Find your future

Close Panel

This site uses cookies to ensure you have the best browsing experience. By continuing, you agree to our cookie policy. You can change your cookie preferences in your browser at any time.

Home International Jobs International Career Results Jobs in United States ASSOCIATE FINANCIAL ADVISOR

Back

ASSOCIATE FINANCIAL ADVISOR

This jobs belongs to another country and because of that, the specifications of its selection process will be different. If you apply, you will be registered on BBVA in USA.

You could get know of this country process selection in BBVA in USA

Our Company

We are BBVA, a global bank with more than 73 million customers and a footprint that extends across more than 30 countries. We work to help people make the best financial decisions and bring the age of opportunity to everyone. We are guided by our values: the customer comes first, we think big and we are one team.

Description

Helps clients realize their financial goals. Responsible for building business, which includes attracting and servicing relationships with their clients and selling products and services to current and potential customers. Responsible for assessing a client''s circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting.Responsibilities

    Provides financial advice and counseling to customers and prospects. Sells mutual funds, government, municipal and corporate bonds, fixed and variable annuities life insurance and manage money. Ability to source and develop an ongoing proactive prospecting plan to call on and attract new affluent customers to the bank. Grow, retain and maximize existing customer relationships through the sale of new investment solutions and retail banking services.Through the profiling process, maximize income by cross-selling retail bank products to existing customers including consumer loans and mortgages as well as deposit products. Maintain an expert knowledge of all investment products offered by BBVA Compass as a means to properly assess customer needs and make appropriate recommendations to meet those needs. Maintains frequent communication with investment product wholesalers to stay abreast on new product offerings, products enhancements or discontinued products. Highly organized planning of daily, weekly and monthly sales activities.Maintain appropriate customer files as directed by compliance. Keep current on all required compliance and regulatory training as required by FINRA, the bank or other regulatory agencies. Follow standards required by all regulatory agencies as it relates to the sales of securities.Grow, retain and maximize growth opportunities within assigned portfolio. Throught the profiling process, identify additional referral opportunities. Customers will be contacted at least once per quarter and updates to the customer profile are mandatory. Maintain a current pipeline tracking reporting for all anticipated sales.
Education/Experience Bachelor''s Degree (BA, BS, etc.) in a related field required with One (1) year of related experience. Work experience may substitute for education requirement.Lic/Cert/RegRequired: Series 6 (Limited-Investment Securities License), Series 7 (General Securities Representative License), Series 63 (Uniform Securities Agent), and Series 65 (Uniform Investment Advisor)Preferred: None preferred

At BBVA, we are proud to be a company that prioritizes diversity, inclusion and equal opportunities, regardless of the race, age, gender, ethnicity, disability, religion or sexual orientation of our employees and collaborators. Corporate responsibility is an essential component of our business model, as we promote financial education and support research and culture.
Being part of BBVA means developing your career in the company that is leading the transformation of the financial sector.