H-2B Visa Wealth Advisor Jobs
Wealth Advisor jobs with H-2B visa sponsorship are available through U.S. employers who operate seasonal financial services programs, resort-based advisory desks, or temporary wealth management engagements. Employers must obtain DOL labor certification before filing, and the 66,000-visa annual cap means timing your application to the correct semi-annual allocation is critical.
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Get Access To All JobsINTRODUCTION
The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi’s Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.
Responsibilities:
- Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients.
- Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
- Directly responsible for providing timely responses to client service requests, received via telephone or email.
- Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process.
- Handles all inquiries/requests related to banking and/or investment operations – including placing unsolicited securities trades (Series 7 & 63 required).
- Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
- Ensures that KYC/AML and other compliance norms are strictly adhered to.
- Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities.
- Builds a rapport with back-office staff and seeks out highest level of support from those teams.
- Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.
- Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested.
- Accountable for identifying prospective clients interested in becoming new clients.
- Responsible for executing specific client contact campaigns as defined by Sales Management/Segments.
- Responsible for proactively contacting clients to identify needs and deepen relationships.
- Complete all required trainings pertaining to the function in a timely manner.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
QUALIFICATIONS
- 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
- Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
- Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
- Excellent verbal and written communication skills. Ability to communicate at a professional level.
- Positive and can-do attitude.
- Excellent people skills and ability to work in a team environment.
- Capable of working independently within established procedures and make decisions without manager approval.
- Able to perform multiple functions with a high degree of accuracy.
- Strong desire to create a top-notch client experience with every client every day.
- Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team.
- Ability to support a diverse array of products and services.
- Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
- US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred
Education:
- Bachelor’s/University degree, Master’s degree preferred
JOB FAMILY GROUP:
Consumer Sales
JOB FAMILY:
Telesales
TIME TYPE:
PRIMARY LOCATION:
Jacksonville Florida United States
PRIMARY LOCATION FULL TIME SALARY RANGE:
$62,620.00 - $87,380.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
MOST RELEVANT SKILLS
Please see the requirements listed above.
OTHER RELEVANT SKILLS
For complementary skills, please see above and/or contact the recruiter.
ANTICIPATED POSTING CLOSE DATE:
Feb 18, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
INTRODUCTION
The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi’s Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.
Responsibilities:
- Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients.
- Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
- Directly responsible for providing timely responses to client service requests, received via telephone or email.
- Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process.
- Handles all inquiries/requests related to banking and/or investment operations – including placing unsolicited securities trades (Series 7 & 63 required).
- Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
- Ensures that KYC/AML and other compliance norms are strictly adhered to.
- Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities.
- Builds a rapport with back-office staff and seeks out highest level of support from those teams.
- Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.
- Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested.
- Accountable for identifying prospective clients interested in becoming new clients.
- Responsible for executing specific client contact campaigns as defined by Sales Management/Segments.
- Responsible for proactively contacting clients to identify needs and deepen relationships.
- Complete all required trainings pertaining to the function in a timely manner.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
QUALIFICATIONS
- 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
- Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
- Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
- Excellent verbal and written communication skills. Ability to communicate at a professional level.
- Positive and can-do attitude.
- Excellent people skills and ability to work in a team environment.
- Capable of working independently within established procedures and make decisions without manager approval.
- Able to perform multiple functions with a high degree of accuracy.
- Strong desire to create a top-notch client experience with every client every day.
- Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team.
- Ability to support a diverse array of products and services.
- Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
- US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred
Education:
- Bachelor’s/University degree, Master’s degree preferred
JOB FAMILY GROUP:
Consumer Sales
JOB FAMILY:
Telesales
TIME TYPE:
PRIMARY LOCATION:
Jacksonville Florida United States
PRIMARY LOCATION FULL TIME SALARY RANGE:
$62,620.00 - $87,380.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
MOST RELEVANT SKILLS
Please see the requirements listed above.
OTHER RELEVANT SKILLS
For complementary skills, please see above and/or contact the recruiter.
ANTICIPATED POSTING CLOSE DATE:
Feb 18, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
See all H-2B Visa Wealth Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-2B Visa Wealth Advisor Jobs.
Get Access To All JobsTips for Finding Wealth Advisor Jobs
Verify your credentials transfer to U.S. standards
Wealth Advisor roles often require Series 65 or Series 66 licensure in the U.S. Before approaching employers, confirm whether your home-country financial credentials are recognized or if FINRA equivalency steps apply to your background.
Target seasonal resort and private club employers
H-2B visa sponsorship for Wealth Advisor roles most commonly comes from luxury resorts, private member clubs, and seasonal wealth management firms that staff advisory positions for peak client seasons, not year-round financial institutions.
Search verified H-2B sponsors on Migrate Mate
Migrate Mate shows which employers have active H-2B filing history for financial advisory roles, so you're applying to sponsors who have already cleared DOL certification, not guessing at willingness to file.
Apply before the semi-annual cap fills
The 66,000 H-2B visa cap splits into 33,000 for October-March start dates and 33,000 for April-September. Wealth Advisor positions tied to summer or winter client seasons must be filed well ahead of each cap opening to secure a slot.
Ask employers about prevailing wage compliance upfront
DOL requires H-2B employers to pay the prevailing wage for your occupation and location. Use the OFLC Wage Search to look up the prevailing rate for Wealth Advisor roles in your target city before accepting any offer.
Confirm the job qualifies as genuinely temporary
H-2B requires employers to demonstrate a temporary or seasonal need, not a permanent staffing gap. For Wealth Advisor roles, the employer's petition must show the position is tied to a defined peak period, such as a tax season or high-net-worth client influx.
Frequently Asked Questions
How do I find Wealth Advisor jobs with H-2B visa sponsorship?
Migrate Mate is the most direct way to find Wealth Advisor positions where the employer has a verified H-2B filing history. Searching general job boards won't tell you whether an employer has previously navigated DOL labor certification for this visa type. Filtering by confirmed H-2B sponsors saves significant time and avoids applying to employers who have never filed.
How does the H-2B visa cap affect my Wealth Advisor job search timing?
The H-2B program caps at 66,000 visas per fiscal year, split evenly between the two semi-annual periods. If your prospective employer wants you on-site for a summer wealth management season, the petition must be filed before that cap half fills, which can happen within days of opening. Starting the employer conversation three to four months before your intended start date is essential.
Does a Wealth Advisor role qualify for H-2B visa sponsorship?
H-2B covers temporary non-agricultural positions, and Wealth Advisor roles can qualify if the employer demonstrates a legitimate seasonal or peak-period need rather than a permanent staffing requirement. Roles tied to high-net-worth client activity at seasonal resorts or member clubs have the strongest fit. USCIS reviews both the temporary nature of the need and the employer's ability to pay the DOL-certified prevailing wage.
What documents should I prepare before an employer files my H-2B petition?
You'll need your passport, any financial advisory credentials or licenses from your home country, and documentation of relevant work experience. If your credentials require U.S. equivalency review, gather those records early. The employer handles the DOL labor certification and USCIS Form I-129 filing, but you'll need to supply personal and professional documents promptly to avoid petition delays.