Job Description

Wealth Planning Strategist

Job Description

We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients of BBVA Global Wealth Advisors’ team. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, BBVA GWA is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.

As a Wealth Planning Strategist at BBVA GWA, you will help ensure that our clients’ estate, income, tax, philanthropic, and other planning needs are identified and met through a comprehensive understanding of their wealth and objectives coordinating with BBVA’s global network.

Job Responsibilities

• Serve as guide to clients on wealth planning matters
• Evaluate wealth transfer goals of clients and prospects, identify which of the available techniques are appropriate, explain opportunities and work with clients and prospects along with their other advisors, to determine best ways to implement
• Assist Financial Advisors (FAs) and other team members in their business efforts and complement their financial advice with the guidance from a wealth planning perspective.
• Serve as a resource for clients needing solutions regarding retirement planning, next generation educational matters, philanthropy and business succession planning
• Cultivate relationships with professional advisors (PAs), primarily attorneys and accountants, and coordinate the team’s strategy with respect to PA outreach
• Deliver in-market educational presentations to internal and external audiences (including prospects, clients, and PAs), write and review articles for internal and external publication
• Coordinate with Wealth Planners of other jurisdictions, when applicable, in matters of Global Families.

Required Qualifications, Capabilities, And Skills

• Five plus years of complex estate and wealth planning experience
• Professional designations required: JD, LLM or CFP or equivalent studies
• Experience in Wealth planning for International Clients booking in the US
• Recognized expertise in managing the estate planning needs of high-net-worth individual residents in Latin America (Mexico, Colombia or Peru)
• Strong knowledge of U.S. and local transfer tax laws and local substantive trust laws, with the ability to apply that knowledge to client planning situations.
• Strong knowledge of individual, fiduciary, corporate and partnership income tax laws, with ability to apply that knowledge to client-specific planning situations
• Expertise, skills and experience with the following areas, techniques and strategies:

1. Personal income, estate, gift, trust, and partnership tax disciplines,
2. Advanced wealth transfer planning techniques such as Grantor Retained Annuity Trusts, Qualified Personal Residence Trusts, Family Limited Partnerships, Defective Grantor Trusts, Irrevocable Life Insurance Trusts, Charitable Remainder Trusts, Charitable Lead Trusts,
3. Private Foundations
4. Generation Skipping Transfer Tax
5. Philanthropic planning, planning with concentrated stock positions, incentive benefits, non-qualified stock options, incentive stock options, and restricted stock

• Fluent English and Spanish

Preferred Qualifications, Capabilities, And Skills

• CFP designation
• Ability to partner with clients’ other advisors (principally their attorneys and accountants)
• Demonstrated understanding of other wealth management disciplines, including investing and financial planning
• Ability to work in an international team-based environment

ABOUT US

The United States stands out as a premier destination for wealth management clients from all around the world but especially from Latin America, offering a safe, stable, and highly regulated environment for investing. As an SEC-registered investment advisor, we operate within a framework of rigorous regulatory oversight, providing our clients with a strong level of transparency.

Moreover, the United States boasts one of the largest and most dynamic financial markets globally, offering a wealth of investment opportunities across various asset classes. Our presence in the United States allows us to tap into this deep and diverse market, providing our clients with access to a wide range of investment options to suit their individual needs and preferences.

Based in the US, we offer our clients the possibility of investing in a secure and established market, backed by robust regulatory frameworks, a history of financial stability and a transparent legal system.

BBVA Global Wealth Advisors understands that every individual has unique dreams and ambitions, needs and wants. We realize that few take the same path in the faster, busier, and more complex world we live in. We get it. Whichever path you choose, and whenever you need us, we want to create opportunities for your bright future.

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