Green Card Financial Associate Jobs
Financial Associate green card sponsorship follows the EB-2 or EB-3 employment-based path, requiring your employer to complete PERM labor certification with the DOL before filing an I-140 petition. Priority dates and per-country backlogs apply, so starting the process early with a sponsoring employer matters.
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At Oceanview Life and Annuity Company, we are more than a financial services provider – We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management – A leading investment firm with approximately $49.7 Billion in assets under management as of September 30, 2026 – We have rapidly grown to over $19.5 Billion in consolidated assets as of September 30, 2026.
Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.
Why join Oceanview?
* Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
* Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
* Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
* Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
* Strong partnerships: Engage with a broad network of over 24,000 agents, independent marketing organizations, banks and broker-dealers.
At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.
Position Summary:
Oceanview Life and Annuity Company is seeking an analytical and highly motivated Associate, Strategy and Financial Planning to report directly to the CFO and work closely with the CEO on financial planning, forecasting, and strategic initiatives, including mergers and acquisitions (M&A).
The Associate will maintain and enhance the Company's financial projections, develop budgets and scenario analyses, and evaluate financial performance to provide actionable insights to the CFO, CEO, senior management, and Board of Directors. The role will also play an integral part in evaluating M&A opportunities, capital raising, new business initiatives, competitive research, and other high-priority strategic projects.
This is an opportunity to directly influence Oceanview's strategic direction and key business decisions while gaining broad exposure to its financial and operational activities. The Associate will have regular interaction with executive leadership and collaborate with teams across Oceanview and Bayview Asset Management, with additional opportunities for exposure to Controller and Treasury functions.
Responsibilities:
Financial Planning, Forecasting & Analysis:
- Maintain and update the Company’s financial projections and underlying financial models, ensuring accuracy, consistency, and alignment with business assumptions.
- Support annual budgeting and periodic forecasting processes, including coordination of inputs and analysis of key financial drivers.
- Develop alternative scenarios, sensitivity analyses, and financial forecasts to evaluate potential business outcomes and strategic decisions.
- Analyze actual financial results against budgets and forecasts, identify key variances, and communicate findings and implications to senior management.
- Prepare financial analyses and decision-support materials for the CFO, CEO, and Board of Directors.
Corporate Strategy, M&A & Special Projects:
- Support the evaluation of potential mergers, acquisitions, partnerships, capital raising opportunities, and new business initiatives through financial modeling, research, and analysis.
- Conduct market, industry, product, and competitive research to inform strategic planning and business development decisions.
- Partner with cross-functional project teams to assess strategic alternatives, financial implications, and execution considerations.
- Participate in discussions with senior management regarding business performance, strategic priorities, and growth opportunities.
Executive Reporting & Cross-Functional Collaboration:
- Develop and review presentations, analyses, and supporting materials for internal leadership, the Board of Directors, and external stakeholders.
- Translate complex financial information into clear, concise, and actionable insights for financial and non-financial audiences.
- Collaborate with Finance, Accounting, Treasury, and other teams to validate assumptions, gather information, and improve planning processes.
- Identify opportunities to enhance financial models, reporting processes, and analytical capabilities as the business grows.
WHAT WE’RE LOOKING FOR:
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 1–3 years of relevant experience in corporate finance, financial planning and analysis, accounting, investment banking, equity research, or a related analytical role.
- Strong foundation in financial statements, accounting principles, and financial modeling, with the ability to build and interpret integrated financial projections.
- Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft PowerPoint.
- Demonstrated ability to analyze financial information, assess assumptions, and develop well-supported recommendations.
- Strong written and verbal communication skills, including the ability to present findings clearly to senior stakeholders.
- Ability to work independently, manage multiple priorities, and escalate key questions or risks appropriately.
- Experience with M&A analysis, valuation, insurance, or financial services is a plus.
SKILLS FOR SUCCESS:
- Strong analytical curiosity, sound judgment, and a solutions-oriented mindset.
- High level of accuracy and attention to detail when working with financial data and models.
- Ownership mentality and enthusiasm for contributing to a growing organization and a lean, collaborative team.
- Ability to move between detailed analysis and broader strategic considerations.
- Comfort interacting with executives and colleagues across multiple functions and levels of the organization.
- Adaptability, initiative, and the ability to perform effectively in a fast-paced environment.
- Professionalism, integrity, and discretion when handling confidential business and financial information.
CERTIFICATIONS, LICENSES, AND/OR REGISTRATIONS:
- None required.
LOCATION and COMPENSATION:
This role will be based in New York, NY.
This role will be hybrid (3x a week in the office).
Base salary is expected to be $100,000 - $150,000 with the opportunity for incentive compensation including bonus compensation. Salary may vary based on work experience, market conditions, location, and qualifications/training.
Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.
Overview:
At Oceanview Life and Annuity Company, we are more than a financial services provider – We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management – A leading investment firm with approximately $49.7 Billion in assets under management as of September 30, 2026 – We have rapidly grown to over $19.5 Billion in consolidated assets as of September 30, 2026.
Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.
Why join Oceanview?
* Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
* Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
* Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
* Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
* Strong partnerships: Engage with a broad network of over 24,000 agents, independent marketing organizations, banks and broker-dealers.
At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.
Position Summary:
Oceanview Life and Annuity Company is seeking an analytical and highly motivated Associate, Strategy and Financial Planning to report directly to the CFO and work closely with the CEO on financial planning, forecasting, and strategic initiatives, including mergers and acquisitions (M&A).
The Associate will maintain and enhance the Company's financial projections, develop budgets and scenario analyses, and evaluate financial performance to provide actionable insights to the CFO, CEO, senior management, and Board of Directors. The role will also play an integral part in evaluating M&A opportunities, capital raising, new business initiatives, competitive research, and other high-priority strategic projects.
This is an opportunity to directly influence Oceanview's strategic direction and key business decisions while gaining broad exposure to its financial and operational activities. The Associate will have regular interaction with executive leadership and collaborate with teams across Oceanview and Bayview Asset Management, with additional opportunities for exposure to Controller and Treasury functions.
Responsibilities:
Financial Planning, Forecasting & Analysis:
- Maintain and update the Company’s financial projections and underlying financial models, ensuring accuracy, consistency, and alignment with business assumptions.
- Support annual budgeting and periodic forecasting processes, including coordination of inputs and analysis of key financial drivers.
- Develop alternative scenarios, sensitivity analyses, and financial forecasts to evaluate potential business outcomes and strategic decisions.
- Analyze actual financial results against budgets and forecasts, identify key variances, and communicate findings and implications to senior management.
- Prepare financial analyses and decision-support materials for the CFO, CEO, and Board of Directors.
Corporate Strategy, M&A & Special Projects:
- Support the evaluation of potential mergers, acquisitions, partnerships, capital raising opportunities, and new business initiatives through financial modeling, research, and analysis.
- Conduct market, industry, product, and competitive research to inform strategic planning and business development decisions.
- Partner with cross-functional project teams to assess strategic alternatives, financial implications, and execution considerations.
- Participate in discussions with senior management regarding business performance, strategic priorities, and growth opportunities.
Executive Reporting & Cross-Functional Collaboration:
- Develop and review presentations, analyses, and supporting materials for internal leadership, the Board of Directors, and external stakeholders.
- Translate complex financial information into clear, concise, and actionable insights for financial and non-financial audiences.
- Collaborate with Finance, Accounting, Treasury, and other teams to validate assumptions, gather information, and improve planning processes.
- Identify opportunities to enhance financial models, reporting processes, and analytical capabilities as the business grows.
WHAT WE’RE LOOKING FOR:
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 1–3 years of relevant experience in corporate finance, financial planning and analysis, accounting, investment banking, equity research, or a related analytical role.
- Strong foundation in financial statements, accounting principles, and financial modeling, with the ability to build and interpret integrated financial projections.
- Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft PowerPoint.
- Demonstrated ability to analyze financial information, assess assumptions, and develop well-supported recommendations.
- Strong written and verbal communication skills, including the ability to present findings clearly to senior stakeholders.
- Ability to work independently, manage multiple priorities, and escalate key questions or risks appropriately.
- Experience with M&A analysis, valuation, insurance, or financial services is a plus.
SKILLS FOR SUCCESS:
- Strong analytical curiosity, sound judgment, and a solutions-oriented mindset.
- High level of accuracy and attention to detail when working with financial data and models.
- Ownership mentality and enthusiasm for contributing to a growing organization and a lean, collaborative team.
- Ability to move between detailed analysis and broader strategic considerations.
- Comfort interacting with executives and colleagues across multiple functions and levels of the organization.
- Adaptability, initiative, and the ability to perform effectively in a fast-paced environment.
- Professionalism, integrity, and discretion when handling confidential business and financial information.
CERTIFICATIONS, LICENSES, AND/OR REGISTRATIONS:
- None required.
LOCATION and COMPENSATION:
This role will be based in New York, NY.
This role will be hybrid (3x a week in the office).
Base salary is expected to be $100,000 - $150,000 with the opportunity for incentive compensation including bonus compensation. Salary may vary based on work experience, market conditions, location, and qualifications/training.
Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.
See all 172+ Green Card Financial Associate Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Financial Associate
Align your credentials with EB-2 requirements
EB-2 covers financial roles requiring an advanced degree or a bachelor's degree plus five years of progressive experience. Pull together transcripts, promotion records, and performance reviews now so your employer's attorney can accurately assess your category before PERM begins.
Search Migrate Mate for verified sponsoring employers
Target Financial Associate roles at employers with documented green card sponsorship history. Migrate Mate lists U.S. employers verified against DOL PERM filing data, so you can focus your applications on firms already set up to sponsor rather than guessing.
Check prevailing wage before salary negotiations
PERM requires your employer to pay at least the DOL prevailing wage for your specific location and job duties. Use the OFLC Wage Search to look up the wage level for Financial Associate roles in your target city before you finalize any offer.
Confirm the employer's PERM recruitment timeline
PERM labor certification includes a mandatory recruitment test, typically spanning 30 to 60 days, before DOL submission. Ask hiring managers whether they have prior PERM experience and whether legal counsel is already retained, since delays in setup push back your priority date.
Understand your O*NET occupation code early
Your employer's PERM attorney will classify your role using a Standard Occupational Classification code tied to O*NET. Misclassification can trigger an audit. Review your actual job duties against the O*NET profile for Financial Associate roles before the attorney drafts the job description.
Track your priority date against per-country backlogs
If you're a national of India or China, employment-based green card backlogs can extend your wait significantly even after PERM certification and I-140 approval. Monitor the USCIS Visa Bulletin monthly so you understand when your priority date becomes current for I-485 filing.
Green Card Financial Associate: Frequently Asked Questions
What green card category covers most Financial Associate roles?
Most Financial Associate positions qualify under EB-3 for professionals holding a bachelor's degree, or EB-2 if the role requires an advanced degree or the candidate brings a bachelor's degree plus at least five years of progressive experience in finance. Your employer's immigration attorney will determine the appropriate category based on your actual job duties and education before filing PERM with DOL.
How does green card sponsorship differ from H-1B for a Financial Associate?
H-1B visa is temporary, capped at 85,000 annually, and subject to a lottery. Green card sponsorship through EB-2 or EB-3 leads to permanent residence and has no lottery, but requires PERM labor certification, a DOL prevailing wage determination, a recruitment test showing no qualified U.S. workers are available, and then an I-140 petition with USCIS. Per-country numerical limits mean nationals of high-demand countries can face extended waits after I-140 approval.
How do I find Financial Associate employers who already sponsor green cards?
Search Migrate Mate, which lists employers verified against DOL PERM filing data. Focusing on firms with an established sponsorship track record shortens your timeline because they already have immigration counsel, internal HR processes, and familiarity with the PERM recruitment requirements, reducing the risk of delays caused by an employer learning the process from scratch.
Can I change employers after my Financial Associate green card is in process?
AC21 job portability lets you change to a same or similar occupation once your I-485 adjustment of status application has been pending for 180 days or more. If you change employers before that point, the new employer must restart the PERM process, though an approved I-140 priority date can often carry over to the new employer's petition under USCIS guidance.
What does the PERM recruitment process involve for a Financial Associate role?
PERM requires your employer to conduct a formal recruitment test, typically including job postings in specific venues over 30 to 60 days, to demonstrate that no qualified U.S. workers are available for the position. DOL reviews the recruitment results and the prevailing wage before certifying the application. Any audit by DOL can add months to the timeline, so accurate job descriptions and careful recordkeeping from the start are essential.