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Senior Wealth Advisor – UHNW Latin America

Job in San Diego, San Diego County, California, 92189, USA
Listing for: BBVA Global Wealth Advisors
Full Time position
Listed on 2026-01-25
Job specializations:
  • Finance & Banking
    Financial Consultant, Wealth Management, Financial Advisor, Financial Services
Salary/Wage Range or Industry Benchmark: 100000 - 125000 USD Yearly USD 100000.00 125000.00 YEAR
Job Description & How to Apply Below
A leading financial services firm in San Diego is seeking a Financial Advisor to advise families on managing their wealth, focusing on both existing clients and new client acquisition. The ideal candidate will have over six years of experience in Private Banking or Financial Services, particularly with ultra-high net worth individuals in the Latin American market. A Bachelor's Degree is required, with an MBA or CFP preferred.

Candidates must hold a Series 65 or equivalent. Success in this role requires strong client relationship skills and a proactive approach.
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Position Requirements
10+ Years work experience
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