Client Advisor Jobs in USA with Visa Sponsorship
Client Advisor positions frequently qualify for H-1B visa, E-3 visa, and TN visa sponsorship when they require specialized knowledge in financial planning, investment management, or regulatory compliance. Banks, investment firms, and wealth management companies regularly sponsor these roles. The key is demonstrating that your advisory responsibilities require a bachelor's degree in finance, economics, business, or related field to meet specialty occupation requirements.
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Get Access To All JobsINTRODUCTION
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
ABOUT THE POSITION
Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update.
A few of the reasons Associates love working at Lockton include:
- Opportunities for growth and advancement, including paid training and professional development
- 12-week paid parental leave
- A huge emphasis on community involvement
- Frequent athletic and wellness events
- Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!
BUSINESS UNIT
Texas Series
SCHEDULE
Full-time
LOCKTON BENEFITS OFFERINGS
Click Here
WORKPLACE
Hybrid
YOUR RESPONSIBILITIES
Lockton Global Solutions is seeking a commercial insurance broker and client advisor to support a sophisticated portfolio of multinational clients.
This is not a traditional Account Manager role focused solely on servicing. The International Client Advisor will work across both client service and brokerage, partnering with Client Executives while taking an active role in renewal strategy, marketing, placement, carrier negotiations and the ongoing execution of complex global insurance programs.
The role sits within Lockton Global Solutions, which supports multinational clients across more than 170 countries through Lockton offices and its international broker network.
We’re looking for someone who enjoys getting deep into the details of an account, understands how coverage and placement decisions come together, and is comfortable working directly with clients, carriers and global partners.
- Manage and service an assigned portfolio of complex commercial and multinational accounts, partnering closely with Client Executives and Producers.
- Take an active role in the marketing and placement of business, including preparing submissions, approaching markets, reviewing quotations and supporting negotiations with carriers.
- Coordinate and execute the renewal process, including exposure collection, renewal strategy, marketing timelines, proposal development, coverage review and client deliverables.
- Develop strong working relationships with domestic and international carriers, underwriters and Lockton's global partner network.
- Work directly with clients to understand their operations, exposures, coverage needs and broader risk-management objectives.
- Coordinate multinational insurance programs across countries, ensuring local policies and program requirements align with the client's broader global insurance strategy.
- Review coverage terms, conditions, quotations, binders, policies and endorsements for accuracy and alignment with client objectives.
- Support RFP activity and new-business opportunities, working collaboratively with Client Executives, Producers and other Lockton resources.
- Help identify coverage gaps, program inefficiencies and opportunities to improve the structure and execution of client insurance programs.
- Manage multiple deadlines, stakeholders and workstreams across sophisticated, high-touch accounts.
- Coordinate internally across coverage specialists, claims, analytics, accounting and other Lockton teams to deliver a seamless client experience.
- Stay current on insurance market conditions, carrier developments and global risk or regulatory issues affecting multinational clients.
- Build the technical and strategic expertise necessary to take increasing ownership of client relationships, negotiations and placement decisions.
QUALIFICATIONS
- Commercial Property & Casualty insurance experience within a brokerage, carrier, underwriting, risk management or similarly technical insurance environment.
- Brokerage experience with direct exposure to marketing and placing commercial insurance strongly preferred.
- Experience servicing complex or large commercial accounts and working directly with clients and carriers.
- Working knowledge of commercial P&C coverage, policy structure and the insurance renewal lifecycle.
- Experience preparing submissions, evaluating quotes and working with underwriters and insurance markets.
- Exposure to multinational/global programs, large accounts or complex risks is highly preferred, but candidates with strong domestic brokerage experience and the ability to grow into international business will be considered.
- Energy, Natural Resources, Power/Renewables or other complex commercial industry experience is a plus, but not required.
- Strong client-facing communication skills with the confidence to engage with sophisticated clients, underwriters and senior stakeholders.
- Ability to manage significant detail while still understanding the broader strategy behind the insurance program.
- Curious, agile and comfortable operating in a fast-paced environment where priorities may shift.
- Self-directed and willing to take ownership rather than waiting for the next task.
- Strong analytical, organizational and problem-solving skills.
- Bachelor's degree preferred.
- Appropriate Property & Casualty insurance licensing preferred or ability to obtain required licensing.
EQUAL OPPORTUNITY STATEMENT
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
ABOUT LOCKTON
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
HOW WE WILL SUPPORT YOU
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
INTRODUCTION
At Lockton, we’re passionate about helping our people achieve their ultimate potential. Our people are curious, action-oriented and always striving to make ourselves and those around us better. We’re active listeners working to ensure understanding and problem solvers developing innovative solutions. If you can see yourself delivering excellent service to clients, giving back to our communities and being a part of our caring culture, you belong here.
ABOUT THE POSITION
Lockton is a global professional services firm with 6,500 Associates who advise clients on protecting their people, property and reputations. Lockton has grown to become the world's largest privately held, independent insurance broker by helping clients achieve their business objectives. To see the latest insights from Lockton's experts, check Lockton Market Update.
A few of the reasons Associates love working at Lockton include:
- Opportunities for growth and advancement, including paid training and professional development
- 12-week paid parental leave
- A huge emphasis on community involvement
- Frequent athletic and wellness events
- Incredibly generous rewards; US Associates receive a Rolex for their 10 year anniversary!
BUSINESS UNIT
Texas Series
SCHEDULE
Full-time
LOCKTON BENEFITS OFFERINGS
Click Here
WORKPLACE
Hybrid
YOUR RESPONSIBILITIES
Lockton Global Solutions is seeking a commercial insurance broker and client advisor to support a sophisticated portfolio of multinational clients.
This is not a traditional Account Manager role focused solely on servicing. The International Client Advisor will work across both client service and brokerage, partnering with Client Executives while taking an active role in renewal strategy, marketing, placement, carrier negotiations and the ongoing execution of complex global insurance programs.
The role sits within Lockton Global Solutions, which supports multinational clients across more than 170 countries through Lockton offices and its international broker network.
We’re looking for someone who enjoys getting deep into the details of an account, understands how coverage and placement decisions come together, and is comfortable working directly with clients, carriers and global partners.
- Manage and service an assigned portfolio of complex commercial and multinational accounts, partnering closely with Client Executives and Producers.
- Take an active role in the marketing and placement of business, including preparing submissions, approaching markets, reviewing quotations and supporting negotiations with carriers.
- Coordinate and execute the renewal process, including exposure collection, renewal strategy, marketing timelines, proposal development, coverage review and client deliverables.
- Develop strong working relationships with domestic and international carriers, underwriters and Lockton's global partner network.
- Work directly with clients to understand their operations, exposures, coverage needs and broader risk-management objectives.
- Coordinate multinational insurance programs across countries, ensuring local policies and program requirements align with the client's broader global insurance strategy.
- Review coverage terms, conditions, quotations, binders, policies and endorsements for accuracy and alignment with client objectives.
- Support RFP activity and new-business opportunities, working collaboratively with Client Executives, Producers and other Lockton resources.
- Help identify coverage gaps, program inefficiencies and opportunities to improve the structure and execution of client insurance programs.
- Manage multiple deadlines, stakeholders and workstreams across sophisticated, high-touch accounts.
- Coordinate internally across coverage specialists, claims, analytics, accounting and other Lockton teams to deliver a seamless client experience.
- Stay current on insurance market conditions, carrier developments and global risk or regulatory issues affecting multinational clients.
- Build the technical and strategic expertise necessary to take increasing ownership of client relationships, negotiations and placement decisions.
QUALIFICATIONS
- Commercial Property & Casualty insurance experience within a brokerage, carrier, underwriting, risk management or similarly technical insurance environment.
- Brokerage experience with direct exposure to marketing and placing commercial insurance strongly preferred.
- Experience servicing complex or large commercial accounts and working directly with clients and carriers.
- Working knowledge of commercial P&C coverage, policy structure and the insurance renewal lifecycle.
- Experience preparing submissions, evaluating quotes and working with underwriters and insurance markets.
- Exposure to multinational/global programs, large accounts or complex risks is highly preferred, but candidates with strong domestic brokerage experience and the ability to grow into international business will be considered.
- Energy, Natural Resources, Power/Renewables or other complex commercial industry experience is a plus, but not required.
- Strong client-facing communication skills with the confidence to engage with sophisticated clients, underwriters and senior stakeholders.
- Ability to manage significant detail while still understanding the broader strategy behind the insurance program.
- Curious, agile and comfortable operating in a fast-paced environment where priorities may shift.
- Self-directed and willing to take ownership rather than waiting for the next task.
- Strong analytical, organizational and problem-solving skills.
- Bachelor's degree preferred.
- Appropriate Property & Casualty insurance licensing preferred or ability to obtain required licensing.
EQUAL OPPORTUNITY STATEMENT
Lockton Companies is proud to provide everyone an equal opportunity to grow and advance. We are committed to an inclusive culture and environment where our people, clients and communities are treated with respect and dignity.
At Lockton, supporting diversity, equity and inclusion is ingrained in our values, and we believe that we are at our best when we fully embrace everyone. We strive to cultivate a caring culture that learns from, celebrates and thrives because of our breadth of differences. As such, we recognize that recruiting, developing and retaining people with diverse backgrounds and experiences is vital and enabling our people to thrive personally and professionally is critical to our long-term success.
ABOUT LOCKTON
Lockton is the largest privately held independent insurance brokerage in the world. Since 1966, our independence has allowed us to serve our clients, take care of our people and give back to our communities. As such, our 13,100+ Associates doing business in over 155 countries are empowered to do what’s right every day.
At Lockton, we believe in the power of all people. You belong at Lockton.
HOW WE WILL SUPPORT YOU
At Lockton, we empower you to be true to yourself in all that you do. Your success is our success, and we provide opportunities to help you grow and create a rewarding career path, however you envision it.
We are ready to meet you where you are today, and as your needs change over time. In addition to industry-leading health insurance, we offer additional options to support your overall health and wellbeing.
No Agencies Please
Any Employment Agency, person or entity that submits an unsolicited resume to this site does so with the understanding that the applicant's resume will become the property of Lockton Companies, Inc. Lockton Companies will have the right to hire that applicant at its discretion and without any fee owed to the submitting Employment Agency, person or entity. Employment Agencies, who have fee Agreements with Lockton Companies must submit applicants to the designated Lockton Companies Employment Coordinator to be eligible for placement fees.
See all 475+ Client Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Advisor roles.
Get Access To All JobsTips for Finding Client Advisor Jobs
Target wealth management firms and private banks
Large wealth management companies like Morgan Stanley, Merrill Lynch, and UBS have established visa sponsorship programs. Private banks often need specialized client advisors with international market knowledge, making visa sponsorship more likely.
Emphasize technical specialization in your applications
Focus on specialized areas like tax planning, estate management, or portfolio analysis. Generic sales roles rarely qualify for sponsorship, but technical advisory positions with degree requirements do.
Research firms with international client bases
Companies serving international clients value advisors who understand cross-border regulations, foreign investment rules, and multicurrency portfolios. This specialization strengthens your visa sponsorship case significantly.
Consider boutique advisory firms over large retail banks
Boutique investment advisory firms often need specialized talent and may be more willing to sponsor visas than large retail banks with standardized training programs.
Highlight regulatory knowledge and certifications
Knowledge of SEC regulations, FINRA requirements, or fiduciary standards demonstrates specialized expertise. Professional certifications like CFA or CFP can strengthen your specialty occupation argument.
Apply to firms expanding into new markets
Companies launching new investment products or entering new geographic markets often need advisors with specialized knowledge. These expansion phases create stronger business cases for visa sponsorship.
Frequently Asked Questions
Do Client Advisor roles qualify for H-1B visa sponsorship?
Yes, when the position requires specialized knowledge in financial planning, investment analysis, or regulatory compliance. The role must require a bachelor's degree in finance, economics, business, or related field. Generic sales positions typically don't qualify, but advisory roles involving portfolio management, tax planning, or complex financial products often do.
What degree do I need for visa sponsorship as a Client Advisor?
Most successful cases involve degrees in finance, economics, business administration, accounting, or mathematics. The degree must directly relate to the advisory responsibilities. Some firms accept related fields like statistics or international business if the role involves specialized analysis or cross-border financial planning.
Which visa types work best for Client Advisor positions?
H-1B visa is most common for Client Advisors at investment firms and banks. E-3 visa works for Australians in specialized advisory roles. TN visa applies to Canadians and Mexicans in management consulting or scientific positions, though pure sales roles don't qualify. O-1 visa is rare unless you have extraordinary achievements in financial advisory.
Do boutique advisory firms sponsor visas for Client Advisors?
Yes, boutique firms often sponsor visas when they need specialized expertise in areas like international taxation, alternative investments, or regulatory compliance. Smaller firms may be more flexible than large banks, especially if you bring unique knowledge of foreign markets or complex financial instruments.
How to find Client Advisor jobs with visa sponsorship?
Use Migrate Mate to search specifically for Client Advisor positions offering visa sponsorship. Focus on luxury retail brands, financial services firms, and hospitality companies that commonly sponsor H-1B, L-1 visa, or skilled worker visas for client-facing roles. Filter by companies with established sponsorship programs and highlight your customer service experience, language skills, and relationship-building abilities in your applications.
What makes a Client Advisor role qualify as a specialty occupation?
The position must require specific financial knowledge that needs a bachelor's degree. Examples include portfolio construction, risk assessment, tax-advantaged investment strategies, or regulatory compliance. Roles focused on relationship building or general sales typically don't meet specialty occupation standards, but technical advisory work does.
What is the prevailing wage requirement for sponsored Client 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.