Associate Advisor Jobs in USA with Visa Sponsorship
Associate Advisor roles sit squarely within the specialty occupation category, making them eligible for H-1B visa, E-3 visa, and TN visa sponsorship for qualified candidates. Most employers file an LCA before extending an offer, so knowing which firms have active filing history puts you ahead in the search.
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Get Access To All JobsLocation: Lone Tree, CO
Requisition ID 2026-129985
Category Customer Service / Client Service
Position type Regular
Pay range USD $26.44 - $28.85 / Hour
Application deadline 2026-11-15
Your opportunity
This position will start 1/25/2027
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
When you join Schwab as an Advisor Services Associate, you become part of a team that puts people first—our clients, our advisors, and each other. You’ll support independent advisory firms with the tools and services they need to succeed. Whether or not you’ve worked in finance before, your ability to learn, solve problems, and build trust will set you up for success.
In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do. In this role, you will build trust and inspire confidence through exceptional service, one interaction at a time, while working in a fast-paced, dynamic service center environment. You’ll engage in a mix of inbound and outbound calls, supporting advisors with essential account maintenance and helping them succeed in their day-to-day business. Through on-the-job training, you’ll gain deep knowledge of financial services and learn how to discuss topics like new accounts, transaction status, money movement, and retirement services with clarity and confidence.
You’ll navigate complex scenarios with resourcefulness, take ownership of outcomes, and adapt quickly as you grow. If you’re looking for a place where learning is constant, your contributions matter, and your growth is supported, this may be the role for you.
What you have
Required Qualifications:
- Minimum 1 year of customer service or building professional relationships—whether through volunteer work, internships, school activities, or other meaningful experiences
- Demonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues
- Proven track record of following through on tasks, meeting deadlines, and maintaining high standards of work quality
- Ability to receive feedback, apply it to your performance, and grow through new challenges or changing expectations
- Demonstrated ability to review situations, think through next steps, and find practical solutions utilizing available resources
Preferred Qualifications:
- Bachelor’s degree or equivalent work experience
- Aptitude to learn new tools and concepts and apply them quickly
- Demonstrated ability to use technology confidently and support others in adopting digital tools
- Proven enthusiasm, professionalism, and strong work ethic while contributing to team goals
- You’ll have the opportunity to enroll in our self-study program for Series 7 & 63/66 licenses after your first 90 days.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: Lone Tree, CO
Requisition ID 2026-129985
Category Customer Service / Client Service
Position type Regular
Pay range USD $26.44 - $28.85 / Hour
Application deadline 2026-11-15
Your opportunity
This position will start 1/25/2027
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
When you join Schwab as an Advisor Services Associate, you become part of a team that puts people first—our clients, our advisors, and each other. You’ll support independent advisory firms with the tools and services they need to succeed. Whether or not you’ve worked in finance before, your ability to learn, solve problems, and build trust will set you up for success.
In Schwab Advisor Services, Registered Investment Advisors (RIAs) and their clients are at the center of everything we do. In this role, you will build trust and inspire confidence through exceptional service, one interaction at a time, while working in a fast-paced, dynamic service center environment. You’ll engage in a mix of inbound and outbound calls, supporting advisors with essential account maintenance and helping them succeed in their day-to-day business. Through on-the-job training, you’ll gain deep knowledge of financial services and learn how to discuss topics like new accounts, transaction status, money movement, and retirement services with clarity and confidence.
You’ll navigate complex scenarios with resourcefulness, take ownership of outcomes, and adapt quickly as you grow. If you’re looking for a place where learning is constant, your contributions matter, and your growth is supported, this may be the role for you.
What you have
Required Qualifications:
- Minimum 1 year of customer service or building professional relationships—whether through volunteer work, internships, school activities, or other meaningful experiences
- Demonstrated ability to create positive experiences by listening actively, responding thoughtfully, and helping others resolve issues
- Proven track record of following through on tasks, meeting deadlines, and maintaining high standards of work quality
- Ability to receive feedback, apply it to your performance, and grow through new challenges or changing expectations
- Demonstrated ability to review situations, think through next steps, and find practical solutions utilizing available resources
Preferred Qualifications:
- Bachelor’s degree or equivalent work experience
- Aptitude to learn new tools and concepts and apply them quickly
- Demonstrated ability to use technology confidently and support others in adopting digital tools
- Proven enthusiasm, professionalism, and strong work ethic while contributing to team goals
- You’ll have the opportunity to enroll in our self-study program for Series 7 & 63/66 licenses after your first 90 days.
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
See all 46+ Associate Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Associate Advisor roles.
Get Access To All JobsTips for Finding Associate Advisor Jobs
Frame your degree for specialty occupation
Associate Advisor roles require a directly related bachelor's degree, typically in finance, economics, or business. Pull the O*NET profile for the occupation to confirm which degree fields USCIS consistently accepts, and document that alignment explicitly in your resume.
Target firms with LCA filing history
Use Migrate Mate to identify employers who have filed Labor Condition Applications for Associate Advisor or related advisory roles, so you're applying to firms where sponsorship is already an established practice, not a first-time ask.
Verify prevailing wage before negotiating
Your employer must pay at least the prevailing wage certified on the LCA. Run the OFLC Wage Search for your metro area and experience level before you receive an offer, so you can benchmark whether the package meets the DOL wage requirement.
Clarify CFA or licensing timelines upfront
Many Associate Advisor positions expect candidates to pursue Series 65, Series 7, or CFA credentials after hire. Confirm with the employer whether licensing exam deadlines conflict with your visa processing timeline or any travel restrictions tied to your status.
Anticipate the LCA-to-offer sequence
Employers must receive DOL-certified LCA approval before USCIS can adjudicate your petition. Ask your hiring contact early in the process which step they're at, since delays in LCA certification can push your start date even if the offer is already signed.
Prepare for specialty occupation RFE documentation
USCIS sometimes issues Requests for Evidence on advisory roles, questioning whether the position genuinely requires a specific bachelor's degree. Gather your offer letter, job description, and degree transcripts in advance so your employer's immigration counsel can respond quickly.
Frequently Asked Questions
Which visa types support sponsorship for Associate Advisor roles?
Associate Advisor positions qualify as specialty occupations, making them eligible for H-1B sponsorship for most nationalities. Australian citizens can pursue the E-3, which has no lottery and renews indefinitely. Canadian and Mexican nationals may qualify under TN if the role maps to an eligible USMCA profession such as economist or financial analyst. Each path requires employer sponsorship and an LCA filed with DOL.
Does my degree field matter for an Associate Advisor H-1B petition?
Yes. USCIS requires a direct relationship between your degree field and the specific duties of the role. A finance, economics, accounting, or business degree typically satisfies the requirement for Associate Advisor positions. A degree in an unrelated field can trigger an RFE even if you have years of relevant work experience, so the degree-to-role alignment is worth reviewing before applying.
How do I find Associate Advisor employers who already sponsor visas?
Browse Associate Advisor listings on Migrate Mate, which shows employers with verified sponsorship history so you're not guessing at which firms are willing to file. Targeting companies with an established LCA track record significantly reduces the risk of an offer being withdrawn once the employer learns about visa requirements.
Can an employer rescind a sponsorship offer if the H-1B lottery isn't selected?
Yes, employers are not legally required to keep the position open if your registration isn't selected in the H-1B lottery. Some firms will hold roles or explore cap-exempt alternatives, but this varies by employer. If you're on F-1 OPT when you receive an offer, your OPT authorization continues independently of lottery selection, buying additional time to explore alternatives like the E-3 or O-1 visa.
What happens to my visa status if I switch employers as an Associate Advisor?
If you're in H-1B status, you can begin working for a new employer as soon as the new I-129 petition is filed with USCIS, without waiting for approval. E-3 holders must restart the LCA and consular process with the new employer before beginning work. In both cases, your new employer must file a fresh LCA reflecting the prevailing wage for your new location and role level.
What is the prevailing wage requirement for sponsored Associate Advisor jobs?
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.