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USA - Compass Bank dba BBVA Compass

Our company

At BBVA, we are leading the transformation of global banking with the aim of bringing the opportunities of this new era within everyone's reach. We are a global financial institution present in 30 countries with over 75 million customers. We are a bank with over 126,000 employees across the world and every one of those employees is leading and designing his/her professional career with the help of tools provided by the organization to make that happen.

Corporate responsibility is an intrinsic part of our business model, promoting inclusion and financial education while supporting research and culture. Being part of BBVA means developing your career in one of the most innovative companies in finance.

We started out with the spirit of helping others make the best financial decisions. That spirit remains with us today and encourages us to keep moving forward, prioritizing innovation and digital transformation so that we can bring the opportunities of this new era within everyone's reach.

Our values define our identity; they are what drives us to make our goals a reality and they guide all of our actions and the decisions we make.

  1. The customer comes first.

  2. We think big.

  3. We are one team.


Works with wealthy International clientele in Mexico, Central and South America gathering assets. Manages a portfolio of relationships; produces revenue and sales production and ensures compliance with Wealth Management Group policies. Provides quality service to WMG customers and assigned relationships in accordance with client service standards and bank policies.


Maintains and grows a portfolio of clients which generate revenues (minimum of $1,000,000) and a profit to the bank. Will migrate clients who do not meet the profile of the Private Bank or Private Client Services Group to the appropriate channel.

Helping clients define their financial goals and objectives. Analyzing client's current financial resources and financial position.

Identifying appropriate products and services to help clients attain their objectives. Ensuring clients are introduced and partnered with appropriate Compass specialists inside and outside the Private Client Services Group.

Obtain client referrals and additional assets. Meet all contact, referral and service standards. Supports the Private Client Services Credit Center.

Ensure compliance with all document provisions, tax and fiduciary laws, policies and procedures, working with PMs to determine or confirm investment objective, asset allocation and establish investment policy. Exhibit comprehensive knowledge of benefits and features of all bank products and services as well as a good working knowledge of wealth/asset management issues relative to HNW clients.


Bachelor's Degree (BA, BS, etc.) in a related field required with Eight (8) years of related experience. Work experience may substitute for education requirement.



  • Series 7 (General Securities Representative License).

  • Series 63 (Uniform Securities Agent) and either Series 65 (Uniform Investment Advisor) or Series 66 (Uniform Securites Agent and Investment Advisor).

  • NMLS Registration.


  • Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA)

Preferred qualifications

- Need to be Bilingual in the Spanish language (Verbal and Written capacity)

At BBVA , we are proud to be a company that prioritizes diversity, inclusion and equal opportunities, regardless of the race, age, gender, ethnicity, disability, religion or sexual orientation of our employees and collaborators. Corporate responsibility is an essential component of our business model, as we promote financial education and support research and culture.

Being part of BBVA means developing your career in the company that is leading the transformation of the financial sector.

Pay Transparency Policy Statement

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information (41 C.F.R. 60-1.35 (c)).

Individuals with Disabilities

BBVA Compass, BBVA Securities Inc., and BBVA S.A. New York Branch invite all interested and qualified applicants to apply for employment opportunities. If you are a U.S.-based job seeker with a disability who is unable to use our online tools to search and apply for jobs, please contact us by emailing: or by calling toll-free (in the U.S.) 1-844-664-9275. Please indicate the specific type of assistance needed*.

*The disability access telephone line and email address are reserved solely for job seekers with disabilities requesting accessibility assistance or an accommodation. Please do not call about the status of your job application if you do not require accessibility assistance or an accommodation. Messages left for other purposes, such as following up on an application or non-disability related or technical issues, will not receive a response.

EEO Statement

BBVA Compass, BBVA Securities Inc., and BBVA S.A. New York Branch have a firm and unwavering policy to provide equal employment opportunity without regard to age, citizenship, color, disability, ethnic origin, gender, gender identity and expression, marital status, nationality, national origin, race, religion, sexual orientation, genetic predisposition, protected veteran status, or any other status or classification protected by federal, state or local law. This policy includes all job groups, classifications and organizational units. With regard to employment, this policy extends to applicants and covers our recruiting, hiring, promotion, transfer, demotion, discipline, termination, benefits, compensation and training practices as well as social and recreational activities.

View the "EEO is the Law ( " & "View the EEO is the Law Supplement Poster ( " poster. BBVA Compass, BBVA Securities, Inc., and BBVA NY are equal opportunity and affirmative action employer.