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 JobsJob Req Id:
26951287
Location(s):
Bethesda, Maryland, United States
Job Type:
Hybrid
Posted:
Apr. 20, 2026
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
- Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
- Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills.
- Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments.
- Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.
- Master referral opportunities to grow portfolio.
- Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.).
- Acquire new clients through converting referral leads.
- Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
- 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
- 5-8 years of experience.
- Experience in a proactive, successful sales and service role in the financial services industry.
- Strong analytical and financial skills.
- Strong verbal and written communication skills.
- Organized with strong attention to detail.
- Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred.
- Basic understanding of investment and financial planning strategies preferred.
- Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
- Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses.
- Group 1 insurance.
- This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
Education:
Bachelor's/University degree or equivalent experience
Job Family Group:
Private Client Coverage
Job Family:
Financial Planning Services
Time Type:
Full time
Primary Location:
MD-BETHESDA ROW
Primary Location Full Time Salary Range:
$70,000.00 - $70,000.00
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:
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.
Job Req Id:
26951287
Location(s):
Bethesda, Maryland, United States
Job Type:
Hybrid
Posted:
Apr. 20, 2026
Discover your future at Citi
Working at Citi is far more than just a job. A career with us means joining a team of more than 230,000 dedicated people from around the globe. At Citi, you’ll have the opportunity to grow your career, give back to your community and make a real impact.
Job Overview
The Wealth Relationship Advisor SAFE Act is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and workflow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
- Build relationships with new clients with the goal of bringing in new bank and brokerage assets.
- Deepen relationships with existing clients in PWM and Retail bank through the use of financial planning and excellent discovery and profiling skills.
- Respond to referrals and introductions generated through business partners and recommend the best offering to clients based on client profiling and suitability assessments.
- Make securities recommendations and provide investment advice to clients through a select number of solutions using firm models & research.
- Master referral opportunities to grow portfolio.
- Refer opportunities to segment partners where appropriate (including, but not limited to Senior Wealth Advisor, Small Business Partners, Home Lending Officer, etc.).
- Acquire new clients through converting referral leads.
- Manage client follow-up and adhere to all Regulatory and Compliance operating procedures.
- Ensure that KYC/AML and other compliance norms are strictly adhered to.
- Partner with all roles on branch team to ensure all clients have a positive in-branch experience.
- 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
- 5-8 years of experience.
- Experience in a proactive, successful sales and service role in the financial services industry.
- Strong analytical and financial skills.
- Strong verbal and written communication skills.
- Organized with strong attention to detail.
- Knowledge of Microsoft Office (Excel, Outlook, and Word) and experience in financial planning software preferred.
- Basic understanding of investment and financial planning strategies preferred.
- Must be a self-starter, problem solver and a goal-oriented team player able to work without direction.
- Securities Industry Essentials – SIE - Active Series 7, 66 (or 63 and 65) licenses.
- Group 1 insurance.
- This position requires the employee to register as a mortgage loan originator with the Nationwide Mortgage Licensing System and Registry ("Registry") and obtain a unique identifier from the Registry before referring interested clients to Citibank for their mortgage needs, to maintain and renew that registration on an annual basis, to update registration information with the Registry on a timely basis, and to provide that unique identifier to consumers as required by applicable SAFE Act regulations and Citi policies and procedures.
Education:
Bachelor's/University degree or equivalent experience
Job Family Group:
Private Client Coverage
Job Family:
Financial Planning Services
Time Type:
Full time
Primary Location:
MD-BETHESDA ROW
Primary Location Full Time Salary Range:
$70,000.00 - $70,000.00
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:
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.