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 JobsINTRODUCTION
Join a team where your expertise truly shapes client outcomes.
At our firm, we help clients Achieve Financial Peace of Mind™ through a boutique, high-touch wealth management experience. By deeply understanding what matters most to our clients and delivering comprehensive, sophisticated planning, we are proud to serve high-net-worth families with clarity, care, and excellence.
Our firm currently advises on approximately $1 billion AUM. Our culture is collaborative, client-centered, and driven by a commitment to doing the right thing, every time.
ROLE AND RESPONSIBILITIES
Private Wealth Associate Advisor (Path to Private Wealth Advisor)
Are you a career-changer who likes working with people, and are looking to break into the financial planning industry? Do you want to become an advisor working with a client-focused, growth-oriented team, without the need to cold-call or build your own business?
We’re looking for a team-oriented, relationship-focused Private Wealth Associate Advisor—an exciting opportunity for professionals transitioning from another field who bring strong interpersonal and analytical skills but isn’t looking to start again at an entry-level position. This role offers a clear, commission-free pathway to a client-facing advisor position through a structured development program: onboarding, hands-on mentoring, role-specific training, client-meeting shadowing, and support for professional credentials, including the Series 7, 63, SIE, and Life and Health.
You’ll join a collaborative team that sources client relationships, providing real-world experience without cold calling. Associate Advisors receive a competitive base salary plus bonus opportunities and full operational support from experienced advisors and administrative staff as you grow into a fully capable advisor, so you can fully focus on learning and development.
Key Responsibilities
Learning and Development:
- Participate in training programs and workshops to gain a deep understanding of financial planning principles and practices.
- Shadow experienced advisors during client meetings to observe and learn effective communication and advisory techniques.
Client Support:
- Assist Private Wealth Advisors in preparing for client meetings by gathering necessary information and documentation.
- Help with the creation of financial plans, reports, and recommendations under the supervision of Private Wealth Advisors and Private Wealth Service Advisors.
- Assist Private Wealth Advisors in sending follow-ups after client meetings through emails, phone calls, and/or virtual or in-person meetings.
Research and Analysis:
- Conduct research on investment options, market trends, and financial products to support client recommendations.
Administrative Tasks:
- Manage client records and ensure all documentation is up-to-date and accurate.
BASIC QUALIFICATIONS
- Bachelor’s Degree required
- Certified Financial Planner® (CFP®) designation strongly preferred. Progress towards obtaining the certification is still a plus
- Thoughtful, collaborative, detail-oriented, and committed to doing work that improves clients’ lives
- Able to be in our Manhattan Beach office 3x per week to support client meetings and teamwork
- 7 – 10 years of people-facing experience
PREFERRED QUALIFICATIONS
Why join our firm vs anyone else?
- Partner with a team that values your ideas, expertise, and professional growth
- Access to extensive training programs and mentorship from experienced advisors
- Direct impact on clients’ most important financial decisions
- A culture built on integrity, collaboration, and excellence
- Opportunities to deepen client-facing responsibilities over time
COMPENSATION & BENEFITS
- Compensation range: $75,000 – $125,000, depending on experience and qualifications
- Comprehensive benefits package, which may include:
- Medical, dental, and vision insurance
- Retirement plan (e.g., 401(k))
- Paid time off and holidays
- Additional wellness and professional development benefits
ADDITIONAL INFORMATION
This position is classified as exempt under California wage and hour laws. Employment is at-will, meaning that either the employee or the company may terminate employment at any time, with or without cause or notice, subject to applicable law.
Job Type: Full-time
Pay: $75,000.00 - $125,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Compensation Package:
- Bonus opportunities
License/Certification:
- CFP (Required)
Ability to Commute:
- Manhattan Beach, CA 90266 (Required)
Ability to Relocate:
- Manhattan Beach, CA 90266: Relocate before starting work (Preferred)
LOCATION
Work Location: Hybrid remote in Manhattan Beach, CA 90266
INTRODUCTION
Join a team where your expertise truly shapes client outcomes.
At our firm, we help clients Achieve Financial Peace of Mind™ through a boutique, high-touch wealth management experience. By deeply understanding what matters most to our clients and delivering comprehensive, sophisticated planning, we are proud to serve high-net-worth families with clarity, care, and excellence.
Our firm currently advises on approximately $1 billion AUM. Our culture is collaborative, client-centered, and driven by a commitment to doing the right thing, every time.
ROLE AND RESPONSIBILITIES
Private Wealth Associate Advisor (Path to Private Wealth Advisor)
Are you a career-changer who likes working with people, and are looking to break into the financial planning industry? Do you want to become an advisor working with a client-focused, growth-oriented team, without the need to cold-call or build your own business?
We’re looking for a team-oriented, relationship-focused Private Wealth Associate Advisor—an exciting opportunity for professionals transitioning from another field who bring strong interpersonal and analytical skills but isn’t looking to start again at an entry-level position. This role offers a clear, commission-free pathway to a client-facing advisor position through a structured development program: onboarding, hands-on mentoring, role-specific training, client-meeting shadowing, and support for professional credentials, including the Series 7, 63, SIE, and Life and Health.
You’ll join a collaborative team that sources client relationships, providing real-world experience without cold calling. Associate Advisors receive a competitive base salary plus bonus opportunities and full operational support from experienced advisors and administrative staff as you grow into a fully capable advisor, so you can fully focus on learning and development.
Key Responsibilities
Learning and Development:
- Participate in training programs and workshops to gain a deep understanding of financial planning principles and practices.
- Shadow experienced advisors during client meetings to observe and learn effective communication and advisory techniques.
Client Support:
- Assist Private Wealth Advisors in preparing for client meetings by gathering necessary information and documentation.
- Help with the creation of financial plans, reports, and recommendations under the supervision of Private Wealth Advisors and Private Wealth Service Advisors.
- Assist Private Wealth Advisors in sending follow-ups after client meetings through emails, phone calls, and/or virtual or in-person meetings.
Research and Analysis:
- Conduct research on investment options, market trends, and financial products to support client recommendations.
Administrative Tasks:
- Manage client records and ensure all documentation is up-to-date and accurate.
BASIC QUALIFICATIONS
- Bachelor’s Degree required
- Certified Financial Planner® (CFP®) designation strongly preferred. Progress towards obtaining the certification is still a plus
- Thoughtful, collaborative, detail-oriented, and committed to doing work that improves clients’ lives
- Able to be in our Manhattan Beach office 3x per week to support client meetings and teamwork
- 7 – 10 years of people-facing experience
PREFERRED QUALIFICATIONS
Why join our firm vs anyone else?
- Partner with a team that values your ideas, expertise, and professional growth
- Access to extensive training programs and mentorship from experienced advisors
- Direct impact on clients’ most important financial decisions
- A culture built on integrity, collaboration, and excellence
- Opportunities to deepen client-facing responsibilities over time
COMPENSATION & BENEFITS
- Compensation range: $75,000 – $125,000, depending on experience and qualifications
- Comprehensive benefits package, which may include:
- Medical, dental, and vision insurance
- Retirement plan (e.g., 401(k))
- Paid time off and holidays
- Additional wellness and professional development benefits
ADDITIONAL INFORMATION
This position is classified as exempt under California wage and hour laws. Employment is at-will, meaning that either the employee or the company may terminate employment at any time, with or without cause or notice, subject to applicable law.
Job Type: Full-time
Pay: $75,000.00 - $125,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Paid time off
- Professional development assistance
- Vision insurance
Compensation Package:
- Bonus opportunities
License/Certification:
- CFP (Required)
Ability to Commute:
- Manhattan Beach, CA 90266 (Required)
Ability to Relocate:
- Manhattan Beach, CA 90266: Relocate before starting work (Preferred)
LOCATION
Work Location: Hybrid remote in Manhattan Beach, CA 90266
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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.