Client Advisor Jobs in USA with Visa Sponsorship
Client Advisor positions frequently qualify for H-1B, E-3, 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
The Strategy Only Team enables advisors to support clients who are seeking investment-only advice, without requiring a full wealth management engagement. Advisors can deliver Mariner’s portfolio strategy, asset allocation, and investment oversight while focusing on client relationships and guidance. By centralizing the investment advice and ongoing strategy work, the team ensures consistency, discipline, and scalability across investment-only relationships. This allows advisors to expand how they serve clients while leveraging a dedicated team focused solely on investment strategy. As a result of significant growth, we are hiring a Client Advisor to join Mariner. The Client Advisor will manage client relationships supported by Mariner’s extensive referral programs. The Client Advisor is responsible for providing financial guidance to clients and assistance to our referral partners.
Responsibilities
- Lead client relationships as the primary point of contact
- Coordinate and conduct client meetings daily
- Problem solve and resolve common client issues
- Retain and grow existing client relationships
- Knowledge of systems for client reporting
- Research technical issues for client accounts
- Complete quarterly billing/performance reporting approvals
- Prepare customized portfolio reports
- Collaborate with portfolio managers
- Work with other departments to ensure accuracy of client information
- Identify potential opportunities for business development
- Partner with business development in client acquisition channels
- Communicate with external referral partners
QUALIFICATIONS
- 3+ years of prior experience working in financial services, preferably in an Advisor/Financial Consultant or like role
- Bachelor’s degree in business, finance or another related field is preferred
- Series 65 or 7/66
Skills and Knowledge
- Sales support experience preferred
- Strong understanding of the financial services industry and financial consulting responsibilities
- Knowledge of Wealth Management including fee-based consulting, mutual funds, money manager programs, insurance, annuities, and financial planning is a plus
- A positive attitude and high energy level
- Ability to handle multiple tasks and priorities
- Demonstrated presentation, analytical, interpersonal, relationship management, written, and verbal skills
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
EOE M/F/D/V
COMPENSATION RANGE
- Compensation Range: $63K - $108K
INTRODUCTION
The Strategy Only Team enables advisors to support clients who are seeking investment-only advice, without requiring a full wealth management engagement. Advisors can deliver Mariner’s portfolio strategy, asset allocation, and investment oversight while focusing on client relationships and guidance. By centralizing the investment advice and ongoing strategy work, the team ensures consistency, discipline, and scalability across investment-only relationships. This allows advisors to expand how they serve clients while leveraging a dedicated team focused solely on investment strategy. As a result of significant growth, we are hiring a Client Advisor to join Mariner. The Client Advisor will manage client relationships supported by Mariner’s extensive referral programs. The Client Advisor is responsible for providing financial guidance to clients and assistance to our referral partners.
Responsibilities
- Lead client relationships as the primary point of contact
- Coordinate and conduct client meetings daily
- Problem solve and resolve common client issues
- Retain and grow existing client relationships
- Knowledge of systems for client reporting
- Research technical issues for client accounts
- Complete quarterly billing/performance reporting approvals
- Prepare customized portfolio reports
- Collaborate with portfolio managers
- Work with other departments to ensure accuracy of client information
- Identify potential opportunities for business development
- Partner with business development in client acquisition channels
- Communicate with external referral partners
QUALIFICATIONS
- 3+ years of prior experience working in financial services, preferably in an Advisor/Financial Consultant or like role
- Bachelor’s degree in business, finance or another related field is preferred
- Series 65 or 7/66
Skills and Knowledge
- Sales support experience preferred
- Strong understanding of the financial services industry and financial consulting responsibilities
- Knowledge of Wealth Management including fee-based consulting, mutual funds, money manager programs, insurance, annuities, and financial planning is a plus
- A positive attitude and high energy level
- Ability to handle multiple tasks and priorities
- Demonstrated presentation, analytical, interpersonal, relationship management, written, and verbal skills
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
EOE M/F/D/V
COMPENSATION RANGE
- Compensation Range: $63K - $108K
How to Get Visa Sponsorship in Client Advisor
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.
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Get Access To All JobsFrequently 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 is most common for Client Advisors at investment firms and banks. E-3 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 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.
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.
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