Associate Financial Advisor Visa Sponsorship Jobs in Pennsylvania
Associate financial advisor visa sponsorship jobs in Pennsylvania are concentrated in Philadelphia's wealth management corridor and Pittsburgh's growing financial services sector. Major employers including Vanguard, Lincoln Financial Group, and regional advisory firms actively hire for this role. International candidates on H-1B visa or green card sponsorship will find the most opportunities in the Philadelphia metro area.
Find Associate Financial Advisor JobsOverview
Showing 3 of 5+ Associate Financial Advisor Jobs in Pennsylvania with Visa Sponsorship
See all Associate Financial Advisor Jobs in Pennsylvania with Visa Sponsorship
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Associate Financial Advisor Jobs in Pennsylvania with Visa Sponsorship.
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 Financial Advisor Job Roles in Pennsylvania
See all Associate Financial Advisor Jobs in Pennsylvania
Sign up for free to filter by visa type, set job alerts, and find employers with verified sponsorship history.
Search Associate Financial Advisor Jobs in PennsylvaniaAssociate Financial Advisor Jobs in Pennsylvania: Frequently Asked Questions
Which companies sponsor visas for associate financial advisors in Pennsylvania?
Philadelphia-based employers are the most active sponsors for associate financial advisor roles in Pennsylvania. Vanguard, Lincoln Financial Group, and Ameriprise Financial have documented H-1B and employment-based green card filing histories for financial services positions. Larger regional banks and independent registered investment advisors in the Philadelphia and Pittsburgh metros also sponsor, though sponsorship practices vary by firm size and hiring volume.
Which visa types realistically fit associate financial advisor roles in Pennsylvania?
The H-1B is the most common visa for associate financial advisors, as the role typically requires a bachelor's degree in finance, economics, or a closely related field, satisfying the specialty occupation standard. Employment-based green cards through the EB-2 or EB-3 categories are a longer-term pathway most employers pursue after initial H-1B sponsorship. F-1 students may work in this role during their OPT period. TN visa does not cover financial advisor roles.
Which cities in Pennsylvania have the most associate financial advisor sponsorship jobs?
Philadelphia accounts for the large majority of associate financial advisor sponsorship activity in Pennsylvania, driven by its concentration of asset managers, insurance companies, and wealth management firms headquartered there. Pittsburgh offers a secondary market, with regional banks and advisory practices in the downtown financial district. Smaller markets like Harrisburg and Allentown have limited sponsoring employers compared to the two major metros.
How to find associate financial advisor visa sponsorship jobs in Pennsylvania?
Migrate Mate lists associate financial advisor positions at Pennsylvania employers with verified visa sponsorship histories, letting you focus on firms that have filed for this role before. Filtering by Pennsylvania surfaces active opportunities in Philadelphia and Pittsburgh specifically. Because sponsorship willingness varies significantly by firm, using a platform that surfaces verified filing history saves time compared to researching employers individually.
Are there state-specific factors that affect visa sponsorship for associate financial advisors in Pennsylvania?
Pennsylvania's financial services sector is anchored by Philadelphia's status as one of the largest asset management hubs in the country, home to firms managing substantial institutional and retail assets. This concentration creates more sponsoring employers per capita than most U.S. states outside New York. Additionally, several major Pennsylvania universities with strong finance programs feed candidates into local firms, meaning some employers have established international hiring pipelines and familiarity with H-1B and OPT processes.
What is the prevailing wage for sponsored associate financial 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.