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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Job Description
About the Firm
Uhler Vertich White Advisors is a wealth management and financial planning firm serving affluent and high-net-worth families with a comprehensive, planning-driven approach. The firm specializes in helping clients navigate complex financial matters including investment management, retirement planning, tax planning, estate planning, trust strategies, insurance planning, and intergenerational wealth transfer. The team works collaboratively with clients' attorneys, accountants, and other professional advisors to develop tailored solutions designed to help families achieve long-term financial independence. The firm's philosophy is summarized by its guiding principle: "Tailored Solutions. Unwavering Care."
With a select client base and deep commitment to personalized service, the firm focuses on building long-term relationships and delivering sophisticated planning strategies that address all aspects of a client's financial life.
Position Summary
The Wealth Planning Advisor will work closely with senior advisors to deliver comprehensive financial planning and wealth management services to existing clients while also contributing to the growth of the practice through business development and asset gathering.
This role is ideal for an experienced advisor who embraces a planning-first approach to wealth management and enjoys building deep, long-term relationships with clients. The successful candidate will participate in client meetings, prepare financial plans and recommendations, coordinate follow-up activities, and serve as a trusted resource to clients throughout their financial journey.
The ideal candidate possesses strong technical planning capabilities, excellent relationship management skills, and a genuine interest in helping clients navigate complex tax, estate, retirement, and wealth transfer considerations.
Key Responsibilities
Financial Planning & Client Advice
- Develop and deliver comprehensive financial plans tailored to client goals and objectives.
- Analyze client financial situations and provide recommendations related to retirement, investment, tax, insurance, and estate planning.
- Assist clients with implementing planning recommendations and monitoring progress toward their objectives.
- Participate in ongoing plan reviews and adjustments as client circumstances evolve.
- Support advanced planning discussions involving trusts, philanthropic giving, tax-efficient wealth transfer, and retirement income strategies.
Client Relationship Management
- Build and maintain strong relationships with existing clients and their families.
- Serve as a trusted advisor and consistent point of contact.
- Conduct review meetings and ongoing planning discussions.
- Deliver a high level of proactive communication and personalized service.
- Support relationship continuity across multiple generations of client families.
Advisor Development & Team Collaboration
- Prepare for client meetings, including financial plan analysis, agenda creation, and meeting materials.
- Shadow and participate in meetings alongside senior advisors.
- Document client conversations, recommendations, and action items.
- Coordinate follow-up tasks and ensure planning initiatives are completed accurately and on time.
- Work collaboratively with advisors, operations staff, accountants, attorneys, and other professional partners.
Business Development
- Cultivate referral opportunities within existing client relationships and professional networks.
- Develop new client relationships and contribute to asset growth.
- Represent the firm professionally within the community and professional circles.
- Support firm growth initiatives while maintaining a high standard of client service.
Project Management & Follow-Through
- Manage multiple client projects and planning engagements simultaneously.
- Ensure recommendations are implemented and tracked through completion.
- Maintain detailed client records and planning documentation.
- Demonstrate ownership, accountability, and strong follow-through on commitments.
Qualifications
Required
- Experience as a Financial Advisor, Associate Advisor, Wealth Advisor, or Financial Planner.
- FINRA Series 7 and Series 66 (or equivalent) licenses.
- Demonstrated experience working directly with clients in a wealth management environment.
- Strong understanding of investment management and comprehensive financial planning.
- Excellent communication and relationship-building skills.
Preferred
- CFP® certification strongly preferred.
- Other advanced wealth management designations such as ChFC®, CFA®, CIMA®, CPWA®, or CRPC®.
- Experience serving affluent or high-net-worth clients.
- Knowledge of retirement income planning, tax-efficient investing, and estate planning strategies.
- Experience collaborating with attorneys and accountants on client planning matters.
Benefits: Medical + HSA contribution, Dental, Vision insurance; Life Insurance; Long Term Care Insurance; Retirement; PTO + Market holidays
Travel: None
Workstyle: Onsite
Uhler Vertich White and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors, Inc. (“RJFSA”) as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Work Experience
Certifications
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Description Summary
Job Description
About the Firm
Uhler Vertich White Advisors is a wealth management and financial planning firm serving affluent and high-net-worth families with a comprehensive, planning-driven approach. The firm specializes in helping clients navigate complex financial matters including investment management, retirement planning, tax planning, estate planning, trust strategies, insurance planning, and intergenerational wealth transfer. The team works collaboratively with clients' attorneys, accountants, and other professional advisors to develop tailored solutions designed to help families achieve long-term financial independence. The firm's philosophy is summarized by its guiding principle: "Tailored Solutions. Unwavering Care."
With a select client base and deep commitment to personalized service, the firm focuses on building long-term relationships and delivering sophisticated planning strategies that address all aspects of a client's financial life.
Position Summary
The Wealth Planning Advisor will work closely with senior advisors to deliver comprehensive financial planning and wealth management services to existing clients while also contributing to the growth of the practice through business development and asset gathering.
This role is ideal for an experienced advisor who embraces a planning-first approach to wealth management and enjoys building deep, long-term relationships with clients. The successful candidate will participate in client meetings, prepare financial plans and recommendations, coordinate follow-up activities, and serve as a trusted resource to clients throughout their financial journey.
The ideal candidate possesses strong technical planning capabilities, excellent relationship management skills, and a genuine interest in helping clients navigate complex tax, estate, retirement, and wealth transfer considerations.
Key Responsibilities
Financial Planning & Client Advice
- Develop and deliver comprehensive financial plans tailored to client goals and objectives.
- Analyze client financial situations and provide recommendations related to retirement, investment, tax, insurance, and estate planning.
- Assist clients with implementing planning recommendations and monitoring progress toward their objectives.
- Participate in ongoing plan reviews and adjustments as client circumstances evolve.
- Support advanced planning discussions involving trusts, philanthropic giving, tax-efficient wealth transfer, and retirement income strategies.
Client Relationship Management
- Build and maintain strong relationships with existing clients and their families.
- Serve as a trusted advisor and consistent point of contact.
- Conduct review meetings and ongoing planning discussions.
- Deliver a high level of proactive communication and personalized service.
- Support relationship continuity across multiple generations of client families.
Advisor Development & Team Collaboration
- Prepare for client meetings, including financial plan analysis, agenda creation, and meeting materials.
- Shadow and participate in meetings alongside senior advisors.
- Document client conversations, recommendations, and action items.
- Coordinate follow-up tasks and ensure planning initiatives are completed accurately and on time.
- Work collaboratively with advisors, operations staff, accountants, attorneys, and other professional partners.
Business Development
- Cultivate referral opportunities within existing client relationships and professional networks.
- Develop new client relationships and contribute to asset growth.
- Represent the firm professionally within the community and professional circles.
- Support firm growth initiatives while maintaining a high standard of client service.
Project Management & Follow-Through
- Manage multiple client projects and planning engagements simultaneously.
- Ensure recommendations are implemented and tracked through completion.
- Maintain detailed client records and planning documentation.
- Demonstrate ownership, accountability, and strong follow-through on commitments.
Qualifications
Required
- Experience as a Financial Advisor, Associate Advisor, Wealth Advisor, or Financial Planner.
- FINRA Series 7 and Series 66 (or equivalent) licenses.
- Demonstrated experience working directly with clients in a wealth management environment.
- Strong understanding of investment management and comprehensive financial planning.
- Excellent communication and relationship-building skills.
Preferred
- CFP® certification strongly preferred.
- Other advanced wealth management designations such as ChFC®, CFA®, CIMA®, CPWA®, or CRPC®.
- Experience serving affluent or high-net-worth clients.
- Knowledge of retirement income planning, tax-efficient investing, and estate planning strategies.
- Experience collaborating with attorneys and accountants on client planning matters.
Benefits: Medical + HSA contribution, Dental, Vision insurance; Life Insurance; Long Term Care Insurance; Retirement; PTO + Market holidays
Travel: None
Workstyle: Onsite
Uhler Vertich White and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors, Inc. (“RJFSA”) as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is an RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Work Experience
Certifications
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
See all 691+ Wealth Advisor Jobs
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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.