Wealth Management Associate Visa Sponsorship Jobs in Texas
Texas hosts a growing wealth management sector anchored in Dallas, Houston, and Austin, where firms like Goldman Sachs, JPMorgan, and Charles Schwab maintain significant advisory operations. International candidates with finance degrees and CFA credentials find sponsorship opportunities across independent RIAs, wirehouses, and family offices serving the state's expanding high-net-worth client base.
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YOUR IMPACT
As a vital member of our Training and Development team, you will play a pivotal role in shaping the expertise and professional growth of Ayco's financial professionals. You will be at the forefront of designing, developing, and delivering cutting-edge training solutions that empower our advisors and planners to excel, ensuring they are equipped with the knowledge and skills to provide unparalleled service to our clients. This is an opportunity to directly impact firm-wide capabilities and foster a culture of continuous learning and excellence.
We are seeking a highly motivated, innovative, and skilled professional who is passionate about learning and development within the financial services industry. The ideal candidate will possess a unique blend of analytical rigor, creative thinking, and exceptional communication skills, ready to contribute significantly to our firm's educational mission.
OUR IMPACT
At Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to achieve their most ambitious financial aspirations. Our advisor-led businesses deliver sophisticated financial planning, bespoke investment management, comprehensive banking solutions, and strategic advice to a diverse clientele, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations. Complementing this, our innovative consumer business provides cutting-edge digital solutions that enable customers to optimize their spending, borrowing, investing, and saving. Our sustained growth is fueled by an unwavering commitment to our people, our clients, and the relentless pursuit of leading-edge technology, data-driven insights, and exceptional design.
Goldman Sachs Ayco (Ayco):
Goldman Sachs Ayco stands as a premier partner for Fortune 1000 companies, collaborating to design and implement tailored financial planning programs that elevate the financial well-being of their entire workforce. Leveraging Ayco's distinguished 50-year legacy and the expansive resources of Goldman Sachs, we address the evolving financial needs of employees. We firmly believe that companies best serve their stakeholders and the broader economy when their employees possess clarity, understanding, and control over their financial lives. Ayco's expert advisors and technical specialists guide clients through education and practical implementation across seven critical financial disciplines, including comprehensive employee benefit planning, to help them achieve their personal financial goals.
HOW YOU WILL FULFILL YOUR POTENTIAL
-
Lead Learning & Development Initiatives: Take primary responsibility for the end-to-end development and dynamic delivery of Ayco’s comprehensive training curriculum across the firm. This includes independently leading sessions or collaborating with senior advisors and Subject Matter Experts (SMEs) to train new and existing planners and advisors across all financial planning pillars.
-
Innovate Training Methodologies: Design and implement highly engaging and impactful training experiences utilizing a diverse array of interactive teaching methods, such as real-world case studies, collaborative group discussions, practical simulations, and advanced technology tools, to maximize learning retention and application.
-
Strategic Curriculum Design & Content Creation: Drive the design and continuous enhancement of our training programs. This involves meticulously creating, curating, and regularly reviewing high-quality training materials, comprehensive case studies, practical job aids, and essential reference guides that significantly aid in the learning process.
-
Cultivate Subject Matter Expertise: Proactively develop deep expertise in various technical domains pertinent to Ayco’s business operations, service offerings, and product suite, becoming a go-to resource for complex inquiries and advanced knowledge.
-
Advance Learning Technology: Contribute to the overall maintenance and strategic evolution of Ayco’s Learning Management System (LMS), including evaluating, recommending, and implementing additional features and enhancements to optimize the learning experience.
-
Develop Digital Learning Solutions: Design, create, and maintain compelling e-learning content tailored for Ayco’s financial counseling businesses and other internal groups, ensuring accessible and effective digital learning pathways.
-
Provide Technical Guidance & Support: Serve as a key technical resource, offering expert guidance and support to associates as needed, fostering a knowledgeable and capable workforce.
-
Collaborative Team Integration: Work seamlessly within a collaborative team environment, partnering closely with Content Specialists, Project Managers, and other stakeholders to achieve shared objectives and elevate training outcomes.
-
Strategic Team Contribution: Actively support the broader Training and Development team by contributing to various strategic initiatives and projects as requested, driving departmental innovation and growth.
-
Uphold Operational Excellence: Consistently understand and rigorously adhere to all firm policies and procedures, including those pertaining to quality assurance, client service, information security, and compliance, ensuring the highest standards in all training activities.
WHAT WE ARE LOOKING FOR
-
Academic Foundation: Possess a bachelor’s degree from an accredited institution, providing a strong analytical and conceptual base.
-
Analytical & Creative Acumen: Exhibit strong technical, analytical, and research skills, coupled with a robust capacity for creative thinking to develop innovative and effective training solutions.
-
Exceptional Communication & Interpersonal Skills: Demonstrate exemplary written and verbal communication skills, capable of articulating complex concepts clearly and persuasively. Possess excellent interpersonal skills to build rapport, influence others, and foster a collaborative learning environment.
-
Collaborative & Dynamic Work Ethic: Proven ability to work effectively in a fast-paced, dynamic team setting, consistently meeting deadlines and contributing positively to collective goals. Strong ability to influence stakeholders, build consensus, and collaborate seamlessly across various departments.
-
Organizational & Project Management Prowess: Exhibit excellent organizational skills, a detail-oriented focus, and strong project management capabilities to meticulously plan, execute, and oversee training initiatives.
-
Strategic & Adaptable Mindset: Possess a self-directed and strategic mindset with a strong desire for innovation, continuously seeking new and improved ways to deliver training. Demonstrate a strong ability to anticipate, adapt to, and effectively manage changing priorities and objectives in a dynamic environment.
-
Technical Proficiency: Strong knowledge of and ability to proficiently use Microsoft Office Suite, including Word, Excel, Windows, PowerPoint, and Outlook, for content creation, data analysis, and communication.
-
Industry Experience (Preferred): 3-5 years of experience within the financial services industry is preferred, providing valuable context and understanding of our business.
-
Training & Educational Background (Preferred): Prior training or teaching experience is a distinct advantage, showcasing a proven ability to educate and engage adult learners.
-
Learning Technology Familiarity (Preferred): Experience with Articulate and SharePoint software is preferred, indicating familiarity with key learning and collaboration platforms.
-
Ayco Business Acumen (Preferred): Knowledge of the Ayco business model and operations is a plus, allowing for a quicker ramp-up and deeper impact.
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
© The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Opportunity Overview
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
Dallas
JOB FUNCTION
Internal Product Specialists
DIVISION
Asset & Wealth Management

YOUR IMPACT
As a vital member of our Training and Development team, you will play a pivotal role in shaping the expertise and professional growth of Ayco's financial professionals. You will be at the forefront of designing, developing, and delivering cutting-edge training solutions that empower our advisors and planners to excel, ensuring they are equipped with the knowledge and skills to provide unparalleled service to our clients. This is an opportunity to directly impact firm-wide capabilities and foster a culture of continuous learning and excellence.
We are seeking a highly motivated, innovative, and skilled professional who is passionate about learning and development within the financial services industry. The ideal candidate will possess a unique blend of analytical rigor, creative thinking, and exceptional communication skills, ready to contribute significantly to our firm's educational mission.
OUR IMPACT
At Goldman Sachs Wealth Management, we are dedicated to empowering clients and customers globally to achieve their most ambitious financial aspirations. Our advisor-led businesses deliver sophisticated financial planning, bespoke investment management, comprehensive banking solutions, and strategic advice to a diverse clientele, including ultra-high-net-worth and high-net-worth individuals, family offices, foundations, endowments, and corporations. Complementing this, our innovative consumer business provides cutting-edge digital solutions that enable customers to optimize their spending, borrowing, investing, and saving. Our sustained growth is fueled by an unwavering commitment to our people, our clients, and the relentless pursuit of leading-edge technology, data-driven insights, and exceptional design.
Goldman Sachs Ayco (Ayco):
Goldman Sachs Ayco stands as a premier partner for Fortune 1000 companies, collaborating to design and implement tailored financial planning programs that elevate the financial well-being of their entire workforce. Leveraging Ayco's distinguished 50-year legacy and the expansive resources of Goldman Sachs, we address the evolving financial needs of employees. We firmly believe that companies best serve their stakeholders and the broader economy when their employees possess clarity, understanding, and control over their financial lives. Ayco's expert advisors and technical specialists guide clients through education and practical implementation across seven critical financial disciplines, including comprehensive employee benefit planning, to help them achieve their personal financial goals.
HOW YOU WILL FULFILL YOUR POTENTIAL
-
Lead Learning & Development Initiatives: Take primary responsibility for the end-to-end development and dynamic delivery of Ayco’s comprehensive training curriculum across the firm. This includes independently leading sessions or collaborating with senior advisors and Subject Matter Experts (SMEs) to train new and existing planners and advisors across all financial planning pillars.
-
Innovate Training Methodologies: Design and implement highly engaging and impactful training experiences utilizing a diverse array of interactive teaching methods, such as real-world case studies, collaborative group discussions, practical simulations, and advanced technology tools, to maximize learning retention and application.
-
Strategic Curriculum Design & Content Creation: Drive the design and continuous enhancement of our training programs. This involves meticulously creating, curating, and regularly reviewing high-quality training materials, comprehensive case studies, practical job aids, and essential reference guides that significantly aid in the learning process.
-
Cultivate Subject Matter Expertise: Proactively develop deep expertise in various technical domains pertinent to Ayco’s business operations, service offerings, and product suite, becoming a go-to resource for complex inquiries and advanced knowledge.
-
Advance Learning Technology: Contribute to the overall maintenance and strategic evolution of Ayco’s Learning Management System (LMS), including evaluating, recommending, and implementing additional features and enhancements to optimize the learning experience.
-
Develop Digital Learning Solutions: Design, create, and maintain compelling e-learning content tailored for Ayco’s financial counseling businesses and other internal groups, ensuring accessible and effective digital learning pathways.
-
Provide Technical Guidance & Support: Serve as a key technical resource, offering expert guidance and support to associates as needed, fostering a knowledgeable and capable workforce.
-
Collaborative Team Integration: Work seamlessly within a collaborative team environment, partnering closely with Content Specialists, Project Managers, and other stakeholders to achieve shared objectives and elevate training outcomes.
-
Strategic Team Contribution: Actively support the broader Training and Development team by contributing to various strategic initiatives and projects as requested, driving departmental innovation and growth.
-
Uphold Operational Excellence: Consistently understand and rigorously adhere to all firm policies and procedures, including those pertaining to quality assurance, client service, information security, and compliance, ensuring the highest standards in all training activities.
WHAT WE ARE LOOKING FOR
-
Academic Foundation: Possess a bachelor’s degree from an accredited institution, providing a strong analytical and conceptual base.
-
Analytical & Creative Acumen: Exhibit strong technical, analytical, and research skills, coupled with a robust capacity for creative thinking to develop innovative and effective training solutions.
-
Exceptional Communication & Interpersonal Skills: Demonstrate exemplary written and verbal communication skills, capable of articulating complex concepts clearly and persuasively. Possess excellent interpersonal skills to build rapport, influence others, and foster a collaborative learning environment.
-
Collaborative & Dynamic Work Ethic: Proven ability to work effectively in a fast-paced, dynamic team setting, consistently meeting deadlines and contributing positively to collective goals. Strong ability to influence stakeholders, build consensus, and collaborate seamlessly across various departments.
-
Organizational & Project Management Prowess: Exhibit excellent organizational skills, a detail-oriented focus, and strong project management capabilities to meticulously plan, execute, and oversee training initiatives.
-
Strategic & Adaptable Mindset: Possess a self-directed and strategic mindset with a strong desire for innovation, continuously seeking new and improved ways to deliver training. Demonstrate a strong ability to anticipate, adapt to, and effectively manage changing priorities and objectives in a dynamic environment.
-
Technical Proficiency: Strong knowledge of and ability to proficiently use Microsoft Office Suite, including Word, Excel, Windows, PowerPoint, and Outlook, for content creation, data analysis, and communication.
-
Industry Experience (Preferred): 3-5 years of experience within the financial services industry is preferred, providing valuable context and understanding of our business.
-
Training & Educational Background (Preferred): Prior training or teaching experience is a distinct advantage, showcasing a proven ability to educate and engage adult learners.
-
Learning Technology Familiarity (Preferred): Experience with Articulate and SharePoint software is preferred, indicating familiarity with key learning and collaboration platforms.
-
Ayco Business Acumen (Preferred): Knowledge of the Ayco business model and operations is a plus, allowing for a quicker ramp-up and deeper impact.
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit our people, capital and ideas to help our clients, shareholders and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities and investment management firm. Headquartered in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We're committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs.
We’re committed to finding reasonable accommodations for candidates with special needs or disabilities during our recruiting process.
© The Goldman Sachs Group, Inc., 2023. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Opportunity Overview
CORPORATE TITLE
Associate
OFFICE LOCATION(S)
Dallas
JOB FUNCTION
Internal Product Specialists
DIVISION
Asset & Wealth Management
Wealth Management Associate Job Roles in Texas
See all 72+ Wealth Management Associate Jobs in Texas
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Search Wealth Management Associate Jobs in TexasWealth Management Associate Jobs in Texas: Frequently Asked Questions
Which companies sponsor visas for wealth management associates in Texas?
Large wirehouse firms including Goldman Sachs, Morgan Stanley, JPMorgan, and Wells Fargo have sponsored wealth management associate roles in Texas through H-1B petitions. Charles Schwab, which relocated its headquarters to Westlake near Fort Worth, is another notable employer. Independent registered investment advisors and regional banks in Dallas and Houston also sponsor, though less consistently than bulge-bracket firms.
Which visa types are most common for wealth management associate roles in Texas?
The H-1B is the most common visa for wealth management associates in Texas, as roles requiring a bachelor's degree in finance, economics, or a related field typically qualify as specialty occupations. Candidates already holding O-1 visas based on distinguished financial credentials may also find placements. Australian citizens may explore the E-3 visa, which bypasses the H-1B lottery entirely.
Which cities in Texas have the most wealth management associate sponsorship jobs?
Dallas leads the state for wealth management associate sponsorship activity, driven by a dense concentration of financial services firms, family offices, and corporate headquarters in the Uptown and Legacy corridors. Houston is strong for candidates targeting energy-sector wealth management clients. Austin is an emerging market as technology wealth creation drives demand for advisory services among younger high-net-worth individuals.
How to find wealth management associate visa sponsorship jobs in Texas?
Migrate Mate filters wealth management associate jobs specifically by visa sponsorship willingness and state, making it faster to identify Texas-based employers actively open to international candidates. Rather than sifting through general postings, you can focus on firms with a documented history of H-1B or E-3 sponsorship in finance roles, which is particularly useful given that sponsorship practices vary widely across Texas advisory firms.
Are there state-specific considerations for international wealth management associates in Texas?
Texas has no state income tax, which can be a meaningful factor when evaluating offers but does not affect visa eligibility. Employers filing H-1B petitions must pay the Department of Labor's prevailing wage for the specific Dallas, Houston, or Austin metro area, meaning wage floors differ by city. Series 7 and Series 66 FINRA licensing requirements apply regardless of visa status and must be completed after joining a sponsoring firm.
What is the prevailing wage for sponsored wealth management associate jobs in Texas?
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.
See which wealth management associate employers are hiring and sponsoring visas in Texas right now.
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