Green Card Financial Consultant Jobs
Financial Consultant roles qualify for EB-2 and EB-3 green card sponsorship when the position requires a bachelor's degree or higher in finance, economics, or a related field. Employers file a PERM labor certification with DOL before sponsoring you permanently, and your degree-to-role alignment is what USCIS scrutinizes most closely.
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Get Access To All JobsLocation: Tulsa, OK
Requisition ID 2026-123011
Category Retail Branch
Position type Regular
Pay range USD $65,000.00 - $80,000.00 / Year
Application deadline 2026-06-29
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.
Investment Professionals' Compensation | Charles Schwab (opens in new window)
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by using a focused client communication strategy, and exceeding client expectations.
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
- Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement change as the market and business conditions evolve.
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
- Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: Tulsa, OK
Requisition ID 2026-123011
Category Retail Branch
Position type Regular
Pay range USD $65,000.00 - $80,000.00 / Year
Application deadline 2026-06-29
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.
Investment Professionals' Compensation | Charles Schwab (opens in new window)
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
Required Qualifications:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by using a focused client communication strategy, and exceeding client expectations.
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients progress toward achieving their goals.
- Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement change as the market and business conditions evolve.
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
- Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
See all 1,292+ Green Card Financial Consultant Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Financial Consultant
Document your degree-to-role alignment early
USCIS and the PERM process require your degree field to match the Financial Consultant role. If your degree is in a tangentially related field, gather transcripts, course syllabi, and employer letters that connect your academic background to financial advisory work.
Identify employers with PERM filing history
Target firms that have sponsored foreign nationals through PERM before, not just those listing 'visa sponsorship available.' DOL's OFLC disclosure data shows which employers have filed PERM applications for financial roles, helping you focus on genuinely sponsorship-ready companies.
Search green card jobs using Migrate Mate
Migrate Mate filters Financial Consultant openings by employers with active EB-2 and EB-3 sponsorship history, so you're not cold-applying to firms that have never navigated the PERM process for this role type.
Clarify the job description before offer stage
The PERM application locks in the job duties and minimum requirements. If an employer later narrows or inflates the posted requirements, your certification can be challenged. Review the draft job description carefully and confirm it reflects your actual responsibilities before signing.
Understand your priority date and EB category
EB-3 professional filings for most countries outside India and China face shorter backlogs than EB-2. Ask prospective employers which category they plan to file under and check the USCIS Visa Bulletin to estimate how long you'll wait for a current priority date.
Use OFLC Wage Search to verify prevailing wage
DOL sets the prevailing wage for your specific Financial Consultant role based on location and experience level. Use OFLC Wage Search to check whether an employer's offer meets the required wage tier before the PERM process begins, since underpayment delays or voids the certification.
Green Card Financial Consultant: Frequently Asked Questions
Does a Financial Consultant role qualify for EB-2 or EB-3 sponsorship?
Financial Consultant positions typically qualify under EB-3 professional when the employer requires a bachelor's degree in finance, economics, accounting, or a closely related field. EB-2 applies if the role genuinely requires an advanced degree or the candidate holds a master's or higher and the employer can demonstrate that need. The degree-to-role alignment in the PERM job description determines which category fits.
How does PERM green card sponsorship differ from H-1B for Financial Consultant roles?
PERM is the first step toward permanent residency, not a temporary work visa. Unlike the H-1B visa, there's no annual lottery for EB-3 filings, and the process isn't capped by registration slots. PERM requires the employer to conduct a formal recruitment test before filing, which adds three to six months at the start, but the end result is a green card, not a status that expires every three years.
What does the PERM recruitment process involve for a Financial Consultant position?
Employers must advertise the Financial Consultant role through specific DOL-mandated channels, including print ads, job postings, and internal notices, to demonstrate no qualified U.S. workers are available. This recruitment phase typically takes 60 to 90 days. The employer documents the results and files the PERM ETA-9089 with DOL. Analyst review, once submitted, currently averages several months depending on DOL workload.
How do I find Financial Consultant employers that actually sponsor green cards?
Most job postings don't distinguish between H-1B sponsorship and PERM sponsorship. Migrate Mate identifies employers with a documented history of sponsoring foreign nationals for employment-based green cards in financial roles, so you can direct your applications to firms that have completed the PERM process before rather than those encountering it for the first time.
Can I switch jobs after my PERM is approved but before I have a green card?
Portability rules allow you to change employers or roles after your I-140 is approved and your I-485 has been pending for 180 days or more, as long as the new job is in the same or a similar occupational classification. For Financial Consultant roles, moving to a comparable advisory or financial analysis position at a new employer generally qualifies. USCIS evaluates the new role against your approved petition's occupational category.