Green Card Wealth Management Advisor Jobs
Wealth Management Advisor roles qualify for EB-2 and EB-3 green card sponsorship through the PERM labor certification process, which permanently ties your residency to a qualifying employer rather than a temporary visa status. Financial advisory positions typically satisfy specialty occupation standards, and PERM sponsorship from a registered investment advisor or bank opens a direct path to lawful permanent residency.
Find Green Card Wealth Management Advisor JobsOverview
Showing 5 of 316+ Wealth Management Advisor jobs
See all 316+ Wealth Management Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Wealth Management Advisor roles.
Get Access To All JobsJob Description Summary
At Irwin Financial Incorporated, we take a sophisticated and client-focused approach to everything we do. As our team expands, we are seeking a Client Relationship Manager who shares our vision and values. The ideal candidate has experience in relationship management in the financial industry and is dependable, dynamic, attentive, and team oriented. Additionally, they possess curiosity in leadership and career development.
Are you ready? Let’s uncover the possibility of working together.
Job Description
Essential Duties and Responsibilities
- Manage and deepen client relationships with effective communication and personalized attention in every interaction
- Collaborate with investment team to develop models and strategies aligned with client objectives
- Work closely with research analyst and portfolio managers to evaluate investment opportunities
- Support the firm’s growth
- Enter trades, orders, and rebalances as requested
- Schedule, attend, and facilitate client meetings
- Manage referrals effectively
- Prepare financial reports, spreadsheets, and other materials for client meetings
- Create and maintain records and files utilizing Client Relationship Management (CRM) software
- Participate in marketing efforts including seminars and other client-facing events
- Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
Knowledge of
- Company’s working structure, policies, mission, and strategies
- Managed account platforms
- General office practices, procedures, and methods
- Investment concepts, practices, and procedures used in the securities industry
- Financial markets, products, and industry regulations
- Trading terminology
- Financial planning software
Skill in
- Client Relationship Management (CRM) software
- Microsoft Office Suite
- Effective communication (in-person, virtual, phone, and mail)
Ability to
- Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
- Analyze and research account information
- Handle stressful situations and provide a high level of client attention in a calm and professional manner
- Analyze problems and establish solutions in a fast-paced environment
- Use appropriate interpersonal styles and communicate effectively
- Work both independently and as part of a cohesive team
- Demonstrate competence, dependability, and responsibility
Education
Bachelor’s degree preferred, or equivalent years of experience in industry
Licenses & Certifications
- SIE
- Series 7
- Series 63, 65 and/or 66 as required by state
Experience
3+ years of experience in the financial services industry strongly preferred
Benefits: Medical, Retirement + Match, Discretionary Profit Sharing, PTO
Travel: Not Required
Work Experience
General Experience - 3 to 6 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Description Summary
At Irwin Financial Incorporated, we take a sophisticated and client-focused approach to everything we do. As our team expands, we are seeking a Client Relationship Manager who shares our vision and values. The ideal candidate has experience in relationship management in the financial industry and is dependable, dynamic, attentive, and team oriented. Additionally, they possess curiosity in leadership and career development.
Are you ready? Let’s uncover the possibility of working together.
Job Description
Essential Duties and Responsibilities
- Manage and deepen client relationships with effective communication and personalized attention in every interaction
- Collaborate with investment team to develop models and strategies aligned with client objectives
- Work closely with research analyst and portfolio managers to evaluate investment opportunities
- Support the firm’s growth
- Enter trades, orders, and rebalances as requested
- Schedule, attend, and facilitate client meetings
- Manage referrals effectively
- Prepare financial reports, spreadsheets, and other materials for client meetings
- Create and maintain records and files utilizing Client Relationship Management (CRM) software
- Participate in marketing efforts including seminars and other client-facing events
- Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
Knowledge of
- Company’s working structure, policies, mission, and strategies
- Managed account platforms
- General office practices, procedures, and methods
- Investment concepts, practices, and procedures used in the securities industry
- Financial markets, products, and industry regulations
- Trading terminology
- Financial planning software
Skill in
- Client Relationship Management (CRM) software
- Microsoft Office Suite
- Effective communication (in-person, virtual, phone, and mail)
Ability to
- Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
- Analyze and research account information
- Handle stressful situations and provide a high level of client attention in a calm and professional manner
- Analyze problems and establish solutions in a fast-paced environment
- Use appropriate interpersonal styles and communicate effectively
- Work both independently and as part of a cohesive team
- Demonstrate competence, dependability, and responsibility
Education
Bachelor’s degree preferred, or equivalent years of experience in industry
Licenses & Certifications
- SIE
- Series 7
- Series 63, 65 and/or 66 as required by state
Experience
3+ years of experience in the financial services industry strongly preferred
Benefits: Medical, Retirement + Match, Discretionary Profit Sharing, PTO
Travel: Not Required
Work Experience
General Experience - 3 to 6 years
Certifications
Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
See all 316+ Green Card Wealth Management Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Wealth Management Advisor Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship in Wealth Management Advisor
Match your credentials to EB classification
A bachelor's degree in finance, economics, or a related field satisfies EB-3 professional requirements. An advanced degree or specialized credentials like a CFA or CFP can support an EB-2 filing, so document your qualifications clearly before approaching employers.
Target employers with active PERM history
Regional banks, registered investment advisors, and independent broker-dealers with institutional client books are more likely to have existing PERM infrastructure. Large wirehouses sometimes sponsor, but their compliance processes can slow timelines significantly for individual cases.
Search green card sponsoring roles on Migrate Mate
Filter by job title and employer sponsorship history to find Wealth Management Advisor positions where PERM filing is a realistic outcome. Migrate Mate surfaces employers who have sponsored comparable financial advisory roles, saving you from cold applications.
Verify the prevailing wage before accepting offers
Your employer must certify your offered wage meets or exceeds the DOL prevailing wage for your role and location. Use the OFLC Wage Search to check the wage level independently before signing an offer letter, since a below-level offer can delay or invalidate your PERM filing.
Understand the PERM recruitment audit risk for your role
DOL requires employers to prove no qualified U.S. worker was available, which is harder to document for client-facing advisory roles with subjective requirements like existing book of business. Ask your employer how they plan to document the recruitment steps before PERM is filed.
Start priority date tracking from your first PERM filing
Your priority date is set when PERM is approved and the I-140 is filed, not when you started employment. For EB-3 applicants from most countries outside India and China, current visa bulletin dates mean no additional wait after I-140 approval, so filing accurately and promptly matters.
Green Card Wealth Management Advisor: Frequently Asked Questions
Does a Wealth Management Advisor role qualify for EB-2 or EB-3 sponsorship?
Most Wealth Management Advisor positions qualify for EB-3 professional sponsorship, which requires a bachelor's degree in a relevant field like finance, economics, or business. If your role requires an advanced degree or you hold specialized credentials, your employer may file under EB-2 instead. The classification is determined by the actual job requirements, not your highest degree, so the employer's attorney drafts the job description to match the correct category.
How does green card sponsorship differ from H-1B for this role?
Green card sponsorship through PERM and I-140 leads to permanent residency rather than a temporary status that requires renewal every few years. There is no annual lottery at the EB-3 level, which means your case moves forward based on DOL and USCIS processing timelines alone. The tradeoff is that PERM takes longer to initiate than an H-1B visa petition, often 12 to 24 months from start to I-140 approval, but the outcome is permanent.
Which types of employers typically sponsor Wealth Management Advisors for green cards?
Regional and community banks, fee-only registered investment advisory firms, and trust companies are the most consistent sponsors because their advisory roles have well-defined degree requirements that satisfy PERM documentation standards. Large national wirehouses do sponsor, but their internal compliance reviews and standardized compensation structures can complicate prevailing wage certification, particularly for roles with significant commission components.
How can I find Wealth Management Advisor jobs that include green card sponsorship?
Use Migrate Mate to filter Wealth Management Advisor positions by employers with green card sponsorship history. Because PERM sponsorship requires significant employer investment, targeting firms that have successfully filed for similar roles reduces the risk of starting a process with an employer who ultimately declines to sponsor.
Can commission-based compensation affect my PERM or I-140 filing?
Yes. DOL requires that the offered wage in a PERM application meet or exceed the prevailing wage for your occupation and location, and commission-only or heavy commission structures can create compliance problems. Your employer must be able to certify a base salary that meets the wage threshold independently of variable pay. Confirm the compensation structure with your employer's immigration counsel before the PERM is filed, since corrections after filing can reset your timeline.