Houston is seeking Financial Advisors who are motivated and have great people skills. This role emphasizes customized financial planning and ongoing client support. Extensive training is provided, along with a unique company culture. Advisors...Work at office$100k
Texas Financial Advisors provides the ability to create your own financial success by helping clients enjoy their own. You don’t need prior finance experience to join our team, but you do need energy, great people skills, a strong work ethic, and an entrepreneurial spirit...Permanent employmentWork at officeLocal area- Financial Services Recruiter | YRP Houston Marketing Director | Texas A&M Alumni Do you want to make a difference? Do you want to help... ...industry. While our competitors value their profits over their advisors, our mission is to put the education of our advisors first....
- Bank of America is seeking a dedicated financial advisor in Houston, Texas. The role involves providing tailored financial solutions, guiding clients on investment products, and fostering client relationships to meet financial goals. Preferred candidates will have at least...
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