H-1B Visa Private Wealth Advisor Jobs
H-1B visa jobs for Private Wealth Advisors sit firmly in specialty occupation territory: employers sponsor candidates with degrees in finance, economics, or a related field to manage high-net-worth client portfolios. Sponsoring firms file a Labor Condition Application with DOL and an I-129 petition with USCIS, locking in your role, worksite, and prevailing wage before you start.
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Get Access To All JobsThank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career—a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA), and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
Primary Responsibilities
- Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship
- Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals, and objectives, typically managing large and/or complex client relationships
- Generates large new business opportunities on a consistent basis
- Remains abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
- Partners with the Trust Administrator to oversee the set-up, implementation, and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
- Ensures account administration complies with fiduciary principles
- Coordinates client service activities with other wealth management partners
- Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field
- Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
- Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
- Demonstrated knowledge of fiduciary products and services, including legal, tax, and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
Preferences
- Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA), or Master of Taxation)
- Professional Certification(s), such as Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA), or Certified Wealth Strategist (CWS)
Skills And Competencies
- Ability to interpret and present complex topics in a concise and effective manner
- Ability to manage multiple goals and deadlines simultaneously
- Advanced analytical and problem-solving skills, including attention to detail
- Demonstrated confidence in delivering and explaining solutions with a high degree of influence
- Excellent presentation and sales abilities
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong organizational skills
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Minimum Job Range Target: $122,871.06 USD
Median $177,189.30 USD
Incentive Pay Plans
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details
Greenway Plaza
Location: Houston, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career—a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice. Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
Job Description
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA), and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
Primary Responsibilities
- Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship
- Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals, and objectives, typically managing large and/or complex client relationships
- Generates large new business opportunities on a consistent basis
- Remains abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
- Partners with the Trust Administrator to oversee the set-up, implementation, and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
- Ensures account administration complies with fiduciary principles
- Coordinates client service activities with other wealth management partners
- Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay. This position is incentive eligible.
Requirements
- Bachelor’s degree in Business, Finance, Economics, Accounting, or a related field
- Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
- Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
- Demonstrated knowledge of fiduciary products and services, including legal, tax, and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
Preferences
- Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA), or Master of Taxation)
- Professional Certification(s), such as Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA), or Certified Wealth Strategist (CWS)
Skills And Competencies
- Ability to interpret and present complex topics in a concise and effective manner
- Ability to manage multiple goals and deadlines simultaneously
- Advanced analytical and problem-solving skills, including attention to detail
- Demonstrated confidence in delivering and explaining solutions with a high degree of influence
- Excellent presentation and sales abilities
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong organizational skills
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
Position Type
Full time
Compensation Details
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job. The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Minimum Job Range Target: $122,871.06 USD
Median $177,189.30 USD
Incentive Pay Plans
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
Benefits Information
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time.
Location Details
Greenway Plaza
Location: Houston, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
See all 35+ H-1B Visa Private Wealth Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Private Wealth Advisor Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Private Wealth Advisor
Align your degree to wealth management duties
USCIS evaluates whether your specific degree field directly relates to portfolio construction, tax-advantaged investing, or estate planning duties. A finance, economics, or accounting degree strengthens your specialty occupation case far more than a general business credential.
Verify prevailing wages before salary negotiations
Run your target city and SOC code through the OFLC Wage Search before any offer conversation. Your employer must certify a wage at or above the prevailing level on the LCA, so knowing the floor in advance prevents last-minute offer collapses during DOL review.
Find sponsors through Migrate Mate's verified employer data
Search Migrate Mate to identify wealth management firms and banks with confirmed H-1B visa LCA filing history for advisory roles. Targeting employers who have sponsored the position before shortens the internal approval process and reduces the risk of a first-time sponsorship falling through.
Confirm each office location has a certified LCA
If your role involves serving clients across multiple branch locations, each worksite needs its own certified LCA on file. Raise this with HR before signing an offer: a single LCA covering only headquarters won't authorize work at a regional office.
Document advisory credentials that reinforce your petition
Series 65, CFP, or CFA designations aren't required for H-1B approval, but they sharpen the specialty occupation argument by showing the role demands professional-level financial judgment. Include credential certificates and licensing board letters in your employer's supporting evidence package.
Account for cap selection timing in your job search
H-1B cap selection rules have changed recently, so confirm the current registration window directly with USCIS. Build your offer timeline around a potential October 1 start date and ask prospective employers whether they qualify for cap-exempt status through a university or nonprofit affiliation.
H-1B Visa Private Wealth Advisor: Frequently Asked Questions
Does a Private Wealth Advisor role qualify as an H-1B specialty occupation?
Yes. Private Wealth Advisor positions at banks, registered investment advisers, and wealth management firms typically require at least a bachelor's degree in finance, economics, accounting, or a closely related field. USCIS looks at whether the degree requirement is a genuine, employer-enforced condition of the job, not an optional preference, so the job description and offer letter should state the degree requirement explicitly.
Which employers sponsor H-1B visas for Private Wealth Advisors?
Large financial institutions, regional banks, independent registered investment advisers, and family offices are the most active sponsors for advisory roles. Migrate Mate lists employers with verified H-1B LCA filing history specifically for wealth management and financial advisory positions, so you can focus your applications on firms that have already navigated the sponsorship process for this role type.
How long does H-1B status last for a Private Wealth Advisor?
Initial H-1B status is granted for up to three years and can be extended for an additional three years, reaching a six-year maximum under standard rules. If your employer pursues a green card for you and certain immigration milestones are reached before the six years expire, extensions beyond that ceiling may be available under AC21 portability provisions.
What prevailing wage level applies to Private Wealth Advisor H-1B petitions?
DOL assigns prevailing wages by SOC code and geographic area. Private Wealth Advisors typically fall under the Personal Financial Advisors SOC code, and the wage level, one through four, depends on your experience, supervisory duties, and complexity of work. Run the OFLC Wage Search using your specific city and SOC code to find the exact floor your employer must certify before submitting the LCA.
Can a Private Wealth Advisor change firms while on H-1B?
Yes, through H-1B portability under AC21. If your new employer files an H-1B transfer petition before your current status expires, you can begin work at the new firm once the receipt notice is issued, without waiting for full approval. The new employer must file a fresh LCA certified to the new worksite and salary, so start the transfer process well before your planned transition date.