Green Card Associate Wealth Advisor Jobs
Associate Wealth Advisor jobs with green card sponsorship follow the EB-2 or EB-3 employment-based path, requiring your employer to complete PERM labor certification with the Department of Labor before filing an I-140 petition with USCIS. Per-country backlogs mean priority dates matter, so starting the sponsorship process early is essential for foreign professionals in this role.
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Get Access To All JobsINTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:
Responsible for working with two or more Wealth Advisors to enable the delivery of advice and solutions to high net worth clients, identify new prospects, and develop new business. Client assets under management range from $1M+, $5MM+, and $20MM+ and include some of the most complex relationships within Truist.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-
Assist multiple Wealth Advisors in a select geography. Responsible for proactively helping identify new Wealth prospects for the team, develop pitch books, developing and deepening client relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions.
-
Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions by utilizing objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to affluent and high net worth individuals.
-
Focus on identifying prospects for the Advisor teams to support business development efforts to include both internal and external partners.
-
Participates in a "One Team" approach to deliver the full suite of Truist Wealth solutions.
-
Continuously acts as a culture champion that is aligned with Truist’s Purpose, Mission and Values.
-
Works with Advisor team to proactively establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, and other Truist teams as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team.
-
Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.
-
Maintain appropriate legal, operating and regulatory controls to manage risk and compliance.
-
Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships and business practices.
-
Using sound judgment on expense and operational efficiency.
-
Participate and complete in all required in-person, online and virtual training sessions.
-
It is the expectation that individuals in this role will progress to a Wealth Advisor role, managing a book of business, after 18 to 24 successful months as a Wealth Advisor Associate.
BASIC QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
Bachelor’s degree required with an overall minimum 3.0 GPA.
-
Great networking business development and relationship building skills.
-
Strong work ethic and strong drive to succeed; competitive, self-motivated and results-oriented.
-
Excellent verbal, written and presentation skills.
-
Must successfully obtain and maintain the following licenses during the first 130 days of the program: SIE, Series 7, 63, 65, Life, Health, Variable.
-
FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Candidates will have 60 days from their start date to transfer, or 100 days from their start date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed.
-
Ability to thrive and actively participate on a team.
-
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
-
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
PREFERRED QUALIFICATIONS
- Bachelor's Degree in Business, Finance or Economics.
COMPENSATION
- Annual base salary: $100,000 - $115,000.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary: Regular
Language Fluency: English (Required)
Work Shift: 1st shift (United States of America)
Please review the following job description:
Responsible for working with two or more Wealth Advisors to enable the delivery of advice and solutions to high net worth clients, identify new prospects, and develop new business. Client assets under management range from $1M+, $5MM+, and $20MM+ and include some of the most complex relationships within Truist.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-
Assist multiple Wealth Advisors in a select geography. Responsible for proactively helping identify new Wealth prospects for the team, develop pitch books, developing and deepening client relationships through needs-based, high-level client service and delivery of the full suite of Truist Wealth solutions.
-
Work in close partnership with Truist Wealth Advisor teammates to coordinate comprehensive wealth management advice and solutions by utilizing objective and sound personal financial planning and financial advisory concepts to provide an integrated delivery of a broad range of wealth products and services to affluent and high net worth individuals.
-
Focus on identifying prospects for the Advisor teams to support business development efforts to include both internal and external partners.
-
Participates in a "One Team" approach to deliver the full suite of Truist Wealth solutions.
-
Continuously acts as a culture champion that is aligned with Truist’s Purpose, Mission and Values.
-
Works with Advisor team to proactively establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, and other Truist teams as well as the regional leadership team, local advisory board members, outside Certified Public Accountants (CPA), attorneys, civic associations and other individuals and organizations to enhance the marketing efforts of the team.
-
Stays updated and abreast of changing economic, legal, financial planning, investment trends and general market and business issues impacting affluent clients. Serve as a personal financial planning/advisory resource for clients, their attorneys and CPAs.
-
Maintain appropriate legal, operating and regulatory controls to manage risk and compliance.
-
Works within the existing audit, compliance and regulatory framework in order to ensure a high quality, compliant portfolio of relationships and business practices.
-
Using sound judgment on expense and operational efficiency.
-
Participate and complete in all required in-person, online and virtual training sessions.
-
It is the expectation that individuals in this role will progress to a Wealth Advisor role, managing a book of business, after 18 to 24 successful months as a Wealth Advisor Associate.
BASIC QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
Bachelor’s degree required with an overall minimum 3.0 GPA.
-
Great networking business development and relationship building skills.
-
Strong work ethic and strong drive to succeed; competitive, self-motivated and results-oriented.
-
Excellent verbal, written and presentation skills.
-
Must successfully obtain and maintain the following licenses during the first 130 days of the program: SIE, Series 7, 63, 65, Life, Health, Variable.
-
FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Candidates will have 60 days from their start date to transfer, or 100 days from their start date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed.
-
Ability to thrive and actively participate on a team.
-
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
-
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check.
PREFERRED QUALIFICATIONS
- Bachelor's Degree in Business, Finance or Economics.
COMPENSATION
- Annual base salary: $100,000 - $115,000.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
See all Green Card Associate Wealth Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Associate Wealth Advisor Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship in Associate Wealth Advisor
Match your credentials to EB-2 or EB-3
An advanced degree in finance, economics, or a related field typically supports EB-2 eligibility. If you hold only a bachelor's degree, document at least five years of progressive wealth management experience to meet the EB-2 equivalency standard or qualify under EB-3 instead.
Research your prevailing wage before negotiating
Use the OFLC Wage Search to find the DOL-certified prevailing wage for Associate Wealth Advisor roles in your target city. Your offer letter must meet or exceed that wage level, so knowing it in advance protects your PERM filing from a costly wage-based audit.
Find firms with active green card sponsorship history
Use Migrate Mate to identify wealth management employers who have sponsored foreign professionals for employment-based green cards. Targeting firms with a documented sponsorship track record shortens your search and signals that their HR and legal teams already understand the PERM process.
Ask about sponsorship timelines during early interviews
Raise PERM sponsorship directly in second-round interviews, before an offer is extended. Smaller RIA firms may be willing but unfamiliar with the multi-year timeline, so clarifying expectations early prevents the process from stalling after you've already accepted a position.
Secure your priority date before switching employers
Once your employer-sponsored I-140 is approved, that priority date is yours and can carry over to a new employer's petition. If your I-485 has been pending 180 days or more under AC21, you can also port to a similar wealth advisory role without restarting the PERM process from the beginning.
Review the O*NET profile for your PERM job description
DOL auditors compare your PERM job description against O*NET's occupational definition for wealth advisory roles. Make sure your employer's job requirements align with that profile; requirements that appear artificially tailored to exclude qualified U.S. workers are a leading trigger for PERM denials.
Green Card Associate Wealth Advisor: Frequently Asked Questions
Which green card category fits an Associate Wealth Advisor role?
Most Associate Wealth Advisor positions qualify under EB-2 if the role requires an advanced degree in finance, economics, or a related field, or under EB-2 equivalency if you have a bachelor's degree plus at least five years of progressive experience. Roles requiring only a bachelor's degree with two or more years of experience can qualify under EB-3. Your employer's immigration counsel will determine the stronger category based on the actual job requirements and your credentials.
How does green card sponsorship differ from H-1B sponsorship for this role?
H-1B visa sponsorship grants temporary work authorization, typically in two or three-year increments, and requires renewal. Employment-based green card sponsorship leads to lawful permanent residence with no renewal requirement. The PERM process, which applies to green cards but not H-1B, requires your employer to test the U.S. labor market, obtain a prevailing wage determination from DOL, and demonstrate that no qualified U.S. worker was available for the role before USCIS will approve the I-140 petition.
How long does the PERM labor certification process take for wealth advisory roles?
PERM processing times vary based on DOL workload and whether your case is selected for audit. Standard processing has historically run several months, but audited cases can take significantly longer. Per-country backlogs for certain nationalities also extend the total timeline after PERM is approved, since USCIS can only process I-485 adjustment of status applications when your priority date is current on the monthly Visa Bulletin.
How do I find Associate Wealth Advisor employers who sponsor green cards?
Migrate Mate lists employers with verified employment-based green card sponsorship history, searchable by role and location. This lets you focus your applications on firms that have already navigated the PERM and I-140 process, rather than spending time educating employers on sponsorship from scratch or discovering late in the process that a firm won't sponsor.
Can I change employers after my green card sponsorship is underway?
It depends on where you are in the process. If your I-140 has been approved, your priority date can carry over to a new employer's petition. If your I-485 adjustment of status application has been pending for 180 days or more, AC21 portability allows you to move to a same or similar occupation without restarting the PERM process. Changing employers before those thresholds are met typically requires your new employer to restart PERM from the beginning.