Confidential Opportunity

Private Wealth Financial Advisor – Latin America

Locations: Houston, TX, Miami, FL, San Diego, CA

Reports To: Head of Private Wealth / Market Executive

Opportunity Overview

Our client, a leading global financial institution and SEC-registered investment adviser, is expanding its U.S. Private Wealth platform and is seeking experienced Financial Advisors to join its growing team.

This is an exceptional opportunity for accomplished wealth management professionals with deep relationships throughout Latin America to join a well-capitalized international banking platform offering sophisticated investment capabilities, private banking solutions, lending, and cross-border expertise.

The organization is investing significantly in its U.S. Wealth Management business and is seeking entrepreneurial advisors who can transition an existing book of business while leveraging the firm's institutional resources to accelerate future growth.

Current openings include:

• San Diego, CA (Highest Priority – Mexico Market)
• Houston, TX
• Miami, FL

Position Summary

The Financial Advisor will be responsible for managing and expanding relationships with High Net Worth (HNW) and Ultra High Net Worth (UHNW) individuals and families throughout Latin America.

This individual will provide comprehensive wealth management advice, investment management, financial planning, banking, lending, and balance sheet solutions while developing new business through existing relationships, referrals, and strategic networking.

Successful candidates will possess an entrepreneurial mindset, strong business development skills, and an established network of affluent clients throughout Latin America.

Key Responsibilities

• Transition and manage an existing portfolio of HNW and UHNW clients while bringing a portable or highly transferable book of business.
• Develop new client relationships through referrals, networking, centers of influence, and personal business development efforts.
• Advise clients on all aspects of their financial lives, including:
  • Investment Management
  • Asset Allocation
  • Wealth Planning
  • Trust & Estate Planning
  • Credit & Lending Solutions
  • Banking Services
  • Insurance Strategies
• Build long-term trusted advisory relationships through a goals-based wealth planning approach.
• Partner with internal investment specialists, trust professionals, lending teams, and commercial bankers to deliver comprehensive solutions.
• Collaborate with commercial banking teams to identify and develop new wealth management opportunities.
• Leverage the firm's global investment platform and cross-border banking capabilities.
• Travel periodically throughout assigned Latin American markets to meet clients, prospects, and banking partners.
• Maintain full compliance with all regulatory, fiduciary, and risk management requirements.

Ideal Candidate Profile

The successful candidate will possess:

• Current or recent experience as a:
  • Financial Advisor
  • Private Banker
  • Wealth Advisor
  • Private Wealth Advisor

(Associate Advisors or support roles are not being considered.)

• Minimum 6+ years advising High Net Worth and Ultra High Net Worth clients.
• Proven success developing new business while managing complex client relationships.
• Established portable or highly transferable book of business.
• Extensive relationships within Latin America, particularly:
  • Mexico (San Diego priority)
  • Peru
  • Colombia
  • Uruguay
• Strong community presence and professional referral network.
• Entrepreneurial approach to business development.
• Exceptional interpersonal and relationship management skills.
• Ability to operate as a trusted advisor to sophisticated clients and their families.

Required Qualifications

• Bachelor's Degree required
• MBA, CFP®, CFA, or other advanced designation preferred
• Series 65 License (or qualifying equivalent such as CFA) required
• Six or more years of Private Banking or Wealth Management experience
• Demonstrated success acquiring and retaining affluent clients
• Strong understanding of:
  • Investment Management
  • Portfolio Construction
  • Financial Planning
  • Lending
  • Banking Products
  • Estate & Wealth Planning
• Excellent presentation and communication skills
• Highly organized with strong attention to detail
• Ability to work collaboratively across multiple business lines

Language Requirements

• Professional fluency in Spanish is required.
• English fluency required.

Why Join?

This opportunity offers experienced advisors the ability to grow their practice within a globally recognized financial institution while maintaining an entrepreneurial approach to client development.

Highlights include:

• International banking platform with significant Latin American capabilities
• Strong investment platform and product offering
• Cross-border wealth management expertise
• Access to lending, commercial banking, trust, and investment specialists
• Institutional support for business development
• Opportunity to inherit and expand an existing client portfolio
• Long-term growth within an expanding U.S. Wealth Management business

Preferred Markets

Houston, TX

• Focus on affluent Latin American business owners and families and Mexico in particular. 

Miami, FL

• Broad coverage across Latin America with emphasis on cross-border wealth management and Mexico in particular. 

San Diego, CA

• Primary focus on clients with relationships in Mexico.

Confidential Search

This search is being conducted on a confidential basis by Flores Financial Services – Executive Search Consultants. All inquiries will be handled with the utmost discretion.