Data / Hiring / Personal Financial Advisors / New York
Companies hiring Personal Financial Advisors in New York: 58 certified H-1B and PERM cases, FY2023 to FY2026
20 employers had 58 certified H-1B and PERM cases for Personal Financial Advisors (occupation code 13-2052) with a worksite in New York, decided through May 29, 2026; the median offered wage is $152,500 a year.
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Employers hiring Personal Financial Advisors in New York
| Employer | Worksite cities | Cases | Job titles | Median offered | Median prevailing | Latest decision | Source |
|---|---|---|---|---|---|---|---|
| JPMorgan Chase & Co. | New York | 29 | Investment Specialist; Executive Director, Investment Specialist; Banker | $185,000 | $157,352 | April 10, 2026 | dol.gov |
| The Ayco Company, L.P., a Goldman Sachs Company | Cohoes, New York | 8 | Analyst; Analyst, Sales; Associate | $66,850 | $66,622 | May 29, 2026 | dol.gov |
| Goldman Sachs & Co. LLC | New York | 3 | Associate; Analyst, Internal Product Specialists | $113,700 | $96,272 | August 21, 2025 | dol.gov |
| East West Bank | New York | 2 | Private Banker; SVP - Private Client Advisor | $171,625 | $157,352 | September 12, 2025 | dol.gov |
| Corbett Road Wealth Management LLC | Brooklyn | 1 | Financial Planner | $125,000 | $87,006 | October 1, 2025 | dol.gov |
| Citibank, N.A. | New York | 1 | Banker, Safe Act | $271,939 | Not listed | March 16, 2026 | dol.gov |
| Transatlantique Private Wealth LLC | New York | 1 | Senior Investment Advisor, New York Office | $165,000 | Not listed | July 21, 2025 | dol.gov |
| Morgan Stanley Services Group Inc. | New York | 1 | Associate, Institutional Equity Division | $200,000 | Not listed | July 31, 2025 | dol.gov |
| Gayle K. Turk | New York | 1 | Assistant | $69,930 | Not listed | February 25, 2025 | dol.gov |
| Taos Global Group of New York Inc. | Flushing | 1 | Financial Advisor | $81,619 | $81,619 | April 18, 2025 | dol.gov |
| Range Tax Advisors LLC | Manhasset | 1 | Tax Manager | $165,000 | $147,389 | November 29, 2024 | dol.gov |
| OEP Capital Advisors L.P. | New York | 1 | Associate | $147,389 | $147,389 | July 25, 2024 | dol.gov |
| SCS Capital Management, LLC | New York | 1 | Client Advisor, Private Client Group | $78,915 | $78,915 | June 28, 2024 | dol.gov |
| Nannette Nocon | Rochester | 1 | Personal Financial Advisor 1 | $58,000 | $56,493 | April 16, 2024 | dol.gov |
| Sfg2940 LLC | Brooklyn | 1 | Head of Retirement Plans | $117,853 | $78,915 | December 22, 2023 | dol.gov |
| Spire Wealth Management LLC | Brooklyn | 1 | Financial Planner | $125,000 | $78,915 | December 11, 2023 | dol.gov |
| United Capital Financial Advisers, LLC | Cohoes | 1 | Analyst | $66,622 | $66,622 | June 28, 2023 | dol.gov |
| Resultant Capital Inc | New York City | 1 | Investment Consultant | $75,000 | $69,930 | June 28, 2023 | dol.gov |
| Stash Wealth | New York City | 1 | Financial Advisor | $85,000 | $69,930 | June 28, 2023 | dol.gov |
| JNB Advisors, LLC | Albany | 1 | Financial Planner | $72,000 | $46,176 | January 17, 2023 | dol.gov |
Updated May 29, 2026. Read from US Department of Labor, Office of Foreign Labor Certification. Public domain (U.S. government work). A certified labor condition application (H-1B, H-1B1, E-3) or PERM labor certification is an employer filing the Department of Labor approved. It is not a count of people hired or visas issued. Wages are as the employer filed them, converted to a yearly figure at 2,080 hours; a wage whose unit is missing is left blank. The files show the first worksite of a case. Free to reuse with credit to SpecStream under CC BY 4.0. Spot a wrong value? Write to [email protected] with the link to this page.