H-1B Visa Client Advisor Jobs
Client Advisor roles at banks, wealth management firms, and insurance companies regularly appear on H-1B visa filings because the work requires specialized financial knowledge tied to a bachelor's degree or higher. Most sponsoring employers file under SOC codes tied to financial advising or sales management, which USCIS recognizes as specialty occupations.
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Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust’s ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors to develop and execute customized wealth plans for UHNW clients and families that leverage the full breadth of the organization’s capabilities. Ensures proper delivery of Wilmington Trust’s UHNW client experience across relationships, customized to accommodate individual client preferences. Coaches and provides guidance to Client Advisors as needed.
Primary Responsibilities:
- Partner with Wealth Advisors to develop and execute strategic wealth plans for the prospecting and onboarding stages involving UHNW clients.
- Serve in tandem with Wealth Advisors as joint primary contact to manage all aspects of the relationship in a manner focused on high overall satisfaction and retention. Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in investible assets.
- Maintain Wilmington Trust’s service level standards across all client-to-client team interactions, consistent with a world-class experience.
- Maintain strong partnerships with clients’ internal team members and external advisors to drive coordinated execution of the wealth plan.
- Maintain a thorough understanding of Wilmington Trust’s products and solutions and how to utilize them to address client needs.
- Foster a deep level of customer intimacy via regular day-to-day interactions as well as attendance at specific events selected to optimize the client relationship.
- Coordinate appropriate level of executive engagement across relationships to contribute to the retention of UHNW clients.
- May serve as mentor and coach to Client Advisors as needed.
- Identify opportunities for deepening client relationships by proactively vetting the client’s book, including assets in other organizations, to further consolidate client liquidity with Wilmington Trust (e.g., assets under management and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary, family office services, etc.
- Participate in Wealth Advisor-led new client prospecting activities to support further growth of the organization’s ultra-high net worth client segment.
- Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
- Promote an environment that supports belonging and reflects the M&T Bank brand.
- Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
- Complete other related duties as assigned.
Scope of Responsibilities:
This position serves as the core point of contact for UHNW clients defined as having over $50 mm in investible assets and comprising the top 5 – 10% of all client relationships within the business, with primary goals of retaining and expanding client relationships.
Supervisory/Managerial Responsibilities:
Not Applicable
Education and Experience Required:
Bachelor’s degree and a minimum of 7 years’ relevant experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ relevant experience
- Deep expertise in planning, investments, banking, and fiduciary
- Prior experience managing complex UHNW client relationships
- Strong communications skills
- Strong interpersonal skills
- Strong influencing skills
Education and Experience Preferred:
- MBA (Master’s degree in Business Administration)
- Minimum of 10 years’ relevant experience
- Certified Financial Planner (CFP®), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification
Physical Requirements:
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $153,700.00 - $256,100.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location:
Wilmington, Delaware, United States of America
Overview:
Partners with Wealth Advisors and other internal client team members to serve the unique needs of Wilmington Trust’s ultra-high net worth (UHNW) clientele. Works closely with Wealth Advisors to develop and execute customized wealth plans for UHNW clients and families that leverage the full breadth of the organization’s capabilities. Ensures proper delivery of Wilmington Trust’s UHNW client experience across relationships, customized to accommodate individual client preferences. Coaches and provides guidance to Client Advisors as needed.
Primary Responsibilities:
- Partner with Wealth Advisors to develop and execute strategic wealth plans for the prospecting and onboarding stages involving UHNW clients.
- Serve in tandem with Wealth Advisors as joint primary contact to manage all aspects of the relationship in a manner focused on high overall satisfaction and retention. Manage client relationships and ongoing needs analysis for UHNW customers with over $50 mm in investible assets.
- Maintain Wilmington Trust’s service level standards across all client-to-client team interactions, consistent with a world-class experience.
- Maintain strong partnerships with clients’ internal team members and external advisors to drive coordinated execution of the wealth plan.
- Maintain a thorough understanding of Wilmington Trust’s products and solutions and how to utilize them to address client needs.
- Foster a deep level of customer intimacy via regular day-to-day interactions as well as attendance at specific events selected to optimize the client relationship.
- Coordinate appropriate level of executive engagement across relationships to contribute to the retention of UHNW clients.
- May serve as mentor and coach to Client Advisors as needed.
- Identify opportunities for deepening client relationships by proactively vetting the client’s book, including assets in other organizations, to further consolidate client liquidity with Wilmington Trust (e.g., assets under management and deposits) or introduce additional value-add solutions, including credit, planning, fiduciary, family office services, etc.
- Participate in Wealth Advisor-led new client prospecting activities to support further growth of the organization’s ultra-high net worth client segment.
- Understand and adhere to the Company’s risk and regulatory standards, policies and controls in accordance with the Company’s Risk Appetite. Identify risk-related issues needing escalation to management.
- Promote an environment that supports belonging and reflects the M&T Bank brand.
- Maintain M&T internal control standards, including timely implementation of internal and external audit points together with any issues raised by external regulators as applicable.
- Responsible for meeting and maintaining registration requirements under the Federal SAFE Act.
- Complete other related duties as assigned.
Scope of Responsibilities:
This position serves as the core point of contact for UHNW clients defined as having over $50 mm in investible assets and comprising the top 5 – 10% of all client relationships within the business, with primary goals of retaining and expanding client relationships.
Supervisory/Managerial Responsibilities:
Not Applicable
Education and Experience Required:
Bachelor’s degree and a minimum of 7 years’ relevant experience, or in lieu of a degree, a combined minimum of 11 years’ higher education and/or work experience, including a minimum of 7 years’ relevant experience
- Deep expertise in planning, investments, banking, and fiduciary
- Prior experience managing complex UHNW client relationships
- Strong communications skills
- Strong interpersonal skills
- Strong influencing skills
Education and Experience Preferred:
- MBA (Master’s degree in Business Administration)
- Minimum of 10 years’ relevant experience
- Certified Financial Planner (CFP®), Certified Trust & Financial Advisor (CTFA), Certified Public Accountant (CPA) and/or Chartered Financial Analyst (CFA) certification
Physical Requirements:
M&T Bank is committed to fair, competitive, and market-informed pay for our employees. The pay range for this position is $153,700.00 - $256,100.00 Annual (USD). The successful candidate’s particular combination of knowledge, skills, and experience will inform their specific compensation.
Location:
Wilmington, Delaware, United States of America
See all 550+ H-1B Visa Client Advisor Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Client Advisor
Verify your degree meets specialty occupation
USCIS requires your degree to directly relate to Client Advisor duties. A finance, economics, or business degree strengthens your petition. A degree in an unrelated field can trigger an RFE even at employers with strong H-1B filing histories.
Check the prevailing wage before negotiating
Look up the DOL wage level for your target metro area using the OFLC Wage Search before you receive an offer. Employers must pay at least the prevailing wage on the certified LCA, so knowing Level I through Level IV thresholds prevents surprises during offer negotiation.
Target employers with active LCA filings on Migrate Mate
Search Client Advisor roles on Migrate Mate to filter for employers with verified LCA filing history. This tells you which firms have already navigated the DOL certification process for this role, reducing your risk of a first-time sponsor situation.
Ask about cap-exempt employer options early
Some Client Advisor roles exist at universities, nonprofits, or research institutions that qualify as cap-exempt H-1B employers. These employers can file year-round outside the annual lottery, which matters if you're already past the April registration window.
Time your job search around the H-1B registration window
H-1B registration opens in March each year, with employment typically starting October 1. Target Client Advisor offers between November and February so your employer has enough lead time to prepare the petition before the registration deadline.
Prepare a role-specific specialty occupation memo
Client Advisor can be a contested specialty occupation because some firms treat it as a sales role rather than a professional one. Ask your employer's attorney to prepare a position analysis using your O*NET profile and internal job requirements before filing.
H-1B Visa Client Advisor: Frequently Asked Questions
Does a Client Advisor role qualify as a specialty occupation for H-1B purposes?
It depends on how the employer defines the role. USCIS requires that the position normally requires a bachelor's degree or higher in a specific field. Client Advisor roles at banks and wealth management firms typically qualify when tied to financial planning, portfolio management, or complex product advisory work. Roles framed primarily as sales, without a degree requirement in a specific field, are more likely to face an RFE.
Which types of employers sponsor H-1B visas for Client Advisor roles?
Banks, asset management firms, insurance carriers, and fintech companies are the most active H-1B sponsors for Client Advisor positions. Larger financial institutions tend to have established immigration programs and in-house counsel familiar with the LCA and I-129 filing process. You can find employers with verified H-1B filing histories for this role on Migrate Mate, filtered by location and industry.
Can my employer file an H-1B for a Client Advisor role that requires a securities license?
Yes. Licensing requirements like Series 7 or Series 65 don't disqualify a role from H-1B sponsorship and can actually support the specialty occupation argument by demonstrating the technical nature of the work. The employer still needs to show that a specific bachelor's degree is required, not just any degree. Licensing requirements are treated as supplemental evidence in the petition.
What happens to my H-1B status if I move from a Client Advisor role to a relationship manager role at the same employer?
A material change in job duties, title, or location typically requires an amended H-1B petition before the change takes effect. USCIS requires employers to file an amendment if the new role has a different SOC code, different prevailing wage level, or significantly different responsibilities. An internal promotion or lateral move isn't automatically covered by your existing petition.
How do I know if a Client Advisor job posting is genuinely open to H-1B sponsorship?
Job postings rarely state H-1B sponsorship status explicitly. The most reliable signal is the employer's LCA filing history, which shows whether they've certified positions under relevant SOC codes in your target metro area. Searching on Migrate Mate filters out employers with no documented H-1B filing activity, so you're not cold-applying to firms with no sponsorship track record for this role type.