Wealth Strategy Associate Jobs in USA with Visa Sponsorship
Wealth Strategy Associate roles sit squarely in H-1B visa specialty occupation territory, requiring a directly related finance or economics degree. Many sponsoring firms file LCAs through DOL before your start date, and some larger wealth management practices also support EB-2 or EB-3 green card paths for long-term hires.
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Location: United States - New York
Job Type: Full Time
Key responsibilities
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Wealth Strategy Associate to:
- assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- develop customized asset allocation strategies and investment solutions for clients
- provide support for client relationship building and business development activities
- perform business analytics as needed to support financial advisors in the growth of the business
- analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
The team
You’ll be working as part of Wealth Management Americas, in the New York International Group branch office in midtown Manhattan. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Wealth Strategy Associate, you’ll play an important role in servicing clients.
Your skills and experience
- series 7 and 66 licenses
- ideally 3-5 years of experience in client service, within the finance sector
- bachelor's degree or equivalent, focusing on Finance
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - New York - New York min USD 70000 - max USD 95000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Wealth Strategy Associate | UBS - Experienced professionals - job boards
Wealth Strategy Associate
Location: United States - New York
Job Type: Full Time
Key responsibilities
Are you skilled at developing wealth management strategies? Does financial data excite you?
We’re looking for a Wealth Strategy Associate to:
- assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- develop customized asset allocation strategies and investment solutions for clients
- provide support for client relationship building and business development activities
- perform business analytics as needed to support financial advisors in the growth of the business
- analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
The team
You’ll be working as part of Wealth Management Americas, in the New York International Group branch office in midtown Manhattan. We help high net worth and ultra-high net worth individuals and families meet their financial goals through financial advisors who deliver products and services specifically designed for them. As a Wealth Strategy Associate, you’ll play an important role in servicing clients.
Your skills and experience
- series 7 and 66 licenses
- ideally 3-5 years of experience in client service, within the finance sector
- bachelor's degree or equivalent, focusing on Finance
- excellent communicator, with top-notch interpersonal skills
- analytical and logical (you can solve problems like nobody’s business)
- team player
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more
Salary information
The indicative gross base salary range as a full-time equivalent role:
- United States - New York - New York min USD 70000 - max USD 95000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Wealth Strategy Associate | UBS - Experienced professionals - job boards
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Get Access To All JobsTips for Finding Visa Sponsorship as a Wealth Strategy Associate
Frame your degree for specialty occupation
Wealth Strategy Associate petitions hinge on proving your bachelor's degree directly relates to the role. A finance, economics, or accounting degree clears this cleanly. A general business degree requires your employer to document the specific field-of-study connection in the LCA.
Target RIA firms over wirehouse branches
Registered investment advisory firms often control their own hiring decisions and can move faster on H-1B sponsorship than wirehouse branch offices, which route approvals through national HR. Boutique RIAs with dedicated compliance teams are more likely to have an existing LCA filing process.
Search verified sponsors on Migrate Mate
Filter Wealth Strategy Associate openings on Migrate Mate to surface employers with confirmed LCA filing history in financial services. This cuts out firms that list roles without any prior sponsorship track record, saving you from dead-end applications.
Request the LCA wage level before accepting
Employers file LCAs at one of four DOL wage levels. Level I covers entry roles; Level II and above reflect experienced positions. Cross-check the wage level against the OFLC Wage Search for your metro area so you know whether the offered role is classified accurately before you sign.
Prepare a CFA or CFP credential timeline
Many wealth management employers sponsor H-1B holders but tie continued support to progress toward CFA or CFP designation. Documenting your exam registration or study plan during offer negotiations signals long-term commitment and can strengthen the employer's case for sponsoring your green card later.
Clarify PERM timing if a green card is part of the plan
If your employer is open to an EB-2 or EB-3 path, ask HR when they typically initiate PERM labor certification. Filing PERM early locks in a priority date, which matters significantly if you're from a backlogged country. Most firms won't raise this unless you do.
Frequently Asked Questions
Does a Wealth Strategy Associate role qualify as a specialty occupation for H-1B purposes?
Yes, provided the employer documents that the position requires a bachelor's degree in a specific related field, such as finance, economics, financial planning, or accounting. The specialty occupation test is about degree specificity, not job prestige. A vaguely written job description that accepts any bachelor's degree can undermine the petition, so the offer letter and LCA must reflect a defined field-of-study requirement.
Which visa types are realistic for a Wealth Strategy Associate seeking employer sponsorship?
H-1B is the most common path for this role, covering up to three years initially and extendable to six. Australian nationals can pursue the E-3 visa, which has a separate cap and no lottery. Chilean and Singaporean nationals may qualify for H-1B1 visa. For candidates already in the U.S., TN visa is not applicable because personal financial advising and wealth strategy roles are not on the USMCA profession list.
How do I find Wealth Strategy Associate jobs where employers actively sponsor visas?
Migrate Mate lists Wealth Strategy Associate openings from employers with verified LCA sponsorship history, so you're only seeing firms that have actually filed for work visas in this category before. That's the most reliable signal of genuine sponsorship intent in the wealth management sector.
What degree background do wealth management employers typically require for H-1B sponsorship?
Most employers sponsoring H-1B petitions for this role document a requirement for a bachelor's degree in finance, economics, accounting, or financial planning. A general business administration degree may be accepted if the employer can demonstrate the role requires specialized coursework in those subfields. USCIS scrutinizes petitions where the degree-to-job connection isn't clearly articulated, so O*NET lists financial analyst roles under job zone four, supporting the specialty occupation argument for well-structured petitions.
Can a Wealth Strategy Associate employer sponsor a green card, and how does that process work?
Many larger wealth management firms and RIAs sponsor green cards through the EB-2 or EB-3 employment-based categories. EB-2 requires an advanced degree or demonstrated exceptional ability in the field. EB-3 skilled worker applies if you have at least two years of relevant experience. Both routes typically require the employer to complete PERM labor certification through DOL before filing with USCIS, and priority date backlogs vary significantly by country of birth.
What is the prevailing wage requirement for sponsored Wealth Strategy Associate 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.