Financial Services Representative Green Card Jobs
Financial Services Representative roles qualify for EB-2 and EB-3 green card sponsorship when the position requires a bachelor's degree in finance, economics, or a related field. Employers initiate the PERM labor certification with DOL before filing the I-140 petition with USCIS. Finding a firm willing to start that sponsorship process is the first step.
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Get Access To All JobsLOCATION
Phoenix, AZ
Requisition ID 2026-121574
Category Financial Services Representative
Position type Regular
Pay range USD $28.37 - $32.45 / Hour
Application deadline 2026-05-15
Your opportunity
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 service 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 engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. 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. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
We offer competitive pay and bonus package that includes:
- Starting compensation for this location ranges from $59,000 - 67,500 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.
- Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.
What you have
Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
Required Qualifications
- Active FINRA Series 7 & 63 Licenses
- Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site.
- After training is complete, ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options.
- Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.
- Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.
- Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
Example shift groups:
- Weekend Day Shift (Start between 5:30am-8:30am MST, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned
- Weekday Evening Shift (Start 10am-4pm MST, Monday-Friday): In office
- Weekday Overnight Shift (Start 6:30pm MST, Monday-Thursday): Potential to work fully remote after training
Preferred Qualifications
- 1+ years of customer service experience
- 1+ years of client relationship experience
- Bachelor’s degree or higher in Finance, Economics, or related field from accredited university
- Ability to adapt to changes in the market and business
- Robust communication, influencing and client engagement skills
- Desire to be part of a supportive and collaborative team
- Proficient in Client Relationship Management (CRM) platforms
- Strong candidates will also have previous experience in Finance
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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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
Phoenix, AZ
Requisition ID 2026-121574
Category Financial Services Representative
Position type Regular
Pay range USD $28.37 - $32.45 / Hour
Application deadline 2026-05-15
Your opportunity
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 service 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 engage with, and be an advocate for, clients when answering inbound calls, taking ownership, and tackling complex issues to offer the best possible solution. 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. If you currently have your securities licenses, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
We offer competitive pay and bonus package that includes:
- Starting compensation for this location ranges from $59,000 - 67,500 depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.
- Evening, overnight, and weekend shifts include up to 20% additional compensation, dependent on shift.
What you have
Successful candidates will have a growth mindset, a willingness to learn, and a passion for serving others. At Charles Schwab, we strive to make a difference in people's lives through our innovative solutions and world-class service.
Required Qualifications
- Active FINRA Series 7 & 63 Licenses
- Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's training program, on-site.
- After training is complete, ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options.
- Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.
- Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.
- Flexibility to work any day, time, or shift to accommodate 24/7 contact center needs
Example shift groups:
- Weekend Day Shift (Start between 5:30am-8:30am MST, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned
- Weekday Evening Shift (Start 10am-4pm MST, Monday-Friday): In office
- Weekday Overnight Shift (Start 6:30pm MST, Monday-Thursday): Potential to work fully remote after training
Preferred Qualifications
- 1+ years of customer service experience
- 1+ years of client relationship experience
- Bachelor’s degree or higher in Finance, Economics, or related field from accredited university
- Ability to adapt to changes in the market and business
- Robust communication, influencing and client engagement skills
- Desire to be part of a supportive and collaborative team
- Proficient in Client Relationship Management (CRM) platforms
- Strong candidates will also have previous experience in Finance
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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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 199+ Financial Services Representative jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Services Representative roles.
Get Access To All JobsTips for Finding Green Card Sponsorship in Financial Services Representative
Document your finance credentials before applying
Gather official transcripts, professional licenses (Series 6, Series 7, Series 63), and any FINRA registrations before you target employers. PERM requires the employer to verify your qualifications match the certified job requirements exactly, so gaps surface late and delay filing.
Target broker-dealers and banks with PERM history
Search DOL PERM disclosure data to identify financial services firms that have certified labor applications for roles matching your title. Firms with recent PERM filings for Financial Services Representatives already understand the process and are less likely to withdraw sponsorship mid-application.
Use Migrate Mate to filter green card sponsoring employers
Filter your search by employers who have actively filed EB-2 or EB-3 sponsorship cases for financial services roles. Migrate Mate surfaces this data so you spend time applying to firms with a documented willingness to sponsor, not guessing.
Clarify sponsorship intent before accepting an offer
Ask the hiring manager or HR whether the firm has in-house immigration counsel or uses outside counsel for PERM filings. Companies without an established process often stall after the offer, leaving you in H-1B or OPT status longer than planned while they build internal approval chains.
Understand how prevailing wage affects your negotiation
Your employer must pay at least the DOL prevailing wage for your role and location throughout the green card process. Look up your specific wage level using the OFLC Wage Search before negotiating your offer so you know the floor your employer is legally required to meet.
Track your priority date once the I-140 is approved
After USCIS approves your I-140 petition, your priority date determines when you can file for adjustment of status. For EB-3, applicants from most countries outside China and India can file relatively quickly, but check the monthly Visa Bulletin to monitor when your date becomes current.
Financial Services Representative jobs are hiring across the US. Find yours.
Find Financial Services Representative JobsFinancial Services Representative Green Card Sponsorship: Frequently Asked Questions
Does a Financial Services Representative role qualify for EB-2 or EB-3 sponsorship?
Most Financial Services Representative positions qualify under EB-3 as skilled workers or professionals when the role requires a bachelor's degree. EB-2 applies if the position requires an advanced degree or if you have a master's degree or equivalent in finance, economics, or business. The employer's job requirements stated in the PERM application determine which category applies, so the offer letter and internal job description need to match precisely.
How does green card sponsorship differ from H-1B for this role?
An H-1B gives you temporary status in two or three-year increments and is subject to the annual lottery cap for new applicants. A green card through PERM, I-140, and adjustment of status leads to permanent residency with no renewal cycle. EB-3 has no annual lottery, so your employer files when ready rather than waiting for a selection round. The tradeoff is timeline: the full PERM-to-green-card process typically runs longer than an initial H-1B approval.
Which types of financial services employers are most likely to sponsor green cards?
Regional banks, broker-dealers, insurance firms, and wealth management companies that maintain dedicated HR or legal teams are the most consistent sponsors. Smaller independent financial advisory practices rarely initiate PERM because the process requires significant legal resources. You can verify which employers have filed PERM cases for comparable roles by reviewing DOL disclosure data, which is publicly available and searchable by job title and employer name.
How can I find Financial Services Representative jobs that offer green card sponsorship?
Migrate Mate lets you search specifically for employers with a verified history of EB-2 and EB-3 sponsorship in financial services, so you're not relying on job descriptions that vaguely mention visa support. Filtering by sponsorship history before you apply saves significant time and avoids offers from firms that mention green card sponsorship in postings but have never actually completed a PERM filing.
What happens to my green card case if I change employers before it's approved?
If you change employers before USCIS approves your I-140, the PERM certification tied to your original employer is generally abandoned and you start over. Once your I-140 is approved and your priority date is current, portability rules under AC21 allow you to move to a similar role at a new employer without losing your priority date. Confirm the new role is in the same or a similar occupational classification before accepting any offer.
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