H-1B Visa Wealth Management Advisor Jobs
Wealth Management 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 wirehouse banks, RIA firms, and trust companies file H-1B petitions for advisors managing high-net-worth client portfolios, with the annual cap reset each April.
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Get Access To All JobsINTRODUCTION
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.
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.
See all 167+ H-1B Visa Wealth Management Advisor Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Wealth Management Advisor
Verify your degree field matches the role
Wealth Management Advisor petitions live or die on degree-job alignment. A finance or economics degree maps cleanly, but a general business degree may trigger an RFE. Pull the O*NET profile for this occupation to confirm which fields USCIS accepts.
Target wirehouse and RIA employers with filing history
Large wirehouses and registered investment advisors file H-1B petitions far more consistently than independent broker-dealers. Use Migrate Mate to filter Wealth Management Advisor roles by employers with verified LCA filing history before you apply.
Check prevailing wage before negotiating your offer
Your employer must pay at least the DOL prevailing wage for your metro area and experience level. Run the OFLC Wage Search for SOC code 13-2052 before salary discussions so you know the floor and can negotiate from an informed position.
Obtain FINRA licenses before your H-1B start date
Series 65 or Series 7 licenses are frequently listed as requirements in LCA filings for this role. Sponsors prefer candidates who are already licensed so the employer isn't waiting on exam results while your petition is pending.
Ask about cap-exempt employer structures during interviews
Some advisory firms affiliated with universities or nonprofits qualify as cap-exempt H-1B employers, letting you skip the April lottery entirely. Confirm the entity's tax status early in the interview process, since this affects your entire filing timeline.
File premium processing if your start date is firm
USCIS premium processing guarantees a 15-business-day adjudication decision. For Wealth Management Advisors starting a role tied to a specific client onboarding cycle or fiscal quarter, waiting on standard processing creates real business risk for the sponsoring firm.
H-1B Visa Wealth Management Advisor: Frequently Asked Questions
Does a Wealth Management Advisor role qualify as an H-1B specialty occupation?
Yes. USCIS treats Wealth Management Advisor positions as specialty occupations when the role requires a bachelor's degree or higher in finance, economics, accounting, or a closely related field. The key is that the degree requirement must be tied to the specific duties, not listed as a general preference. Advisors managing complex investment portfolios or estate planning strategies for high-net-worth clients typically satisfy this standard.
Which employer types are most likely to sponsor H-1B visas for Wealth Management Advisors?
Wirehouse banks, national RIA firms, trust companies, and the wealth management divisions of large commercial banks file H-1B petitions for this role with the most regularity. Independent broker-dealers and solo advisory practices rarely have the HR infrastructure or legal budget for sponsorship. Browse Wealth Management Advisor roles filtered by verified LCA history on Migrate Mate to identify active sponsors before applying.
How does the DOL prevailing wage requirement affect H-1B sponsorship for this role?
Before filing the H-1B petition, your employer must obtain a certified Labor Condition Application confirming they'll pay at least the DOL prevailing wage for a Wealth Management Advisor in your specific metro area. Wages vary significantly between, say, New York and a mid-sized Midwest city. Run the OFLC Wage Search for SOC code 13-2052 and your work location to see the wage levels before your offer letter is signed.
Do FINRA licenses affect an H-1B petition for a Wealth Management Advisor?
FINRA licenses like the Series 65 or Series 7 aren't immigration requirements, but they appear frequently in the LCA job descriptions that employers file with DOL. If the petition lists licensure as a requirement and you don't hold it, USCIS may issue an RFE questioning whether the position genuinely requires a specialty degree. Completing relevant licenses before your petition is filed strengthens the specialty occupation argument and reassures the sponsoring employer.
Can a Wealth Management Advisor work for multiple clients or firms on a single H-1B?
Your H-1B ties you to the petitioning employer and the worksite listed on the LCA. Working for a second employer requires a separate H-1B petition from that firm. Advisors at multi-family offices or those with affiliated entities need each legal employer entity to file independently. If your firm restructures or transfers your employment to a different legal entity, a new or amended petition is required to maintain lawful status.