Strategy Associate Jobs in USA with Visa Sponsorship
Strategy Associate roles attract strong H-1B visa sponsorship from management consulting firms and corporate strategy teams. Most employers require a bachelor's degree in business, economics, or a related field, and many sponsor MBA hires directly into these positions. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsLocation: United States - California
City: Newport Beach
Job Type: Full Time
Your role
Your role as a Wealth Strategy Associate will support a successful financial advisor team in the development of various wealth management plans and strategies (e.g., financial plans, investment plans, etc.). You will build tailored plans and strategies based on an understanding of client needs, goals and risk tolerance by utilizing the tools and resources of the firm, with your knowledge of financial analysis and basic principles of investing. You will also support the Financial Advisor Team in:
- Allocating funds to various investment solutions and managers
- Portfolio Reviews
- Investment Strategy
- Client Relationship Management
Your team
In addition, you will assist the Financial Advisor Team in client conversations by actively listening to the client’s needs so that you can assist in the development of wealth management plans that are reviewed and considered by the Financial Advisor. You have knowledge of the financial markets and the analysis and reporting of financial data. You are analytic, detail and service oriented. You effectively communicate information and work well with a team. You will report directly to the Branch Administrative Manager.
The role includes a $70,000 base salary, with eligibility for additional discretionary compensation tied to team success and business performance.
Your expertise
- 0 - 7 years of experience; work experience in financial related / analytical roles preferred
- Bachelor’s degree required with major in finance or business preferred
- Series 7 and 66 required
- Excellent skills in Microsoft Office Suite - MS Excel in particular
- Detail orientated with exceptional analytic skills
- Good written and verbal communication skills
- Team player with good interpersonal skills
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
The hiring process for the Wealth Strategy Associate role begins with an initial meeting with the Branch Administrative Manager to review the role, responsibilities, and branch operations. Candidates then meet with the Financial Advisor Team to discuss day-to-day collaboration, client support, and how the role contributes to the overall wealth strategy practice. The process concludes with a final interview with the Branch Managing Director, focused on alignment with branch goals and long-term fit.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - California - Newport Beach min USD 65000 - max USD 85000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Location: United States - California
City: Newport Beach
Job Type: Full Time
Your role
Your role as a Wealth Strategy Associate will support a successful financial advisor team in the development of various wealth management plans and strategies (e.g., financial plans, investment plans, etc.). You will build tailored plans and strategies based on an understanding of client needs, goals and risk tolerance by utilizing the tools and resources of the firm, with your knowledge of financial analysis and basic principles of investing. You will also support the Financial Advisor Team in:
- Allocating funds to various investment solutions and managers
- Portfolio Reviews
- Investment Strategy
- Client Relationship Management
Your team
In addition, you will assist the Financial Advisor Team in client conversations by actively listening to the client’s needs so that you can assist in the development of wealth management plans that are reviewed and considered by the Financial Advisor. You have knowledge of the financial markets and the analysis and reporting of financial data. You are analytic, detail and service oriented. You effectively communicate information and work well with a team. You will report directly to the Branch Administrative Manager.
The role includes a $70,000 base salary, with eligibility for additional discretionary compensation tied to team success and business performance.
Your expertise
- 0 - 7 years of experience; work experience in financial related / analytical roles preferred
- Bachelor’s degree required with major in finance or business preferred
- Series 7 and 66 required
- Excellent skills in Microsoft Office Suite - MS Excel in particular
- Detail orientated with exceptional analytic skills
- Good written and verbal communication skills
- Team player with good interpersonal skills
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
The hiring process for the Wealth Strategy Associate role begins with an initial meeting with the Branch Administrative Manager to review the role, responsibilities, and branch operations. Candidates then meet with the Financial Advisor Team to discuss day-to-day collaboration, client support, and how the role contributes to the overall wealth strategy practice. The process concludes with a final interview with the Branch Managing Director, focused on alignment with branch goals and long-term fit.
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - California - Newport Beach min USD 65000 - max USD 85000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
Disclaimer / Policy statements
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
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Get Access To All JobsTips for Finding Visa Sponsorship as a Strategy Associate
Target firms with a consulting or professional services practice
Management consulting firms and Fortune 500 strategy teams file H-1B petitions regularly. These employers have established immigration infrastructure, making sponsorship a standard part of their hiring process rather than a case-by-case exception.
Align your degree field to the role description
H-1B specialty occupation requires your degree to match the position. A business, economics, finance, or quantitative field degree maps cleanly to Strategy Associate roles. A mismatched degree field is one of the most common petition denial reasons.
Time applications around MBA recruiting cycles
Many Strategy Associate positions are filled through MBA recruiting in fall and winter. Firms hiring through structured MBA programs are more experienced with visa sponsorship timelines and H-1B cap deadlines than companies hiring on a rolling basis.
Prioritize employers with a history of LCA filings
Employers who have previously filed Labor Condition Applications for Strategy Associate or similar titles are proven sponsors. This matters because first-time sponsors face longer setup timelines, which can create problems if your OPT expiration is approaching.
Frame your international experience as a strategic asset
Strategy roles often involve cross-border analysis, market entry, or global operations work. Positioning your international background as directly relevant to the work the team does makes sponsorship feel like an investment in capability, not an administrative burden.
Strategy Associate jobs are hiring across the US. Find yours.
Find Strategy Associate JobsFrequently Asked Questions
Do Strategy Associate employers commonly sponsor H-1B visas?
Yes, particularly at management consulting firms, investment banks, and large corporate strategy teams. These employers have dedicated HR and legal infrastructure for visa sponsorship and file H-1B petitions routinely. Smaller firms or early-stage startups are less consistent. Filtering by employer type on Migrate Mate helps you identify which companies have an active sponsorship track record for this role.
What degree do I need for an H-1B as a Strategy Associate?
A bachelor's degree or higher in business administration, economics, finance, statistics, or a closely related quantitative field is the standard requirement. The degree must relate specifically to the duties of the role. An unrelated degree, even a prestigious one, can create H-1B specialty occupation issues. Some employers also accept engineering or mathematics degrees if the role involves quantitative modeling or market analysis.
Can I get sponsored as a Strategy Associate on an E-3 or TN visa?
Australian citizens can pursue E-3 sponsorship for Strategy Associate roles, as the position qualifies as a specialty occupation under the same standard as the H-1B. Canadian and Mexican citizens may qualify under TN status if the role maps to an eligible TN occupation, though strategy titles require careful review against the TN occupation list. Both pathways bypass the H-1B lottery entirely.
What is the H-1B approval rate for Strategy Associate positions?
Strategy Associate petitions filed by established consulting and financial services firms historically see high approval rates, often above 85%, because the specialty occupation argument is well-documented for these employers. Approval rates drop when the employer is new to sponsorship or the degree field is a poor match. USCIS scrutinizes petitions more heavily when the job title is broad, so employer experience with the process matters significantly.
How far in advance should I discuss visa sponsorship with a potential employer?
Raise it before the offer stage, ideally after a second-round interview when mutual interest is clear. For H-1B, employers need time to work with immigration counsel before the April 1 filing window. If your OPT is expiring within 12 months, disclose your timeline early so the employer can plan. Waiting until the offer letter to mention sponsorship needs is one of the most common reasons deals fall through.
What is the prevailing wage requirement for sponsored Strategy Associate 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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