Associate Financial Advisor

BBVA Global Wealth Advisors; United States; On-site; USD 70,000 - 100,000; Full time

Job summary

A leading financial advisory firm is seeking a Financial Advisor Assistant in the United States. The role involves supporting Financial Advisors by applying investment and financial planning expertise while maintaining client relationships. Candidates should be fluent in English and Spanish, possess a Bachelor’s degree with preferences for MBA or CFP, and have a minimum of 3 years in Private Banking or Financial Services. This position offers a unique opportunity to work with Ultra-High-Net-Worth clientele.

Qualifications

• Minimum of 3 years in Private Banking or Financial Services with UHNW clients.
• Series 65, 66 and 7, or CFA certifications required.
• Ability to manage multiple client relationships effectively.

Responsibilities

• Support Financial Advisor with investment and financial planning.
• Maintain relationships with clients, ensuring satisfaction and trust.
• Adhere to risk management and regulatory policies.

Skills

Fluent in English and Spanish

Client relationship management

Investment advisory skills

Proactive problem-solving

Strong organizational discipline

Education

Bachelor’s degree; MBA or CFP preferred

Tools

NetX360

Job description

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 are always at the forefront of our operations.

Responsibilities

• Apply investment, financial planning, credit, and banking expertise to support the Financial Advisor in advising clients across all aspects of their balance sheet
• Serve as an integral member of an advisory team, supported by a robust institutional platform with access to specialists, resources, and intellectual capital to help clients achieve their financial objectives
• Attend to and maintain relationships with customers by earning trust and thoroughly understanding the customer’s needs, providing quality and timely service, with the main objective being to provide the customer with a unique customer service experience
• Assist the Financial Advisor in achieving business results and acquiring new assets, both from existing and new customer base acquisitions
• Partner with internal specialists to provide cross‑functional expertise to clients when needed
• Ensure the continuity of client service by prioritizing advisor client coverage during periods of advisor travel or absence
• Provide support to Financial Advisors across teams as business needs require
• Adhere strictly to all risk management, control policies, regulatory requirements, and security standards, ensuring the best interests of clients are upheld at all times
• Daily reporting of activities and calls received by traveling Financial Advisors (Daily logbook)

Required Experience / Skills

• Fluency in both spoken and written English and Spanish required; ability to communicate effectively with multicultural international clients
• Minimum of 3 years of experience in Private Banking or Financial Services, advising and developing relationships with Ultra‑High‑Net‑Worth (UHNW) individuals and families, with a strong focus on the Latin American market
• Bachelor’s degree: MBA or CFP preferred
• Series 65, Series 66 and Series 7, or CFA – required
• Experience opening and maintaining international accounts within NetX360
• Strong business judgment and financial acumen
• Strong community presence with an established network
• Deep commitment to client experience excellence, acting as a trusted advisor and steward of client relationships
• Proactive, takes initiative, and utilizes critical thinking to solve problems
• Proactive, self‑driven professional who demonstrates sound judgement, critical thinking, and the ability to navigate complex client needs
• Credible and collaborative communicator, capable of presenting sophisticated financial concepts clearly and confidently
• Strong organizational discipline, with the ability to manage multiple client relationships while maintaining high standards of service, risk management, and compliance
• Collaborative team player who works effectively with internal partners across various departments
• Demonstrates strong follow‑through and accountability, with the ability to manage priorities, execute on commitments, and adapt quickly in a fast‑paced, evolving environment