Green Card Financial Planning Consultant Jobs
Financial Planning Consultant jobs with green card sponsorship are available through employers who file PERM labor certification with the Department of Labor, then petition USCIS via I-140 for EB-2 or EB-3 classification. EB-2 suits advanced-degree professionals; EB-3 covers candidates with a bachelor's degree and relevant experience. Priority-date backlogs vary by country of birth.
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Job Description
Job Summary
Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. Continuously gains knowledge of the financial industry and markets through on-going education.
Essential Duties and Responsibilities
- Partners with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis.
- Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
- Researches and provides recommendations related to risk management concerns, including insurance.
- Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
- Prepares presentations that clearly communicate the recommendations and alternatives related to the client’s financial analysis and comprehensive plan design.
- Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan.
- Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case.
- Prepares files for meetings with existing and new clients.
- Prepares, coordinates and follows through on any needed communication with new or existing clients.
- Continuously monitors clients’ financial situations with detail and accuracy, with the ability to look at their overall financial picture.
- Responds to client questions by telephone, email and occasional personal visits.
- Educates client on the functions of various securities markets and the principal factors that affect them.
- Provides guidance on estate planning options and techniques.
- Responds to and directs education funding questions including 529 savings plans.
- Assists with guidance on small business planning.
- Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
- May participate in client presentations.
- May open, transfer, and close customer accounts and maintain appropriate account records.
- May obtain and verify the client’s purchase and sale instructions, enter orders, and follow up on completion of transactions.
- Ensures firm and regulatory policies are followed within compliance standards.
- Perform other duties and responsibilities as assigned.
Education/Previous Experience
Bachelor’s Degree (B.A.) in related field with a minimum of two (2) years of experience in the financial, retirement and estate planning field or in marketing these services.
OR
Any equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7.
- Series 63, 65 and/or 66 as required by state.
- Registered Paraplanner designation or the ability to obtain within two (2) to five (5) years of hire.
Education
Bachelor’s - Completed: Accounting, Bachelor’s - Completed: Business Administration, Bachelor’s - Completed: Finance, High School (HS) - Completed (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Description Summary
Job Description
Job Summary
Under limited supervision uses specialized knowledge and skills obtained through experience, specialized training or certification to serve as a resource to Financial Advisors and their clients regarding overall financial planning issues which may include portfolio design, income tax consulting, retirement planning, qualified retirement plans, risk management, estate planning, education funding, and small business planning. Continuously gains knowledge of the financial industry and markets through on-going education.
Essential Duties and Responsibilities
- Partners with Financial Advisor to review clients’ current portfolio design, understand client goals, enter client data, and conduct financial analysis.
- Evaluates overall individual and employer-based retirement needs, researches various options, and recommends planning alternatives.
- Researches and provides recommendations related to risk management concerns, including insurance.
- Designs and recommends a tailored financial analysis or comprehensive financial plan for clients and prospects that meets their short and long-term financial needs and goals.
- Prepares presentations that clearly communicate the recommendations and alternatives related to the client’s financial analysis and comprehensive plan design.
- Performs detailed document reviews; analyzes client information and situations across the financial planning spectrum to develop plan.
- Researches information as necessary on a case-by-case basis and writes customized financial plan observations and recommendations for each client case.
- Prepares files for meetings with existing and new clients.
- Prepares, coordinates and follows through on any needed communication with new or existing clients.
- Continuously monitors clients’ financial situations with detail and accuracy, with the ability to look at their overall financial picture.
- Responds to client questions by telephone, email and occasional personal visits.
- Educates client on the functions of various securities markets and the principal factors that affect them.
- Provides guidance on estate planning options and techniques.
- Responds to and directs education funding questions including 529 savings plans.
- Assists with guidance on small business planning.
- Conducts research as needed related to assigned client cases, including but not limited to basic income tax questions and other legal issues requesting guidance when appropriate.
- May participate in client presentations.
- May open, transfer, and close customer accounts and maintain appropriate account records.
- May obtain and verify the client’s purchase and sale instructions, enter orders, and follow up on completion of transactions.
- Ensures firm and regulatory policies are followed within compliance standards.
- Perform other duties and responsibilities as assigned.
Education/Previous Experience
Bachelor’s Degree (B.A.) in related field with a minimum of two (2) years of experience in the financial, retirement and estate planning field or in marketing these services.
OR
Any equivalent combination of experience, education, and/or training as approved by Human Resources.
Licenses/Certifications
- SIE required provided that an exemption or grandfathering cannot be applied.
- Series 7.
- Series 63, 65 and/or 66 as required by state.
- Registered Paraplanner designation or the ability to obtain within two (2) to five (5) years of hire.
Education
Bachelor’s - Completed: Accounting, Bachelor’s - Completed: Business Administration, Bachelor’s - Completed: Finance, High School (HS) - Completed (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
s63 - Uniform Securities Agent State Law Examination - Financial Industry Regulatory Authority (FINRA), s66 - Uniform Combined State Law Examination - Financial Industry Regulatory Authority (FINRA), s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
See all 38+ Green Card Financial Planning Consultant Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Financial Planning Consultant
Document your credentials before applying
Gather official transcripts, degree equivalency evaluations, and professional certifications before you start applying. PERM requires the employer to verify your qualifications against the job's minimum requirements, so gaps in documentation can delay or invalidate the labor certification.
Use O*NET to match your duties
Pull the O*NET occupation profile for Financial Planning Consultants to confirm your actual duties align with the standard occupational description. PERM job descriptions that deviate significantly from the O*NET benchmark draw extra DOL scrutiny during the audit process.
Find sponsors through Migrate Mate
Search Migrate Mate to identify U.S. employers with verified green card sponsorship history for financial planning roles. Targeting employers who have already navigated PERM for similar positions cuts your research time and signals genuine sponsorship willingness.
Ask employers about their PERM timeline upfront
During offer negotiations, ask whether the employer has an internal immigration team or uses outside counsel, and how long their typical PERM-to-I-140 process takes. Firms with established processes move faster than those filing for the first time.
Check your priority date against the Visa Bulletin
If you were born in India or China, your EB-2 or EB-3 priority date determines when you can file I-485 or proceed to consular processing. Review the monthly DOS Visa Bulletin to understand your realistic wait before accepting a role with a long-term sponsor.
Verify prevailing wage using OFLC Wage Search
Before your employer submits the prevailing wage determination to DOL, check the OFLC Wage Search yourself using the correct SOC code and work-site location. Knowing the wage tier ahead of time helps you negotiate an offer that PERM will actually certify.
Green Card Financial Planning Consultant: Frequently Asked Questions
How does green card sponsorship differ from H-1B sponsorship for Financial Planning Consultants?
Green card sponsorship leads to lawful permanent residence, not a temporary status. The process starts with PERM labor certification filed with the Department of Labor, which requires a prevailing wage determination and a formal recruitment test proving no qualified U.S. worker was available. After DOL certifies the PERM, your employer files an I-140 petition with USCIS. H-1B visa sponsorship involves a different set of filings and does not result in permanent residence on its own.
Which green card category typically applies to Financial Planning Consultants?
Most Financial Planning Consultant roles qualify under EB-2, which covers positions requiring an advanced degree or a bachelor's degree plus at least five years of progressive experience in the field. Roles with a standard bachelor's-degree requirement and two or more years of relevant experience may fall under EB-3 instead. Your employer's immigration attorney will determine the appropriate category based on the job description and your credentials.
How do I find employers who sponsor green cards for financial planning roles?
Migrate Mate lists U.S. employers with verified green card sponsorship history, searchable by role and location. Targeting companies that have already completed PERM for similar positions reduces uncertainty because those employers understand the process, have internal workflows or outside counsel in place, and have demonstrated willingness to invest in long-term sponsorship for finance professionals.
Can I change employers after my green card process has started?
Yes, under AC21 job portability, you can change employers once your I-485 adjustment of status application has been pending for 180 days or more, provided the new role is in the same or a similar occupation. Your priority date from an approved I-140 can also carry over to a new employer's petition, which matters if you're in a backlogged country and have been accumulating wait time.
What does the PERM recruitment test involve for a Financial Planning Consultant role?
PERM requires the employer to conduct a formal, DOL-prescribed recruitment campaign, including job advertisements in a Sunday newspaper, an internal job posting, and three additional recruitment steps from a DOL-specified list. All activity must occur within 180 days before filing. The employer must document every applicant and demonstrate that no qualified, available U.S. worker applied for the position before DOL will certify the application.