H-1B1 Chile Visa Private Client Advisor Jobs
H-1B1 Chile visa sponsorship lets Chilean nationals step into Private Client Advisor roles at U.S. wealth management firms without entering a lottery. The 1,400-visa annual cap rarely fills, and your application goes directly to a consulate, so timelines are faster than H-1B visa. Your finance degree and client relationship background are the core eligibility anchors.
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Get Access To All JobsINTRODUCTION
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
About us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
INTRODUCTION
At J.P. Morgan Chase, we have an enthusiasm for helping our clients, taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion. Using a broad investment product and thought leadership platform along with cutting edge digital technology, you will be front and center representing our brand and interacting with our clients to offer the best investment solutions to meet their financial needs.
As a Private Client Advisor in Chase Wealth Management, you will offer comprehensive financial planning and advice to individuals and families. Your expertise will support a wide range of clients, from those just starting to save to those with significant wealth. You provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships.
Job responsibilities
- Champion and support your teammates’ success and the goals of the bank, while fostering a culture of diversity
- Build a book of business and deliver personalized investment solutions to your clients by relying on leadership and relationship-building skills. This will be done with a consistent focus on relationship management, not portfolio management
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients’ needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want
Required qualifications, capabilities, and skills
- At least 2 years in a Financial Advisor role or equivalent financial services experience
- Demonstrated success in client acquisition, cultivating and maintaining client relationships, and integrating with key partners
- Demonstrated ability and commitment to goals-based planning and advice
- A valid and active Series 7
- A valid and active Series 66 (63/65) license is required or must be obtained within 60 days of starting in the role as a condition of employment
- A valid and active Life, Health and Long Term Care Insurance license is required or must be obtained within 60 days of starting in the role as a condition of employment
Preferred qualifications, capabilities, and skills
- Certified Financial Planning (CFP®) certification is preferred
- Bachelor’s degree preferred
INVESTMENT AND INSURANCE PRODUCTS ARE:
• NOT FDIC INSURED • NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY • NOT A DEPOSIT OR OTHER OBLIGATION OF, OR GUARANTEED BY, JPMORGAN CHASE BANK, N.A. OR ANY OF ITS AFFILIATES • SUBJECT TO INVESTMENT RISKS, INCLUDING POSSIBLE LOSS OF THE PRINCIPAL AMOUNT INVESTED
Investment products and services are offered through J.P. Morgan Securities LLC (JPMS), a registered broker-dealer and investment advisor, member of FINRA and SIPC. Annuities are made available through Chase Insurance Agency, Inc. (CIA), a licensed insurance agency, doing business as Chase Insurance Agency Services, Inc. in Florida. JPMS, CIA and JPMorgan Chase Bank, N.A. are affiliated companies under the common control of JPMorgan Chase & Co. Products not available in all states.
About us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
See all 204+ Private Client Advisor jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Private Client Advisor roles.
Get Access To All JobsTips for Finding Private Client Advisor Jobs
Match your degree field to the role
Private Client Advisor roles require a specialty occupation tie between your degree and the position. A finance, economics, or business administration degree maps cleanly. A general arts degree needs a transcript review showing coursework concentration in financial analysis or investments.
Verify your employer's prevailing wage filing
Before accepting an offer, check that the compensation meets DOL standards for your metro area. Run the job title and location through the OFLC Wage Search to confirm you're being offered at least the Level I prevailing wage for financial advisors.
Target wealth managers with prior H-1B1 Chile filings
Use Migrate Mate to filter for firms that have sponsored Chilean professionals before. Employers already familiar with H-1B1 Chile LCA requirements move faster and are less likely to stall on the offer because of unfamiliar paperwork.
Prepare a FINRA exam equivalency strategy early
U.S. broker-dealers often require Series 65 or Series 7 licenses before client-facing work. Chilean professionals typically can't sit these exams without a sponsor. Confirm with your prospective employer whether they'll support licensing under H-1B1 visa status before you sign.
Get your credentials evaluated before the consular interview
Chilean licenciatura degrees are generally accepted as equivalent to a U.S. bachelor's, but a consular officer may request a third-party credential evaluation. Have a NACES-member evaluation completed so you're not delaying your visa stamp over a document gap.
Build your offer letter around LCA-required language
Your employer's offer letter and the certified LCA must align on job title, worksite location, and employment dates. Ask HR to cross-check both documents before your DS-160 appointment, since a mismatch between the two is a common consular denial trigger.
Frequently Asked Questions
Does a Private Client Advisor role qualify as a specialty occupation for H-1B1 Chile?
Yes, Private Client Advisor positions typically qualify because they require applying theoretical financial knowledge, which normally demands at least a bachelor's degree in finance, economics, or a related field. The employer confirms the specialty occupation requirement when it files the Labor Condition Application with DOL. Roles that accept any degree regardless of field are harder to qualify, so job description language matters.
How does H-1B1 Chile compare to H-1B for landing a Private Client Advisor job?
H-1B1 Chile skips the lottery entirely, which means a qualifying offer converts to a visa without waiting for an annual random draw. The 1,400-visa cap for Chilean nationals has never been exhausted, so availability isn't a constraint. Processing happens at the consulate rather than through USCIS, which shortens the timeline. The trade-off is that H-1B1 Chile doesn't allow dual intent, so it requires stronger nonimmigrant intent documentation at your interview.
Where can I find Private Client Advisor jobs with H-1B1 Chile visa sponsorship?
Migrate Mate is the recommended tool for finding employers with verified H-1B1 Chile sponsorship history in financial services. General job boards don't filter by visa type or LCA filing history, so you waste time applying to firms that have never sponsored Chilean professionals. Migrate Mate surfaces employers who have already navigated the H-1B1 Chile process.
Can I switch employers while on H-1B1 Chile status as a Private Client Advisor?
Yes, but the new employer must file a fresh LCA and obtain certification before you begin work. H-1B1 Chile doesn't have the H-1B portability rule that lets you start with a new employer after a petition is filed. You'll also need to apply for a new H-1B1 Chile visa stamp at the consulate if you travel internationally after the employer change.
What documents does a Chilean Private Client Advisor need for the consular interview?
You'll need the certified LCA from DOL, a detailed offer letter matching the LCA's job title and worksite, your original academic transcripts and degree certificate, a credential evaluation if your licenciatura is being assessed for U.S. equivalency, and the DS-160 confirmation with your visa fee receipt. Consular officers commonly ask for proof that your degree field directly relates to the advisory work described in the LCA.
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