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.
Find TN Visa Wealth Advisor JobsOverview
Showing 5 of 12+ Wealth Advisor jobs
See all 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 JobsINTRODUCTION
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
JOB DESCRIPTION
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA) and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
PRIMARY RESPONSIBILITIES
- Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
- Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals, and objectives; typically manages large and/or complex client relationships
- Generates large new business opportunities on a consistent basis
- Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
- Partners with the Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
- Ensures that account administration complies with fiduciary principles
- Coordinates client service activities with other wealth management partners
- Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
REQUIREMENTS
- Bachelor’s degree in Business, Finance, Economics, Accounting or a related field
- Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
- Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
- Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
PREFERENCES
- Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation)
- Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)
SKILLS AND COMPETENCIES
- Ability to interpret and present complex topics in a concise and effective manner
- Ability to manage multiple goals and deadlines simultaneously
- Advanced analytical and problem-solving skills, including attention to detail
- Demonstrated confidence in delivering and explaining solutions with a high degree of influence
- Excellent presentation and sales abilities
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong organizational skills
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
POSITION TYPE
Full time
COMPENSATION DETAILS
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$105,159.92 USD
Median:
$151,648.50 USD
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
BENEFITS INFORMATION
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
LOCATION DETAILS
Dallas Uptown
Location:
Dallas, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
INTRODUCTION
Thank you for your interest in a career at Regions. At Regions, we believe associates deserve more than just a job. We believe in offering performance-driven individuals a place where they can build a career --- a place to expect more opportunities. If you are focused on results, dedicated to quality, strength and integrity, and possess the drive to succeed, then we are your employer of choice.
Regions is dedicated to taking appropriate steps to safeguard and protect private and personally identifiable information you submit. The information that you submit will be collected and reviewed by associates, consultants, and vendors of Regions in order to evaluate your qualifications and experience for job opportunities and will not be used for marketing purposes, sold, or shared outside of Regions unless required by law. Such information will be stored in accordance with regulatory requirements and in conjunction with Regions’ Retention Schedule for a minimum of three years. You may review, modify, or update your information by visiting and logging into the careers section of the system.
JOB DESCRIPTION
At Regions, the Private Wealth Management Trust Advisor is responsible for the acquisition of Personal Trust, Estate, Individual Retirement Account (IRA) and Investment Management client relationships. This role is responsible for prospecting, developing internal and external business networks for the purposes of generating new business opportunities, and participating in sales presentations. In addition to client acquisition, this role is responsible for retaining and providing advisory services and support to existing client relationships. This role is also responsible for the complete administration of each account assigned.
PRIMARY RESPONSIBILITIES
- Performs perpetual discovery, assessing a client's financial situation to retain & grow the client relationship
- Provides guidance and solutions for the development and on-going maintenance of complex investment allocations, goals, and objectives; typically manages large and/or complex client relationships
- Generates large new business opportunities on a consistent basis
- Keeps abreast of trends and developments in the trust and investment management industry to ensure prudent administration and investment management
- Partners with the Trust Administrator to oversee the set-up, implementation and administration of trusts, estates, IRAs, Investment Management Accounts (IMAs), and custody accounts
- Ensures that account administration complies with fiduciary principles
- Coordinates client service activities with other wealth management partners
- Mentors and coaches junior trust advisors
This position is exempt from timekeeping requirements under the Fair Labor Standards Act and is not eligible for overtime pay.
This position is incentive eligible.
REQUIREMENTS
- Bachelor’s degree in Business, Finance, Economics, Accounting or a related field
- Eight (8) years of Trust Administration, Estate/Tax Law, Financial Planning, or relevant experience including direct client interaction to deliver fiduciary services (financial, tax, philanthropic and estate planning and advice, legal, insurance, real estate, asset management, trusts, estates, wills, IRAs, qualified retirement plans, or custody services)
- Strong knowledge of trust principles and regulatory and tax matters relating to the administration of trust accounts
- Demonstrated knowledge of fiduciary products and services, including legal, tax and regulatory requirements applicable to fiduciary relationships and the administration of trust accounts
PREFERENCES
- Advanced degree (e.g., Juris Doctorate (JD), Master of Laws (LLM), Certified Public Accountant (CPA), Master of Business Administration (MBA) or Master of Taxation)
- Professional Certification(s) to include Certified Trust and Fiduciary Advisor (CTFA), Certified Financial Planner (CFP), Accredited Investment Fiduciary (AIF), Certified Divorce Financial Analyst (CDFA) or Certified Wealth Strategist (CWS)
SKILLS AND COMPETENCIES
- Ability to interpret and present complex topics in a concise and effective manner
- Ability to manage multiple goals and deadlines simultaneously
- Advanced analytical and problem-solving skills, including attention to detail
- Demonstrated confidence in delivering and explaining solutions with a high degree of influence
- Excellent presentation and sales abilities
- Excellent verbal and written communication skills
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint)
- Strong organizational skills
This position may be filled at a higher level depending on the candidate’s qualifications and relevant experience.
POSITION TYPE
Full time
COMPENSATION DETAILS
Pay ranges are job specific and are provided as a point-of-market reference for compensation decisions. Other factors which directly impact pay for individual associates include: experience, skills, knowledge, contribution, job location and, most importantly, performance in the job role. As these factors vary by individuals, pay will also vary among individual associates within the same job.
The target information listed below is based on the Metropolitan Statistical Area Market Range for where the position is located and level of the position.
Job Range Target:
Minimum:
$105,159.92 USD
Median:
$151,648.50 USD
Incentive Pay Plans:
This role is eligible to participate in a formulaic incentive plan. Employees have the potential to earn incentives based on performance against defined metrics and goals. Opportunity to participate in the Long Term Incentive Plan.
BENEFITS INFORMATION
Regions offers a benefits package that is flexible, comprehensive and recognizes that "one size does not fit all" for benefits-eligible associates. Listed below is a synopsis of the benefits offered by Regions for informational purposes, which is not intended to be a complete summary of plan terms and conditions.
- Paid Vacation/Sick Time
- 401K with Company Match
- Medical, Dental and Vision Benefits
- Disability Benefits
- Health Savings Account
- Flexible Spending Account
- Life Insurance
- Parental Leave
- Employee Assistance Program
- Associate Volunteer Program
Please note, benefits and plans may be changed, amended, or terminated with respect to all or any class of associate at any time. To learn more about Regions’ benefits, please click or copy the link below to your browser.
LOCATION DETAILS
Dallas Uptown
Location:
Dallas, Texas
Equal Opportunity Employer/including Disabled/Veterans
Job applications at Regions are accepted electronically through our career site for a minimum of five business days from the date of posting. Job postings for higher-volume positions may remain active for longer than the minimum period due to business need and may be closed at any time thereafter at the discretion of the company.
See all TN Visa Wealth Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new TN Visa Wealth Advisor Jobs.
Get Access To All JobsTips for Finding TN Visa Sponsorship in Wealth Advisor
Align your credentials to the right TN category
Wealth Advisor roles don't have a dedicated TN visa 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 visa 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 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.