H-1B Visa Wealth Manager Jobs
Wealth Manager jobs at H-1B visa sponsoring employers require a bachelor's degree in finance, economics, or a related field, meeting the specialty occupation standard. Sponsoring firms file a Labor Condition Application with DOL and an I-129 petition with USCIS, covering your status for up to three years with extension eligibility.
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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
The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities.
- Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition.
- Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination of all sales and service activities.
- Work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model.
- This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
BASIC QUALIFICATIONS
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration; ADV-2B Required
- Obtain and/or maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Ability to lead through collaboration and influence without direct authority
- Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Proven ability to manage risk and support sound decisions
- Ability to research escalated client issues for response/resolution
SKILLS
- Account Management
- Business Acumen
- Client Management
- Client Solutions Advisory
- Portfolio Management
- Referral Identification
- Referral Management
- Relationship Building
- Administrative Services
- Client Investments Management
- Customer Service Management
- Process Simplification
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:
40
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
The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities.
- Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition.
- Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination of all sales and service activities.
- Work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model.
- This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
BASIC QUALIFICATIONS
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration; ADV-2B Required
- Obtain and/or maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Ability to lead through collaboration and influence without direct authority
- Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Proven ability to manage risk and support sound decisions
- Ability to research escalated client issues for response/resolution
SKILLS
- Account Management
- Business Acumen
- Client Management
- Client Solutions Advisory
- Portfolio Management
- Referral Identification
- Referral Management
- Relationship Building
- Administrative Services
- Client Investments Management
- Customer Service Management
- Process Simplification
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:
40
See all 35+ H-1B Visa Wealth Manager Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Wealth Manager
Frame your credentials around specialty occupation
Wealth management qualifies as a specialty occupation when your role requires a degree in finance, economics, or accounting. Document how your specific duties, such as portfolio construction or fiduciary planning, map directly to your degree field before applications begin.
Look up prevailing wages before negotiating
Your employer must certify your salary meets the DOL prevailing wage for your job location and experience level. Run your title and metro area through the OFLC Wage Search to know your wage tier before you receive or evaluate any offer.
Find sponsors through verified LCA filing history
Target firms that have already certified LCAs for wealth management or financial advisory roles, not just those that mention sponsorship in job postings. Migrate Mate lists employers with verified H-1B LCA filing history, searchable by role and city.
Confirm each office location has its own LCA
If a wealth management firm has you rotating between branches or serving clients at multiple sites, each worksite needs a separately certified LCA. Raise this with HR before accepting an offer to avoid compliance gaps that could affect your status.
Account for cap timing when planning your start date
H-1B cap-subject petitions have an annual registration window and selection rules that have changed recently. Build your job search timeline so an offer can be secured well before the registration period closes, giving your employer enough lead time to file.
Prepare a degree equivalency analysis if your credential is foreign
If your finance or economics degree is from outside the U.S., get a credential evaluation from a NACES-member service before USCIS reviews your petition. Wealth management roles filed under specialty occupation require documented equivalency to a U.S. bachelor's degree.
H-1B Visa Wealth Manager: Frequently Asked Questions
Does a Wealth Manager role qualify as a specialty occupation for H-1B purposes?
Yes, wealth management typically qualifies as a specialty occupation because the core duties, including fiduciary planning, asset allocation, and regulatory compliance, normally require at least a bachelor's degree in finance, economics, accounting, or a closely related field. Your employer documents this connection in the I-129 petition. Roles framed around generic sales or relationship management without degree-level analytical duties can face scrutiny, so the job description matters.
Which employers sponsor H-1B visas for Wealth Manager positions?
Large financial institutions, registered investment advisors, and multi-family offices are the most consistent sponsors for wealth management roles. The clearest way to identify active sponsors is to search employers with verified LCA filing history for financial advisory and portfolio management titles. Migrate Mate shows employers that have filed certified LCAs for roles matching this occupation, so you can focus your search on firms already familiar with the H-1B process.
How does the prevailing wage requirement affect Wealth Manager H-1B sponsorship?
DOL requires your employer to pay at least the prevailing wage for your job title, experience level, and work location before certifying the LCA. Wealth management wages vary significantly by metro area and whether the role is classified under financial advisors or securities sales agents. You can check the applicable wage tier using the OFLC Wage Search before entering salary negotiations, which helps you assess whether an offer meets the threshold your employer must certify.
Can a Wealth Manager on H-1B work with clients across multiple office locations?
Not on a single LCA. Each physical worksite requires its own separately certified Labor Condition Application filed with DOL before you begin work there. If your role involves serving clients at branch offices, attending off-site meetings regularly, or rotating between locations, your employer must file additional LCAs to cover those sites. This is a common compliance issue in wealth management firms with multiple branches, so confirm the coverage plan with HR before you start.
How long does H-1B status last for a Wealth Manager, and can it be extended?
H-1B status is initially approved for up to three years and can be extended for an additional three years, reaching a six-year maximum under standard rules. If your employer begins sponsoring you for permanent residence through PERM labor certification or an immigrant petition before the six-year mark, you may qualify for extensions beyond that limit under AC21 provisions. Extensions require your employer to file a new I-129 petition with USCIS before your current status expires.