Nc Health Affiliates LLC
Associate Wealth Advisor
Stamford, CT · Mid
Stay score
odds of building a lasting career here
Sponsors, but it's cap-subject — you still face the weighted lottery (~30% per draw at Level II). Good if you win; have a cap-exempt backup on your list.
Lottery odds assume a STEM candidate.
Personalize to your clock →H-1B wage level
the lottery is wage-weighted — each level is one more entry
The bottom of this range ($80,000) is below the Level I prevailing wage of $90,189. An H-1B cannot be filed below the prevailing wage, so an offer at the floor of this band could not be sponsored as posted.
DOL prevailing wage, 2026-27 wage year · Financial and Investment Analysts (13-2051) · Bridgeport-Stamford-Danbury, CT. Wage level is derived by USCIS from the offered wage, occupation and worksite; the occupation shown is inferred from the job title.
Employer immigration record
from this employer's Department of Labor filings
Files H-1B transfers
Sourced from Department of Labor LCA, PERM and prevailing-wage disclosure data. Employer matching is by name, so figures may be split across an employer's legal entities. Absence of a filing means none appears in our copy of the data, not that none exists.
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About the role
- NorthCoast Asset Management is a data-driven investment firm specializing in dynamic, risk-managed equity and income strategies for high-net-worth investors and financial advisors.
- With more than two decades of applied research and market experience, the firm combines macroeconomic analysis, quantitative modeling, and disciplined risk controls to actively navigate evolving market environments.
- The firm is headquartered in Stamford, Connecticut and operates as a part of the Focus Financial network.
Responsibilities
- Develop, revise, and present financial plans through planning software
- Develop an understanding of the fundamentals of trading. Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
- Service as the day-to-day contact for client needs and collaborate with team members to ensure the highest level of client service
- Engage in advisory team business planning efforts and actively support the firm's strategic priorities
- Create holistic investment strategy for each client, monitor risk tolerance over time as needed
- Develop an understanding of the fundamentals of trading.
- Partner with the Portfolio Management team to approve and execute portfolios, trade recommendations, tax loss harvesting, etc.
- Ability to independently lead client communications and interactions
Requirements
- Bachelor's Degree
- 2+ years of financial service experience
- Knowledge of financial industry, financial products, and financial planning concepts
- Some travel may be required
- Series 65 or equivalent within 120 days of employment
- Strong interpersonal skills; team-orientated approach
- Excellent analytical skills and attention to detail
- Clean U4
Compensation
- The annualized base pay range for this role is expected to be between $80,000 - $90,000/year.
This listing is sourced directly from Nc Health Affiliates LLC's careers page and normalized into a canonical job model.