H-1B Visa Private Client Advisor Jobs
Private Client Advisor roles qualify for H-1B visa sponsorship as specialty occupations requiring at least a bachelor's degree in finance, economics, or a related field. Employers at large wealth management firms and private banks file H-1B petitions regularly, and the role's degree requirement is well-established with USCIS.
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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 impacting 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!
ROLE AND RESPONSIBILITIES
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
- Leads the Client Process Management Process within the client team to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Leads the client team to deliver meaningful interactions and a Branded Client Experience
- Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
- Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
BASIC QUALIFICATIONS
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
- 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
- Ability to drive new business development for target client segment ($3MM++ investable assets)
- Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
- High touch, client-focused individual with exceptional interpersonal skills
- Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
- Ability to influence; proactively asks for and closes business
- Solutions oriented; sales and financial aptitude a must
- Must be a skilled negotiator
- Ability to work with and identify the need for team specialists; collaborate closely with other team members
- Takes on a leadership role on the team and within the business community
PREFERRED QUALIFICATIONS
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
SKILLS
- Business Development
- Client Management
- Client Solutions Advisory
- Prospecting
- Wealth Planning
- Analytical Thinking
- Oral Communications
- Referral Management
- Relationship Building
- Risk Management
- Active Listening
- Attention to Detail
- Collaboration
- Decision Making
- Loan Structuring
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
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 impacting 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!
ROLE AND RESPONSIBILITIES
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
- Leads the Client Process Management Process within the client team to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Leads the client team to deliver meaningful interactions and a Branded Client Experience
- Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
- Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
BASIC QUALIFICATIONS
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
- 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
- Ability to drive new business development for target client segment ($3MM++ investable assets)
- Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
- High touch, client-focused individual with exceptional interpersonal skills
- Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
- Ability to influence; proactively asks for and closes business
- Solutions oriented; sales and financial aptitude a must
- Must be a skilled negotiator
- Ability to work with and identify the need for team specialists; collaborate closely with other team members
- Takes on a leadership role on the team and within the business community
PREFERRED QUALIFICATIONS
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
SKILLS
- Business Development
- Client Management
- Client Solutions Advisory
- Prospecting
- Wealth Planning
- Analytical Thinking
- Oral Communications
- Referral Management
- Relationship Building
- Risk Management
- Active Listening
- Attention to Detail
- Collaboration
- Decision Making
- Loan Structuring
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
See all 441+ H-1B Visa Private Client Advisor Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Private Client Advisor
Verify your degree supports specialty occupation
USCIS requires your bachelor's degree to directly relate to Private Client Advisor duties. A degree in finance, economics, or business administration strengthens your petition. A general studies degree may trigger a Request for Evidence.
Search LCA filings by occupation code
Use the OFLC Wage Search to find employers who have filed Labor Condition Applications under financial advisor or wealth management SOC codes. This confirms active H-1B sponsorship history before you apply, saving time on dead-end applications.
Target cap-exempt employers strategically
Some nonprofit endowments and university investment offices hire Private Client Advisors and qualify as cap-exempt H-1B employers, bypassing the annual lottery entirely. Check whether an institution's primary mission is education or research before pursuing that route.
Find sponsoring employers on Migrate Mate
Filter Private Client Advisor roles by verified H-1B filing history on Migrate Mate. This surfaces employers whose DOL filings confirm they sponsor the specific occupation, so your applications focus on realistic opportunities from the start.
Align your job title to USCIS-recognized occupation definitions
Check the O*NET profile for Personal Financial Advisors to confirm your offered role matches the specialty occupation definition USCIS expects. A misaligned job description is a common denial trigger in financial services petitions.
Start the LCA process before accepting an offer deadline
DOL must certify the LCA before your employer can file Form I-129 with USCIS. DOL targets seven business days for certification, but delays happen. Build that window into any start-date negotiation so your timeline doesn't collapse at the final step.
H-1B Visa Private Client Advisor: Frequently Asked Questions
Does a Private Client Advisor role qualify as an H-1B specialty occupation?
Yes, Private Client Advisor positions generally qualify because USCIS recognizes financial advisory roles as requiring at least a bachelor's degree in finance, economics, accounting, or a directly related field. The key is that your employer's job description must specify a degree requirement, not just prefer one. A role that accepts any bachelor's degree regardless of field can face specialty occupation challenges.
Which types of employers sponsor H-1B visas for Private Client Advisors?
Large wealth management firms, private banks, trust companies, and family offices are the most active H-1B sponsors for this role. Boutique registered investment advisors sponsor less frequently but do file when they need specialized talent. You can identify employers with verified filing history by searching Private Client Advisor roles on Migrate Mate, which surfaces DOL Labor Condition Application data by occupation.
How does the H-1B lottery affect Private Client Advisor job seekers?
Most Private Client Advisor positions fall under cap-subject H-1B, meaning your petition enters the annual lottery with roughly 85,000 slots available. Registrations open in March for an October 1 start date. If you're not selected, some employers will explore cap-exempt placements through affiliated nonprofits, or you may need to target employers with concurrent cap-exempt sponsorship arrangements.
What prevailing wage level applies to Private Client Advisor H-1B petitions?
Your employer must pay at least the DOL prevailing wage for the relevant SOC code in the work location, typically under Personal Financial Advisors or a closely related category. The wage level depends on your experience and the complexity of duties. Use the OFLC Wage Search to look up current wage levels by occupation and geographic area before evaluating any offer.
Can a Private Client Advisor on H-1B change employers mid-status?
Yes, H-1B portability allows you to start working for a new employer once that employer files a new H-1B transfer petition, as long as you've been maintaining valid status. Your new employer files a fresh Labor Condition Application and Form I-129. You don't need to wait for USCIS approval to start, but the petition must be pending. Notify your current employer according to your contract terms.