Senior Private Wealth Advisor for UHNW Families

BBVA Global Wealth Advisors; San Diego (CA); On-site; USD 180,000 - 260,000; Full time

Job summary

BBVA Global Wealth Advisors in San Diego seeks an experienced Financial Advisor to advise ultra/high net worth families on wealth-building, preservation, and balance sheet management. You will leverage investments, credit, and banking knowledge to broaden client relationships and attract new assets.

You will work with a collaborative institutional platform and travel regionally to meet clients and prospects, upholding fiduciary standards and delivering tailored, goals-based financial solutions.

Qualifications

• 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

Responsibilities

• 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.

Skills

Private Banking

Business development

Client relationship management

Wealth management

Communication

Financial acumen

Networking

Problem solving

Education

Bachelor's Degree

MBA

CFP

Job description

BBVA Global Wealth Advisors in San Diego seeks an experienced Financial Advisor to advise ultra/high net worth families on wealth-building, preservation, and balance sheet management. You will leverage investments, credit, and banking knowledge to broaden client relationships and attract new assets.

You will work with a collaborative institutional platform and travel regionally to meet clients and prospects, upholding fiduciary standards and delivering tailored, goals-based financial solutions.