H-1B Visa Wealth Strategy Associate Jobs
Wealth Strategy Associate 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 extensions available.
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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 H-1B Visa Wealth Strategy Associate Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Wealth Strategy Associate
Verify your degree aligns with the role
Wealth Strategy Associate positions typically require a finance, economics, or business degree. USCIS evaluates the direct relationship between your degree field and job duties, so confirm your transcript clearly supports the specialty occupation designation before applying.
Look up prevailing wages before negotiating
Use the OFLC Wage Search to find the certified prevailing wage for your job title and work location. Your employer's LCA must meet or exceed this figure, so knowing the floor helps you negotiate an offer that clears the DOL requirement.
Target firms with active LCA filing histories
Search Migrate Mate to identify wealth management firms and financial institutions with verified H-1B LCA filings for roles matching yours. This surfaces employers already set up to sponsor, cutting time spent on firms that have never filed.
Confirm each worksite gets its own LCA
If your role involves client-facing work at multiple office locations, each worksite requires a separately certified LCA. Flag this early with your employer's HR or immigration counsel so filings aren't delayed after your start date is set.
Use O*NET to frame your specialty occupation case
The O*NET profile for financial analysts and personal financial advisors documents the degree-level knowledge requirements that underpin a specialty occupation argument. Reference this when discussing your petition with your employer's immigration attorney.
Account for cap timing in your offer timeline
H-1B cap selection rules have changed recently, so align your job search timeline with your employer's understanding of current USCIS filing windows. Missing the annual cap cycle means waiting another year, so confirm your employer is prepared to file promptly.
H-1B Visa Wealth Strategy Associate: Frequently Asked Questions
Does a Wealth Strategy Associate role qualify as an H-1B specialty occupation?
Yes, it typically qualifies. Wealth Strategy Associate positions require applied knowledge in finance, investment planning, or economics at the bachelor's degree level or higher. USCIS evaluates whether the specific duties require that theoretical and practical expertise, so employers document the degree requirement explicitly in the LCA and I-129 petition to support the specialty occupation finding.
Which employers sponsor H-1B visas for Wealth Strategy Associate roles?
Wealth management firms, private banks, registered investment advisers, and insurance-affiliated financial planning divisions are the most active sponsors for this title. Migrate Mate lists employers with verified H-1B LCA filing histories for finance and wealth management roles, so you can prioritize outreach to firms already familiar with the sponsorship process.
How long does H-1B status last for a Wealth Strategy Associate?
USCIS initially grants H-1B status for up to three years, tied to your employer's certified LCA and approved I-129 petition. Your employer can file an extension before that period ends, bringing the total to a six-year maximum. Extensions beyond six years require an active green card process or other qualifying circumstances under immigration law.
What documents should I prepare before my employer files the H-1B petition?
Gather your academic transcripts and degree certificates, resume documenting finance-related duties, any professional licenses such as Series 65 or CFA credentials, and passport biographical pages. If your degree is from outside the U.S., a credential evaluation from a NACES-member service helps USCIS confirm it meets the bachelor's degree equivalency required for specialty occupation classification.
Can I switch employers after my H-1B is approved for a Wealth Strategy Associate position?
Yes, H-1B portability allows you to start working for a new employer once they file an H-1B transfer petition on your behalf, without waiting for USCIS approval, provided you're maintaining valid status. The new employer must file a fresh LCA reflecting the new worksite and prevailing wage, and your duties must continue to meet the specialty occupation standard.