Green Card Associate Advisor Jobs
Associate Advisor jobs with green card sponsorship involve EB-2 or EB-3 classification, depending on your degree and experience. Employers initiate PERM labor certification with the DOL before filing an I-140 petition with USCIS, establishing lawful permanent residence rather than temporary status. Per-country priority date backlogs apply, so starting the sponsorship process early matters.
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Get Access To All JobsINTRODUCTION
Wise Financial is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to high-net-worth individuals and families. This position works closely with our Private Wealth Advisors to manage existing client relationships, develop and implement comprehensive financial plans, participate in client meetings, and ensure planning recommendations are carried through to completion.
This is a client-facing advisory role with an emphasis on comprehensive financial planning, relationship management, and professional development toward increased advisory responsibility.
ROLE AND RESPONSIBILITIES
Client Relationship Management
- Serve as an Associate Advisor for assigned client relationships
- Build and maintain strong, long-term relationships with clients and their families
- Participate in client meetings and assume increasing responsibility for leading meetings
- Understand clients' financial circumstances, goals, priorities, and planning needs
- Proactively follow up with clients and ensure planning recommendations are implemented
- Identify opportunities to provide additional value and deepen client relationships
- Identify opportunities to consolidate and grow assets under management within existing relationships
Financial Planning
- Develop and update comprehensive financial plans
- Analyze client needs across investments, retirement planning, estate planning, tax strategies, insurance, and risk management
- Identify planning opportunities and assist in developing appropriate recommendations
- Prepare for client meetings, including financial analysis, recommendations, and supporting materials
- Clearly communicate financial planning concepts and recommendations to clients
- Coordinate implementation of recommendations and monitor progress
- Update planning strategies as client circumstances and objectives change
Investment & Wealth Management
- Review client portfolios in the context of their overall financial plan
- Assist with investment recommendations, asset allocation, risk management, and portfolio strategy
- Communicate investment strategies and recommendations to clients
- Work with the investment team to ensure portfolios remain aligned with client objectives
- Stay current on market developments, financial planning strategies, investment products, and regulatory changes
Team & Practice Responsibilities
- Work collaboratively with Lead Advisors, Client Service Associates, financial planning professionals, investment operations, and other team members
- Coordinate client needs across the team to provide a consistent and high-quality client experience
- Clearly delegate and communicate service and follow-up needs
- Maintain accurate client notes, tasks, and relationship information in CRM
- Coordinate with clients' CPAs, attorneys, and other outside professionals as appropriate
- Maintain high standards of accuracy, responsiveness, confidentiality, and compliance
- Take ownership of assigned responsibilities and ensure work is completed accurately and promptly
BASIC QUALIFICATIONS
- Bachelor's degree in Finance, Economics, Business, or related field
- Experience in wealth management and proven record of success in wealth management or financial advisory roles with a focus on cultivating and expanding client relationships
- Series 7, 65, and/or 66 securities licenses required; CFP certification or similar advanced designation preferred
- Proficiency in financial planning software and Microsoft Office Suite
- Exceptional interpersonal skills with the ability to build trust, rapport, and credibility with high-net-worth clients
- Strong knowledge of financial products, investment strategies, estate planning, and tax optimization techniques
- Demonstrated ability to collaborate within a team-oriented environment and prioritize tasks effectively
- Excellent communication skills to articulate complex financial concepts clearly and effectively
- Impeccable attention to detail
PREFERRED QUALIFICATIONS
- Wealth management: 5 years (Preferred)
OTHER SECTIONS
Job Type: Full-time
Ability to Commute:
- Indianapolis, IN 46240 (Required)
Work Location: In person
Pay: $75,000.00 - $110,000.00 per year
BENEFITS
- Dental insurance
- Health insurance
- Vision insurance
APPLICATION QUESTION(S)
- Do you have a CFP or similar designation?
Education
- Bachelor's (Required)
Experience
- Wealth management: 5 years (Required)
LICENSE/CERTIFICATION
- Series 7 (Required)
- Series 65 (Required)
- Series 66 (Required)
Ability to Commute:
- Indianapolis, IN 46240 (Required)
Work Location: In person
INTRODUCTION
Wise Financial is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to high-net-worth individuals and families. This position works closely with our Private Wealth Advisors to manage existing client relationships, develop and implement comprehensive financial plans, participate in client meetings, and ensure planning recommendations are carried through to completion.
This is a client-facing advisory role with an emphasis on comprehensive financial planning, relationship management, and professional development toward increased advisory responsibility.
ROLE AND RESPONSIBILITIES
Client Relationship Management
- Serve as an Associate Advisor for assigned client relationships
- Build and maintain strong, long-term relationships with clients and their families
- Participate in client meetings and assume increasing responsibility for leading meetings
- Understand clients' financial circumstances, goals, priorities, and planning needs
- Proactively follow up with clients and ensure planning recommendations are implemented
- Identify opportunities to provide additional value and deepen client relationships
- Identify opportunities to consolidate and grow assets under management within existing relationships
Financial Planning
- Develop and update comprehensive financial plans
- Analyze client needs across investments, retirement planning, estate planning, tax strategies, insurance, and risk management
- Identify planning opportunities and assist in developing appropriate recommendations
- Prepare for client meetings, including financial analysis, recommendations, and supporting materials
- Clearly communicate financial planning concepts and recommendations to clients
- Coordinate implementation of recommendations and monitor progress
- Update planning strategies as client circumstances and objectives change
Investment & Wealth Management
- Review client portfolios in the context of their overall financial plan
- Assist with investment recommendations, asset allocation, risk management, and portfolio strategy
- Communicate investment strategies and recommendations to clients
- Work with the investment team to ensure portfolios remain aligned with client objectives
- Stay current on market developments, financial planning strategies, investment products, and regulatory changes
Team & Practice Responsibilities
- Work collaboratively with Lead Advisors, Client Service Associates, financial planning professionals, investment operations, and other team members
- Coordinate client needs across the team to provide a consistent and high-quality client experience
- Clearly delegate and communicate service and follow-up needs
- Maintain accurate client notes, tasks, and relationship information in CRM
- Coordinate with clients' CPAs, attorneys, and other outside professionals as appropriate
- Maintain high standards of accuracy, responsiveness, confidentiality, and compliance
- Take ownership of assigned responsibilities and ensure work is completed accurately and promptly
BASIC QUALIFICATIONS
- Bachelor's degree in Finance, Economics, Business, or related field
- Experience in wealth management and proven record of success in wealth management or financial advisory roles with a focus on cultivating and expanding client relationships
- Series 7, 65, and/or 66 securities licenses required; CFP certification or similar advanced designation preferred
- Proficiency in financial planning software and Microsoft Office Suite
- Exceptional interpersonal skills with the ability to build trust, rapport, and credibility with high-net-worth clients
- Strong knowledge of financial products, investment strategies, estate planning, and tax optimization techniques
- Demonstrated ability to collaborate within a team-oriented environment and prioritize tasks effectively
- Excellent communication skills to articulate complex financial concepts clearly and effectively
- Impeccable attention to detail
PREFERRED QUALIFICATIONS
- Wealth management: 5 years (Preferred)
OTHER SECTIONS
Job Type: Full-time
Ability to Commute:
- Indianapolis, IN 46240 (Required)
Work Location: In person
Pay: $75,000.00 - $110,000.00 per year
BENEFITS
- Dental insurance
- Health insurance
- Vision insurance
APPLICATION QUESTION(S)
- Do you have a CFP or similar designation?
Education
- Bachelor's (Required)
Experience
- Wealth management: 5 years (Required)
LICENSE/CERTIFICATION
- Series 7 (Required)
- Series 65 (Required)
- Series 66 (Required)
Ability to Commute:
- Indianapolis, IN 46240 (Required)
Work Location: In person
See all 39+ Green Card Associate Advisor Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship in Associate Advisor
Align your credentials with EB-2 or EB-3
EB-2 requires an advanced degree or a bachelor's plus five years of progressive experience in a related field. EB-3 covers bachelor's-degree holders and skilled workers with two or more years of experience. Confirm which category your Associate Advisor background supports before targeting employers.
Research PERM wage requirements before negotiating
Your employer must pay at least the DOL prevailing wage for your role and location under PERM. Run your job title and metro area through the OFLC Wage Search to know the wage level before you receive an offer, so salary discussions don't stall the filing later.
Find employers with active green card sponsorship history
Target advisory and wealth management firms that have sponsored foreign workers before. Use Migrate Mate to search Associate Advisor roles at employers with verified green card sponsorship history, so you're applying where the process is already familiar rather than starting from scratch.
Understand how the PERM recruitment test affects your timeline
Before filing PERM, your employer must run a mandatory recruitment campaign and document that no qualified U.S. worker applied for the role. This process typically takes several months and must be completed before DOL receives the PERM application, so plan accordingly when evaluating offer timelines.
Secure your priority date as early as possible
Nationals from high-demand countries like India and China can face significant waits for an available visa number. Your priority date is set when USCIS receives your employer's I-140 petition. The earlier that petition is filed after PERM certification, the sooner you lock in your place in the queue.
Know your AC21 portability rights before switching employers
If your I-485 has been pending for at least 180 days and your I-140 was approved, you can change to a same or similar occupation under AC21 without losing your priority date. Verify your I-485 receipt date and job similarity with USCIS before accepting a competing offer.
Green Card Associate Advisor: Frequently Asked Questions
Which green card category covers Associate Advisor roles, EB-2 or EB-3?
Most Associate Advisor positions qualify under EB-2 if you hold a master's degree or a bachelor's plus five years of progressive advisory experience, or under EB-3 if you have a bachelor's degree alone. Your employer's immigration counsel will determine the classification based on the specific job requirements and your credentials during the PERM process.
How does green card sponsorship differ from H-1B sponsorship for this role?
H-1B visa is a temporary nonimmigrant status, typically capped at six years without an approved I-140. Green card sponsorship through EB-2 or EB-3 leads to lawful permanent residence with no renewal requirement. The PERM process, which includes a prevailing wage determination and employer recruitment test filed with DOL, replaces the H-1B's Labor Condition Application and has no lottery, but per-country priority date backlogs can extend timelines significantly.
What does the PERM labor certification process involve for an Associate Advisor position?
Your employer files PERM with the Department of Labor after completing a prevailing wage determination and a mandatory recruitment campaign demonstrating no qualified U.S. worker is available for the role. DOL reviews the application and, if certified, the employer can file an I-140 immigrant petition with USCIS. The entire PERM and I-140 stage typically takes many months before you can file for adjustment of status or consular processing.
How do I find Associate Advisor employers who sponsor green cards?
Use Migrate Mate to search Associate Advisor roles specifically at employers with documented green card sponsorship history. Many advisory firms have sponsored foreign workers before but don't advertise it in job postings, so focusing your search on employers with a verified sponsorship track record shortens your path to a PERM-ready offer.
Can I change employers after my green card process has started?
Yes, under AC21 portability rules, you can change to a same or similar occupation without losing your priority date if your I-485 has been pending for at least 180 days and your original I-140 was approved. Your approved I-140's priority date can also be carried over to a new employer's petition, but you'll need to restart the PERM and I-140 process with the new employer.