Wealth Advisor Green Card 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 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:
Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions.
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize 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 high net worth individuals.
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.
- Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients
- Self-acquires new business by being active and well connected in the community
- Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships
- Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation
- Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects
- Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships
- Thrives in a team based approach to deliver the full suite of Truist Wealth solutions
- Team and peer group role model for other Wealth Advisors and Wealth Associates
- Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values
- Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups 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
- Using sound judgment on expense and operational efficiency
QUALIFICATIONS
Required 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
- FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed
- 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs
- Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace
- Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor
- Advanced and proven working knowledge of deposit, credit and investment products
- Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful
- Ability to thrive and be an active 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
- CFP preferred or CTFA, CFA, CPA, JD or MBA
- Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA
- 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients
- Graduate of a leadership or management development program (Such as LDP, Banking School)
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:
Serve as primary relationship advisor for high net worth and ultra-high net worth wealth clients. Responsible for developing and deepening client relationships through needs-based, high-level client service and through delivery of the full suite of Truist Wealth solutions.
Accomplished and highly proven at acquiring new clients by leveraging their external network and firm place in the community in order to provide confident and comprehensive wealth management advice and solutions. Utilize 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 high net worth individuals.
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.
- Meet revenue growth, profitability and client retention goals by acquiring new clients through business development and expanding services and marketing new products to existing clients
- Self-acquires new business by being active and well connected in the community
- Expected to be the expert level "market moving" advisor with ability to handle the most challenging, sensitive and complex banking relationships
- Focuses on targeted prospecting and developing relationships with external referral sources; effectively work with various specialists and IRM partners who are designated to support client service and business development efforts (e.g. credit, mortgage, planning, investment, trust and fiduciary services, and insurance services) in a manner that promotes client retention and prospect referrals. This includes effectively executing on the specialist delivery model utilizing both centralized and regionalized partners to appropriately protect the inherent cost-to-serve requirements of the corporation
- Uses advanced credit knowledge to help lead the conversation and advice delivery model with clients and prospects
- Partners with Truist product specialists, including investments, trust, mortgage, insurance, etc., using a team approach to deliver solutions to client's financial needs and to enhance existing relationships
- Thrives in a team based approach to deliver the full suite of Truist Wealth solutions
- Team and peer group role model for other Wealth Advisors and Wealth Associates
- Continuously act as a culture champion that is aligned with Truist's Purpose, Mission and Values
- Establish and maintain mutually beneficial business relationships with internal and external centers of influence such as the CCB, CIG, groups 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
- Using sound judgment on expense and operational efficiency
QUALIFICATIONS
Required 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
- FINRA: Maintains proper licenses including Series 7, Series 66, the Securities Industry Essentials (SIE) Exam as applicable Life, Health, and Variable insurance licenses. Ensures that appropriate continuing education requirements are met where needed
- 8 or more years of sales and client management experience in Wealth Management and a demonstrated ability to manage a portfolio of high net and ultra-high net worth clients with complex credit and banking needs
- Successful track record using interpersonal, sales, presentation and relationship management skills previously demonstrated in the high net worth marketplace
- Advanced and reputable credit knowledge with a proven track record working complex credit deals and/or in tandem with a senior credit advisor
- Advanced and proven working knowledge of deposit, credit and investment products
- Successful background working in a goal based, results-driven, sales environment that uses tools such as leaderboards, pipeline reporting and other sale management tools to be successful
- Ability to thrive and be an active 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
- CFP preferred or CTFA, CFA, CPA, JD or MBA
- Completion or enrollment in certification programs such as CFA, CFP, CPWA and CPA
- 5 or more years of sales and client management experience in the Wealth Management and demonstrated ability to manage a portfolio of high net worth clients
- Graduate of a leadership or management development program (Such as LDP, Banking School)
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 314+ Wealth Advisor jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Wealth Advisor roles.
Get Access To All JobsTips for Finding Green Card Sponsorship in Wealth Advisor
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.
Wealth Advisor jobs are hiring across the US. Find yours.
Find Wealth Advisor JobsWealth Advisor Green Card Sponsorship: 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 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.
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