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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Get Access To All JobsLocation: Irvine, CA
Requisition ID 2026-122710
Category Financial Planning
Position type Regular
Pay range USD $44.42 - $58.56 / Hour
Application deadline 2026-06-23
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.
As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.
What you have
Required Qualifications:
- Active and valid FINRA Series 7
- Active and valid FINRA Series 66 (may be obtained with a 120-day COE)
- 1-3 years of experience in the financial services industry
Preferred Qualifications:
- Experience servicing high net worth clients
- Bachelor’s Degree
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: Irvine, CA
Requisition ID 2026-122710
Category Financial Planning
Position type Regular
Pay range USD $44.42 - $58.56 / Hour
Application deadline 2026-06-23
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.
As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues. This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.
What you have
Required Qualifications:
- Active and valid FINRA Series 7
- Active and valid FINRA Series 66 (may be obtained with a 120-day COE)
- 1-3 years of experience in the financial services industry
Preferred Qualifications:
- Experience servicing high net worth clients
- Bachelor’s Degree
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified locations.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
See all 408+ H-1B Visa Wealth Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Wealth Advisor Jobs.
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.