TN Visa Wealth Advisor Jobs
Wealth Advisor roles qualify for TN visa sponsorship under the USMCA treaty as an Economist or Accountant occupation, depending on your credentials and the role's core duties. Canadian citizens can apply at the border or a port of entry without a cap. Mexican citizens need a consular appointment. A qualifying bachelor's degree in finance, economics, or accounting is required.
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Get Access To All JobsDirector, Senior Wealth Advisor
Location: Broomfield, CO (In-Office)
Job Type: Full-time Exempt
Salary: $166,000 - $249,000/YR Actual offer will be based on experience, location, education, and/or skills
Applications should be submitted for consideration no later than 05/31/2026.
Who We're Looking For
You're a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight. You bring deep financial planning knowledge, a relationship-first mindset, and the ability to simplify complex concepts with confidence and clarity. You're energized by business development, mentoring others, and elevating the overall client experience. If you thrive in a role that blends leadership, growth, and elite client service, this role is for you.
About the Role
The Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. This role serves as the primary advisor, creating personalized financial plans that integrate investment management, estate planning, tax strategy, and risk management. You will build trusted relationships by translating complex financial concepts into clear, actionable guidance and maintaining alignment through proactive client reviews. The position also focuses on mentoring and developing advisors, strengthening planning capabilities, and ensuring a consistent, high-quality client experience across the Wealth team.
- Identify and pursue new client opportunities through networking, referrals, and strategic partnerships to grow the wealth advisory business.
- Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive, personalized financial plans.
- Prepare and present proposals that showcase First Western's fiduciary, planning, and investment capabilities.
- Build long-term client relationships through proactive outreach, regular plan reviews, and clear, simplified communication.
- Partner with product, compliance, and training teams to ensure solutions align with firm standards and best practices.
- Mentor and coach advisors to strengthen planning expertise, client engagement, and overall team performance.
What You Bring
- Bachelor's degree in Business, Finance, or a related field required; Master's degree preferred.
- 10–15 years of experience in wealth management, including comprehensive financial planning.
- 5–7 years of management experience.
- CFP certification required within 18 months.
- Proven success in business development, prospecting, and relationship growth.
- Experience leading complex planning engagements across investments, trust, estate planning, tax strategy, and philanthropy.
- Strong leadership, coaching, and mentoring capabilities.
- High emotional intelligence, integrity, and professionalism.
- Exceptional communication skills with the ability to simplify complex financial concepts.
- Deep understanding of financial planning tools, workflows, and client experience design.
- Ability to influence across teams and lead effectively through change.
What We Offer
Competitive base salary: $166,000 - $249,000/YR, plus strong bonus potential.
- 401(k) plan with employer match.
- Paid parking and transportation benefits.
- Comprehensive health and wellness benefits, including:
- Health savings accounts (HSA)
- Flexible spending accounts (FSA)
- Medical, dental, and vision coverage
- Generous paid time off and bank holidays.
- Access to training and professional development programs.
- Sponsorship and support for obtaining professional certifications.
- A culture of collaboration, continuous improvement, and shared success.
Who We Are
At First Western Trust, we're more than just a financial institution—we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.
We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.
Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless.
We expect our people to:
- Demand and reward excellence.
- Take action and responsibility.
- Collaborate, communicate openly, and give/receive feedback with trust.
- Go above and beyond to do what's right—always.
If that sounds like you, you'll fit right in.
Learn more at myfw.com or email Talent.Management@myfw.com.
Equal Opportunity Employer
First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.
Director, Senior Wealth Advisor
Location: Broomfield, CO (In-Office)
Job Type: Full-time Exempt
Salary: $166,000 - $249,000/YR Actual offer will be based on experience, location, education, and/or skills
Applications should be submitted for consideration no later than 05/31/2026.
Who We're Looking For
You're a seasoned wealth management leader with a strong track record of advising high-net-worth clients and growing relationships through trust, expertise, and strategic insight. You bring deep financial planning knowledge, a relationship-first mindset, and the ability to simplify complex concepts with confidence and clarity. You're energized by business development, mentoring others, and elevating the overall client experience. If you thrive in a role that blends leadership, growth, and elite client service, this role is for you.
About the Role
The Director, Senior Wealth Advisor leads the delivery of comprehensive wealth management solutions for high-net-worth clients while driving business growth through networking, referrals, and strategic partnerships. This role serves as the primary advisor, creating personalized financial plans that integrate investment management, estate planning, tax strategy, and risk management. You will build trusted relationships by translating complex financial concepts into clear, actionable guidance and maintaining alignment through proactive client reviews. The position also focuses on mentoring and developing advisors, strengthening planning capabilities, and ensuring a consistent, high-quality client experience across the Wealth team.
- Identify and pursue new client opportunities through networking, referrals, and strategic partnerships to grow the wealth advisory business.
- Serve as the primary advisor for high-net-worth clients by developing and delivering comprehensive, personalized financial plans.
- Prepare and present proposals that showcase First Western's fiduciary, planning, and investment capabilities.
- Build long-term client relationships through proactive outreach, regular plan reviews, and clear, simplified communication.
- Partner with product, compliance, and training teams to ensure solutions align with firm standards and best practices.
- Mentor and coach advisors to strengthen planning expertise, client engagement, and overall team performance.
What You Bring
- Bachelor's degree in Business, Finance, or a related field required; Master's degree preferred.
- 10–15 years of experience in wealth management, including comprehensive financial planning.
- 5–7 years of management experience.
- CFP certification required within 18 months.
- Proven success in business development, prospecting, and relationship growth.
- Experience leading complex planning engagements across investments, trust, estate planning, tax strategy, and philanthropy.
- Strong leadership, coaching, and mentoring capabilities.
- High emotional intelligence, integrity, and professionalism.
- Exceptional communication skills with the ability to simplify complex financial concepts.
- Deep understanding of financial planning tools, workflows, and client experience design.
- Ability to influence across teams and lead effectively through change.
What We Offer
Competitive base salary: $166,000 - $249,000/YR, plus strong bonus potential.
- 401(k) plan with employer match.
- Paid parking and transportation benefits.
- Comprehensive health and wellness benefits, including:
- Health savings accounts (HSA)
- Flexible spending accounts (FSA)
- Medical, dental, and vision coverage
- Generous paid time off and bank holidays.
- Access to training and professional development programs.
- Sponsorship and support for obtaining professional certifications.
- A culture of collaboration, continuous improvement, and shared success.
Who We Are
At First Western Trust, we're more than just a financial institution—we're a team of forward-thinkers committed to excellence, innovation, and impact. Our culture thrives on teamwork and mutual respect, grounded in the belief that diverse perspectives fuel creativity and help us tackle challenges in fresh, effective ways.
We celebrate each other's successes, welcome new ideas, and take personal ownership in everything we do. A genuine desire to positively impact our clients, communities, and one another drives our work. We meet challenges with a growth mindset, act with urgency and accountability, and constantly strive to raise the bar for ourselves and our clients.
Leadership at First Western means setting an example and fostering a culture of trust, transparency, and respect. Whether you're just beginning your journey or bringing years of experience, you'll find a welcoming community where your contributions are valued and your potential is boundless.
We expect our people to:
- Demand and reward excellence.
- Take action and responsibility.
- Collaborate, communicate openly, and give/receive feedback with trust.
- Go above and beyond to do what's right—always.
If that sounds like you, you'll fit right in.
Learn more at myfw.com or email Talent.Management@myfw.com.
Equal Opportunity Employer
First Western Trust is proud to be an Equal Opportunity Employer. We are committed to creating a diverse, inclusive, and respectful workplace where every team member is valued and given the opportunity to thrive. We welcome applicants of all backgrounds and experiences and do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other protected status. For accommodation requests, please contact Talent.Management@myfw.com.
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Get Access To All JobsTips for Finding TN Visa Sponsorship as a Wealth Advisor
Align your credentials to the right TN category
Wealth Advisor roles don't have a dedicated TN category. Your degree field determines whether you qualify under Economist, Accountant, or Financial Analyst. A mismatch between your credential and the job duties is the most common reason TN applications stall at the border.
Request a support letter before you sign anything
Your employer's TN support letter must describe your specific duties, confirm your degree requirement, and state the TN category being claimed. Get a draft before your start date is locked in. Border officers review this letter closely, and a vague letter can trigger denial on the spot.
Target firms with existing foreign national advisors
Wealth management firms that already employ TN or H-1B holders have compliance processes in place. Ask during interviews whether the firm has sponsored immigration status before. Firms without that experience often hesitate even when the role clearly qualifies.
Search for Wealth Advisor roles with Migrate Mate
Migrate Mate filters Wealth Advisor openings by TN visa sponsorship availability, so you're not sorting through listings from firms unprepared to sponsor. Search by role and location to find employers already familiar with the TN process.
Prepare your credential documents in advance for border entry
Canadians can apply for TN status directly at a port of entry, but you need your original degree, transcripts, and employer letter ready. Certified translations are required if any documents are in a language other than English or French.
Understand that Mexican nationals follow a different process
If you're a Mexican citizen, you must apply for a TN visa at a U.S. consulate rather than at the border. Schedule your consular appointment through the U.S. Department of State after your employer finalizes the support letter and role details.
Wealth Advisor jobs are hiring across the US. Find yours.
Find Wealth Advisor JobsWealth Advisor TN Visa: Frequently Asked Questions
Does a Wealth Advisor role qualify for a TN visa?
Yes, but the qualification depends on how the role maps to a recognized TN occupation category. Most Wealth Advisor positions qualify under Economist, Accountant, or in some cases Financial Analyst, depending on the job's core duties and your degree field. The employer's support letter must make this connection explicitly and accurately for a CBP officer to approve the application.
How does the TN visa compare to the H-1B for Wealth Advisor roles?
TN has no annual lottery and no cap for Canadian citizens, so there's no waiting period or randomized selection. H-1B is subject to an annual cap and a competitive lottery that may take multiple years to clear. TN is granted in two or three year increments and is renewable without limit, making it a more predictable path for Wealth Advisors who qualify under the USMCA treaty.
What degree does a Wealth Advisor need to qualify for TN status?
You need a bachelor's degree or higher in a directly related field such as finance, economics, accounting, or business with a finance concentration. A degree in an unrelated field will not satisfy TN requirements even if you have years of industry experience. CBP officers look at both your credential and the job duties described in the employer's support letter to confirm alignment.
Where can I find Wealth Advisor jobs that offer TN visa sponsorship?
Migrate Mate lists Wealth Advisor openings specifically filtered for TN visa sponsorship, so you can focus on employers who are already prepared to support the process. General job boards don't filter by visa type or employer sponsorship readiness, which means significant time lost on applications to firms without immigration experience.
Can I switch to a different Wealth Advisor employer while on TN status?
Yes, but you need a new TN approval before starting with the new employer. Canadians can apply at a port of entry with a new support letter from the incoming firm. Mexican nationals need to schedule a new consular appointment. Starting work before the new TN is approved is a status violation, so coordinate the timing carefully with both employers.
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