Wealth Advisor Jobs in USA with Visa Sponsorship
Wealth advisors manage investment portfolios and financial planning for high-net-worth clients. Most sponsoring firms require Series 7 and 66 licenses, which typically need H-1B visa or L-1 visa status first. The role qualifies as a specialty occupation when paired with finance, economics, or business degrees. 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
Executive Wealth Services (EWS) delivers corporate-sponsored wealth planning, estate planning, financial wellness, and wealth management solutions to senior executives at participating companies. Through deep knowledge of each company's executive compensation, benefits, and corporate programs, EWS helps executives navigate complex financial decisions and maximize the value of their personal and professional opportunities.
The Executive Wealth Strategist serves as the quarterback for the executive relationship, bringing together deep company-specific expertise and broad wealth planning capabilities to deliver a highly personalized experience. This role develops trusted relationships with senior executives and provides holistic wealth, tax, estate, and financial planning guidance informed by a thorough understanding of the company's compensation, benefits, and executive programs. Partnering closely with advisors and specialists, the Executive Wealth Strategist coordinates the delivery of tailored solutions while serving as the primary point of contact for executive participants. Through a combination of technical planning expertise and company-specific insight, the role helps executives maximize opportunities and navigate the unique financial complexities associated with senior leadership.
Responsibilities
- Serves as the primary point of contact and planning lead for executives participating in the Executive Wealth Services program.
- Leads the wealth planning engagement process from discovery through strategy development and ongoing relationship management.
- Develops holistic and integrated planning strategies tailored to executives' unique financial circumstances, incorporating company-specific compensation, equity, deferred compensation, retirement, and benefit programs.
- Maintains deep expertise in the sponsoring company's executive compensation and benefits offerings, corporate culture, and leadership environment, translating this knowledge into actionable planning recommendations.
- Partners closely with Advisors, and specialists across investment management, credit, banking, and trust and estate planning to deliver comprehensive solutions.
- Demonstrates advanced technical knowledge across a broad range of wealth planning disciplines, including trust and estate planning, executive compensation planning, equity compensation, retirement planning, tax planning, cash flow modeling, business succession, and philanthropic planning.
- Identifies planning opportunities and develops strategies that help executives maximize the value of company-sponsored compensation and benefit programs within the context of their broader wealth objectives.
- Builds trusted relationships with executives and their existing advisors, ensuring a collaborative approach that complements existing relationships and enhances the overall client experience.
- Educates executives on complex financial concepts and planning opportunities through personalized consultations, presentations, and ongoing guidance.
- Stays current on developments in tax, trust, estate, financial planning, and executive compensation regulations, assessing their impact on executives and planning strategies.
- Maintains an exceptional client experience while adhering to all regulatory, risk, and compliance requirements.
BASIC QUALIFICATIONS
- Ability to gain client's respect and trust by listening to the client's goals and then building an effective and creative strategy for achieving those goals.
- Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling, business entities, and business transitions.
- Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts, SIDGTs, and GST trusts.
- Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).
- Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.
- Word, Excel, and PowerPoint.
- Various Wealth Strategy stochastic models and planning software such as WealthMaster.
PREFERRED QUALIFICATIONS
- Minimum 7 years of planning-related work experience desired.
- JD, CPA, or CFP desired.
- LLM, MST, MBA (or in progress) a plus.
SKILLS
- Critical Thinking
- Oral Communications
- Presentation Skills
- Wealth Planning
- Written Communications
- Active Listening
- Business Development
- Collaboration
- Customer and Client Focus
- Networking
- Issue Management
- Prioritization
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
For internal employees; participation in a work from home posture does not make you ineligible to post.
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
Executive Wealth Services (EWS) delivers corporate-sponsored wealth planning, estate planning, financial wellness, and wealth management solutions to senior executives at participating companies. Through deep knowledge of each company's executive compensation, benefits, and corporate programs, EWS helps executives navigate complex financial decisions and maximize the value of their personal and professional opportunities.
The Executive Wealth Strategist serves as the quarterback for the executive relationship, bringing together deep company-specific expertise and broad wealth planning capabilities to deliver a highly personalized experience. This role develops trusted relationships with senior executives and provides holistic wealth, tax, estate, and financial planning guidance informed by a thorough understanding of the company's compensation, benefits, and executive programs. Partnering closely with advisors and specialists, the Executive Wealth Strategist coordinates the delivery of tailored solutions while serving as the primary point of contact for executive participants. Through a combination of technical planning expertise and company-specific insight, the role helps executives maximize opportunities and navigate the unique financial complexities associated with senior leadership.
Responsibilities
- Serves as the primary point of contact and planning lead for executives participating in the Executive Wealth Services program.
- Leads the wealth planning engagement process from discovery through strategy development and ongoing relationship management.
- Develops holistic and integrated planning strategies tailored to executives' unique financial circumstances, incorporating company-specific compensation, equity, deferred compensation, retirement, and benefit programs.
- Maintains deep expertise in the sponsoring company's executive compensation and benefits offerings, corporate culture, and leadership environment, translating this knowledge into actionable planning recommendations.
- Partners closely with Advisors, and specialists across investment management, credit, banking, and trust and estate planning to deliver comprehensive solutions.
- Demonstrates advanced technical knowledge across a broad range of wealth planning disciplines, including trust and estate planning, executive compensation planning, equity compensation, retirement planning, tax planning, cash flow modeling, business succession, and philanthropic planning.
- Identifies planning opportunities and develops strategies that help executives maximize the value of company-sponsored compensation and benefit programs within the context of their broader wealth objectives.
- Builds trusted relationships with executives and their existing advisors, ensuring a collaborative approach that complements existing relationships and enhances the overall client experience.
- Educates executives on complex financial concepts and planning opportunities through personalized consultations, presentations, and ongoing guidance.
- Stays current on developments in tax, trust, estate, financial planning, and executive compensation regulations, assessing their impact on executives and planning strategies.
- Maintains an exceptional client experience while adhering to all regulatory, risk, and compliance requirements.
BASIC QUALIFICATIONS
- Ability to gain client's respect and trust by listening to the client's goals and then building an effective and creative strategy for achieving those goals.
- Advanced understanding of a wide range of subject matters including income taxation, stock options, insurance, investments and cash flow modeling, business entities, and business transitions.
- Advanced understanding of the transfer tax system and core tax savings strategies such as irrevocable trusts, SIDGTs, and GST trusts.
- Advanced understanding of charitable and non-charitable split interest trusts (CRTs, CLTS, GRATs, QPRTs).
- Expand existing client relationships, assist advisors in new sales, and represent the firm in the marketplace.
- Word, Excel, and PowerPoint.
- Various Wealth Strategy stochastic models and planning software such as WealthMaster.
PREFERRED QUALIFICATIONS
- Minimum 7 years of planning-related work experience desired.
- JD, CPA, or CFP desired.
- LLM, MST, MBA (or in progress) a plus.
SKILLS
- Critical Thinking
- Oral Communications
- Presentation Skills
- Wealth Planning
- Written Communications
- Active Listening
- Business Development
- Collaboration
- Customer and Client Focus
- Networking
- Issue Management
- Prioritization
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC
It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.
For internal employees; participation in a work from home posture does not make you ineligible to post.
SHIFT:
1st shift (United States of America)
HOURS PER WEEK:
40
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Get Access To All JobsTips for Finding Wealth Advisor Jobs
Target asset management firms over regional banks
Large asset managers like BlackRock, Vanguard, and Fidelity sponsor more frequently than community banks. They have established immigration processes and higher visa budgets.
Highlight quantitative analysis skills in your application
Emphasize portfolio modeling, risk assessment, and financial planning software experience. These technical skills help justify the specialty occupation requirement for H-1B petitions.
Consider starting in operations or research roles
Many firms hire international candidates for analyst positions first, then promote internally to client-facing wealth advisor roles after obtaining required licenses and establishing residency.
Research state licensing requirements early
Some states have residency requirements for investment advisor licenses. Plan your visa strategy around states where you can legally practice while maintaining nonimmigrant status.
Document your client portfolio management experience
USCIS wants evidence that wealth advisory work requires specialized knowledge. Prepare detailed examples of portfolio strategies, client outcomes, and complex financial instruments you've managed.
Network through CFA Institute and professional associations
Join local CFA Society chapters and attend wealth management conferences. Many sponsoring employers recruit through professional networks rather than traditional job boards.
Frequently Asked Questions
What degree do I need for H-1B sponsorship as a wealth advisor?
Finance, economics, business administration, or accounting degrees typically qualify. The key is demonstrating how your degree directly relates to portfolio management, financial analysis, and client advisory responsibilities. Some employers also accept related fields like mathematics or statistics if combined with relevant certifications like CFA or CFP.
Do I need Series 7 and 66 licenses before applying for sponsorship?
Not necessarily. Many employers sponsor H-1B visa petitions for candidates who will obtain licenses after starting work. However, you'll need work authorization before taking licensing exams. Some firms prefer candidates with international equivalent certifications like CFA charterholder status.
How to find Wealth Advisor jobs with visa sponsorship?
To find Wealth Advisor positions with visa sponsorship, use Migrate Mate, which specializes in connecting international professionals with sponsoring employers. Focus your search on major financial institutions, investment firms, and private banks that commonly sponsor H-1B and other work visas for finance professionals. These companies often seek experienced advisors to serve high-net-worth clients and typically have established visa sponsorship programs.
Can I work as a wealth advisor on OPT before H-1B sponsorship?
Yes, if you have a qualifying finance or business degree. The role must directly relate to your field of study. OPT experience can strengthen your eventual H-1B petition by demonstrating specialized knowledge and establishing a track record with a sponsoring employer.
What's the H-1B approval rate for wealth advisor positions?
Financial services roles generally have strong approval rates when properly documented. USCIS typically approves wealth advisor petitions that clearly demonstrate the specialty occupation requirement through degree relevance, job complexity, and industry standards requiring bachelor's-level knowledge in finance or related fields.
Can I change employers while working as a wealth advisor on H-1B?
Yes, through H-1B portability, but be cautious about client relationships and non-compete agreements. You can start with the new employer once they file your H-1B transfer petition, but ensure your new role still qualifies as a specialty occupation and meets prevailing wage requirements.
What is the prevailing wage requirement for sponsored Wealth 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.