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 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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Boston, MA
Requisition ID 2026-121003
Category Financial Planning
Position type Regular
Pay range USD $46.15 - $60.58 / Hour
Application deadline 2026-04-24
INTRODUCTION
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.
ROLE AND RESPONSIBILITIES
As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.
This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.
BASIC QUALIFICATIONS
- Active and valid FINRA Series 7
- Active and valid FINRA Series 66 (may be obtained with a 120-day COE)
- 1-3 years of experience in the financial services industry
PREFERRED QUALIFICATIONS
- Experience servicing high net worth clients
- Bachelor’s Degree
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
WHAT’S IN IT FOR YOU
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
LOCATION
Boston, MA
Requisition ID 2026-121003
Category Financial Planning
Position type Regular
Pay range USD $46.15 - $60.58 / Hour
Application deadline 2026-04-24
INTRODUCTION
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location.
Schwab’s Wealth Advisory team embodies our firm’s commitment to client-centric approach. Schwab Wealth Advisory is a premier, fee based and non-discretionary investment advisory solution providing clients with a personal relationship, specialized service and ongoing advice built on Schwab’s approach to investing.
ROLE AND RESPONSIBILITIES
As an Associate Wealth Advisor, you will be responsible for supporting 2-4 Wealth Advisors by servicing, deepening, and retaining their virtual client relationships. You will have the opportunity to leverage your client service and wealth management expertise by providing customized financial planning, foundational portfolio needs, and complex client service issues.
This role will provide you the opportunity to continue to build a strong foundation in wealth management and sets you on the path to becoming a Wealth Advisor. You will receive mentorship by some of the industry’s top Wealth Advisors and professional development through coaching and ongoing training to prepare you for the next opportunity in Schwab Wealth Advisory.
BASIC QUALIFICATIONS
- Active and valid FINRA Series 7
- Active and valid FINRA Series 66 (may be obtained with a 120-day COE)
- 1-3 years of experience in the financial services industry
PREFERRED QUALIFICATIONS
- Experience servicing high net worth clients
- Bachelor’s Degree
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
WHAT’S IN IT FOR YOU
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
See all 482+ 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.
Wealth Advisor jobs are hiring across the US. Find yours.
Find Wealth Advisor JobsFrequently 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 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.
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