Medical Advisor Jobs in USA with Visa Sponsorship
Medical Advisor roles in the U.S. qualify for H-1B visa sponsorship as a specialty occupation requiring a medical degree or clinical background. Employers in pharma, biotech, and health tech sponsor these positions, and candidates with USMCA nationality may also qualify under the TN visa for certain advisory functions.
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Get Access To All JobsINTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships.
Typically manages a portfolio of medical physicians or attorneys with total loans and deposits of more than $45MM. Produces $3MM in revenue and more than 50% in Deposits OR $1.5MM and <$3MM in revenue and less than 50% in Deposits.
The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing experience and expertise in understanding the ever-changing dynamics of healthcare, and anticipating the issues and trends most important to the medical community.
The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-
Manage a profitable book of clients consisting of small to mid-size law firms and attorneys or mid-size medical practices and medical physicians, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within Legal or Medical client firms.
-
Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.
-
Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments.
-
Act as “face” of private practice within Legal or Medical firm relationship teams for assigned firms or practices.
-
Identify and “right channel” opportunities for clients and prospects—deliver the comprehensive resources of the bank.
-
Coordinate and lead the WRAP process for advice delivery—hold relationship strategy sessions as appropriate with the relationship teams and deliver Purpose Driven Wealth experience.
-
Document all client interactions via CRM system.
-
Establish consistent visibility within local legal or medical markets via event attendance.
-
Participate in campaigns or volunteer at committee level within non-profits in local market.
-
Support Wealth Advisor teammates through collaborative relationship strategies and teamwork.
-
Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.
-
Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.
BASIC QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
Bachelor’s Degree
-
7 or more years of lending or relationship management experience in the financial services industry
-
FINRA: Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed.
-
Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software.
-
Strong credit knowledge to personally deliver standard commercial credit and consumer credit to assigned clients.
-
Possess very strong deposit and general banking acumen to deliver advice on banking products such as deposits, credit cards, mortgages, etc.
-
Basic wealth management knowledge
-
Excellent and proven oral, written and group presentations skills
-
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
PREFERRED QUALIFICATIONS
-
MBA
-
Word, Excel and PowerPoint skills
-
More than 5 years of credit experience
-
Successful experience as a client advisor with proven results
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships.
Typically manages a portfolio of medical physicians or attorneys with total loans and deposits of more than $45MM. Produces $3MM in revenue and more than 50% in Deposits OR $1.5MM and <$3MM in revenue and less than 50% in Deposits.
The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing experience and expertise in understanding the ever-changing dynamics of healthcare, and anticipating the issues and trends most important to the medical community.
The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-
Manage a profitable book of clients consisting of small to mid-size law firms and attorneys or mid-size medical practices and medical physicians, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within Legal or Medical client firms.
-
Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.
-
Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments.
-
Act as “face” of private practice within Legal or Medical firm relationship teams for assigned firms or practices.
-
Identify and “right channel” opportunities for clients and prospects—deliver the comprehensive resources of the bank.
-
Coordinate and lead the WRAP process for advice delivery—hold relationship strategy sessions as appropriate with the relationship teams and deliver Purpose Driven Wealth experience.
-
Document all client interactions via CRM system.
-
Establish consistent visibility within local legal or medical markets via event attendance.
-
Participate in campaigns or volunteer at committee level within non-profits in local market.
-
Support Wealth Advisor teammates through collaborative relationship strategies and teamwork.
-
Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.
-
Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.
BASIC QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
Bachelor’s Degree
-
7 or more years of lending or relationship management experience in the financial services industry
-
FINRA: Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed.
-
Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software.
-
Strong credit knowledge to personally deliver standard commercial credit and consumer credit to assigned clients.
-
Possess very strong deposit and general banking acumen to deliver advice on banking products such as deposits, credit cards, mortgages, etc.
-
Basic wealth management knowledge
-
Excellent and proven oral, written and group presentations skills
-
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
PREFERRED QUALIFICATIONS
-
MBA
-
Word, Excel and PowerPoint skills
-
More than 5 years of credit experience
-
Successful experience as a client advisor with proven results
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
See all Medical Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Medical Advisor roles.
Get Access To All JobsTips for Finding Medical Advisor Jobs
Align your credentials to specialty occupation standards
Medical Advisor roles require a directly related degree, typically an MD, PharmD, or clinical PhD. Confirm your foreign credential equivalency through a NACES-approved evaluation before employers submit your LCA, since gaps here trigger USCIS requests for evidence.
Target pharma and biotech over general healthcare
Pharmaceutical companies, contract research organizations, and medical device firms file LCAs for Medical Advisor roles far more consistently than hospital systems. Focusing your search on these employer types narrows your outreach to organizations with established H-1B sponsorship infrastructure.
Use Migrate Mate to find verified Medical Advisor sponsors
Search Migrate Mate's curated listings to identify U.S. employers with confirmed LCA filing history for Medical Advisor positions. This saves you from cold-applying to companies that have never sponsored the role and focuses your effort on proven sponsors.
Clarify TN eligibility before accepting an offer
Canadian and Mexican physicians may qualify for a TN visa under the scientist or medical professional category depending on how the role is scoped. Have your offer letter reviewed against the USMCA profession list before the employer begins any H-1B filing process.
Push for LCA filing before your OPT or grace period expires
If you're transitioning off F-1 OPT, your employer must file the H-1B petition while you still have valid work authorization. Confirm the employer's HR and legal teams understand the timeline; delays past your OPT expiration date leave you unable to work during adjudication.
Verify prevailing wage tier before the offer stage
Medical Advisor roles often fall at wage level III or IV under DOL prevailing wage rules. Use the OFLC Wage Search to check the prevailing wage for your metro area before negotiations, so the LCA wage doesn't create a compliance issue that stalls your petition.
Frequently Asked Questions
Does a Medical Advisor role qualify as a specialty occupation for H-1B purposes?
Yes. Medical Advisor positions typically require at minimum a bachelor's degree in a directly related field such as medicine, pharmacy, or life sciences, which meets the specialty occupation standard. USCIS expects the job description to explicitly state a degree requirement in a specific discipline, so vague postings that say 'degree preferred' rather than 'required' can generate a request for evidence.
Which visa types are available to foreign nationals applying for Medical Advisor roles?
H-1B is the most common path, covering specialty occupation roles with a cap of 65,000 slots plus 20,000 for advanced-degree holders, subject to an annual lottery whose selection rules have recently changed. Canadian and Mexican nationals may qualify for TN visa status under the USMCA scientist or physician category depending on role scope. Australian nationals should ask employers about the E-3 visa, which has its own separate cap and no lottery.
How do I find employers who actively sponsor Medical Advisor visa applications?
Migrate Mate lists U.S. employers with verified LCA filing history for Medical Advisor roles, so you can focus your applications on companies that have sponsored this position before rather than guessing at sponsorship willingness from a job posting.
Does a foreign medical degree satisfy the H-1B specialty occupation requirement for a Medical Advisor role?
A foreign medical degree can satisfy the requirement, but it must be evaluated for U.S. equivalency by a NACES-approved credential evaluation service before your employer files the LCA. USCIS reviews the evaluation alongside the petition, and without it, adjudicators may issue an RFE questioning whether your degree is equivalent to a U.S. bachelor's or higher in a directly related field.
What does the employer need to file before I can start work as a Medical Advisor on H-1B?
Your employer must first obtain a certified LCA from DOL, which locks in the prevailing wage and worksite conditions. That certified LCA then supports the I-129 petition filed with USCIS. You can't begin work until USCIS approves the petition, or in a change-of-status scenario, until the approval takes effect. Premium processing is available if you need a faster USCIS adjudication decision.
What is the prevailing wage requirement for sponsored Medical 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.