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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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 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.