J-1 Visa Wealth Advisor Jobs
Wealth Advisor roles in the United States are accessible to international professionals through J-1 visa sponsorship under the Trainee or Intern category, depending on your career stage. Designated sponsor organizations issue your DS-2019 and oversee your training plan while your host employer guides your day-to-day work in financial advisory services.
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Get Access To All JobsINTRODUCTION
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
JOB DESCRIPTION
Step into an introductory role as an intern and valuable team member of a financial advisory practice of Ameriprise Financial. Assist our team with foundational business functions to help us deliver timely and unique client experiences that define and differentiate our practice. Learn about our approach to financial planning, advice and client service. Grow your knowledge of the financial services industry in a supportive and collaborative work environment. The hired candidate may have the opportunity for full-time employment (commensurate with interest) based on consistent, high-quality delivery and a demonstrated ability to self-develop.
About us
Jensen & Associates is a Private Wealth Advisory practice of Ameriprise Financial located in Chicago, IL. Our mission is to partner with clients in a long-term, trusted financial advisory relationship; deliver objective and tailored financial advice; and bring our clients the peace of mind that comes from having a plan to achieve financial freedom. An intern within our practice will consistently follow high standards of professional ethics and will adhere to regulatory and internal compliance requirements to operate in our clients’ best interest.
We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.
The practice has worked almost entirely remote for five years through the utilization of Microsoft Teams video conferencing software and currently works across time zones with multiple team members. Our success in working remotely allows for us to consider candidates who do not reside in Chicago as well. Candidates are however required to reside within the United States.
JOB RESPONSIBILITIES:
- Assist the team with preparing client meetings
- Collecting, organizing and entering client information in our systems
- Completing practice and client-specific projects as needed
- Communicating with external business partners and clients
QUALIFIED CANDIDATE MUST HAVE OR BE ABLE TO DEMONSTRATE:
- High attention to detail and organization
- Effective communication with clients and other advisors/staff
- Effective and efficient time management
- Polite and clear phone manner
- Ability to multi-task
- Ability to adhere to rules and regulations as stated and required by advisor & Ameriprise Financial
- Ability to support and provide guidance for compliance within the advisor’s practice
- Positive attitude and sincere willingness to constantly learn and grow
REQUIRED QUALIFICATIONS:
- A genuine interest in the financial services industry.
- Be actively pursuing a degree, preferably in business, finance, accounting or other relevant degree program. However, other majors are also encouraged to apply.
- Be achieving a minimum 3.0 out of 4.0 GPA and continue to achieve at a high level in your schooling while working.
- Working knowledge and use of Microsoft Office, including Outlook, PowerPoint, and Excel.
There are multiple career progression opportunities within the practice including becoming a financial advisor or leading our marketing and client relationship areas.
PAY AND BENEFITS:
- Competitive hourly pay based on our industry analysis and your experience.
LEGAL REQUIREMENTS:
- Fingerprinting and background check is required for this position based on SEC Regulations.
ENCOURAGED TO APPLY:
- Those with experience within the financial services industry with an interest in private wealth management and direct client service and interaction.
- Those with strong, demonstrated analytical skills and a desire to grow within our practice.
BASE PAY SALARY
The range for the hourly wage is $19-$25 an hour.
FULL-TIME/PART-TIME
Part time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
INTRODUCTION
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
JOB DESCRIPTION
Step into an introductory role as an intern and valuable team member of a financial advisory practice of Ameriprise Financial. Assist our team with foundational business functions to help us deliver timely and unique client experiences that define and differentiate our practice. Learn about our approach to financial planning, advice and client service. Grow your knowledge of the financial services industry in a supportive and collaborative work environment. The hired candidate may have the opportunity for full-time employment (commensurate with interest) based on consistent, high-quality delivery and a demonstrated ability to self-develop.
About us
Jensen & Associates is a Private Wealth Advisory practice of Ameriprise Financial located in Chicago, IL. Our mission is to partner with clients in a long-term, trusted financial advisory relationship; deliver objective and tailored financial advice; and bring our clients the peace of mind that comes from having a plan to achieve financial freedom. An intern within our practice will consistently follow high standards of professional ethics and will adhere to regulatory and internal compliance requirements to operate in our clients’ best interest.
We are an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, veteran status, or any other protected characteristic.
The practice has worked almost entirely remote for five years through the utilization of Microsoft Teams video conferencing software and currently works across time zones with multiple team members. Our success in working remotely allows for us to consider candidates who do not reside in Chicago as well. Candidates are however required to reside within the United States.
JOB RESPONSIBILITIES:
- Assist the team with preparing client meetings
- Collecting, organizing and entering client information in our systems
- Completing practice and client-specific projects as needed
- Communicating with external business partners and clients
QUALIFIED CANDIDATE MUST HAVE OR BE ABLE TO DEMONSTRATE:
- High attention to detail and organization
- Effective communication with clients and other advisors/staff
- Effective and efficient time management
- Polite and clear phone manner
- Ability to multi-task
- Ability to adhere to rules and regulations as stated and required by advisor & Ameriprise Financial
- Ability to support and provide guidance for compliance within the advisor’s practice
- Positive attitude and sincere willingness to constantly learn and grow
REQUIRED QUALIFICATIONS:
- A genuine interest in the financial services industry.
- Be actively pursuing a degree, preferably in business, finance, accounting or other relevant degree program. However, other majors are also encouraged to apply.
- Be achieving a minimum 3.0 out of 4.0 GPA and continue to achieve at a high level in your schooling while working.
- Working knowledge and use of Microsoft Office, including Outlook, PowerPoint, and Excel.
There are multiple career progression opportunities within the practice including becoming a financial advisor or leading our marketing and client relationship areas.
PAY AND BENEFITS:
- Competitive hourly pay based on our industry analysis and your experience.
LEGAL REQUIREMENTS:
- Fingerprinting and background check is required for this position based on SEC Regulations.
ENCOURAGED TO APPLY:
- Those with experience within the financial services industry with an interest in private wealth management and direct client service and interaction.
- Those with strong, demonstrated analytical skills and a desire to grow within our practice.
BASE PAY SALARY
The range for the hourly wage is $19-$25 an hour.
FULL-TIME/PART-TIME
Part time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
See all 4,541+ Wealth Advisor jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Wealth Advisor roles.
Get Access To All JobsTips for Finding J-1 Visa Sponsorship in Wealth Advisor
Align your credentials with specialty occupation standards
Wealth Advisor roles require a degree in finance, economics, or a closely related field. Document your coursework and any licenses, such as Series 65 equivalents from your home country, to show the training plan maps to your academic background.
Target RIA firms with structured training programs
Registered Investment Advisers and broker-dealers with formal rotational or mentorship programs are far more likely to qualify as J-1 host employers. Firms without a documented training structure rarely get DS-2019 approval from a designated sponsor organization.
Search Migrate Mate for J-1-compatible advisory roles
Use Migrate Mate to filter Wealth Advisor openings at U.S. employers that have a history of hosting international professionals. Narrowing your search this way saves time chasing firms that have never engaged with J-1 program administration.
Negotiate your training plan before the offer stage
The DS-2019 requires a detailed training plan that your designated sponsor must approve. Raise the structure of your daily responsibilities, supervisor qualifications, and learning objectives with the hiring manager before you accept an offer, not after.
Check whether your role triggers the home residency requirement
Wealth Advisors funded by a foreign government or on a government skills list may be subject to a two-year home residency requirement. Confirm your funding source and nationality with your designated sponsor before filing to avoid complications with future U.S. visa applications.
Verify prevailing wage compliance with the OFLC Wage Search
Your host employer must pay at least the prevailing wage for your role and location. Use the OFLC Wage Search to look up the correct wage level for a financial advisor position in your target metro area before your training plan is finalized.
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Find Wealth Advisor JobsWealth Advisor J-1 Visa: Frequently Asked Questions
Which J-1 program category applies to Wealth Advisor roles?
Your category depends on where you are in your career. If you're a current student or recent graduate, the Intern category applies. If you've completed a degree and have at least one year of related work experience outside the U.S., you'd qualify for the Trainee category. Both require a designated sponsor to issue a DS-2019 and approve a formal training plan covering financial advisory skills.
Who actually sponsors the J-1 visa for a Wealth Advisor position?
The visa sponsor is a U.S. Department of State-designated organization, not your employer. Organizations such as Cultural Vistas or AIPT administer the program, issue the DS-2019, and monitor compliance with your training plan. The firm you work for is your host employer. This split responsibility is a common source of confusion, and it means you need both a willing host employer and an approved designated sponsor.
How do I find Wealth Advisor employers open to hosting J-1 exchange visitors?
Most financial advisory firms aren't familiar with J-1 host requirements, so targeting employers with prior international hiring experience matters. Migrate Mate lets you search Wealth Advisor roles at U.S. employers that are more likely to be open to J-1 arrangements, helping you avoid firms that won't engage with the DS-2019 process or training plan requirements.
Does the two-year home residency requirement affect Wealth Advisors?
It can. If your J-1 program is funded by your home government, or if your home country has designated financial advisory work on its skills shortage list, you may be subject to a two-year home residency requirement before applying for most other U.S. visas. Confirm your situation with your designated sponsor organization before accepting a host employer's offer, since this affects any future H-1B or green card pathway.
Can a Wealth Advisor transition from J-1 status to a long-term U.S. work visa?
Yes, but timing matters. J-1 Trainees and Interns have fixed program durations, and any transition to H-1B or O-1 requires a separate employer petition. If the two-year home residency requirement applies to you, it must be satisfied or formally waived before you can change status. Start conversations with your host employer about long-term sponsorship well before your DS-2019 expiration date.
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