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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Summary
Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.
Duties & Responsibilities:
- Manages medium/large and complex portfolios based on client and corporate investment objectives.
- Works closely with the customer to monitor investment performance and recommend a strategy.
- Responsible for ongoing customer service and joint sales calls with business development staff.
- Must keep current on related market trends.
- May have supervisory responsibility.
- Performs other duties as assigned.
Basic Qualifications:
- Bachelors Degree
- 5 or more years of Investments/Analyst experience
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
Description
Summary
Huntington is looking for qualified candidates to become Wealth and Investment Portfolio Manager III"s.
Duties & Responsibilities:
- Manages medium/large and complex portfolios based on client and corporate investment objectives.
- Works closely with the customer to monitor investment performance and recommend a strategy.
- Responsible for ongoing customer service and joint sales calls with business development staff.
- Must keep current on related market trends.
- May have supervisory responsibility.
- Performs other duties as assigned.
Basic Qualifications:
- Bachelors Degree
- 5 or more years of Investments/Analyst experience
Exempt Status: (Yes = not eligible for overtime pay) (No = eligible for overtime pay)
Yes
Workplace Type:
Office
Our Approach to Office Workplace Type
Certain positions outside our branch network may be eligible for a flexible work arrangement. We’re combining the best of both worlds: in-office and work from home. Our approach enables our teams to deepen connections, maintain a strong community, and do their best work. Remote roles will also have the opportunity to come together in our offices for moments that matter. Specific work arrangements will be provided by the hiring team.
Huntington is an Equal Opportunity Employer.
Note to Agency Recruiters: Huntington Bank will not pay a fee for any placement resulting from the receipt of an unsolicited resume. All unsolicited resumes sent to any Huntington Bank colleagues, directly or indirectly, will be considered Huntington Bank property. Recruiting agencies must have a valid, written and fully executed Master Service Agreement and Statement of Work for consideration.
See all 437+ Green Card Wealth Advisor Jobs
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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.