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- ...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
- ...personal coach to our Nation’s military families, you will focus on financial plans that are constantly evolving to pursue short-term and... ...and military spouses to start and grow a successful Financial Advisor career. Sponsorship: First Command sponsors your pursuit of full...SuggestedHourly payTemporary workFor contractorsTraineeshipWork at officeLocal areaHome office
- ...Northwestern Mutual in Houston, TX invites you to become a financial advisor and business owner. Start as a financial representative focused on client-building and licensing, with award-winning training and a path to a planning practice that blends investments, insurance...Suggested
$61k - $119k
...Education 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 advisor, you start as a financial representative...SuggestedFull timeContract workFor contractorsWork at office- ...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
- ...Lone Star College is seeking an Advisor I, Campus Support and Call Center Financial Aid in Houston to provide information on financial aid, triage inquiries, and ensure regulatory compliance. You will deliver excellent customer service to students and parents, while supporting...
- ...Req ID: 77643 Location: Houston -HOUS, Woodlands -WDLND Areas of Interest: Financial Advisor; Wealth Management Pay Transparency Salary Range: Not Available Application Deadline: 07/01/2026 BOK Financial Corporation Group includes BOKF, NA; BOK Financial Securities, Inc...Temporary workWork at officeImmediate start
- ...New York Life's West Houston Office is seeking an entry-level financial advisor to learn wealth management fundamentals and help clients pursue their financial goals. The role emphasizes coaching, effective communication, and a proactive approach to client service. You...Work at office
- ...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...Work at officeShift workDay shift
$121.44k - $154.84k
...Grant Thornton (US) seeks a Financial Due Diligence Senior Associate in Houston, Texas, responsible for leading transaction advisory engagements and helping organizations realize potential through mergers, acquisitions, and divestitures. The role requires a Bachelor's...$100k
...Texas Financial Advisors provides the ability to create your own financial success through 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...Permanent employmentWork at officeLocal area- ...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
- ...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...
- ...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...Work at office
$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- ...Kestra Financial, Inc. in Houston seeks a Support Advisor to assist the Lead Advisor, attend client meetings, and prepare reports while ensuring regulatory compliance. The role supports daily operations and keeps detailed records in CRM and financial planning systems....
- ...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
- ...investment firm is seeking Internal and Hybrid Wholesalers to join their Private Wealth team. In this role, you will engage with financial advisors to share investment strategies and drive sales growth. Candidates should possess strong communication skills, a relevant...
$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...$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...- ...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...Temporary workWork experience placement
$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...- ...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....
- ...Job Description Job Description 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...Work at officeAfternoon shift
$61k - $119k
...Financial Advisor Opportunity 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 advisor, you start as a...Work at office- 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...
- ...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
$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...
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