Wealth Management Associate Visa Sponsorship Jobs in Florida
Florida's wealth management sector is concentrated in Miami, Tampa, and Palm Beach, where firms like Raymond James, Morgan Stanley, and Wells Fargo actively hire associates. The state's large retiree population and growing international client base create steady demand, and several of these employers have established records of H-1B visa and TN visa sponsorship for qualified candidates.
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Get Access To All JobsThank 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 Associate Wealth Advisor, through the mentorship of a senior advisor, will build foundational skills, knowledge and expertise needed to further their advancement to an advisor role. The Associate Wealth Advisor will focus on growing legacy banking and small Investment Management & Trust (IM&T) relationships within an assigned book of business. This position is designed to prepare the incumbent for the complexity of the traditional Wealth Advisor role.
Primary Responsibilities
- Serves as a relationship management point of contact under the guidance of senior Wealth Advisors, delivering administrative support to key clients
- Establishes new client relationships in addition to providing advisory services and support to their existing, assigned client relationships
- Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
- Conducts the initial client interview process in the absence of the client's Wealth Advisor
- Communicates proactively with clients and follows up on advice delivery
- Executes client transaction requests, such as implementing advice recommendations
- Conducts Annual Relationship Reviews for clients
- Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship
- Communicates and delivers the Private Wealth Management mission and vision statement
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. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
- Bachelor’s degree in business, finance, economics, accounting or related field
- One (1) year of line delivery banking experience in lending, trust investment, wealth management, or related
Skills And Competencies
- Proficient sales, negotiation, presentation and problem-solving skills
- Strong verbal and written communication skills
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.
- Minimum Job Range Target: $66,665.50 USD
- Median: $86,310.00 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.
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. https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Location: St. Petersburg, Florida
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.
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 Associate Wealth Advisor, through the mentorship of a senior advisor, will build foundational skills, knowledge and expertise needed to further their advancement to an advisor role. The Associate Wealth Advisor will focus on growing legacy banking and small Investment Management & Trust (IM&T) relationships within an assigned book of business. This position is designed to prepare the incumbent for the complexity of the traditional Wealth Advisor role.
Primary Responsibilities
- Serves as a relationship management point of contact under the guidance of senior Wealth Advisors, delivering administrative support to key clients
- Establishes new client relationships in addition to providing advisory services and support to their existing, assigned client relationships
- Serves as a focused partner, working closely with internal partners to identify relationship growth and asset retention opportunities
- Conducts the initial client interview process in the absence of the client's Wealth Advisor
- Communicates proactively with clients and follows up on advice delivery
- Executes client transaction requests, such as implementing advice recommendations
- Conducts Annual Relationship Reviews for clients
- Performs perpetual discovery, assessing a client's financial situation to retain and grow the client relationship
- Communicates and delivers the Private Wealth Management mission and vision statement
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. This position requires registration with the Nationwide Mortgage Licensing System and Registry (NMLS). Please refer to https://fedregistry.nationwidelicensingsystem.org for more information.
Requirements
- Bachelor’s degree in business, finance, economics, accounting or related field
- One (1) year of line delivery banking experience in lending, trust investment, wealth management, or related
Skills And Competencies
- Proficient sales, negotiation, presentation and problem-solving skills
- Strong verbal and written communication skills
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.
- Minimum Job Range Target: $66,665.50 USD
- Median: $86,310.00 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.
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. https://www.regions.com/about-regions/welcome-portal/benefits
Location Details
Location: St. Petersburg, Florida
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.
Wealth Management Associate Job Roles in Florida
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Search Wealth Management Associate Jobs in FloridaWealth Management Associate Jobs in Florida: Frequently Asked Questions
Which companies sponsor visas for wealth management associates in Florida?
Raymond James, headquartered in St. Petersburg, is one of the most active sponsors in Florida's wealth management space. Morgan Stanley, Wells Fargo Advisors, and UBS also have significant Florida footprints and have filed H-1B petitions for associate-level roles. Larger regional banks and independent RIAs with international client bases tend to be more open to sponsorship than smaller boutique firms.
Which visa types are most common for wealth management associate roles in Florida?
The H-1B is the most common visa category for wealth management associates in Florida, as the role typically requires a bachelor's degree in finance, economics, or a related field, meeting the specialty occupation standard. Candidates from Canada and Mexico may qualify for TN visa status under the USMCA. Australian citizens can explore the E-3 visa. F-1 OPT holders are sometimes hired before transitioning to H-1B sponsorship.
Which cities in Florida have the most wealth management associate sponsorship jobs?
Miami leads the state for wealth management associate positions, driven by its concentration of international private banking clients and Latin American wealth. Tampa and St. Petersburg are strong second markets, largely because of Raymond James' headquarters presence there. Palm Beach and Boca Raton also have active hiring due to their high-net-worth retiree populations. Orlando sees smaller but growing demand from expanding regional advisory practices.
How to find wealth management associate visa sponsorship jobs in Florida?
Migrate Mate is built specifically for international job seekers and filters wealth management associate roles in Florida by visa sponsorship willingness, saving significant time compared to general job searches. On Migrate Mate, you can narrow results by state, role, and visa type to surface employers in Miami, Tampa, and Palm Beach who have a documented history of sponsoring foreign workers for associate-level finance positions.
Are there state-specific or role-specific factors to know about wealth management associate hiring in Florida?
Florida's lack of a state income tax is a draw for both employers and high-net-worth clients, which supports steady growth in the advisory sector. Many Florida wealth management firms serve international and Latin American clients, so fluency in Spanish or Portuguese can strengthen a candidacy. Candidates should also be aware that FINRA licenses like the Series 7 and Series 66 are typically required and must be obtained regardless of visa status.
What is the prevailing wage for sponsored wealth management associate jobs in Florida?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.