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$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...Suggested- ...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....Suggested
$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...SuggestedWork at officeWork from homeHome officeFlexible 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...SuggestedLocal area
$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...- ...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
- ...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 - $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...- ...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
$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$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...Full timeContract workFor contractorsWork at office- ...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....
- ...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
- ...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
- ...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...
$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- ...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
- ...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...
- ...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
- ...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
- ...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,...Temporary workWork at officeImmediate startMonday to FridayShift workDay shift
$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$65k - $80.2k
## Wealth Managment Advisor - Houston, TXApplylocations: Houston, TXtime type: Full timeposted on: Posted Yesterdaytime left to apply:... ...the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and...Temporary workWork experience placementLocal areaFlexible hours- ...triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. The position requires completion of...Temporary workLocal areaImmediate startMonday to FridayShift workDay shift
$75k - $135k
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 monetary goals...Work at office- 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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