Junior Private Banking & Wealth Advisor

BBVA Global Wealth Advisors; Houston (TX); On-site; USD 50,000 - 65,000; Full time

Job summary

BBVA Global Wealth Advisors in Houston is seeking a Financial Advisor Associate to support a Financial Advisor in delivering comprehensive wealth management solutions to high-net-worth and international clients. You will gain hands-on exposure to the advisory process within a regulated financial services environment.

Ideal for early-career professionals aiming to grow in Private Banking and Wealth Advisory, with opportunities to develop client relationships and professional credentials while

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or related field.
• 0–1 year of experience in Private Banking, Wealth Management, Financial Services, or related industry.
• Series 65 or CFA or equivalent; Life Insurance Agent License preferred.

Responsibilities

• Support the Financial Advisor in delivering financial planning, investment solutions tailored to client needs.
• Assist onboarding and account management for domestic and international clients, maintaining records and compliance.
• Assist with portfolio review preparation, investment proposals, and client communications.
• Support business development activities and prospect research for new client meetings.
• Coordinate with internal partners to ensure timely service and efficient operations.
• Ensure adherence to regulatory requirements, internal policies, and risk management standards.
• Participate in training to build expertise in Private Banking and Wealth Management.

Skills

Client service

Time management

Attention to detail

Team collaboration

Bilingual English/Spanish

Communication skills

Analytical problem-solving

Organizational skills

Education

Bachelor's degree in Finance/Business/ Economics

Tools

NetX360

MS Office Suite

Job description

BBVA Global Wealth Advisors in Houston is seeking a Financial Advisor Associate to support a Financial Advisor in delivering comprehensive wealth management solutions to high-net-worth and international clients. You will gain hands-on exposure to the advisory process within a regulated financial services environment.

Ideal for early-career professionals aiming to grow in Private Banking and Wealth Advisory, with opportunities to develop client relationships and professional credentials while