Wealth Advisory Associate — Private Banking

BBVA Global Wealth Advisors; Miami (FL); On-site; USD 45,000 - 65,000; Full time

Job summary

BBVA Global Wealth Advisors in Miami seeks an entry-level Financial Advisor Associate to support a Financial Advisor in delivering wealth management solutions to high-net-worth clients. The role offers exposure to private banking services and client relationship management within a regulated financial services environment.

Ideal candidates are early-career professionals with strong attention to detail, eager to learn, and capable of coordinating with internal partners to deliver a high-quality

Qualifications

• Bachelor’s degree in Finance, Business Administration, Economics, or a related field.
• 0–1 year of experience in Private Banking, Wealth Management, Financial Services, or a related industry.
• Series 65 or its equivalent (e.g., CFA) required.
• Life Insurance Agent License or willingness to obtain it.
• Bilingual English/Spanish required in Miami client base.

Responsibilities

• Support the Financial Advisor in delivering financial planning and investment solutions.
• Assist in maintaining strong client relationships through responsive service and follow-up.
• Participate in client meetings, portfolio reviews, and prep materials.
• Assist onboarding and administration of domestic and international client accounts.
• Coordinate with operations and compliance to resolve account issues.

Skills

CRM systems

NetX360

MS Office

English/Spanish bilingual

Communication skills

Team collaboration

Education

Bachelor’s degree in Finance/Business/Economics

Tools

NetX360

CRM systems

Microsoft Office

Job description

BBVA Global Wealth Advisors in Miami seeks an entry-level Financial Advisor Associate to support a Financial Advisor in delivering wealth management solutions to high-net-worth clients. The role offers exposure to private banking services and client relationship management within a regulated financial services environment.

Ideal candidates are early-career professionals with strong attention to detail, eager to learn, and capable of coordinating with internal partners to deliver a high-quality