Financial Advisor - Investments (Full / Part time)

Reports to: Commercial Head

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 is always at the forefront of our operations. The ideal candidate will be responsible for advising families on building, preserving and managing their wealth. The Financial Advisor will use knowledge of investments, financial planning, credit and banking to both advise current clients on all aspects of their balance sheet and generate new client acquisition. He/she will be part of a team based in Miami, FL and supported by an institutional platform that has the resources, specialists and intellectual capital to advise clients on achieving their desired goals. 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. 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. 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 Established book of business with a strong community presence and an extensive professional network. Full professional fluency in Spanish.