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BBVA

Financial Advisor

BBVA

Financial Advisor role at BBVA assisting families with wealth management and client relationships. Requires significant experience in Private Banking or Financial Services.

Posted 7/14/2026full-timeHouston • California, Texas • 🇺🇸 United StatesMid-LevelSeniorWebsite

Core Competencies

Role fit
Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates expertise in wealth management, client relationship management, and financial advisory services, with a strong focus on asset allocation and business development. Proven ability to generate results and maintain a robust book of business while delivering exceptional client experiences.

Highest-signal resume keywords
Private Banking ExperienceWealth PlanningSeries 65 CertificationSales SuccessFluency in Spanish

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills
Wealth ManagementAsset AllocationFinancial AdvisoryBusiness DevelopmentClient Relationship Management
Soft Skills
Exceptional Client ExperienceStrong Business Acumen
Certifications & Qualifications
Series 65CFAMBACFP
Industry Keywords
Private BankingFinancial ServicesBook of BusinessCommunity Presence

About the role

Key responsibilities & impact
  • Advising families on building, preserving and managing their wealth
  • Generating business results and acquire new assets
  • Advising clients on overall balance sheet including asset allocation and wealth planning
  • Managing client relationships and delivering exceptional client experience

Requirements

What you’ll need
  • Six plus years of work experience in Private Banking or Financial Services
  • Bachelor’s Degree required; MBA, or CFP preferred
  • Series 65 or it's equivalent (i.e. CFA) - MANDATORY!
  • Proven sales success and strong business acumen
  • Established book of business with a strong community presence
  • Full professional fluency in Spanish

Benefits

Comp & perks
  • Competitive salary
  • Generous employee benefits package
  • Discretionary bonus