H-1B Visa Wealth Advisor Jobs
Wealth 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. Large wirehouses, RIAs, and private banks have consistent H-1B filing histories. The 85,000-slot annual cap means timing your job search around the April lottery window matters.
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INTRODUCTION
At U.S. Bank, we’re on a journey to do our best. Helping the customers and businesses we serve to make better and smarter financial decisions and enabling the communities we support to grow and succeed. We believe it takes all of us to bring our shared ambition to life, and each person is unique in their potential. A career with U.S. Bank gives you a wide, ever-growing range of opportunities to discover what makes you thrive at every stage of your career. Try new things, learn new skills and discover what you excel at—all from Day One.
ROLE AND RESPONSIBILITIES
Private Wealth Management (PWM) Private Wealth Advisor Partner have the shared responsibility for soliciting, developing, managing, and retaining client relationships for PWM. Partners with Senior Advisor to drive business development, client retention and engagement in PWM sales and relationship management strategies. Partner Advisors have shared responsibility with their Senior Advisor to achieve sales, revenue and practice excellence goals. Position is focused on honing the technical aspects of a given product specialty area and developing the superior client facing skills needed to become an Advisor. Incumbents need to possess a proven track record of sales support to be viewed as a trusted partner to an Advisor.
This position requires National Mortgage Licensing System (NMLS) registration under the terms of the S.A.F.E. Act of 2008 and Regulation Z. You will be subject to the required registration process, which includes a criminal background and credit check. Failure to meet or maintain any of the NMLS registration requirements, including maintaining a satisfactory criminal and credit record, may result in a rescission of your offer or termination of employment.
BASIC QUALIFICATIONS
- Bachelor's degree, or equivalent work experience
- Four to seven years of related experience
PREFERRED QUALIFICATIONS
- Thorough knowledge of departmental operations/policies and U.S. Bank products and services
- Effective interpersonal, verbal and written communication skills
- Strong client facing skills
- Ability to identify and resolve exceptions, interpret data and resolve complex problems with minimal guidance
- Proficient computer navigation skills using a variety of software packages including Microsoft Office applications
- Well-developed analytical skills
- Pursuit of professional credentials (CFP, CFA, etc.) a plus
If there’s anything we can do to accommodate a disability during any portion of the application or hiring process, please refer to our disability accommodations for applicants.
BENEFITS:
Our approach to benefits and total rewards considers our team members’ whole selves and what may be needed to thrive in and outside work. That's why our benefits are designed to help you and your family boost your health, protect your financial security and give you peace of mind. Our benefits include the following:
- Healthcare (medical, dental, vision)
- Basic term and optional term life insurance
- Short-term and long-term disability
- Pregnancy disability and parental leave
- 401(k) and employer-funded retirement plan
- Paid vacation (from two to five weeks depending on salary grade and tenure)
- Up to 11 paid holiday opportunities
- Adoption assistance
- Sick and Safe Leave accruals of one hour for every 30 worked, up to 80 hours per calendar year unless otherwise provided by law
Review our full benefits available by employment status here.
U.S. Bank is an equal opportunity employer. We consider all qualified applicants without regard to race, religion, color, sex, national origin, age, sexual orientation, gender identity, disability or veteran status, and other factors protected under applicable law.
E-VERIFY
U.S. Bank participates in the U.S. Department of Homeland Security E-Verify program in all facilities located in the United States and certain U.S. territories. The E-Verify program is an Internet-based employment eligibility verification system operated by the U.S. Citizenship and Immigration Services.
The salary range reflects figures based on the primary location, which is listed first. The actual range for the role may differ based on the location of the role. In addition to salary, U.S. Bank offers a comprehensive benefits package, including incentive and recognition programs, equity stock purchase 401(k) contribution and pension (all benefits are subject to eligibility requirements). Pay Range: $111,095.00 - $130,700.00
U.S. Bank will consider qualified applicants with arrest or conviction records for employment. U.S. Bank conducts background checks consistent with applicable local laws, including the Los Angeles County Fair Chance Ordinance and the California Fair Chance Act as well as the San Francisco Fair Chance Ordinance. U.S. Bank is subject to, and conducts background checks consistent with the requirements of Section 19 of the Federal Deposit Insurance Act (FDIA). In addition, certain positions may also be subject to the requirements of FINRA, NMLS registration, Reg Z, Reg G, OFAC, the NFA, the FCPA, the Bank Secrecy Act, the SAFE Act, and/or federal guidelines applicable to an agreement, such as those related to ethics, safety, or operational procedures.
Applicants must be able to comply with U.S. Bank policies and procedures including the Code of Ethics and Business Conduct and related workplace conduct and safety policies.
Posting may be closed earlier due to high volume of applicants.
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Wealth Advisor
Verify your degree meets specialty occupation requirements
USCIS requires your bachelor's degree field to directly relate to wealth advising. A finance, economics, or accounting degree clears this easily. A general business degree may draw an RFE, so prepare a credential evaluation that maps your coursework to client portfolio management.
Target RIAs and private banks over retail brokerages
Registered investment advisors and private wealth divisions at banks file H-1B petitions far more consistently than retail brokerage branches. Filter your search by firms with dedicated compliance teams, since they're structured to handle the LCA filing and USCIS paperwork without delays.
Search H-1B filing history on Migrate Mate
Use Migrate Mate to filter Wealth Advisor roles by employers with verified H-1B LCA filing history. This surfaces firms that have already navigated DOL prevailing-wage certification for this occupation code, cutting out employers who'd be filing for the first time.
Confirm the offered wage clears the prevailing wage threshold
Before accepting an offer, cross-check the base salary against the DOL prevailing wage for your metro area using the OFLC Wage Search. Employers must certify at least the Level I prevailing wage on the LCA, and a below-market offer can trigger a DOL audit.
Ask employers about the FINRA licensing plan before filing
Most Wealth Advisor roles require Series 65, 66, or 7 licenses that you can't sit for until you're employed. Clarify with your employer whether they'll sponsor H-1B status before licensing, since some firms won't file the petition until you pass exams.
Time your H-1B registration for the October 1 start date
H-1B cap registrations open each March for an October 1 start. If you're on OPT, make sure your EAD covers the gap. If selected, your employer files the full I-129 petition after April 1, and premium processing cuts the USCIS adjudication window to 15 business days.
H-1B Visa Wealth Advisor: Frequently Asked Questions
Does a Wealth Advisor role qualify as an H-1B specialty occupation?
Yes. USCIS treats Wealth Advisor positions as specialty occupations when the role requires at least a bachelor's degree in finance, economics, accounting, or a closely related field. The key is that your specific job duties must require theoretical and practical application of that specialized knowledge, not just general financial sales skills.
Which types of employers most commonly sponsor H-1B visas for Wealth Advisors?
Private banks, registered investment advisors, family offices, and the wealth management divisions of large commercial banks have the most consistent H-1B filing histories for this role. Retail brokerage branches sponsor far less frequently. Search Migrate Mate to identify firms with verified H-1B LCA filings specifically for Wealth Advisor and related occupation codes.
How does the FINRA licensing requirement interact with H-1B status?
FINRA exams like the Series 65, 66, or 7 require employer sponsorship, and you can only sit for them once you're associated with a registered firm. Some employers will file your H-1B petition before you hold licenses, with the understanding you'll complete them after your start date. Confirm this timeline explicitly during the offer negotiation stage.
Can a Wealth Advisor on H-1B status work with clients across multiple states?
H-1B status ties your authorization to the specific employer and work location listed on your I-129 petition. If your role requires you to work from offices in multiple states, your employer must file an amended petition or include all work locations in the original filing. Remote client calls generally don't require an amended petition, but physically working from a new office does.
What happens to my H-1B status if I move to a different wealth management firm?
You can change employers through H-1B portability under AC21, which lets you start working for the new employer as soon as they file a new I-129 petition on your behalf, without waiting for approval. The new employer must file before your current authorized period expires. The DOL prevailing-wage certification process restarts with the new filing.