H-1B1 Chile Visa Wealth Advisor Jobs
H-1B1 Chile visa sponsorship lets Chilean nationals work as Wealth Advisors in the U.S. without entering a lottery. The 1,400-visa annual cap rarely fills, and you apply directly at the consulate with a certified Labor Condition Application from your employer, skipping the USCIS petition process entirely.
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Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. As the Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, non-technical manner to both clients and advisors, as well as field leadership. You will adopt a goal-oriented approach when engaging with clients, which involves familiarizing yourself with the various investment, banking, and lending products and platforms available to our advisors across J.P. Morgan Wealth Management. This knowledge will enable you to identify issues and opportunities for client engagement. Additionally, you will collaborate with field management to develop regional strategies and provide guidance on their execution. A natural curiosity for people, planning, and the wealth management industry, along with independent initiative and responsiveness, are essential qualities for success in this role.
Job Responsibilities
- Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics.
- Serve as a resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning.
- Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice.
- Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus.
- Promote J.P. Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys.
- Work with Advisors to develop business opportunities with new and existing clients.
- Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients.
- Work with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies.
- Actively participate in team discussions to proactively propose planning ideas and industry trends that can be shared with the field.
- Travel to local and out of state branches, as needed.
Required Qualifications, Capabilities, And Skills
- 4-year college degree and either J.D, LLB, CPA or CFP
- 7 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner
- Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds).
- Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, and corporate executive issues.
- Ability to drive business results with broad background in trust and estate planning issues.
- A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager.
- Strong presentation skills in one-on-one and group meetings
- Experience and ability in understanding clients' financial situations and personal circumstances
- Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
- Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest
Preferred Qualifications, Capabilities, And Skills
- Series 7 & 66 required (may be fulfilled within 4 months of assuming role)
- Familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
- 10b5-1 plans, derivative-based transactions, and exchange funds, and concentrated stock management is a plus
- Experience with financial planning software a plus
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Job Description
Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. As the Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, non-technical manner to both clients and advisors, as well as field leadership. You will adopt a goal-oriented approach when engaging with clients, which involves familiarizing yourself with the various investment, banking, and lending products and platforms available to our advisors across J.P. Morgan Wealth Management. This knowledge will enable you to identify issues and opportunities for client engagement. Additionally, you will collaborate with field management to develop regional strategies and provide guidance on their execution. A natural curiosity for people, planning, and the wealth management industry, along with independent initiative and responsiveness, are essential qualities for success in this role.
Job Responsibilities
- Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics.
- Serve as a resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning.
- Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice.
- Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus.
- Promote J.P. Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys.
- Work with Advisors to develop business opportunities with new and existing clients.
- Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients.
- Work with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies.
- Actively participate in team discussions to proactively propose planning ideas and industry trends that can be shared with the field.
- Travel to local and out of state branches, as needed.
Required Qualifications, Capabilities, And Skills
- 4-year college degree and either J.D, LLB, CPA or CFP
- 7 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner
- Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds).
- Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, and corporate executive issues.
- Ability to drive business results with broad background in trust and estate planning issues.
- A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager.
- Strong presentation skills in one-on-one and group meetings
- Experience and ability in understanding clients' financial situations and personal circumstances
- Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
- Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest
Preferred Qualifications, Capabilities, And Skills
- Series 7 & 66 required (may be fulfilled within 4 months of assuming role)
- Familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
- 10b5-1 plans, derivative-based transactions, and exchange funds, and concentrated stock management is a plus
- Experience with financial planning software a plus
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
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. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
See all H-1B1 Chile Visa Wealth Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B1 Chile Visa Wealth Advisor Jobs.
Get Access To All JobsTips for Finding Wealth Advisor Jobs
Verify your credentials match U.S. licensing standards
Chilean financial credentials don't automatically satisfy U.S. state licensing requirements. Confirm whether your employer requires FINRA Series 65 or 66 licensure before your start date, since some firms will only sponsor you after you've passed.
Search verified H-1B1 filers on Migrate Mate
Use Migrate Mate to filter Wealth Advisor roles by employers who have active H-1B1 Chile LCA filing history. That history tells you which firms have completed the DOL certification process before, cutting your job search down to realistic targets.
Target registered investment advisers over broker-dealers
Registered investment adviser firms file LCAs under SOC code 13-2052, which aligns cleanly with the H-1B1 visa specialty occupation definition. Broker-dealers sometimes classify advisors differently, which can complicate the DOL prevailing wage certification.
Request the LCA before signing your offer letter
Your employer must file the Labor Condition Application with DOL and receive certification before you can schedule your consulate appointment. Ask for the certified LCA and its expiration date during the offer stage so you know the actual timeline.
Confirm prevailing wage level using OFLC Wage Search
Your offered salary must meet the DOL prevailing wage for your SOC code and work location. Run the OFLC Wage Search yourself using the 13-2052 code before negotiating compensation so you can flag any offer that falls below the certified wage level.
Prepare for nonimmigrant intent questions at your interview
The H-1B1 Chile visa doesn't allow dual intent, so consular officers will assess whether you intend to remain a temporary worker. Bring documentation of ties to Chile such as property ownership, family, or active professional registrations alongside your employment documents.
Frequently Asked Questions
Does Wealth Advisor qualify as a specialty occupation for the H-1B1 Chile visa?
Yes, Wealth Advisor roles typically qualify under SOC code 13-2052 (Personal Financial Advisors), which requires a bachelor's degree or higher in finance, economics, accounting, or a related field. Your employer documents this qualification in the Labor Condition Application filed with DOL before your consulate appointment.
How does the H-1B1 Chile visa compare to the H-1B for Wealth Advisor roles?
The H-1B1 Chile visa has no lottery, no USCIS petition, and an annual cap of 1,400 visas that has never filled. H-1B visa requires employer-filed petitions, a lottery with roughly one-in-four selection odds, and premium processing fees. For Chilean nationals, H-1B1 is a faster and more predictable path to sponsorship for the same Wealth Advisor role.
How do I find employers who will sponsor an H-1B1 Chile visa for a Wealth Advisor position?
Migrate Mate shows verified H-1B1 LCA filing history by employer and occupation code, so you can identify firms that have sponsored Chilean professionals in advisory roles before. Filtering by prior LCA certifications removes the guesswork of cold-applying to employers unfamiliar with the H-1B1 Chile process.
Can I switch Wealth Advisor employers while on an H-1B1 Chile visa?
Yes, but you can't port the way H-1B allows. Your new employer must file a fresh LCA with DOL and you must obtain a new H-1B1 visa stamp at a consulate before starting. There's no USCIS portability provision, so plan for a processing gap between positions and don't resign before the new LCA is certified.
Do U.S. financial licenses like the Series 65 affect H-1B1 Chile visa eligibility?
Licensing doesn't determine H-1B1 visa eligibility directly, but many Wealth Advisor employers make FINRA or state investment adviser registration a condition of employment. If your offer is contingent on passing licensing exams after arrival, confirm with your employer whether the H-1B1 petition will still proceed before licensure is obtained.