Associate Advisor Visa Sponsorship Jobs in Pennsylvania
Associate advisor visa sponsorship jobs in Pennsylvania are concentrated in Philadelphia's financial district and Pittsburgh's growing wealth management sector. Major employers include Vanguard, Lincoln Financial Group, SEI Investments, and PNC Financial Services. International candidates typically pursue H-1B visa or green card sponsorship, with F-1 OPT bridging recent graduates into full-time roles.
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Get Access To All JobsJob Description
The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance with clients and completing client service requests. This individual also conducts securities transactions, holds educational branch meetings as required, communicates effectively within team and management and submits required reports in a timely fashion as requested. An Associate Financial Advisor should be in good standing in their community.
Essential Functions
- Assist with setting personal goals and targets and meet and/or exceed annual production guidelines
- Maximize technology tools available and provide required reporting on a timely basis
- Cultivate potential referrals from existing clients, Retail offices, Northwest's departments and centers of influence in the community
- Complete financial profiles and accurately analyze customer needs and recommend products and services accordingly, taking into account all suitable alternatives
- Perform presentations, meetings, account reviews and seminars with prospects and/or clients; coordinate customer documentation and agreements; correspond as necessary
- Monitor client accounts and transactions on an ongoing basis
- Cross sell other Northwest products and services and provide branch training on a periodic basis
- Recommend new marketing initiatives / potential new business opportunities / improvements to internal procedures
- Ensure compliance with Northwest Investment Services and broker dealer policies and procedures; obtain continuing education, as required
- Ensure compliance with FINRA/SEC regulations and requirements (licensed representatives)
- Conduct securities buying and selling as directed by client (licensed representatives)
- Review financial/investment markets daily
- Establish a presence with your community
- Minimize departmental non-payroll costs
- Sit in Northwest Bank branch offices assigned by Regional Sales Manager
Additional Essential Functions
- Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
- Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
- Work as part of a team
- Work with on-site equipment
Safety and Health for those without supervisory duties
- Abide by the rules of the safety and loss prevention program
- Perform work tasks in a safe manner
- Report any and all injuries to supervisor
- Know what to do in case of an emergency
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
2 - 3 years relevant experience
General Employee Knowledge, Skills, And Abilities
- Ability to establish effective working relationships among team members and participate in solving problems and making decisions
- Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
- Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
- Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
- Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills And Abilities
- Ability to analyze financial data
- Knowledge of mutual funds, stocks and bonds
- Knowledge of investment markets, general economic fundamentals and available products and services
- Knowledge of Custodian Accounts
- Knowledge in Investments, IRA’s and Estates
- Knowledge of Fiduciary, ERISA and brokerage account types
- Knowledge of Employee Benefits
Licenses and Certifications
- Series 7 In relevant states Upon Hire
- Life/Acc/Health In relevant states Upon Hire
- Series 63 In relevant states Upon Hire
- Series 65 In relevant states Upon Hire Or Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Location:
PA0137 Bridgeville, PA
0224 Washington, PA
0258 Bellevue, PA
0273 Cranberry Township
Job Description
The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance with clients and completing client service requests. This individual also conducts securities transactions, holds educational branch meetings as required, communicates effectively within team and management and submits required reports in a timely fashion as requested. An Associate Financial Advisor should be in good standing in their community.
Essential Functions
- Assist with setting personal goals and targets and meet and/or exceed annual production guidelines
- Maximize technology tools available and provide required reporting on a timely basis
- Cultivate potential referrals from existing clients, Retail offices, Northwest's departments and centers of influence in the community
- Complete financial profiles and accurately analyze customer needs and recommend products and services accordingly, taking into account all suitable alternatives
- Perform presentations, meetings, account reviews and seminars with prospects and/or clients; coordinate customer documentation and agreements; correspond as necessary
- Monitor client accounts and transactions on an ongoing basis
- Cross sell other Northwest products and services and provide branch training on a periodic basis
- Recommend new marketing initiatives / potential new business opportunities / improvements to internal procedures
- Ensure compliance with Northwest Investment Services and broker dealer policies and procedures; obtain continuing education, as required
- Ensure compliance with FINRA/SEC regulations and requirements (licensed representatives)
- Conduct securities buying and selling as directed by client (licensed representatives)
- Review financial/investment markets daily
- Establish a presence with your community
- Minimize departmental non-payroll costs
- Sit in Northwest Bank branch offices assigned by Regional Sales Manager
Additional Essential Functions
- Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
- Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
- Work as part of a team
- Work with on-site equipment
Safety and Health for those without supervisory duties
- Abide by the rules of the safety and loss prevention program
- Perform work tasks in a safe manner
- Report any and all injuries to supervisor
- Know what to do in case of an emergency
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
2 - 3 years relevant experience
General Employee Knowledge, Skills, And Abilities
- Ability to establish effective working relationships among team members and participate in solving problems and making decisions
- Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
- Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
- Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
- Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills And Abilities
- Ability to analyze financial data
- Knowledge of mutual funds, stocks and bonds
- Knowledge of investment markets, general economic fundamentals and available products and services
- Knowledge of Custodian Accounts
- Knowledge in Investments, IRA’s and Estates
- Knowledge of Fiduciary, ERISA and brokerage account types
- Knowledge of Employee Benefits
Licenses and Certifications
- Series 7 In relevant states Upon Hire
- Life/Acc/Health In relevant states Upon Hire
- Series 63 In relevant states Upon Hire
- Series 65 In relevant states Upon Hire Or Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Location:
PA0137 Bridgeville, PA
0224 Washington, PA
0258 Bellevue, PA
0273 Cranberry Township
Associate Advisor Job Roles in Pennsylvania
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Search Associate Advisor Jobs in PennsylvaniaAssociate Advisor Jobs in Pennsylvania: Frequently Asked Questions
Which companies sponsor visas for associate advisors in Pennsylvania?
Pennsylvania's largest financial services firms have established H-1B and green card sponsorship programs for associate advisor roles. Vanguard in Malvern, SEI Investments in Oaks, Lincoln Financial Group in Radnor, and PNC Financial Services in Pittsburgh have all filed Labor Condition Applications for advisory positions. Regional wealth management firms and insurance companies across the Philadelphia metro also sponsor qualified international candidates.
Which visa types realistically fit associate advisor roles in Pennsylvania?
Associate advisor roles typically qualify as specialty occupations requiring a bachelor's degree in finance, economics, or a related field, making H-1B the primary path for employer-sponsored work. EB-2 and EB-3 green cards suit candidates seeking permanent residence, with PERM labor certification required. F-1 students can use OPT for up to 12 months of post-graduation work authorization while pursuing sponsorship. TN visa does not cover associate advisor roles.
Which cities in Pennsylvania have the most associate advisor sponsorship jobs?
Philadelphia and its suburbs, including the Main Line corridor through Malvern, Wayne, and Radnor, account for the largest share of associate advisor sponsorship activity in Pennsylvania. This area hosts Vanguard, SEI Investments, and numerous regional advisory firms. Pittsburgh is a secondary hub, anchored by PNC Financial Services and several institutional asset managers, with Harrisburg offering additional opportunities through insurance and financial services employers.
How to find associate advisor visa sponsorship jobs in Pennsylvania?
Migrate Mate lists associate advisor positions with verified employer sponsorship history, filtered to Pennsylvania so you can focus on firms that have already filed for roles in this state. Search by city to compare opportunities in Philadelphia, the Main Line suburbs, and Pittsburgh. Reviewing employer filing history helps you identify which companies actively sponsor international candidates for advisory roles rather than limiting sponsorship to select positions.
Are there state-specific factors that affect associate advisor visa sponsorship in Pennsylvania?
Pennsylvania's concentration of large mutual fund companies and insurance firms along the Philadelphia Main Line creates a denser sponsorship market than many states, as these organizations have dedicated HR and legal teams familiar with H-1B filings. Pennsylvania also has strong finance pipelines from Wharton, Carnegie Mellon's Tepper School, and Villanova, meaning employers are accustomed to recruiting international graduates. Series 65 or Series 66 licensing requirements apply regardless of visa status.
What is the prevailing wage for sponsored associate advisor jobs in Pennsylvania?
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.