Green Card Wealth Advisor Jobs
Wealth Advisor roles qualify for EB-2 and EB-3 green card sponsorship through the PERM labor certification process, which requires employers to document recruitment efforts before filing an I-140 petition. Financial planning and investment advisory positions regularly attract sponsorship from banks, RIA firms, and wealth management divisions seeking credentialed foreign professionals.
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Get Access To All JobsAbout Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
ROLE AND RESPONSIBILITIES:
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Develop a comprehensive personal and financial wealth profile on the client and the client’s family including identification of wealth related life goals in collaboration with local teams/client's professional advisors and other Northern professionals.
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Design, in collaboration with the client’s professional advisors and other Northern Trust partners, a wealth plan integrating wealth management, wealth transfer and tax efficiency goals.
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Work in close collaboration with the local teams, including the Investment, Trust and Banking Advisors, and other Northern Trust professionals in supporting the implementation of the client’s wealth plan.
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Provide periodic review and revision of client’s wealth plan upon request in event of material changes of client circumstances.
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Actively assist in the sales process and identification of opportunities to expand client relationships through the introduction of new products and services.
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Serve as a mentor to Wealth Advisors and Wealth Advisor Associates.
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Contribute to the development and implementation of Northern Trust wealth planning resources, solutions and products.
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Engage in cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.
BASIC QUALIFICATIONS:
- Expert knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services usually acquired through extensive work-related experience with ultra-high net worth clients (clients with net worth of $100 million and above) in financial services, law or consulting. Ideally has knowledge of wealth management services, products and solutions.
- Broad based technical and analytical skills in wealth planning, wealth transfer, tax, philanthropy, cross border, fiduciary practice, asset location and preservation and related disciplines. Strong interpersonal skills and proactive consultative orientation.
- Minimum of 10+ years or more of wealth planning experience working with high-net-worth individuals and families in a comprehensive capacity.
- Advanced educational and professional designations including JD, CFP, MBA or similar evidence of advanced learning and professional consulting qualification.
WORKING WITH US:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
About Northern Trust:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
ROLE AND RESPONSIBILITIES:
-
Develop a comprehensive personal and financial wealth profile on the client and the client’s family including identification of wealth related life goals in collaboration with local teams/client's professional advisors and other Northern professionals.
-
Design, in collaboration with the client’s professional advisors and other Northern Trust partners, a wealth plan integrating wealth management, wealth transfer and tax efficiency goals.
-
Work in close collaboration with the local teams, including the Investment, Trust and Banking Advisors, and other Northern Trust professionals in supporting the implementation of the client’s wealth plan.
-
Provide periodic review and revision of client’s wealth plan upon request in event of material changes of client circumstances.
-
Actively assist in the sales process and identification of opportunities to expand client relationships through the introduction of new products and services.
-
Serve as a mentor to Wealth Advisors and Wealth Advisor Associates.
-
Contribute to the development and implementation of Northern Trust wealth planning resources, solutions and products.
-
Engage in cultivation of professional advisor relationships, including attendance at and participation in professional conferences and professional advisor networks.
BASIC QUALIFICATIONS:
- Expert knowledge of wealth transfer planning, taxation, estate planning solutions, and wealth management products and services usually acquired through extensive work-related experience with ultra-high net worth clients (clients with net worth of $100 million and above) in financial services, law or consulting. Ideally has knowledge of wealth management services, products and solutions.
- Broad based technical and analytical skills in wealth planning, wealth transfer, tax, philanthropy, cross border, fiduciary practice, asset location and preservation and related disciplines. Strong interpersonal skills and proactive consultative orientation.
- Minimum of 10+ years or more of wealth planning experience working with high-net-worth individuals and families in a comprehensive capacity.
- Advanced educational and professional designations including JD, CFP, MBA or similar evidence of advanced learning and professional consulting qualification.
WORKING WITH US:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
Reasonable accommodation
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
See all 441+ Green Card Wealth Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Wealth Advisor Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship in Wealth Advisor
Verify your CFA or CFP credential equivalency
USCIS evaluates foreign financial credentials against U.S. degree standards during I-140 review. A formal credential evaluation from a NACES-approved agency strengthens your EB-2 advanced-degree claim and reduces the risk of a Request for Evidence.
Target RIA firms with dedicated HR compliance teams
Registered Investment Advisors managing over 100 million dollars in assets typically have structured compliance infrastructure and legal teams experienced with PERM filings, making them more likely to sponsor than smaller independent advisory practices.
Check prevailing wage requirements before negotiating offers
Use the OFLC Wage Search to look up the DOL prevailing wage for your specific Wealth Advisor SOC code and metro area. Your offered salary must meet or exceed this figure for PERM certification to proceed.
Search for green-card-sponsoring Wealth Advisor roles on Migrate Mate
Filter by employers with active EB-2 and EB-3 filing history in financial services. Migrate Mate surfaces roles where the sponsorship infrastructure is already in place, so you spend less time cold-approaching firms unfamiliar with the PERM process.
Ask employers about concurrent I-140 and I-485 filing eligibility
If your priority date is current when the I-140 is approved, you can file for adjustment of status immediately rather than waiting years. Confirm with the hiring firm's immigration counsel whether they support concurrent filing before accepting an offer.
Document client relationship management experience precisely
PERM job descriptions for Wealth Advisor roles must reflect duties you actually perform. Vague language around portfolio management or client acquisition can trigger DOL audit requests, so work with the employer's counsel to align the posted requirements with your real responsibilities.
Green Card Wealth Advisor: Frequently Asked Questions
Does a Wealth Advisor role qualify for EB-2 or EB-3 green card sponsorship?
Wealth Advisor positions can qualify under both categories. EB-2 applies if the role requires an advanced degree or if you have a bachelor's degree plus at least five years of progressive experience in financial advisory or investment management. EB-3 covers the role as a skilled worker requiring at least two years of training or experience. Your employer's attorney will determine the category based on the actual job requirements posted during PERM recruitment.
How does green card sponsorship differ from H-1B sponsorship for Wealth Advisor roles?
H-1B visa sponsorship is temporary and subject to an annual lottery with no guarantee of selection. Green card sponsorship through PERM and I-140 is permanent and has no annual lottery. EB-3 for most nationalities outside India and China does not face multi-decade backlogs, so the overall timeline from PERM filing to adjustment of status approval is often shorter than the uncertainty of repeated H-1B cycles. The tradeoff is a longer employer commitment upfront.
What does the PERM process look like for a Wealth Advisor position?
Your employer starts by obtaining a prevailing wage determination from the DOL using the OFLC Wage Search for your specific SOC code and work location. They then run a mandatory recruitment campaign, typically over 60 days, to document that no qualified U.S. workers applied. If the PERM application is certified, the employer files an I-140 petition with USCIS. You can apply for adjustment of status once your priority date becomes current in the Visa Bulletin.
How do I find Wealth Advisor employers who already sponsor green cards?
Search on Migrate Mate, which filters Wealth Advisor roles by employers with verified EB-2 and EB-3 PERM filing history in financial services. This approach saves significant time compared to applying broadly, since many advisory firms have never sponsored a foreign national and lack the internal process to start. Targeting firms with established sponsorship history dramatically increases the likelihood of a smooth PERM filing.
Can I switch employers after my PERM is filed but before my green card is approved?
Once your I-140 petition is approved and you have been in the adjustment of status process for at least 180 days, federal law allows you to port your green card priority date to a new employer offering a similar Wealth Advisor role. The new position must be in the same occupational classification. Changing jobs before the I-140 is approved generally restarts the PERM process with the new employer, so timing and employer stability matter when evaluating offers.