H-1B Visa Strategy Associate Jobs
Strategy Associate roles qualify for H-1B sponsorship as specialty occupations requiring at least a bachelor's degree in business, economics, finance, or a related field. Consulting firms, corporate strategy teams, and private equity shops regularly file H-1B petitions for this title, making it one of the more sponsorship-accessible paths for international professionals.
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Get Access To All JobsLocation: United States - California
City: Newport Beach
Job Type: Full Time
Your role
Your role as a Wealth Strategy Associate will support a successful financial advisor team in the development of various wealth management plans and strategies (e.g., financial plans, investment plans, etc.). You will build tailored plans and strategies based on an understanding of client needs, goals and risk tolerance by utilizing the tools and resources of the firm, with your knowledge of financial analysis and basic principles of investing. You will also support the Financial Advisor Team in:
- Allocating funds to various investment solutions and managers
- Portfolio Reviews
- Investment Strategy
- Client Relationship Management
Your team
In addition, you will assist the Financial Advisor Team in client conversations by actively listening to the client’s needs so that you can assist in the development of wealth management plans that are reviewed and considered by the Financial Advisor. You have knowledge of the financial markets and the analysis and reporting of financial data. You are analytic, detail and service oriented. You effectively communicate information and work well with a team. You will report directly to the Branch Administrative Manager.
The role includes a $70,000 base salary, with eligibility for additional discretionary compensation tied to team success and business performance.
Your expertise
- 0 - 7 years of experience; work experience in financial related / analytical roles preferred
- Bachelor’s degree required with major in finance or business preferred
- Series 7 and 66 required
- Excellent skills in Microsoft Office Suite - MS Excel in particular
- Detail orientated with exceptional analytic skills
- Good written and verbal communication skills
- Team player with good interpersonal skills
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
The hiring process for the Wealth Strategy Associate role begins with an initial meeting with the Branch Administrative Manager to review the role, responsibilities, and branch operations. Candidates then meet with the Financial Advisor Team to discuss day-to-day collaboration, client support, and how the role contributes to the overall wealth strategy practice. The process concludes with a final interview with the Branch Managing Director, focused on alignment with branch goals and long-term fit.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - California - Newport Beach min USD 65000 - max USD 85000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Location: United States - California
City: Newport Beach
Job Type: Full Time
Your role
Your role as a Wealth Strategy Associate will support a successful financial advisor team in the development of various wealth management plans and strategies (e.g., financial plans, investment plans, etc.). You will build tailored plans and strategies based on an understanding of client needs, goals and risk tolerance by utilizing the tools and resources of the firm, with your knowledge of financial analysis and basic principles of investing. You will also support the Financial Advisor Team in:
- Allocating funds to various investment solutions and managers
- Portfolio Reviews
- Investment Strategy
- Client Relationship Management
Your team
In addition, you will assist the Financial Advisor Team in client conversations by actively listening to the client’s needs so that you can assist in the development of wealth management plans that are reviewed and considered by the Financial Advisor. You have knowledge of the financial markets and the analysis and reporting of financial data. You are analytic, detail and service oriented. You effectively communicate information and work well with a team. You will report directly to the Branch Administrative Manager.
The role includes a $70,000 base salary, with eligibility for additional discretionary compensation tied to team success and business performance.
Your expertise
- 0 - 7 years of experience; work experience in financial related / analytical roles preferred
- Bachelor’s degree required with major in finance or business preferred
- Series 7 and 66 required
- Excellent skills in Microsoft Office Suite - MS Excel in particular
- Detail orientated with exceptional analytic skills
- Good written and verbal communication skills
- Team player with good interpersonal skills
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
The hiring process for the Wealth Strategy Associate role begins with an initial meeting with the Branch Administrative Manager to review the role, responsibilities, and branch operations. Candidates then meet with the Financial Advisor Team to discuss day-to-day collaboration, client support, and how the role contributes to the overall wealth strategy practice. The process concludes with a final interview with the Branch Managing Director, focused on alignment with branch goals and long-term fit.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - California - Newport Beach min USD 65000 - max USD 85000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
See all 2,715+ Strategy Associate jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Strategy Associate
Frame your degree field precisely
USCIS evaluates whether your specific degree field directly relates to strategy work. A degree in economics, finance, or management strengthens your petition. A general liberal arts degree may trigger an RFE, so document the coursework connection explicitly.
Target employers with LCA filing history
Use the OFLC Wage Search to confirm a prospective employer has previously filed Labor Condition Applications for Strategy Associate or adjacent titles. Prior filings signal an established H-1B sponsorship process, reducing friction during offer negotiations.
Distinguish strategy from general management roles
USCIS scrutinizes whether a strategy role genuinely requires a specialized degree rather than broad business experience. Your job description should reference analytical frameworks, market modeling, or competitive analysis work, not just team coordination or project management.
Negotiate the I-129 filing timeline early
The H-1B cap lottery opens in March for an October 1 start date. If you receive an offer after April, ask whether the employer will file for the following fiscal year or pursue a cap-exempt alternative while you maintain valid status.
Search verified sponsoring employers on Migrate Mate
Filter Strategy Associate openings by employers with confirmed H-1B filing history on Migrate Mate. This surfaces roles where sponsorship is already part of the hiring process, so you're not negotiating from scratch.
Verify the prevailing wage tier before accepting an offer
DOL assigns Strategy Associate positions to wage levels I through IV based on experience and responsibility. Your offered salary must meet the certified LCA wage. Cross-check the role level against the OFLC Wage Search before signing to avoid a mismatched petition.
Strategy Associate jobs are hiring across the US. Find yours.
Find Strategy Associate JobsStrategy Associate H-1B Visa: Frequently Asked Questions
Does a Strategy Associate role qualify as a specialty occupation for H-1B purposes?
Yes, provided the employer documents that the position normally requires at least a bachelor's degree in a specific field like business, economics, finance, or strategy. Generic titles alone don't guarantee approval. The job duties must demonstrate analytical complexity that a non-degree candidate couldn't perform, and your degree field must align directly with those duties.
Which types of employers sponsor H-1B visas for Strategy Associate positions?
Management consulting firms, corporate strategy and business development teams at large companies, private equity and investment firms, and technology companies with dedicated strategy functions are the most consistent sponsors. You can browse Strategy Associate roles at verified H-1B-sponsoring employers on Migrate Mate, filtered by employers with active LCA filing history for this title.
What happens to my H-1B status if I'm laid off from a Strategy Associate role?
USCIS provides a 60-day grace period after involuntary termination during an authorized H-1B stay. You can use that window to find a new employer willing to file an H-1B transfer petition. The transfer can be filed under portability rules, allowing you to start work once the new petition is received by USCIS, before it's approved.
Can I switch from one Strategy Associate role to another on H-1B without restarting the process?
Yes. H-1B portability lets you move to a new employer in a same or similar occupational classification once you've been in valid H-1B status for at least 180 days and have an I-140 pending or approved. The new employer must file an H-1B transfer petition, and the job duties should remain substantially similar to your original approved role.
How does the DOL prevailing wage requirement affect Strategy Associate job offers?
Before your employer can file an H-1B petition, they must certify a Labor Condition Application with DOL confirming your offered wage meets or exceeds the prevailing wage for the role and location. Strategy Associate wages are tiered by experience level. You can verify the applicable wage range using the OFLC Wage Search before evaluating any offer.
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