Green Card Financial Manager Jobs
Financial Manager roles qualify for employment-based green card sponsorship under EB-2 or EB-3, depending on your credentials and the employer's requirements. PERM labor certification requires employers to document that no qualified U.S. worker is available, a process that takes 12 to 18 months before your I-140 petition can be filed.
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Financial Planner
Location
Palm Beach, FL 33480
Job Summary
Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future.
The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and recommendations. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.
Job Responsibilities
JOB RESPONSIBILITIES
- Financial Planning Delivery. Prepare and support financial planning analyses, including cash flow modeling, retirement projections, education funding, and scenario analysis. Assist in translating client goals into actionable planning recommendations under the guidance of senior planners.
- Client and Advisor Support. Participate in client meetings alongside bankers and senior Family Advisory staff to explain planning concepts and recommendations. Serve as a planning resource for bankers by responding to planning-related questions and ad hoc analyses.
- Planning Tools and Process Support. Utilize financial planning software (eMoney, MoneyGuidePro, or similar) to develop projections and plan updates. Support consistent planning processes, templates, and documentation across client engagements.
- Ongoing Learning and Collaboration. Stay current on planning best practices and regulatory considerations. Collaborate with investment, insurance, and lending partners to support integrated client solutions.
ADDITIONAL ACCOUNTABILITIES
- Performs special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements
Required Qualifications:
- Education level required: Undergraduate Degree (4 years or equivalent)
- Minimum experience required: 4+ Years experience in financial planning or wealth management
- CFP® certification or active progress toward designation
- Experience working with financial planning software and CRM tools
Preferred Qualifications:
- Education level preferred: Undergraduate Degree (4 years or equivalent) in finance, accounting, wealth management, financial planning, or related disciplines.
- Experience working with HNW clients
- CPA, CTFA, or CEPA helpful but not required.
Job Competencies:
- Team player. The Family Advisory team works closely with one another and believes the work we do is a team sport.
- Entrepreneurial mindset. Flagstar Private Bank is growing quickly. Successful candidates will thrive in an ever-changing, ‘start up’ like environment, where there is clear opportunity to build and shape the future of the team and our delivery.
- Client obsessed. Helping clients achieve their financial goals is what gets you up in the morning. We care deeply about the individuals and families we serve.
- Polished presentation and sufficient gravitas to quickly instill a client’s trust.
- Jargon-free. Able to synthesize financial planning topics and explain them in ‘plain English’ to the general public.
- Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
- Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
- Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
- Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.
Flagstar is an Equal Opportunity Employer
We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank
Pay Range
$63,251.25 - $121,200.00
Position Title
Financial Planner
Location
Palm Beach, FL 33480
Job Summary
Family Advisory and Trusts provides sophisticated planning advice to clients on a wide range of advisory topics, including: wealth structuring for HNW and UHNW individuals, investors, and business owners; estate planning; financial planning; income tax planning for founders, owners, and executives; family legacy planning, including business succession, family dynamics, and family office advisory; next gen; and philanthropy advisory and charitable giving. We are highly collaborative, client-obsessed, and enjoy working in an entrepreneurial, fast-paced environment to build the private bank of the future.
The Financial Planner supports the delivery of comprehensive, goals-based financial planning to HNW clients and families. This role is client-facing and execution-oriented, partnering with private bankers and senior planners to deliver high-quality planning analyses and recommendations. The Financial Planner focuses on developing planning deliverables, participating in client conversations, and helping integrate planning insights into broader wealth management strategies, rather than leading platform-wide planning strategy or banker coaching.
Job Responsibilities
JOB RESPONSIBILITIES
- Financial Planning Delivery. Prepare and support financial planning analyses, including cash flow modeling, retirement projections, education funding, and scenario analysis. Assist in translating client goals into actionable planning recommendations under the guidance of senior planners.
- Client and Advisor Support. Participate in client meetings alongside bankers and senior Family Advisory staff to explain planning concepts and recommendations. Serve as a planning resource for bankers by responding to planning-related questions and ad hoc analyses.
- Planning Tools and Process Support. Utilize financial planning software (eMoney, MoneyGuidePro, or similar) to develop projections and plan updates. Support consistent planning processes, templates, and documentation across client engagements.
- Ongoing Learning and Collaboration. Stay current on planning best practices and regulatory considerations. Collaborate with investment, insurance, and lending partners to support integrated client solutions.
ADDITIONAL ACCOUNTABILITIES
- Performs special projects, and additional duties and responsibilities as required.
- Consistently adheres to regulatory and compliance policies and standards linked to the job as listed and complete required compliance trainings. Accountable to maintain compliance with applicable federal, state and local laws and regulations.
Job Requirements
Required Qualifications:
- Education level required: Undergraduate Degree (4 years or equivalent)
- Minimum experience required: 4+ Years experience in financial planning or wealth management
- CFP® certification or active progress toward designation
- Experience working with financial planning software and CRM tools
Preferred Qualifications:
- Education level preferred: Undergraduate Degree (4 years or equivalent) in finance, accounting, wealth management, financial planning, or related disciplines.
- Experience working with HNW clients
- CPA, CTFA, or CEPA helpful but not required.
Job Competencies:
- Team player. The Family Advisory team works closely with one another and believes the work we do is a team sport.
- Entrepreneurial mindset. Flagstar Private Bank is growing quickly. Successful candidates will thrive in an ever-changing, ‘start up’ like environment, where there is clear opportunity to build and shape the future of the team and our delivery.
- Client obsessed. Helping clients achieve their financial goals is what gets you up in the morning. We care deeply about the individuals and families we serve.
- Polished presentation and sufficient gravitas to quickly instill a client’s trust.
- Jargon-free. Able to synthesize financial planning topics and explain them in ‘plain English’ to the general public.
- Demonstrates a strong ability to build and maintain effective relationships with stakeholders by communicating clearly, engaging in proactive collaboration, and leveraging cross functional insights. Aligns relationship building efforts with enterprise goals to accelerate performance and drive strategic results.
- Builds trusted client relationships, whether internal or external, by identifying needs and delivering tailored solutions to enhance the overall client experience.
- Fosters or supports a positive work culture and productive work environment, displaying importance of effective relationships with customers and stakeholders.
- Physical demands (ADA): The job requires a moderate degree of physical exertion and stamina such as standing, sitting, walking, driving or infrequent lifting.
Flagstar is an Equal Opportunity Employer
We are committed to providing clear and accurate compensation information in accordance with applicable laws. Actual starting base pay will be determined based on location, experience, and other non-discriminatory factors permitted by law. Total compensation may also include variable incentives, bonuses, commissions, or other awards as outlined in the offer of employment. Flagstar provides teammates access to a variety of benefits including medical, dental, vision, life, and disability insurance, as well as a comprehensive leave program. Please click the following link for detailed information: Benefits | Flagstar Bank
Pay Range
$63,251.25 - $121,200.00
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Financial Manager
Translate your credentials for PERM reviewers
DOL PERM auditors scrutinize whether your foreign degree and CPA or CFA designations map to the job requirements. Get a credential evaluation from a NACES-member agency before applying so employers can confidently list your qualifications in the labor certification filing.
Target employers with dedicated global mobility teams
Large financial institutions, Fortune 500 treasury departments, and multinational accounting firms routinely run PERM campaigns for Financial Managers. Companies with in-house immigration counsel move faster and rarely abandon cases mid-process, which matters given the multi-year timeline you're committing to.
Search green card sponsorship history using Migrate Mate
Filter Financial Manager roles by verified EB-2 and EB-3 sponsorship history using Migrate Mate. Seeing which employers have previously completed PERM for this job title helps you prioritize applications and avoid companies that have only sponsored temporary H-1B visa workers.
Clarify the prevailing wage tier before accepting an offer
Use the OFLC Wage Search to look up the prevailing wage for Financial Managers in your target city. Your offered salary must meet or exceed the DOL-determined level for the wage tier your employer selects, and mismatches discovered late can delay or derail the PERM filing.
Understand how your country affects the EB-3 backlog
Most nationalities face no significant EB-3 wait after PERM and I-140 approval, but workers born in India or China can face waits measured in years due to per-country caps. Confirm your priority date outlook with USCIS Visa Bulletin data before signing a multi-year retention agreement tied to sponsorship.
Ask employers to file I-140 concurrently with PERM approval
Once DOL certifies your PERM, push your employer to file the I-140 petition with USCIS promptly rather than queuing it. Your priority date locks in at I-140 filing, which is the date that determines your place in line for the final green card step, adjustment of status.
Green Card Financial Manager: Frequently Asked Questions
Does a Financial Manager role qualify for EB-2 or EB-3 sponsorship?
Financial Manager positions typically qualify for both EB-2 and EB-3. EB-2 applies when the role requires an advanced degree, such as an MBA or a bachelor's degree plus five years of progressive experience. EB-3 covers roles requiring at least a bachelor's degree. The employer's job description and your credentials together determine which category PERM is filed under, and some employers will file under whichever tier best fits your background.
How does green card sponsorship differ from H-1B for a Financial Manager?
Green card sponsorship through PERM, I-140, and adjustment of status leads to permanent residency rather than a temporary status requiring renewal. Unlike the H-1B, EB-3 sponsorship has no annual lottery and, for most nationalities, no meaningful backlog. The tradeoff is timeline: the full PERM-to-green-card process typically runs two to four years, compared to H-1B approval in months. Green card sponsorship also locks you to the sponsoring employer until your I-485 has been pending for 180 days.
How can I find Financial Manager jobs that sponsor green cards?
Migrate Mate lets you search Financial Manager roles filtered specifically by employers with EB-2 and EB-3 sponsorship history, so you're not guessing which companies are willing to run PERM. Focusing your applications on employers who have completed the process before reduces the risk of offers that fall apart when HR discovers the cost or timeline involved.
What does the PERM process look like for a Financial Manager position?
Your employer files a job order and runs a tightly regulated recruitment campaign to show DOL that no qualified U.S. worker is available for the Financial Manager role. If recruitment is clean, DOL certifies the PERM application, which typically takes six to eighteen months. From there, your employer files an I-140 petition with USCIS, and once approved, you can file I-485 to adjust status if your priority date is current.
Can my employer start PERM while I'm on H-1B status?
Yes, and many employers initiate PERM while you're actively working in H-1B status because the two processes run independently. Filing PERM does not affect your H-1B, and maintaining H-1B status while PERM and I-140 are pending gives you legal work authorization throughout the multi-year process. Once your I-140 is approved and 365 days have passed, you may also qualify for H-1B extensions beyond the standard six-year cap under AC21 portability rules.