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.
Find H-1B Visa Wealth Advisor JobsOverview
Showing 5 of 408+ Wealth Advisor jobs
See all 408+ Wealth Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Wealth Advisor roles.
Get Access To All JobsWealth Strategy Associate
Location: United States - New York
Job Type: Full Time
Key responsibilities
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Wealth Strategy Associate to:
- assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- develop customized asset allocation strategies and investment solutions for clients
- provide support for client relationship building and business development activities
- perform business analytics as needed to support financial advisors in the growth of the business
- analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
The team
You’ll be working as part of Wealth Management Americas, in the New York International Group branch office in midtown Manhattan. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Wealth Strategy Associate, you’ll play an important role in servicing clients.
Your skills and experience
- series 7 and 66 licenses
- ideally 3-5 years of experience in client service, within the finance sector
- bachelor's degree or equivalent, focusing on Finance
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
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
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - New York - New York min USD 70000 - max USD 95000 /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.
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.
Wealth Strategy Associate | UBS - Experienced professionals - job boards
Wealth Strategy Associate
Location: United States - New York
Job Type: Full Time
Key responsibilities
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Wealth Strategy Associate to:
- assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- develop customized asset allocation strategies and investment solutions for clients
- provide support for client relationship building and business development activities
- perform business analytics as needed to support financial advisors in the growth of the business
- analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
The team
You’ll be working as part of Wealth Management Americas, in the New York International Group branch office in midtown Manhattan. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Wealth Strategy Associate, you’ll play an important role in servicing clients.
Your skills and experience
- series 7 and 66 licenses
- ideally 3-5 years of experience in client service, within the finance sector
- bachelor's degree or equivalent, focusing on Finance
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
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
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - New York - New York min USD 70000 - max USD 95000 /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.
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.
Wealth Strategy Associate | UBS - Experienced professionals - job boards
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.