H-1B Visa Wealth Advisor Jobs
Wealth Advisor roles qualify for H-1B 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 JobsINTRODUCTION
Build Your Dream Advisory Practice — Powered by Savvy
At Savvy, our mission is to make great financial advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of. We handle the back-office burden, automate the tedious work, and arm you with AI-powered tools, so you can focus on what actually moves the needle: your clients.
As a Financial Advisor on the Savvy platform, you'll run your own client-first business with maximum autonomy, backed by technology built specifically for advisors like you. No more manual financial plans in Excel. No more chasing paperwork. Just you, your clients, and the modern infrastructure to grow faster than you thought possible.
ROLE AND RESPONSIBILITIES
You will:
- Build and grow your own firm, powered by Savvy's platform and resources
- Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools
- Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management
- Prepare and present comprehensive financial plans that cut through complexity for clients
- Design, implement, and monitor long-term investment portfolios and asset allocations
- Act as a design partner to Savvy's Product team — your feedback shapes the platform
- Help vet and inspire other top advisors to join the Savvy network
BASIC QUALIFICATIONS
Required experience:
- Currently operating as a financial advisor
- Series 65 or equivalent with a clean U4
- Existing, transferrable book of business
- Proven track record of client acquisition and retention
- CFA or CFP certification (preferred)
PREFERRED QUALIFICATIONS
The ideal candidate:
- Has an entrepreneurial mindset and wants to grow a practice without the typical overhead
- Brings 7+ years of investment advisory experience
- Has an existing, transferrable book of business
- Communicates financial advice with empathy, clarity, and confidence
- Is energized by the idea of spending more time with clients and less time on admin
- CFA or CFP certification is a plus
WHAT SAVVY BRINGS TO THE TABLE
- AI-powered software that eliminates manual, non-client-facing work
- Dedicated marketing team to accelerate growth
- Dedicated operations team to service clients
- Seamless back-office workflows built for modern advisory practices
- A fully supported, white-glove transition process for your existing book
- Industry-leading compensation with equity
- Flexibility to keep your own brand name
- Remote and hybrid flexibility
- A seat at the table — advisors directly influence Savvy's product roadmap
WHY SAVVY?
We've raised over $105M from Thrive Capital, Index Ventures, and other top-tier investors. We've surpassed $5 billion in AUM in and grown 600%+ in the last 18 months. Our team comes from Airbnb, Square, Brex, Carta, and some of the largest RIAs in the country.
Wealth management is a $545 billion industry still running on spreadsheets. We're changing that — and we want the best advisors in the business building their future with us!
COMPENSATION
- Pay: $150,000.00 - $1,000,000.00 per year
JOB TYPE
- Job Type: Full-time
LOCATION
- Work Location: Remote
INTRODUCTION
Build Your Dream Advisory Practice — Powered by Savvy
At Savvy, our mission is to make great financial advice easier to deliver through empowering experienced financial advisors to build the practices they've always dreamed of. We handle the back-office burden, automate the tedious work, and arm you with AI-powered tools, so you can focus on what actually moves the needle: your clients.
As a Financial Advisor on the Savvy platform, you'll run your own client-first business with maximum autonomy, backed by technology built specifically for advisors like you. No more manual financial plans in Excel. No more chasing paperwork. Just you, your clients, and the modern infrastructure to grow faster than you thought possible.
ROLE AND RESPONSIBILITIES
You will:
- Build and grow your own firm, powered by Savvy's platform and resources
- Develop client relationships and your book of business with the support of AI-powered prospecting and marketing tools
- Serve as a trusted advisor across investment strategy, tax planning, retirement, estate planning, stock options, charitable giving, and risk management
- Prepare and present comprehensive financial plans that cut through complexity for clients
- Design, implement, and monitor long-term investment portfolios and asset allocations
- Act as a design partner to Savvy's Product team — your feedback shapes the platform
- Help vet and inspire other top advisors to join the Savvy network
BASIC QUALIFICATIONS
Required experience:
- Currently operating as a financial advisor
- Series 65 or equivalent with a clean U4
- Existing, transferrable book of business
- Proven track record of client acquisition and retention
- CFA or CFP certification (preferred)
PREFERRED QUALIFICATIONS
The ideal candidate:
- Has an entrepreneurial mindset and wants to grow a practice without the typical overhead
- Brings 7+ years of investment advisory experience
- Has an existing, transferrable book of business
- Communicates financial advice with empathy, clarity, and confidence
- Is energized by the idea of spending more time with clients and less time on admin
- CFA or CFP certification is a plus
WHAT SAVVY BRINGS TO THE TABLE
- AI-powered software that eliminates manual, non-client-facing work
- Dedicated marketing team to accelerate growth
- Dedicated operations team to service clients
- Seamless back-office workflows built for modern advisory practices
- A fully supported, white-glove transition process for your existing book
- Industry-leading compensation with equity
- Flexibility to keep your own brand name
- Remote and hybrid flexibility
- A seat at the table — advisors directly influence Savvy's product roadmap
WHY SAVVY?
We've raised over $105M from Thrive Capital, Index Ventures, and other top-tier investors. We've surpassed $5 billion in AUM in and grown 600%+ in the last 18 months. Our team comes from Airbnb, Square, Brex, Carta, and some of the largest RIAs in the country.
Wealth management is a $545 billion industry still running on spreadsheets. We're changing that — and we want the best advisors in the business building their future with us!
COMPENSATION
- Pay: $150,000.00 - $1,000,000.00 per year
JOB TYPE
- Job Type: Full-time
LOCATION
- Work Location: Remote
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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.
Wealth Advisor jobs are hiring across the US. Find yours.
Find Wealth Advisor JobsWealth Advisor H-1B Visa: 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.
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