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.
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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
See all 148+ Green Card Wealth Management Advisor Jobs
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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.