Financial Advisor Jobs in USA with Visa Sponsorship
Financial advisors qualify for H-1B visa and E-3 visa sponsorship as a specialty occupation requiring finance, economics, or business degrees. Banks, investment firms, and wealth management companies regularly sponsor international candidates with relevant educational backgrounds and experience in portfolio management, financial planning, or investment analysis. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsINTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ABOUT THE ROLE
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
BASIC QUALIFICATIONS:
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
PREFERRED QUALIFICATIONS:
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
SCHEDULE: Monday – Fridays and rotating Saturdays
SKILLS:
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent
SHIFT:
1st shift (United States of America)
HOURS PER WEEK:
40
INTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ABOUT THE ROLE
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
BASIC QUALIFICATIONS:
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
PREFERRED QUALIFICATIONS:
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
SCHEDULE: Monday – Fridays and rotating Saturdays
SKILLS:
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent
SHIFT:
1st shift (United States of America)
HOURS PER WEEK:
40
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Get Access To All JobsTips for Finding Financial Advisor Jobs
Target investment firms and wealth managers
Large investment firms like Charles Schwab, Fidelity, and Edward Jones frequently sponsor H-1B visas. These companies value international perspectives in global markets and have established immigration processes for qualified candidates.
Highlight quantitative skills and certifications
Emphasize CFA, FRM, or CFP certifications alongside your degree. Financial modeling, risk analysis, and portfolio optimization skills strengthen your specialty occupation case for visa sponsorship approval.
Focus on institutional roles over retail
Institutional advisory positions at pension funds, endowments, or corporate treasury departments typically offer stronger sponsorship prospects than retail branch positions requiring local client relationship management.
Research bank visa filing history
Check H-1B disclosure data to identify banks with strong sponsorship track records. JPMorgan Chase, Goldman Sachs, and Morgan Stanley consistently file H-1B petitions for advisory roles.
Demonstrate specialized market knowledge
Showcase expertise in specific markets, asset classes, or financial instruments. International market knowledge, derivatives expertise, or ESG investing specialization can differentiate your application from domestic candidates.
Consider fintech and robo-advisor companies
Technology-driven financial services companies like Betterment, Wealthfront, and robo-advisor platforms often sponsor visas for advisors with both finance knowledge and technical analytical skills.
Frequently Asked Questions
Do financial advisors qualify for H-1B visa sponsorship?
Yes, financial advisors qualify for H-1B visa sponsorship as a specialty occupation requiring a bachelor's degree in finance, economics, business, or related field. You'll need to demonstrate that your role involves complex financial analysis, portfolio management, or investment strategy requiring specialized knowledge.
What degree do I need for financial advisor visa sponsorship?
You need a bachelor's degree in finance, economics, business administration, accounting, or mathematics. Some employers accept related fields like statistics or engineering if combined with relevant financial certifications like CFA or relevant work experience in financial services.
Which financial companies sponsor the most H-1B visas?
Major banks and investment firms lead H-1B sponsorship including JPMorgan Chase, Goldman Sachs, Morgan Stanley, Bank of America, and Wells Fargo. Asset management companies like BlackRock, Vanguard, and Fidelity also regularly sponsor international financial advisors with specialized skills.
Can I get sponsored as a financial advisor without Series licenses?
Yes, you can get initial H-1B sponsorship without Series licenses, but most employers expect you to obtain required licenses like Series 7 and 66 within your first year. Some companies sponsor candidates specifically to help them complete licensing requirements.
Do financial advisory roles at small firms qualify for sponsorship?
Smaller firms can sponsor H-1B visas, but they're less likely due to cost and complexity. Focus on roles involving quantitative analysis, institutional clients, or specialized financial products rather than general retail advisory positions requiring primarily local client relationships.
What is the prevailing wage requirement for sponsored Financial 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.
How to find Financial Advisor jobs with visa sponsorship?
Use Migrate Mate to find Financial Advisor positions with visa sponsorship across investment firms, banks, and wealth management companies. These roles typically qualify for H-1B, O-1 visa, or L-1 visas depending on your experience level. Focus your search on large financial institutions and international advisory firms that regularly sponsor visas for qualified finance professionals with relevant certifications and experience.