H-1B Visa Client Associate Jobs
Client Associate roles at banks, wealth management firms, and brokerage houses regularly appear on H-1B LCA filings, making them a realistic target for sponsored candidates. A bachelor's degree in finance, business, or a related field typically satisfies the specialty occupation requirement USCIS evaluates during petition review.
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Get Access To All JobsINTRODUCTION
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
EQUAL OPPORTUNITY EMPLOYER
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.
INTRODUCTION
D.A. Davidson Companies is an independent, employee-owned company with a rich history spanning 90 years. We are dedicated to conducting our business in accordance with the highest standards of integrity and ethics, and delivering outstanding service to our clients and each other. We support a friendly, open and supportive culture, and encourage candid communication and productive engagement that make our companies and each of us better. Just as we work to improve our clients’ financial well-being, we also work to strengthen local communities—and giving back is one of our core values. You can learn more about our company culture and impact in our latest annual report.
At D.A. Davidson, we are committed to fostering a diverse environment that supports the development and inclusivity of all employees.
EQUAL OPPORTUNITY EMPLOYER
We are an equal opportunity employer and value diversity at our company. We do not discriminate on the basis of race, religion, color, national origin, sex, gender, gender expression, sexual orientation, age, marital status, veteran status, or disability status. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
ACKNOWLEDGMENT
Please answer all questions carefully. By submitting this application for employment, I certify that all of the above information is true and complete and I understand that any falsification or omission of information made by me may disqualify me from further consideration for employment or, if hired, may result in my termination of my employment at any time during the period of my employment, regardless of the amount of time that has passed. California applicants, please see D.A. Davidson’s California Resident Privacy Policy.
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Client Associate
Verify your degree supports specialty occupation
USCIS requires that your bachelor's degree field directly relates to Client Associate duties. A degree in finance, economics, or business administration strengthens that nexus. A degree in an unrelated field invites a Request for Evidence, so gather any transcript documentation that ties your coursework to client-facing financial work.
Search LCA filings to identify active sponsors
Before applying, confirm the firm has filed H-1B Labor Condition Applications for Client Associate or similar titles. Use the OFLC Wage Search to pull employer-specific filings by SOC code. Migrate Mate surfaces this DOL filing history directly, so you can target firms with a real sponsorship track record.
Target mid-size registered investment advisers
Large wirehouses get the most attention, but mid-size RIAs and regional broker-dealers often sponsor H-1B holders for Client Associate roles with less internal competition. Their hiring managers also tend to have more flexibility in the offer timeline, which matters when coordinating the LCA and I-129 filing sequence.
Time your offer acceptance around the cap deadline
H-1B cap-subject petitions must be filed in April for an October 1 start date. If you receive an offer in June, your employer can't file until the following April. Discuss this calendar explicitly with the hiring manager so your start date expectations align with USCIS processing realities from day one.
Confirm the employer will cover required filing fees
Employers are legally required to pay the I-129 filing fee and any premium processing they choose to use. For Client Associate roles at firms with 26 or more full-time employees, the ACWIA training fee also applies. Clarify fee responsibility in writing before signing an offer letter.
Check whether the firm is E-Verify enrolled
Some financial services firms participate in E-Verify voluntarily or as a federal contractor requirement. E-Verify enrollment affects your cap-gap protections if you're transitioning from F-1 OPT, and it signals that the HR team has experience managing employment verification for sponsored workers.
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Find Client Associate JobsClient Associate H-1B Visa: Frequently Asked Questions
Does a Client Associate role qualify as a specialty occupation for H-1B purposes?
Yes, provided the position requires a bachelor's degree or higher in a directly related field such as finance, economics, or business administration. Generic job postings that list a degree as preferred rather than required can weaken the specialty occupation argument. Ask the employer to confirm the educational requirement is stated as a minimum in the official job description before filing.
Which industries hire Client Associates on H-1B visas most often?
Wealth management firms, brokerage houses, private banks, and registered investment advisers account for the majority of LCA filings for Client Associate titles. Some insurance companies and asset management firms also sponsor this role. You can browse H-1B sponsoring employers by role on Migrate Mate, which pulls from DOL Labor Condition Application data to show verified filing history.
Can I transfer my H-1B to a new Client Associate employer mid-year?
Yes. Under H-1B portability rules, you can start working for a new employer as soon as the transfer petition is filed, without waiting for USCIS approval, as long as you've been in valid H-1B status for at least 180 days. The new employer files a new I-129 petition and LCA covering the Client Associate role at the prevailing wage for their location.
What prevailing wage level typically applies to Client Associate positions?
Most entry-level and mid-level Client Associate roles fall under Level I or Level II of the DOL prevailing wage scale for the relevant SOC code. The exact wage depends on the employer's geographic area and the specific duties described in the LCA. You can look up applicable wage levels by SOC code and location using the OFLC Wage Search before negotiating your offer.
Does the Series 7 or Series 66 license requirement affect H-1B eligibility for Client Associates?
Licensing requirements don't disqualify you from H-1B sponsorship, but they do create a practical timing issue. FINRA generally requires employment or a pending offer to sponsor a license exam. Some employers file the H-1B petition first and allow you to sit for licensing exams after your start date, but confirm this sequence with the hiring manager and compliance team early in the process.
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