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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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 403+ 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.