Bilingual Private Wealth Associate Advisor

BBVA Global Wealth Advisors; United States; Vor Ort; USD 70.000 - 100.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

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

Kenntnisse

Fluent in English and Spanish

Client relationship management

Investment advisory skills

Proactive problem-solving

Strong organizational discipline

Ausbildung

Bachelor’s degree; MBA or CFP preferred

Tools

NetX360

Jobbeschreibung

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.