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.
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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
See all 880+ Wealth Management Advisor Jobs
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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.