Wealth Manager Jobs in USA with Visa Sponsorship
Wealth manager roles qualify as specialty occupations under the H-1B visa, making them viable for visa sponsorship candidates with a finance, economics, or business degree. Most positions sit inside banks, RIAs, and wirehouses that file LCAs regularly. TN visa is available to Canadian and Mexican nationals in qualifying financial roles.
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Get Access To All JobsINTRODUCTION
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill 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 Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through 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.
ROLE AND RESPONSIBILITIES
The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities.
- Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition.
- Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination of all sales and service activities.
- Work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model.
- This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
BASIC QUALIFICATIONS
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration; ADV-2B Required
- Obtain and/or maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Ability to lead through collaboration and influence without direct authority
- Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Proven ability to manage risk and support sound decisions
- Ability to research escalated client issues for response/resolution
SKILLS
- Account Management
- Business Acumen
- Client Management
- Client Solutions Advisory
- Portfolio Management
- Referral Identification
- Referral Management
- Relationship Building
- Administrative Services
- Client Investments Management
- Customer Service Management
- Process Simplification
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
40
INTRODUCTION
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill 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 Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through 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.
ROLE AND RESPONSIBILITIES
The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities.
- Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition.
- Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination of all sales and service activities.
- Work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model.
- This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
BASIC QUALIFICATIONS
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration; ADV-2B Required
- Obtain and/or maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Ability to lead through collaboration and influence without direct authority
- Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Proven ability to manage risk and support sound decisions
- Ability to research escalated client issues for response/resolution
SKILLS
- Account Management
- Business Acumen
- Client Management
- Client Solutions Advisory
- Portfolio Management
- Referral Identification
- Referral Management
- Relationship Building
- Administrative Services
- Client Investments Management
- Customer Service Management
- Process Simplification
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
40
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Get Access To All JobsTips for Finding Visa Sponsorship as a Wealth Manager
Align your degree to the role
Wealth management requires a directly related degree, typically in finance, economics, accounting, or business administration. A general arts degree won't support a specialty occupation claim, even with years of advisory experience. Get transcripts evaluated before you apply.
Target RIAs and wirehouse employers actively
Registered investment advisers and wirehouses file LCAs far more regularly than boutique family offices or independent broker-dealers. Search Migrate Mate to identify employers with verified sponsorship history in wealth management and financial advisory roles.
Check prevailing wage tiers before negotiating
Your employer's LCA must certify a wage at or above the DOL prevailing wage for your location and role. Use the OFLC Wage Search to look up the Level I through Level IV wage for Personal Financial Advisors in your target metro before salary discussions begin.
Secure your Series licenses before the offer
Many wealth management roles require FINRA Series 65, 66, or 7 licenses. Employers sponsoring a visa for an unlicensed candidate face extra onboarding risk. Passing relevant exams before you start interviewing removes a common objection and shortens time-to-productivity.
Understand how PERM affects senior role timelines
If you're on a path to permanent residence through EB-2 or EB-3, your employer must file a PERM labor certification with DOL proving no qualified U.S. workers are available. For specialized wealth roles, the recruitment steps and documentation can take six to twelve months before filing.
Prepare a client-book disclosure strategy early
Employers sponsoring wealth managers often worry about regulatory restrictions on transferring client relationships across visa transitions. Address this directly by clarifying which assets and relationships you legally control, so compliance teams don't stall the sponsorship decision over an avoidable concern.
Frequently Asked Questions
Does a wealth manager role qualify as a specialty occupation for the H-1B?
Yes. Wealth management qualifies as a specialty occupation when the role requires at least a bachelor's degree in a directly related field such as finance, economics, or accounting. USCIS evaluates the specific job duties, not just the title. Roles that mix advisory work with general sales tasks can face scrutiny, so the job description must clearly reflect degree-dependent financial planning duties.
Which visas are available to foreign nationals seeking wealth manager jobs?
H-1B is the most common path for non-USMCA nationals. Canadian and Mexican nationals can use TN status under the USMCA, which covers economists and certain financial roles, though the fit must match the USMCA profession list exactly. Australian nationals may qualify under the E-3 visa. All three require a qualifying degree and a U.S. employer willing to file. Browse employers with active sponsorship history on Migrate Mate.
Do wealth manager employers typically cover the LCA and H-1B filing costs?
Employers are legally required to pay the H-1B filing fees and cannot pass mandatory costs like the I-129 petition fee or the LCA filing to the employee. Attorney fees are typically covered by the employer in sponsored roles, though practices vary. Confirm the cost allocation in writing before accepting an offer, as some firms expect employees to cover premium processing.
Does the H-1B cap and selection process apply to wealth management roles?
Yes. Most wealth management positions at private firms are subject to the annual H-1B cap, which covers 65,000 regular-cap slots plus 20,000 for holders of U.S. master's degrees or higher. USCIS runs an annual selection process, and the selection rules have changed recently. Roles at nonprofits or government-affiliated institutions may be cap-exempt, but those openings are rare in wealth management.
What degree background does USCIS expect for a wealth manager H-1B petition?
USCIS expects the degree to relate directly to the role's core duties. Finance, economics, accounting, mathematics, and business administration degrees with a finance concentration all generally support a wealth management petition. A degree in an unrelated field, even combined with significant experience, creates risk of a Request for Evidence. O*NET classifies Personal Financial Advisors in a high-degree job zone, which supports the specialty occupation argument.
What is the prevailing wage requirement for sponsored Wealth Manager 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.