H-1B Visa Associate Advisor Jobs
Associate Advisor jobs at H-1B visa sponsoring employers typically qualify as specialty occupations, requiring a bachelor's degree in finance, economics, business, or a related field. Sponsoring firms file a Labor Condition Application with DOL and an I-129 petition with USCIS, granting status for up to three years with extensions available.
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Get Access To All JobsINTRODUCTION
Wise Financial is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to high-net-worth individuals and families. This position works closely with our Private Wealth Advisors to manage existing client relationships, develop and implement comprehensive financial plans, participate in client meetings, and ensure planning recommendations are carried through to completion.
This is a client-facing advisory role with an emphasis on comprehensive financial planning, relationship management, and professional development toward increased advisory responsibility.
ROLE AND RESPONSIBILITIES
Client Relationship Management
- Serve as an Associate Advisor for assigned client relationships
- Build and maintain strong, long-term relationships with clients and their families
- Participate in client meetings and assume increasing responsibility for leading meetings
- Understand clients' financial circumstances, goals, priorities, and planning needs
- Proactively follow up with clients and ensure planning recommendations are implemented
- Identify opportunities to provide additional value and deepen client relationships
- Identify opportunities to consolidate and grow assets under management within existing relationships
Financial Planning
- Develop and update comprehensive financial plans
- Analyze client needs across investments, retirement planning, estate planning, tax strategies, insurance, and risk management
- Identify planning opportunities and assist in developing appropriate recommendations
- Prepare for client meetings, including financial analysis, recommendations, and supporting materials
- Clearly communicate financial planning concepts and recommendations to clients
- Coordinate implementation of recommendations and monitor progress
- Update planning strategies as client circumstances and objectives change
Investment & Wealth Management
- Review client portfolios in the context of their overall financial plan
- Assist with investment recommendations, asset allocation, risk management, and portfolio strategy
- Communicate investment strategies and recommendations to clients
- Work with the investment team to ensure portfolios remain aligned with client objectives
- Stay current on market developments, financial planning strategies, investment products, and regulatory changes
Team & Practice Responsibilities
- Work collaboratively with Lead Advisors, Client Service Associates, financial planning professionals, investment operations, and other team members
- Coordinate client needs across the team to provide a consistent and high-quality client experience
- Clearly delegate and communicate service and follow-up needs
- Maintain accurate client notes, tasks, and relationship information in CRM
- Coordinate with clients' CPAs, attorneys, and other outside professionals as appropriate
- Maintain high standards of accuracy, responsiveness, confidentiality, and compliance
- Take ownership of assigned responsibilities and ensure work is completed accurately and promptly
BASIC QUALIFICATIONS
- Bachelor's degree in Finance, Economics, Business, or related field
- Experience in wealth management and proven record of success in wealth management or financial advisory roles with a focus on cultivating and expanding client relationships
- Series 7, 65, and/or 66 securities licenses required; CFP certification or similar advanced designation preferred
- Proficiency in financial planning software and Microsoft Office Suite
- Exceptional interpersonal skills with the ability to build trust, rapport, and credibility with high-net-worth clients
- Strong knowledge of financial products, investment strategies, estate planning, and tax optimization techniques
- Demonstrated ability to collaborate within a team-oriented environment and prioritize tasks effectively
- Excellent communication skills to articulate complex financial concepts clearly and effectively
- Impeccable attention to detail
PREFERRED QUALIFICATIONS
- Wealth management: 5 years (Preferred)
OTHER SECTIONS
Job Type: Full-time
Ability to Commute:
- Indianapolis, IN 46240 (Required)
Work Location: In person
Pay: $75,000.00 - $110,000.00 per year
BENEFITS
- Dental insurance
- Health insurance
- Vision insurance
APPLICATION QUESTION(S)
- Do you have a CFP or similar designation?
Education
- Bachelor's (Required)
Experience
- Wealth management: 5 years (Required)
LICENSE/CERTIFICATION
- Series 7 (Required)
- Series 65 (Required)
- Series 66 (Required)
Ability to Commute:
- Indianapolis, IN 46240 (Required)
Work Location: In person
INTRODUCTION
Wise Financial is a leading comprehensive private wealth management firm committed to providing tailored financial solutions and extraordinary client experience to high-net-worth individuals and families. This position works closely with our Private Wealth Advisors to manage existing client relationships, develop and implement comprehensive financial plans, participate in client meetings, and ensure planning recommendations are carried through to completion.
This is a client-facing advisory role with an emphasis on comprehensive financial planning, relationship management, and professional development toward increased advisory responsibility.
ROLE AND RESPONSIBILITIES
Client Relationship Management
- Serve as an Associate Advisor for assigned client relationships
- Build and maintain strong, long-term relationships with clients and their families
- Participate in client meetings and assume increasing responsibility for leading meetings
- Understand clients' financial circumstances, goals, priorities, and planning needs
- Proactively follow up with clients and ensure planning recommendations are implemented
- Identify opportunities to provide additional value and deepen client relationships
- Identify opportunities to consolidate and grow assets under management within existing relationships
Financial Planning
- Develop and update comprehensive financial plans
- Analyze client needs across investments, retirement planning, estate planning, tax strategies, insurance, and risk management
- Identify planning opportunities and assist in developing appropriate recommendations
- Prepare for client meetings, including financial analysis, recommendations, and supporting materials
- Clearly communicate financial planning concepts and recommendations to clients
- Coordinate implementation of recommendations and monitor progress
- Update planning strategies as client circumstances and objectives change
Investment & Wealth Management
- Review client portfolios in the context of their overall financial plan
- Assist with investment recommendations, asset allocation, risk management, and portfolio strategy
- Communicate investment strategies and recommendations to clients
- Work with the investment team to ensure portfolios remain aligned with client objectives
- Stay current on market developments, financial planning strategies, investment products, and regulatory changes
Team & Practice Responsibilities
- Work collaboratively with Lead Advisors, Client Service Associates, financial planning professionals, investment operations, and other team members
- Coordinate client needs across the team to provide a consistent and high-quality client experience
- Clearly delegate and communicate service and follow-up needs
- Maintain accurate client notes, tasks, and relationship information in CRM
- Coordinate with clients' CPAs, attorneys, and other outside professionals as appropriate
- Maintain high standards of accuracy, responsiveness, confidentiality, and compliance
- Take ownership of assigned responsibilities and ensure work is completed accurately and promptly
BASIC QUALIFICATIONS
- Bachelor's degree in Finance, Economics, Business, or related field
- Experience in wealth management and proven record of success in wealth management or financial advisory roles with a focus on cultivating and expanding client relationships
- Series 7, 65, and/or 66 securities licenses required; CFP certification or similar advanced designation preferred
- Proficiency in financial planning software and Microsoft Office Suite
- Exceptional interpersonal skills with the ability to build trust, rapport, and credibility with high-net-worth clients
- Strong knowledge of financial products, investment strategies, estate planning, and tax optimization techniques
- Demonstrated ability to collaborate within a team-oriented environment and prioritize tasks effectively
- Excellent communication skills to articulate complex financial concepts clearly and effectively
- Impeccable attention to detail
PREFERRED QUALIFICATIONS
- Wealth management: 5 years (Preferred)
OTHER SECTIONS
Job Type: Full-time
Ability to Commute:
- Indianapolis, IN 46240 (Required)
Work Location: In person
Pay: $75,000.00 - $110,000.00 per year
BENEFITS
- Dental insurance
- Health insurance
- Vision insurance
APPLICATION QUESTION(S)
- Do you have a CFP or similar designation?
Education
- Bachelor's (Required)
Experience
- Wealth management: 5 years (Required)
LICENSE/CERTIFICATION
- Series 7 (Required)
- Series 65 (Required)
- Series 66 (Required)
Ability to Commute:
- Indianapolis, IN 46240 (Required)
Work Location: In person
See all 40+ H-1B Visa Associate Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Associate Advisor Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Associate Advisor
Verify your degree field matches
H-1B eligibility for Associate Advisor roles hinges on your degree being in a directly related field like finance, economics, or accounting. Pull your O*NET occupation profile to confirm the typical education requirements before targeting specific employers.
Search employers with active LCA filings
Use Migrate Mate to find Associate Advisor roles at employers who have certified Labor Condition Applications on file, so you're applying to companies already set up to sponsor rather than waiting to find out if they will.
Flag multi-office firms early
If the role could place you at more than one worksite, ask the recruiter upfront. Each worksite requires its own certified LCA, so employers need to know your primary location before filing begins, not after the offer is signed.
Get your credentials evaluation ready
If your finance or business degree came from outside the U.S., have a credential evaluation completed by an accredited evaluator before interviews. USCIS reviews foreign degree equivalency as part of the specialty occupation determination, and gaps here cause RFEs.
Negotiate start dates around USCIS timelines
Standard I-129 processing runs several months. Build that into your offer conversation before signing. If your employer offers premium processing, it accelerates adjudication to 15 business days and reduces the risk of a gap between your current status and your start date.
Use OFLC Wage Search to anchor salary conversations
Your employer must pay at least the prevailing wage for your SOC code and work location, as certified through the LCA. Run the OFLC Wage Search for your specific metro area before final offer negotiations so you understand the floor the employer is already bound to meet.
H-1B Visa Associate Advisor: Frequently Asked Questions
Does an Associate Advisor role qualify as a specialty occupation for H-1B purposes?
Yes, Associate Advisor roles typically qualify as specialty occupations when the position requires a bachelor's degree or higher in finance, economics, accounting, or a related field. USCIS evaluates the specific job duties, not just the title, so the employer's offer letter and job description need to clearly reflect degree-level responsibilities tied to financial analysis, planning, or advisory work.
How do I find Associate Advisor employers who actively sponsor H-1B visas?
Browse Associate Advisor listings on Migrate Mate, which shows employers with verified H-1B Labor Condition Application filing history. This lets you focus your applications on firms that have already committed to the sponsorship process rather than discovering a company's policy only after investing weeks in interviews.
What documents should I prepare before an Associate Advisor employer files my H-1B petition?
You'll need your original degree transcripts, any foreign credential evaluation if your degree is from outside the U.S., a copy of your current visa or status documents, your resume listing relevant experience, and a detailed job description from the employer. Having these ready before the employer engages an attorney shortens the filing timeline significantly.
Can my H-1B transfer to a new Associate Advisor employer mid-status?
Yes, H-1B portability lets you start working for a new employer once they file a non-frivolous I-129 transfer petition, without waiting for approval. The new employer must file their own certified LCA for your worksite and wage level. You don't need to restart the cap count, but the new petition resets your three-year status period.
What happens to my H-1B status if my Associate Advisor role is eliminated?
You enter a 60-day grace period from the date your employment ends, during which you can find a new sponsoring employer, file a change of status, or prepare to depart. USCIS does not automatically extend this window, so begin outreach immediately. H-1B status is tied to the specific employer and role, so involuntary termination ends authorization at that employer.