This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an AVP, Wealth Advisor based in Mexico.
This is an exciting opportunity for an ambitious wealth management professional ready to take the next step in their advisory career within a fast-growing, technology-enabled financial services environment. You will work closely with a senior advisor to support and expand a client portfolio across comprehensive financial planning needs, while gradually taking on greater ownership of client relationships. The role blends advisory excellence with business development, offering a strong runway to grow both your client book and your long-term career. You will be part of a modern wealth management setup that combines human expertise with advanced digital tools to deliver highly personalized client outcomes. This is a client-first, entrepreneurial environment where initiative, trust, and performance are highly valued. You will have access to strong mentorship, high-quality leads, and scalable infrastructure designed to accelerate your success.
This position is listed on behalf of a partner company, who manages all applications and next steps. Our partner is looking for an AVP, Wealth Advisor based in Mexico.
This is an exciting opportunity for an ambitious wealth management professional ready to take the next step in their advisory career within a fast-growing, technology-enabled financial services environment. You will work closely with a senior advisor to support and expand a client portfolio across comprehensive financial planning needs, while gradually taking on greater ownership of client relationships. The role blends advisory excellence with business development, offering a strong runway to grow both your client book and your long-term career. You will be part of a modern wealth management setup that combines human expertise with advanced digital tools to deliver highly personalized client outcomes. This is a client-first, entrepreneurial environment where initiative, trust, and performance are highly valued. You will have access to strong mentorship, high-quality leads, and scalable infrastructure designed to accelerate your success.
Accountabilities:
- Support and manage client relationships across a broad range of financial planning areas, including retirement planning, tax strategy, investment management, equity compensation, real estate, and estate coordination.
- Assist a senior advisor in servicing existing clients while progressively taking on more responsibility and ownership of relationships over time.
- Engage with new client inquiries and leads, converting introductions into long-term advisory relationships.
- Develop new business opportunities through referrals, networking, and proactive community and professional engagement.
- Leverage modern financial planning tools and platforms to deliver tailored, high-quality advice and client experiences.
- Contribute to the operational development of the advisory practice and support its long-term growth and succession planning.
- 2+ years of experience in financial planning, wealth management, or a related advisory role.
- Active Series 65 or Series 66 license (required).
- Strong understanding of core financial planning principles, including retirement planning, investment management, and tax fundamentals.
- Client-centric mindset with a strong focus on building trusted, long-term relationships.
- Ability to work in a fast-paced, entrepreneurial, and growth-oriented environment.
- Strong organizational skills with the ability to manage a client pipeline and follow through on commitments independently.
- Bonus: CFP® designation (or in progress), existing book of business, or experience working with executives, tech professionals, or retirees.
- Bonus: Familiarity with financial planning tools such as eMoney or MoneyGuidePro.
- Competitive compensation structure with strong earning potential and high industry payouts.
- Opportunity to significantly accelerate client book growth with access to leads, infrastructure, and reduced administrative burden.
- Comprehensive benefits package including medical, dental, vision, and retirement plans with employer matching options.
- Unlimited paid time off to support work-life balance and flexibility.
- Fully flexible working model (remote or hybrid depending on preference and location).
- Full operational and client transition support to ensure smooth onboarding and relationship development.
- Access to experienced industry professionals for mentorship and continuous learning.
- Opportunity to grow within a rapidly scaling fintech-driven wealth management environment.