Wealth Planning Strategist

Wealth Planning Strategist, based in Houston, TX

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 (GWA). If you have an entrepreneurial mindset and are looking to constantly challenge yourself, 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 Planner in 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 to clients and prospects and work with clients and prospects, and 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 estate, retirement planning, next generation educational matters, philanthropy and business succession planning
• Cultivate relationships with professional advisors (PAs), principally attorneys and accountants, and coordinate the team’s strategy with respect to PAs ally outreach
• Deliver and coordinate 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.
• The position reports to the Head of Commercial of BBVA GWA.

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 and with other needs in the US
• Recognized expertise in managing the estate planning needs of high-net-worth individual residents in Latin America (i.e. Mexico, Colombia, or Peru, Uruguay and Panama.)
• 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 taxation 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:

* Personal income, estate, gift, trust, private foundation and partnership tax disciplines,

* 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,

• Generation Skipping Transfer Tax,
• 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
• The position is based in Houston, Texas.
• Availability to travel required.

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…