Green Card Private Wealth Advisor Jobs
Private Wealth Advisor jobs with green card sponsorship are available through employers willing to file PERM labor certification with the Department of Labor, followed by an I-140 petition and adjustment of status or consular processing. EB-2 applies to advanced-degree candidates; EB-3 covers professionals with a bachelor's degree. Priority-date backlogs vary by country of birth.
Find Green Card Private Wealth Advisor JobsOverview
Showing 5 of 32+ Private Wealth Advisor jobs
See all 32+ Private Wealth Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Private Wealth Advisor roles.
Get Access To All JobsThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career—a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA), and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
Primary Responsibilities
- Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship
- Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals, and objectives, typically managing large and/or complex client relationships
- Generates large new business opportunities on a consistent basis
- Remains abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
- Partners with the Trust Administrator to oversee the set-up, implementation, and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
- Ensures account administration complies with fiduciary principles
- Coordinates client service activities with other wealth management partners
- Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field
- Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
- Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
- Demonstrated knowledge of fiduciary products and services, including legal, tax, and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
Preferences
- Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA), or Master of Taxation)
- Professional Certification(s), such as Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA), or Certified Wealth Strategist (CWS)
Skills And Competencies
- Ability to interpret and present complex topics in a concise and effective manner
- Ability to manage multiple goals and deadlines simultaneously
- Advanced analytical and problem-solving skills, including attention to detail
- Demonstrated confidence in delivering and explaining solutions with a high degree of influence
- Excellent presentation and sales abilities
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong organizational skills
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Minimum Job Range Target: $122,871.06 USD
Median $177,189.30 USD
Incentive Pay Plans
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details
Greenway Plaza
Location: Houston, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career—a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA), and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
Primary Responsibilities
- Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship
- Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals, and objectives, typically managing large and/or complex client relationships
- Generates large new business opportunities on a consistent basis
- Remains abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
- Partners with the Trust Administrator to oversee the set-up, implementation, and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
- Ensures account administration complies with fiduciary principles
- Coordinates client service activities with other wealth management partners
- Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field
- Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
- Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
- Demonstrated knowledge of fiduciary products and services, including legal, tax, and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
Preferences
- Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA), or Master of Taxation)
- Professional Certification(s), such as Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA), or Certified Wealth Strategist (CWS)
Skills And Competencies
- Ability to interpret and present complex topics in a concise and effective manner
- Ability to manage multiple goals and deadlines simultaneously
- Advanced analytical and problem-solving skills, including attention to detail
- Demonstrated confidence in delivering and explaining solutions with a high degree of influence
- Excellent presentation and sales abilities
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong organizational skills
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Minimum Job Range Target: $122,871.06 USD
Median $177,189.30 USD
Incentive Pay Plans
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details
Greenway Plaza
Location: Houston, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
See all 32+ Green Card Private Wealth Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Private Wealth Advisor Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship in Private Wealth Advisor
Verify your degree meets EB-2 requirements
EB-2 requires a master's degree or a bachelor's degree plus five years of progressive experience in wealth management or a related financial field. Gather official transcripts, degree certificates, and employer letters documenting your experience before approaching any sponsor.
Target RIA firms and large bank trust departments
Registered investment advisors and bank trust departments with existing PERM filing history are your strongest leads. Firms that have sponsored analysts or portfolio managers before already understand the recruitment-test timeline and prevailing-wage obligations DOL imposes.
Search verified sponsors on Migrate Mate
Use Migrate Mate to find employers with documented green card sponsorship history for financial advisory roles, searchable by city and job category. This narrows your outreach to firms that have already cleared the PERM process for comparable positions.
Benchmark your offer against OFLC prevailing wages
Your employer must pay at least the DOL prevailing wage for your SOC code and work location. Run the OFLC Wage Search before accepting an offer to confirm the salary aligns, since a wage shortfall can trigger a PERM denial without appeal.
Negotiate PERM filing into your offer letter
Ask the employer to commit to initiating the prevailing-wage determination within a defined period after your start date. Without a written commitment, PERM can stall indefinitely while you remain dependent on a temporary work authorization that must be renewed separately.
Understand AC21 portability before you file I-485
Once your I-485 has been pending for 180 days or more, AC21 portability lets you change employers if the new role is in the same or a similar occupation. For Private Wealth Advisors, that typically means staying within wealth management or closely related financial advisory work.
Green Card Private Wealth Advisor: Frequently Asked Questions
Can a Private Wealth Advisor role qualify for EB-2 green card sponsorship?
Yes. Private Wealth Advisor positions typically require a bachelor's or master's degree in finance, economics, or a related field, which satisfies EB-2's advanced-degree requirement. If you hold a bachelor's degree plus five years of progressive wealth management experience, that combination also qualifies. Your employer documents the degree requirement in the PERM labor certification filing with the Department of Labor.
How does green card sponsorship differ from H-1B sponsorship for this role?
H-1B visa is temporary work authorization requiring periodic renewal, while green card sponsorship leads to lawful permanent residence. The process for employment-based green cards involves PERM labor certification filed with DOL, an I-140 immigrant petition filed with USCIS, and then adjustment of status or consular processing. There is no lottery, but per-country annual limits create priority-date backlogs for nationals of high-demand countries such as India and China.
What does the PERM recruitment test require from an employer sponsoring a wealth advisor?
PERM requires the employer to conduct a genuine test of the U.S. labor market before filing with DOL. That includes posting the job through specific channels, documenting that no qualified U.S. workers applied, and paying at least the DOL prevailing wage for the role's SOC code and location. The employer must retain recruitment records for five years in case DOL audits the application.
How do I find Private Wealth Advisor jobs where the employer is already open to green card sponsorship?
Migrate Mate lists employers with verified green card sponsorship history for financial advisory roles, so you can focus your outreach on firms that have already navigated the PERM process for comparable positions. Targeting these employers saves significant time compared to approaching companies that have never sponsored a permanent resident and may be unfamiliar with the DOL filing requirements.
Can I change employers after my green card case is filed?
AC21 portability allows you to change to a new employer once your I-485 adjustment-of-status application has been pending for 180 days or more, provided the new role is in the same or a similar occupation. A priority date earned through an approved I-140 can also carry over to a new employer's petition, protecting the place you've already established in the queue.