H-1B Visa Wealth Management Advisor Jobs
Wealth Management 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 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 JobsWealth Management Advisor – Northwestern Mutual
Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.
Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.
Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance.
The advisor career with Northwestern Mutual allows one the opportunity to:
- Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
- Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!
- Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
Desired Skills and Experience:
BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed – extensive training platform provided.
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:
Uncapped Income Potential
- Flexibility of your schedule – you determine your own calendar
- Leadership Opportunities
- Sponsorship of Licensing/Credentialing
- Robust development bonuses to aid as you launch your business
- Comprehensive Medical, Dental and Vision Coverage
- Retirement Package; Pension Plan
ABOUT NORTHWESTERN MUTUAL:
Northwestern Mutual has been helping families and businesses achieve financial security for 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
Recent Awards and Accolades:
- FORTUNE® 500 Rank: No. 90
- One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2022)
- Best Places to Work #82 (Glassdoor, 2021)
- Highest Rated CEO's (Glassdoor, 2017)
- 50 Best Companies for Diversity (Black Enterprise Magazine, 2016)
- 50 Best Companies to Sell For (Selling Power Magazine, 2016)
- Top 125 Training Program (Training Magazine, 2017)
- Unsurpassed Financial Strength Rating among US Life Insurance Companies
- TOP 10 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews)
With $290 billion in assets, $28.2 billion in revenues, and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $161 billion of client assets as a part of its wealth management and investment services.
Income Growth Opportunity:
Average Income Year 1
Average - $60,127
Top 25% - $104,028
Top 10% - $139,722
Average Income in years 5+ (Gross Revenue)
Average - $257,261
Top 25% - $567,113
Top 10% - $842,640
Pay: $62,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
Education:
Bachelor's (Preferred)
Experience:
Sales: 2 years (Preferred)
Location:
Mason, OH 45040 (Required)
Ability to Commute:
Mason, OH 45040 (Required)
Work Location: In person
Wealth Management Advisor – Northwestern Mutual
Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.
Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.
Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance.
The advisor career with Northwestern Mutual allows one the opportunity to:
- Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
- Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!
- Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
Desired Skills and Experience:
BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed – extensive training platform provided.
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:
Uncapped Income Potential
- Flexibility of your schedule – you determine your own calendar
- Leadership Opportunities
- Sponsorship of Licensing/Credentialing
- Robust development bonuses to aid as you launch your business
- Comprehensive Medical, Dental and Vision Coverage
- Retirement Package; Pension Plan
ABOUT NORTHWESTERN MUTUAL:
Northwestern Mutual has been helping families and businesses achieve financial security for 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
Recent Awards and Accolades:
- FORTUNE® 500 Rank: No. 90
- One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2022)
- Best Places to Work #82 (Glassdoor, 2021)
- Highest Rated CEO's (Glassdoor, 2017)
- 50 Best Companies for Diversity (Black Enterprise Magazine, 2016)
- 50 Best Companies to Sell For (Selling Power Magazine, 2016)
- Top 125 Training Program (Training Magazine, 2017)
- Unsurpassed Financial Strength Rating among US Life Insurance Companies
- TOP 10 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews)
With $290 billion in assets, $28.2 billion in revenues, and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $161 billion of client assets as a part of its wealth management and investment services.
Income Growth Opportunity:
Average Income Year 1
Average - $60,127
Top 25% - $104,028
Top 10% - $139,722
Average Income in years 5+ (Gross Revenue)
Average - $257,261
Top 25% - $567,113
Top 10% - $842,640
Pay: $62,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
Education:
Bachelor's (Preferred)
Experience:
Sales: 2 years (Preferred)
Location:
Mason, OH 45040 (Required)
Ability to Commute:
Mason, OH 45040 (Required)
Work Location: In person
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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.
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Find Wealth Management Advisor JobsWealth Management Advisor H-1B Visa: 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.
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