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 JobsAbout Titan
Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they’re available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
- Ambitious Vision: When we put private wealth management in every pocket, we’ll make a legacy-defining impact in growing our generation’s wealth to new heights.
- Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
- Disproportionate Impact: We’re still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
- Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you’ll see our founders in office every day).
- Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
- World-Class Investors: We’re backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
Role Overview
We are looking for a Wealth Advisor to join our Advisory team. Advisory is key to our mission of increasing our generation’s compound growth rate. We pride ourselves in rethinking established paradigms for the end-to-end investment management experience and pushing the status quo. Our goal is to tech-enable the relationship between client and investment manager, setting clients up for superior investment outcomes and compounding their financial knowledge.
You will work directly with our Director of Wealth Advisory to help bridge Titan’s Investment Management and Product teams, helping drive the most seamless investment experience possible for our clients. You will engage current and prospective clients in discussions focused on the nuances of Titan’s investment offerings, reimagine the wealth management industry from the ground up, participate in bespoke portfolio analysis for clients, create and project-manage investment insights (investment reports/webinars), and intensely collaborate cross functionally (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to drive product and revenue growth.
What You’ll Do:
- Manage and grow your book of clients: Take ownership of a portfolio of high-net-worth clients, deepening relationships and increasing Assets Under Management through proactive, value-driven guidance.
- Deliver exceptional client experiences: Be the trusted advisor clients turn to for financial insights, portfolio strategy, and tailored solutions that align with their goals.
- Identify growth opportunities within existing relationships: Expand wallet share, cross-sell relevant services, and help clients maximize their investment outcomes.
- Lead high-impact client conversations: Conduct meetings and presentations that showcase our advisory approach and reinforce client trust.
- Collaborate with internal teams: Partner with operations, investment strategy, and product specialists to ensure seamless delivery of advice and support.
- Maintain disciplined account oversight: Track client activity, monitor portfolio performance, and ensure reporting and compliance obligations are met.
Qualifications
- 7-8+ years of experience in Wealth Advisory, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management roles
- Exceptional written and communication skills along with an acute attention to details
- Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, etc.)
- Comfortable with high volumes of client interactions (e.g., video/phone calls, large-audience webinars)
- Strong ability to work cross functionally and think creatively to drive product growth
- Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis
- Proficiency with basic financial modeling in Microsoft Excel
- You are fluent with data. You can use data to answer questions, identify opportunities, find insights, measure progress towards goals, and iterate quickly.
- You make things happen. You are scrappy and find ways to overcome roadblocks with workarounds or tradeoffs.
- Series 7, 63 and 65 (or Series 7 and 66) required
About Titan
Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they’re available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
- Ambitious Vision: When we put private wealth management in every pocket, we’ll make a legacy-defining impact in growing our generation’s wealth to new heights.
- Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
- Disproportionate Impact: We’re still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
- Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you’ll see our founders in office every day).
- Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
- World-Class Investors: We’re backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
Role Overview
We are looking for a Wealth Advisor to join our Advisory team. Advisory is key to our mission of increasing our generation’s compound growth rate. We pride ourselves in rethinking established paradigms for the end-to-end investment management experience and pushing the status quo. Our goal is to tech-enable the relationship between client and investment manager, setting clients up for superior investment outcomes and compounding their financial knowledge.
You will work directly with our Director of Wealth Advisory to help bridge Titan’s Investment Management and Product teams, helping drive the most seamless investment experience possible for our clients. You will engage current and prospective clients in discussions focused on the nuances of Titan’s investment offerings, reimagine the wealth management industry from the ground up, participate in bespoke portfolio analysis for clients, create and project-manage investment insights (investment reports/webinars), and intensely collaborate cross functionally (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to drive product and revenue growth.
What You’ll Do:
- Manage and grow your book of clients: Take ownership of a portfolio of high-net-worth clients, deepening relationships and increasing Assets Under Management through proactive, value-driven guidance.
- Deliver exceptional client experiences: Be the trusted advisor clients turn to for financial insights, portfolio strategy, and tailored solutions that align with their goals.
- Identify growth opportunities within existing relationships: Expand wallet share, cross-sell relevant services, and help clients maximize their investment outcomes.
- Lead high-impact client conversations: Conduct meetings and presentations that showcase our advisory approach and reinforce client trust.
- Collaborate with internal teams: Partner with operations, investment strategy, and product specialists to ensure seamless delivery of advice and support.
- Maintain disciplined account oversight: Track client activity, monitor portfolio performance, and ensure reporting and compliance obligations are met.
Qualifications
- 7-8+ years of experience in Wealth Advisory, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management roles
- Exceptional written and communication skills along with an acute attention to details
- Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, etc.)
- Comfortable with high volumes of client interactions (e.g., video/phone calls, large-audience webinars)
- Strong ability to work cross functionally and think creatively to drive product growth
- Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis
- Proficiency with basic financial modeling in Microsoft Excel
- You are fluent with data. You can use data to answer questions, identify opportunities, find insights, measure progress towards goals, and iterate quickly.
- You make things happen. You are scrappy and find ways to overcome roadblocks with workarounds or tradeoffs.
- Series 7, 63 and 65 (or Series 7 and 66) required
Tips 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.
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