Green Card Wealth Strategy Associate Jobs
Wealth Strategy Associate green card sponsorship follows the EB-2 or EB-3 path, requiring PERM labor certification before your employer files the I-140 petition. Roles in wealth management demand demonstrated financial expertise, and employers sponsoring permanent residency must document that no qualified U.S. workers are available for the position.
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Location: United States - New York
Job Type: Full Time
Key responsibilities
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Wealth Strategy Associate to:
- assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- develop customized asset allocation strategies and investment solutions for clients
- provide support for client relationship building and business development activities
- perform business analytics as needed to support financial advisors in the growth of the business
- analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
The team
You’ll be working as part of Wealth Management Americas, in the New York International Group branch office in midtown Manhattan. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Wealth Strategy Associate, you’ll play an important role in servicing clients.
Your skills and experience
- series 7 and 66 licenses
- ideally 3-5 years of experience in client service, within the finance sector
- bachelor's degree or equivalent, focusing on Finance
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - New York - New York min USD 70000 - max USD 95000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Wealth Strategy Associate | UBS - Experienced professionals - job boards
Wealth Strategy Associate
Location: United States - New York
Job Type: Full Time
Key responsibilities
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Wealth Strategy Associate to:
- assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- develop customized asset allocation strategies and investment solutions for clients
- provide support for client relationship building and business development activities
- perform business analytics as needed to support financial advisors in the growth of the business
- analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
The team
You’ll be working as part of Wealth Management Americas, in the New York International Group branch office in midtown Manhattan. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Wealth Strategy Associate, you’ll play an important role in servicing clients.
Your skills and experience
- series 7 and 66 licenses
- ideally 3-5 years of experience in client service, within the finance sector
- bachelor's degree or equivalent, focusing on Finance
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - New York - New York min USD 70000 - max USD 95000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Wealth Strategy Associate | UBS - Experienced professionals - job boards
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Wealth Strategy Associate
Document your progressive financial credentials early
Gather transcripts, CFA or CFP certifications, and performance records before you approach employers. PERM requires your employer to define minimum job requirements, and credentials you earned after the job posting can't retroactively satisfy them.
Use the OFLC Wage Search to benchmark your offer
Your employer's PERM filing must meet the DOL prevailing wage for Wealth Strategy Associate roles in the specific metro area. Run the OFLC Wage Search yourself so you know whether your offer clears that threshold before the process starts.
Target RIAs and wealth management divisions with EB-2 histories
Registered investment advisers and bank-affiliated wealth units sponsor EB-2 candidates more routinely than boutique shops. Search Migrate Mate to identify employers with verified green card sponsorship histories in financial advisory and wealth management roles.
Clarify the job description matches your O*NET profile
PERM requires the posted job duties to reflect what you'll actually do. Cross-check the role description against the O*NET profile for Wealth Strategy Associate to confirm duties align before your employer finalizes the PERM application with DOL.
Ask about priority dates before accepting an offer
If you're a national of a high-demand country like India or China, employment-based priority date backlogs can extend your wait for the final green card significantly. Confirm your employer understands this timeline and will support you through the full I-485 stage.
Understand AC21 portability before you file I-485
Once your I-485 has been pending 180 days or more, AC21 portability lets you move to a new employer in the same or similar occupation without restarting. For wealth management roles, documenting occupational similarity to USCIS is your responsibility.
Green Card Wealth Strategy Associate: Frequently Asked Questions
What is the difference between H-1B and green card sponsorship for a Wealth Strategy Associate role?
H-1B visa sponsorship is temporary, capped at six years in most cases, and subject to an annual lottery. Green card sponsorship through EB-2 or EB-3 leads to lawful permanent residency with no renewal cycle. The employer must complete PERM labor certification with the Department of Labor, demonstrating no qualified U.S. workers are available, before filing the I-140 petition with USCIS.
Does a Wealth Strategy Associate role qualify for EB-2 or EB-3?
Most Wealth Strategy Associate positions qualify for EB-2 if the role requires an advanced degree, such as an MBA or master's in finance, or a bachelor's degree combined with five years of progressive relevant experience. Roles with a standard bachelor's degree requirement and two or more years of experience typically fall under EB-3. The employer defines the minimum requirements in the PERM filing, and those requirements must reflect genuine business needs.
How do I find employers who sponsor green cards for wealth management roles?
Start with Migrate Mate, which lists U.S. employers with verified green card sponsorship histories searchable by role and location. Focus on registered investment advisers, trust companies, and the wealth management divisions of large financial institutions, as these entities have established PERM filing processes and compliance infrastructure to support the full sponsorship cycle.
How long does the PERM process take for a Wealth Strategy Associate position?
PERM involves a prevailing wage determination request to the DOL followed by a mandatory recruitment period, then the actual PERM application. After PERM certification, the employer files the I-140 with USCIS. Processing varies by DOL workload and whether the I-140 uses premium processing. Nationals of countries with backlogged priority dates then face an additional wait before the I-485 can be filed.
Can I change employers after my green card process has started?
It depends on where you are in the process. If your I-485 has been pending for 180 days or more, AC21 portability allows you to move to a new employer in the same or a similar occupation without restarting the green card process. Separately, an approved I-140 priority date can carry over to a new employer's I-140 petition. These are two distinct rules, and mixing them up is a common mistake that USCIS scrutinizes carefully.