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 JobsINTRODUCTION
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
ROLE AND RESPONSIBILITIES
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
BASIC QUALIFICATIONS
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
- Possesses advanced industry knowledge and an understanding of investment products
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
PREFERRED QUALIFICATIONS
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
SKILLS
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
INTRODUCTION
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
ROLE AND RESPONSIBILITIES
This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
BASIC QUALIFICATIONS
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
- Possesses advanced industry knowledge and an understanding of investment products
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
PREFERRED QUALIFICATIONS
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
SKILLS
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
See all 477+ H-1B Visa Wealth Advisor Jobs
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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.