Wealth Management Advisor Jobs in USA with Visa Sponsorship
Wealth Management Advisors typically need H-1B visa sponsorship to work in the U.S., and most roles qualify as specialty occupations requiring a finance, economics, or business degree. Major banks, RIAs, and wirehouses sponsor regularly, though competition is high. For detailed occupation requirements, see the O*NET profile.
Find Wealth Management Advisor JobsOverview
Showing 5 of 1,108+ Wealth Management Advisor jobs
See all 1,108+ Wealth Management Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Wealth Management Advisor roles.
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:
The Truist Wealth Omni Digital Senior Strategist is responsible for working in partnership with enterprise digital, vendors, technology, operations, compliance, support and marketing teammates to create and deliver competitive and differentiating digital solutions for Truist wealth and investment clients and teammates. The Wealth Omni Digital Senior Strategist provides the strategic vision for a wealth segment/area of focus, collects and analyzes client feedback, manages key vendor partnerships, ensures teammates understand and encourage client adoption, and continually advocates for digital client experience improvements that balance business benefits. The Wealth Omni Digital Senior Strategist understands key product functionality, industry trends, competitive landscape, operations, business, compliance and marketing processes and has practical experience to solve a range of complex product and client issues. This specific role will focus on financial planning digital tools including but not limited to client-initiated/led financial wellness, goal-based financial planning and advanced cash-flow planning tools.
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.
- Applies knowledge and expertise to develop a strategic vision and associated action plans delivering against it by partnering with vendors and internal digital/non-digital solution teams
- Defines and evangelizes the digital wealth or investment client strategy and uses data-driven insights to inform opportunities
- Manages digital vendor partner relationships and influences their product roadmaps to meet our client needs
- Collaborates with stakeholders and business partners to translate how omni capabilities and solutions can improve the client and teammate experiences while adding business value
- Ensures consistency throughout the digital experience aligning with Wealth and other LOB segment strategies including cross-channel/omni interactions
- Collaborate with business leaders and participate in decisions for the recommendation, selection and prioritization of product features, implementation approaches, vendors and processes
- Triage, troubleshoot, and resolve a range of product, client and technology issues
- Contribute to the continuous development of products and solutions including performing research, user testing, quality assurance checks and vendor relationship management
- Analyze metrics and prepare briefs, presentations and status reports and communicate as needed to key stakeholders
- Conduct industry research and competitive analyses and use the information to recommend product or marketing enhancements
- Support the creation and distribution of teammate training programs, communications, sales efforts and interface with internal and external marketing, branch and call center teammates to prepare sales scripts, manage sales processes, optimize sales opportunities, carry out follow up activities, and ensure business readiness for enhancements / changes to client facing digital experiences
QUALIFICATIONS
Required 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
- Seven years of experience in the digital (web/mobile), eCommerce or eBusiness
- Three years of experience in leading cross-functional teams (indirectly or directly)
- Ability to solve problems by analyzing possible solutions using experience, judgment and precedents.
- Ability to communicate complex information simply
- Experience participating in technology initiatives. Strong problem-solving and partnership skills
- Multitasker, works well under pressure and meets tight deadlines
- Execution-oriented, and able to complete tasks independently but also is a good team player
- Excellent presentation skills and comfort presenting concepts and ideas clearly
- Comfort managing concurrent projects in a fast-paced, results-driven environment
- Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues
Preferred Qualifications:
- Three years of experience in financial services industry
- Five years of product management or sales experience
- Advanced degree (e.g., MBA) and relevant professional designations (e.g., CFP)
- Technology/software product development project team experience
- Experience with processes and tools supporting Agile methodologies
- CFP/CFA
- Experience with eMoney or MoneyGuide Wealth Studios
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:
The Truist Wealth Omni Digital Senior Strategist is responsible for working in partnership with enterprise digital, vendors, technology, operations, compliance, support and marketing teammates to create and deliver competitive and differentiating digital solutions for Truist wealth and investment clients and teammates. The Wealth Omni Digital Senior Strategist provides the strategic vision for a wealth segment/area of focus, collects and analyzes client feedback, manages key vendor partnerships, ensures teammates understand and encourage client adoption, and continually advocates for digital client experience improvements that balance business benefits. The Wealth Omni Digital Senior Strategist understands key product functionality, industry trends, competitive landscape, operations, business, compliance and marketing processes and has practical experience to solve a range of complex product and client issues. This specific role will focus on financial planning digital tools including but not limited to client-initiated/led financial wellness, goal-based financial planning and advanced cash-flow planning tools.
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.
- Applies knowledge and expertise to develop a strategic vision and associated action plans delivering against it by partnering with vendors and internal digital/non-digital solution teams
- Defines and evangelizes the digital wealth or investment client strategy and uses data-driven insights to inform opportunities
- Manages digital vendor partner relationships and influences their product roadmaps to meet our client needs
- Collaborates with stakeholders and business partners to translate how omni capabilities and solutions can improve the client and teammate experiences while adding business value
- Ensures consistency throughout the digital experience aligning with Wealth and other LOB segment strategies including cross-channel/omni interactions
- Collaborate with business leaders and participate in decisions for the recommendation, selection and prioritization of product features, implementation approaches, vendors and processes
- Triage, troubleshoot, and resolve a range of product, client and technology issues
- Contribute to the continuous development of products and solutions including performing research, user testing, quality assurance checks and vendor relationship management
- Analyze metrics and prepare briefs, presentations and status reports and communicate as needed to key stakeholders
- Conduct industry research and competitive analyses and use the information to recommend product or marketing enhancements
- Support the creation and distribution of teammate training programs, communications, sales efforts and interface with internal and external marketing, branch and call center teammates to prepare sales scripts, manage sales processes, optimize sales opportunities, carry out follow up activities, and ensure business readiness for enhancements / changes to client facing digital experiences
QUALIFICATIONS
Required 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
- Seven years of experience in the digital (web/mobile), eCommerce or eBusiness
- Three years of experience in leading cross-functional teams (indirectly or directly)
- Ability to solve problems by analyzing possible solutions using experience, judgment and precedents.
- Ability to communicate complex information simply
- Experience participating in technology initiatives. Strong problem-solving and partnership skills
- Multitasker, works well under pressure and meets tight deadlines
- Execution-oriented, and able to complete tasks independently but also is a good team player
- Excellent presentation skills and comfort presenting concepts and ideas clearly
- Comfort managing concurrent projects in a fast-paced, results-driven environment
- Strong analytical skills, ability to interpret data and trends, diagnose problems, and recommend action plans to resolve issues
Preferred Qualifications:
- Three years of experience in financial services industry
- Five years of product management or sales experience
- Advanced degree (e.g., MBA) and relevant professional designations (e.g., CFP)
- Technology/software product development project team experience
- Experience with processes and tools supporting Agile methodologies
- CFP/CFA
- Experience with eMoney or MoneyGuide Wealth Studios
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 1,108+ Wealth Management Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Wealth Management Advisor roles.
Get Access To All JobsTips for Finding Wealth Management Advisor Jobs
Target wirehouses and large RIAs first
Firms like Bulge-bracket banks and national RIAs have established immigration programs and file H-1B petitions annually. Boutique advisory shops rarely have the legal infrastructure to sponsor, so prioritize larger institutions with dedicated HR compliance teams.
Confirm your degree field aligns with the role
USCIS requires a direct relationship between your degree and the advisory role. Finance, economics, accounting, or business degrees typically satisfy this. A degree in an unrelated field, even with years of experience, can complicate specialty occupation approval.
Understand the H-1B lottery timeline
H-1B registration opens in March, with selections made by lottery. Offers accepted after April may require a October 1 start date. Factor this into negotiations, and ask employers whether they file for cap-exempt positions or use premium processing.
Ask explicitly about sponsorship before final interviews
Many wealth management roles list sponsorship as case-by-case. Raise it professionally in later-stage conversations, not the first screen. Confirming willingness before an offer saves time and avoids the awkward post-offer immigration conversation.
Highlight regulatory credentials in your application
Series 7, Series 65, or CFP certifications signal you can produce immediately without additional licensing delays. Employers weigh the cost and complexity of sponsorship against your readiness to work, and credentials reduce their perceived risk.
Consider E-3 if you hold Australian citizenship
Australian citizens can use the E-3 visa, which has a separate annual allocation, no lottery, and faster processing than H-1B. Wealth management roles at U.S. firms qualify, and the E-3 can be renewed indefinitely in two-year increments.
Frequently Asked Questions
Does a Wealth Management Advisor role qualify as an H-1B specialty occupation?
Yes, in most cases. USCIS has consistently recognized wealth management and financial advisory roles as specialty occupations when the position requires a bachelor's degree or higher in finance, economics, accounting, or a closely related field. The key is that the employer's job description must specify a degree requirement, not just prefer one. Generic advisory roles at smaller firms that list 'degree preferred' rather than 'required' can face RFEs, so how the employer frames the position in the LCA and petition matters significantly.
Which employers sponsor H-1B visas for Wealth Management Advisors?
Large banks, national wirehouses, and established registered investment advisors sponsor H-1B visas for wealth management roles with reasonable frequency. Smaller independent advisory firms and solo practices rarely sponsor due to legal cost and compliance complexity. Browse Migrate Mate to filter specifically for wealth management roles at firms that have filed sponsorship petitions, which saves you from applying to positions that will never result in an offer for visa holders.
Do I need a finance degree specifically, or will other degrees work?
Finance, economics, accounting, and business administration degrees are the strongest fit. A mathematics or statistics degree can work if you can demonstrate relevance to quantitative financial analysis. Unrelated degrees create risk: USCIS may issue an RFE arguing the role doesn't require your specific field of study. If your degree is tangential, documenting work experience and any certifications like the CFP or CFA strengthens the specialty occupation argument.
How does the H-1B lottery affect my job search timeline as a Wealth Management Advisor?
H-1B registration runs in March, with results typically released in late March or early April. Approved petitions allow an October 1 start date. That means if you receive an offer in May, you'll likely wait five months before legally starting. Some employers bridge this gap with unpaid time or adjust start dates accordingly. If you're currently on OPT or STEM OPT, confirm your authorization end date against that October timeline before accepting.
Are there visa options beyond H-1B for Wealth Management Advisors?
Yes. Australian citizens qualify for the E-3 visa, which has no lottery and a dedicated annual cap that has never been exhausted. Canadians and Mexicans may qualify under the TN visa if the role fits the 'Economist' or 'Accountant' classification, though TN eligibility for advisory roles is narrower and fact-specific. The O-1A is theoretically available for advisors with extraordinary achievement, though it's rarely pursued at the entry or mid-level. Each pathway has different employer filing requirements and timelines.
What is the prevailing wage requirement for sponsored Wealth Management 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.