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International Financial Consultant

Company: BBVA in the USA
Location: Houston
Posted on: April 10, 2021

Job Description:

Provides investment consultation to the public on stock, bonds, annuities, mutual funds and related securities to mostly LATAM customers.
Responsibilities

  • Assists clients in meeting their financial goals through personalized, in-depth counseling and recommendations of appropriate investments in equity and debt instruments. Help to determine proper strategy based on anticipated needs to risk tolerance.
  • Supervises all aspects of handling the customer account from money and securities transfers to verify the accuracy of statements. Answers client questions and concerns. Ensure proper account documentation.
  • Verify and monitor client financial condition on a continual basis. Keep current on markets and securities of importance to clients. Continually review research materials and financial news for areas of opportunity and concern.
  • Use current information along with prior knowledge and experience to determine the most appropriate investments for each client. Work with officers throughout the bank to bring the above services to our banking customers and to interest their clients in the benefits of doing business at the bank.
  • Conducts investment seminars for clients and prospects. Work directly with retail supporting their annuity sales efforts.
    Education/ExperienceBachelor's Degree (BA, BS, etc.) in a related field required with Five (5) years of brokerage experience. Work experience may substitute for education requirement.
    Lic/Cert/RegRequired: Series 6 (Limited-Investment Securities License)Series 63/65 (Uniform Securities Agent) or Series 66 and Series 6 (General Securities Representative License)

Keywords: BBVA in the USA, Houston , International Financial Consultant, Accounting, Auditing , Houston, Texas

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