H-1B Visa Executive Advisor Jobs
Executive Advisor jobs at H-1B visa sponsoring employers demand senior-level strategic credentials and a clear specialty occupation case. Roles typically require an advanced degree in business, management, or a closely related field. Employers file a Labor Condition Application with DOL and an I-129 petition with USCIS, granting status for up to three years.
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Get Access To All JobsINTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ABOUT THE ROLE
Executive Wealth Services (EWS) delivers corporate-sponsored wealth planning, estate planning, financial wellness, and wealth management solutions to senior executives at participating companies. Through deep knowledge of each company's executive compensation, benefits, and corporate programs, EWS helps executives navigate complex financial decisions and maximize the value of their personal and professional opportunities.
The Executive Wealth Strategist serves as the quarterback for the executive relationship, bringing together deep company-specific expertise and broad wealth planning capabilities to deliver a highly personalized experience. This role develops trusted relationships with senior executives and provides holistic wealth, tax, estate, and financial planning guidance informed by a thorough understanding of the company's compensation, benefits, and executive programs. Partnering closely with advisors and specialists, the Executive Wealth Strategist coordinates the delivery of tailored solutions while serving as the primary point of contact for executive participants. Through a combination of technical planning expertise and company-specific insight, the role helps executives maximize opportunities and navigate the unique financial complexities associated with senior leadership.
Responsibilities
- Serves as the primary point of contact and planning lead for executives participating in the Executive Wealth Services program.
- Leads the wealth planning engagement process from discovery through strategy development and ongoing relationship management.
- Develops holistic and integrated planning strategies tailored to executives' unique financial circumstances, incorporating company-specific compensation, equity, deferred compensation, retirement, and benefit programs.
- Maintains deep expertise in the sponsoring company's executive compensation and benefits offerings, corporate culture, and leadership environment, translating this knowledge into actionable planning recommendations.
- Partners closely with Advisors, and specialists across investment management, credit, banking, and trust and estate planning to deliver comprehensive solutions.
- Demonstrates advanced technical knowledge across a broad range of wealth planning disciplines, including trust and estate planning, executive compensation planning, equity compensation, retirement planning, tax planning, cash flow modeling, business succession, and philanthropic planning.
- Identifies planning opportunities and develops strategies that help executives maximize the value of company-sponsored compensation and benefit programs within the context of their broader wealth objectives.
- Builds trusted relationships with executives and their existing advisors, ensuring a collaborative approach that complements existing relationships and enhances the overall client experience.
- Educates executives on complex financial concepts and planning opportunities through personalized consultations, presentations, and ongoing guidance.
- Stays current on developments in tax, trust, estate, financial planning, and executive compensation regulations, assessing their impact on executives and planning strategies.
- Maintains an exceptional client experience while adhering to all regulatory, risk, and compliance requirements.
BASIC QUALIFICATIONS
- Ability to gain client's respect and trust by listening to the client's goals and then building an effective and creative strategy for achieving those goals.
- Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling, business entities, and business transitions.
- Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts, SIDGTs, and GST trusts.
- Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).
- Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.
- Word, Excel, and PowerPoint.
- Various Wealth Strategy stochastic models and planning software such as WealthMaster.
PREFERRED QUALIFICATIONS
- Minimum 7 years of planning-related work experience desired.
- JD, CPA, or CFP desired.
- LLM, MST, MBA (or in progress) a plus.
SKILLS
- Critical Thinking
- Oral Communications
- Presentation Skills
- Wealth Planning
- Written Communications
- Active Listening
- Business Development
- Collaboration
- Customer and Client Focus
- Networking
- Issue Management
- Prioritization
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
For internal employees; participation in a work from home posture does not make you ineligible to post.
SHIFT:
1st shift (United States of America)
HOURS PER WEEK:
40
INTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ABOUT THE ROLE
Executive Wealth Services (EWS) delivers corporate-sponsored wealth planning, estate planning, financial wellness, and wealth management solutions to senior executives at participating companies. Through deep knowledge of each company's executive compensation, benefits, and corporate programs, EWS helps executives navigate complex financial decisions and maximize the value of their personal and professional opportunities.
The Executive Wealth Strategist serves as the quarterback for the executive relationship, bringing together deep company-specific expertise and broad wealth planning capabilities to deliver a highly personalized experience. This role develops trusted relationships with senior executives and provides holistic wealth, tax, estate, and financial planning guidance informed by a thorough understanding of the company's compensation, benefits, and executive programs. Partnering closely with advisors and specialists, the Executive Wealth Strategist coordinates the delivery of tailored solutions while serving as the primary point of contact for executive participants. Through a combination of technical planning expertise and company-specific insight, the role helps executives maximize opportunities and navigate the unique financial complexities associated with senior leadership.
Responsibilities
- Serves as the primary point of contact and planning lead for executives participating in the Executive Wealth Services program.
- Leads the wealth planning engagement process from discovery through strategy development and ongoing relationship management.
- Develops holistic and integrated planning strategies tailored to executives' unique financial circumstances, incorporating company-specific compensation, equity, deferred compensation, retirement, and benefit programs.
- Maintains deep expertise in the sponsoring company's executive compensation and benefits offerings, corporate culture, and leadership environment, translating this knowledge into actionable planning recommendations.
- Partners closely with Advisors, and specialists across investment management, credit, banking, and trust and estate planning to deliver comprehensive solutions.
- Demonstrates advanced technical knowledge across a broad range of wealth planning disciplines, including trust and estate planning, executive compensation planning, equity compensation, retirement planning, tax planning, cash flow modeling, business succession, and philanthropic planning.
- Identifies planning opportunities and develops strategies that help executives maximize the value of company-sponsored compensation and benefit programs within the context of their broader wealth objectives.
- Builds trusted relationships with executives and their existing advisors, ensuring a collaborative approach that complements existing relationships and enhances the overall client experience.
- Educates executives on complex financial concepts and planning opportunities through personalized consultations, presentations, and ongoing guidance.
- Stays current on developments in tax, trust, estate, financial planning, and executive compensation regulations, assessing their impact on executives and planning strategies.
- Maintains an exceptional client experience while adhering to all regulatory, risk, and compliance requirements.
BASIC QUALIFICATIONS
- Ability to gain client's respect and trust by listening to the client's goals and then building an effective and creative strategy for achieving those goals.
- Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling, business entities, and business transitions.
- Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts, SIDGTs, and GST trusts.
- Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).
- Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.
- Word, Excel, and PowerPoint.
- Various Wealth Strategy stochastic models and planning software such as WealthMaster.
PREFERRED QUALIFICATIONS
- Minimum 7 years of planning-related work experience desired.
- JD, CPA, or CFP desired.
- LLM, MST, MBA (or in progress) a plus.
SKILLS
- Critical Thinking
- Oral Communications
- Presentation Skills
- Wealth Planning
- Written Communications
- Active Listening
- Business Development
- Collaboration
- Customer and Client Focus
- Networking
- Issue Management
- Prioritization
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
For internal employees; participation in a work from home posture does not make you ineligible to post.
SHIFT:
1st shift (United States of America)
HOURS PER WEEK:
40
See all H-1B Visa Executive Advisor Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Executive Advisor
Frame your credentials around specialty occupation
Pull your O*NET profile for Management Analysts or Top Executives and map your degree directly to the advisory duties listed. USCIS scrutinizes Executive Advisor titles closely, so a résumé that ties your graduate degree to specific analytical or strategic deliverables strengthens the specialty occupation case before an employer ever files.
Target companies with active LCA filing history
Search Migrate Mate's database of verified H-1B sponsors to identify employers who have certified LCAs for senior advisory or management consulting roles. Filing history signals an established sponsorship process, reducing the risk of an employer who agrees in principle but stalls when paperwork begins.
Verify prevailing wage tier before salary talks
Run your target city and SOC code through the OFLC Wage Search before your first compensation conversation. Executive Advisor roles often land at wage Level III or IV, and understanding that floor lets you negotiate without accidentally pricing yourself below what USCIS requires the employer to certify on the LCA.
Clarify multi-site scope during the offer stage
If the role involves advising across multiple office locations or client sites, confirm with your employer that each worksite will have its own certified LCA. A single LCA covers only the location listed, and traveling advisors who regularly work at uncertified sites create compliance exposure for both you and the employer.
Account for the I-129 timeline in your start date
USCIS standard processing for an I-129 petition typically runs three to six months. If you're not currently in H-1B status, build that window into your offer negotiation. Premium processing is available and reduces adjudication to roughly 15 business days, which matters when an employer needs you in a client-facing role quickly.
Prepare a degree equivalency memo for non-U.S. credentials
If your highest degree is from outside the United States, get a credential evaluation from a NACES-member service before the employer files. For Executive Advisor roles where USCIS already scrutinizes whether a bachelor's degree in a specific field is truly required, an unreviewed foreign credential adds an unnecessary second layer of risk to the petition.
H-1B Visa Executive Advisor: Frequently Asked Questions
Does an Executive Advisor role qualify as an H-1B specialty occupation?
It can, but the employer must clearly demonstrate the position requires at least a bachelor's degree in a directly related field such as business administration, management, economics, or finance. A generic title isn't enough. USCIS looks at the actual duties, not the job title. Roles framed around high-level strategic analysis, organizational design, or financial advisory work supported by a relevant degree tend to hold up under scrutiny.
Which SOC code typically applies to Executive Advisor H-1B petitions?
Most employers file under Management Analysts (SOC 13-1111) or General and Operations Managers (SOC 11-1021), depending on whether the role is primarily analytical or operational. The choice affects the prevailing wage tier USCIS expects on the LCA. Reviewing the O*NET profile for each code helps confirm which duties align most closely with what the employer actually requires.
How do I find employers who sponsor H-1B visas for Executive Advisor positions?
Browse Migrate Mate to search for employers with verified H-1B LCA filing history in senior advisory and management consulting categories. This filters out employers who say they're open to sponsorship but have no demonstrated track record. Prioritizing companies with consistent filing history in your target city shortens the time between offer and an approved petition.
Can my H-1B status cover advisory work at a client site different from my employer's office?
Only if the client site is listed on a separately certified LCA. This is a common compliance gap for Executive Advisors who rotate across client locations. Each worksite requires its own DOL-certified LCA before work begins there. If your role is likely to involve multiple client sites, confirm the employer's process for maintaining site-level LCA coverage before you accept an offer.
What happens to my H-1B status if the advisory engagement ends early?
Your H-1B status is tied to the specific employer who filed your I-129 petition, not to a client engagement. If the employer terminates the relationship, you enter a 60-day grace period during which you can transfer to a new H-1B sponsor without leaving the United States. Acting quickly matters because the grace period doesn't reset, and you can't extend it by switching to another visa category mid-window.