Green Card Financial Planner Jobs
Financial Planner 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 your I-140 petition with USCIS. Per-country backlogs mean priority dates matter, so starting the sponsorship process early with a willing employer is critical.
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Get Access To All JobsBenefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - Puget Sound!
Leverage Your Healthcare Background for a Rewarding Career:
- Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
- Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
- Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
- A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Our offices are located at:
- Seattle: 601 Union St. #2500, Seattle, WA. 98101
- Bellevue: 10655 NE 4th St. Ste. 900, Bellevue, WA. 98004
- Tacoma: 1201 Pacific Avenue Ste. #500 Tacoma, WA 98402
Meet Our Team:
Josh Johnston, Managing Partner (MP):
- Time with NM: 8 years.
- Prior Experience: Background in wholesale business, managing sales for domestic brick-and-mortar retailers as well as international distribution within a baby furniture company.
- Passionate About: Spending time with and raising his four children. He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family.
Blake Ozuna, District Director (DD):
- Time with NM: 9 years.
- Prior Experience: Began as an intern during his junior year of college and transitioned into a full-time advisor role, building his career with Northwestern Mutual since.
- Passionate About: Being intentional with his time outside of work. He is an avid runner, golfer, and sports fan, closely following the Seattle Mariners, Tottenham Hotspur, and Washington State athletics. He also enjoys trying new restaurants and experiences with his wife, Anna.
Thomas Steingrebe, Managing Director (MD):
- Time with NM: 5 years.
- Prior Experience: Joined Northwestern Mutual directly out of college with the goal of building his own financial planning practice. Drawn to the firm’s integrated planning approach and client-first focus, he was motivated by the opportunity to make a meaningful impact and build something for his future and family.
- Passionate About: Golfing, exploring new food experiences, and spending quality time with his family.
Victoria Nenchev, Managing Director (MD):
- Time with NM: 5 years.
- Prior Experience: Spent 8 years at a previous firm building her own practice and developing new advisors. Prior to her financial career, she was a collegiate athlete and trained for the Olympic trials.
- Passionate About: Spending time with her two young children, staying active both in and out of the gym, and enjoying live music with friends.
Key Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications
- Education: A bachelor's degree.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Willingness to obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Position Perks:
- Performance-based compensation with uncapped earning potential:
- Average vs Top 25%
- Year 1 | $76,000 - $193,000
- Year 3 | $103,000 - $202,000
- Year 5 | $139,000 - $289,000
- Year 10 | $234,000 - $490,000
- Year 15 | $341,000 - $790,000
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Josh Johnston is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - Puget Sound!
Leverage Your Healthcare Background for a Rewarding Career:
- Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
- Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
- Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
- A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Our offices are located at:
- Seattle: 601 Union St. #2500, Seattle, WA. 98101
- Bellevue: 10655 NE 4th St. Ste. 900, Bellevue, WA. 98004
- Tacoma: 1201 Pacific Avenue Ste. #500 Tacoma, WA 98402
Meet Our Team:
Josh Johnston, Managing Partner (MP):
- Time with NM: 8 years.
- Prior Experience: Background in wholesale business, managing sales for domestic brick-and-mortar retailers as well as international distribution within a baby furniture company.
- Passionate About: Spending time with and raising his four children. He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family.
Blake Ozuna, District Director (DD):
- Time with NM: 9 years.
- Prior Experience: Began as an intern during his junior year of college and transitioned into a full-time advisor role, building his career with Northwestern Mutual since.
- Passionate About: Being intentional with his time outside of work. He is an avid runner, golfer, and sports fan, closely following the Seattle Mariners, Tottenham Hotspur, and Washington State athletics. He also enjoys trying new restaurants and experiences with his wife, Anna.
Thomas Steingrebe, Managing Director (MD):
- Time with NM: 5 years.
- Prior Experience: Joined Northwestern Mutual directly out of college with the goal of building his own financial planning practice. Drawn to the firm’s integrated planning approach and client-first focus, he was motivated by the opportunity to make a meaningful impact and build something for his future and family.
- Passionate About: Golfing, exploring new food experiences, and spending quality time with his family.
Victoria Nenchev, Managing Director (MD):
- Time with NM: 5 years.
- Prior Experience: Spent 8 years at a previous firm building her own practice and developing new advisors. Prior to her financial career, she was a collegiate athlete and trained for the Olympic trials.
- Passionate About: Spending time with her two young children, staying active both in and out of the gym, and enjoying live music with friends.
Key Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications
- Education: A bachelor's degree.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Willingness to obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Position Perks:
- Performance-based compensation with uncapped earning potential:
- Average vs Top 25%
- Year 1 | $76,000 - $193,000
- Year 3 | $103,000 - $202,000
- Year 5 | $139,000 - $289,000
- Year 10 | $234,000 - $490,000
- Year 15 | $341,000 - $790,000
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Josh Johnston is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
See all Green Card Financial Planner Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Financial Planner
Align your credentials to EB-2 requirements
EB-2 requires an advanced degree or a bachelor's degree plus five years of progressive experience. Gather your transcripts, employer verification letters, and any CFP, CFA, or ChFC credentials before approaching employers about PERM sponsorship.
Target RIAs and broker-dealers with PERM history
Registered investment advisers and broker-dealers that have sponsored foreign professionals before understand the PERM recruitment test and prevailing wage rules. Look for firms with dedicated compliance teams, as they're better equipped to manage multi-year sponsorship timelines.
Search verified green card sponsors on Migrate Mate
Use Migrate Mate to find Financial Planner roles at employers with confirmed employment-based green card sponsorship history, searchable by city and role, so you're not guessing which firms will sponsor your PERM process.
Check your prevailing wage tier before negotiating
Your employer must pay at least the DOL prevailing wage for your SOC code and location. Run a lookup on the OFLC Wage Search before salary negotiations so you know the floor, since offers below that threshold will fail the PERM wage determination.
Clarify the PERM job description before it's filed
The job duties on your PERM application lock in what your role must look like for years. If your employer's draft description is too narrow or too broad, it can create problems at the I-140 stage or later during adjustment of status review.
Track your priority date if you change employers
If your I-485 has been pending at least 180 days, AC21 portability lets you move to a substantially similar Financial Planner role at a new employer. Your approved I-140's priority date can also carry over to a new employer's petition, protecting your place in line.
Green Card Financial Planner: Frequently Asked Questions
Can a Financial Planner role qualify for both EB-2 and EB-3 green card sponsorship?
Yes. If the position requires a master's degree or a bachelor's degree plus five years of progressive experience in financial planning, it typically qualifies under EB-2. If it requires only a bachelor's degree, EB-3 professional classification applies. Your employer's attorney will specify the category when filing the PERM labor certification with the DOL.
How is green card sponsorship different from H-1B sponsorship for a Financial Planner?
H-1B visa is a temporary nonimmigrant status requiring periodic renewal, while employment-based green card sponsorship leads to lawful permanent residence. The PERM process involves a formal DOL recruitment test and prevailing wage determination before USCIS can adjudicate the I-140 petition. Priority date backlogs mean the total timeline varies significantly by country of birth, unlike the H-1B annual lottery cycle.
What does the PERM recruitment test mean for Financial Planner candidates?
Before filing PERM, your employer must run a genuine recruitment campaign, including job postings and documentation that no minimally qualified U.S. worker applied. The job description used in that recruitment must accurately reflect the actual duties you'll perform. Discrepancies between the posted role and your day-to-day responsibilities can trigger a PERM audit or denial by the DOL.
How do I find Financial Planner employers who will sponsor a green card?
Migrate Mate lists employers with verified employment-based green card sponsorship history, searchable by role and location, so you can focus your applications on firms that have already committed to the PERM and I-140 process. This saves significant time compared to approaching employers who have never navigated multi-year sponsorship.
Does having a CFP or CFA designation help my EB-2 green card case as a Financial Planner?
Professional credentials like the CFP or CFA don't satisfy the EB-2 advanced degree requirement on their own, but they can strengthen the overall sponsorship case by demonstrating specialized knowledge relevant to the role. USCIS evaluates the specific job requirements in the PERM application, so your employer's attorney should ensure the position description reflects the credential's relevance to the role's duties.