Green Card Investment Advisor Jobs
Investment Advisor green card sponsorship follows the EB-2 or EB-3 employment-based path, requiring your employer to complete PERM labor certification with the Department of Labor before filing an I-140 petition with USCIS. Per-country backlogs mean priority dates matter, so starting the sponsorship process early with the right employer is critical.
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To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. Works on assignments that are moderately difficult and under supervision.
Responsibilities
- Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products.
- Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations.
- Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings.
- Develop an internal pipeline for smaller dollar volume accounts in compliance with Navy Federal and NFIS policies and procedures.
- Establish, maintain, and develop business relationships with members and internal/external sources.
- Execute customer and broker purchase/sales orders of securities for current/new clients.
- Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business.
- Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment.
- Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions.
- Monitor, track and report performance of individual sales plans and assigned strategies for leadership.
- Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies.
- Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits.
- Perform other duties as assigned or appropriate.
BASIC QUALIFICATIONS
- FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire).
- Effective analytical, decision-making, problem-solving and organizational skills. Exercises initiative using good judgment to make sound decisions.
- Effective interpersonal, verbal, and written communications skills.
- Effective planning, organizational, time management and problem-solving skills.
- Effective skill building relationships through rapport, trust, diplomacy, and tact.
- Effective skill exercising initiative and using good judgment to make sound decisions.
- Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely.
- Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes.
- Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm.
- Experience in business development to include market strategy, product demonstration and promoting products and services.
- Experience consulting with customers to assess their financial status and identify investment needs.
- Effective knowledge of investment and insurance products.
- Effective knowledge to interpret industry related laws and government regulations.
- Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software.
- Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data.
PREFERRED QUALIFICATIONS
- Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience.
- Knowledge of Navy Federal/NFFG organization, programs, policies and procedures.
- Desire to pursue designations e.g. CFP, ChFC, CLU.
ADDITIONAL INFORMATION
Hours:
- Monday - Friday, 8:30 AM - 5:00 PM
Locations:
- 3300 Olympus Blvd. Suite 550, Coppell, TX 75019
- 5550 Heritage Oaks Drive, Pensacola, FL 32526
- 9999 Willow Creek Road, San Diego, CA 92131
About us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
- FORTUNE100 Best Companies to Work For® 2025
- Yello and WayUp Top 100 Internship Programs
- Computerworld® Best Places to Work in IT
- Newsweek Most Loved Workplaces
- 2025 PEOPLE® Companies That Care
- Newsweek Most Trustworthy Companies in America
- Military Times 2025 Best for Vets Employers
- Best Companies for Latinos to Work for 2025
- Forbes® 2025 America’s Best Large Employers
- Forbes® 2025 America's Best Employers for New Grads
- Forbes® 2025 America's Best Employers for Tech Workers
- 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
- Military.com Top Military Spouse Employers 2025
- 2025 Handshake Early Talent Award
From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of Navy Federal Credit Union.
Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
INTRODUCTION
To provide financial consulting services to assist members and non-members with identifying their financial goals and objectives via telephone or video meeting. Act as a catalyst for the promotion and growth of NFIS products and services. Recommend appropriate mixture(s) of insurance/investment products and services to achieve the financial client’s goals as a registered representative/advisor/agent of Navy Federal Investment Services (NFIS) and subsidiaries, or incumbent financial firms. Manage smaller dollar volume account size and less complex investment needs. Partners with and refers advanced financial planning needs to NFIS Financial Advisors when needed. Works on assignments that are moderately difficult and under supervision.
Responsibilities
- Provide investment industry expertise to client investment consultations and servicing of life insurance and full suite of investment products.
- Administer and document account activity and execution in accordance with NFFG process and procedures and FINRA, NASAA, SEC regulations.
- Conduct review of accounts to communicate account status, explain activities and inform clients of new offerings.
- Develop an internal pipeline for smaller dollar volume accounts in compliance with Navy Federal and NFIS policies and procedures.
- Establish, maintain, and develop business relationships with members and internal/external sources.
- Execute customer and broker purchase/sales orders of securities for current/new clients.
- Identify prospective participation partners/opportunities through prospect calling, networking, and leveraging existing participation business.
- Keep current with legislative and industry updates to identify areas for market growth/opportunities, and/or potential concerns impacting NFIS clients and/or business environment.
- Monitor accounts to ensure accurate processing, identify discrepancies, errors/concerns and take remedial actions.
- Monitor, track and report performance of individual sales plans and assigned strategies for leadership.
- Participate in site audits of registered duties, ensuring documentation and processes comply with Navy Federal standards and FINRA, NASAA, SEC and other regulatory agencies.
- Prepare standard/special reports required by FINRA, NASAA and SEC, and participate in industry and/or internal audits.
- Perform other duties as assigned or appropriate.
BASIC QUALIFICATIONS
- FINRA Series 7 and combination of NASAA Series 63/65 or 66 registration required. Life & Health Insurance License preferred (or the ability to obtain within 90 days of hire).
- Effective analytical, decision-making, problem-solving and organizational skills. Exercises initiative using good judgment to make sound decisions.
- Effective interpersonal, verbal, and written communications skills.
- Effective planning, organizational, time management and problem-solving skills.
- Effective skill building relationships through rapport, trust, diplomacy, and tact.
- Effective skill exercising initiative and using good judgment to make sound decisions.
- Effective skill presenting findings, conclusions, alternatives, and information clearly and concisely.
- Effective skill to influence, negotiate and persuade to reach agreeable exchange and positive outcomes.
- Ability to obtain appointment by the sponsoring insurance company, broker-dealer and/or Registered Investment Advisory Firm.
- Experience in business development to include market strategy, product demonstration and promoting products and services.
- Experience consulting with customers to assess their financial status and identify investment needs.
- Effective knowledge of investment and insurance products.
- Effective knowledge to interpret industry related laws and government regulations.
- Proficiency with PCs and spreadsheet, database, word processing applications, and financial analysis software.
- Understanding of economic and accounting principles, practices, financial markets, banking, analysis, and reporting of financial data.
PREFERRED QUALIFICATIONS
- Bachelor’s degree in Business Administration, Finance or Management or related discipline or related professional experience.
- Knowledge of Navy Federal/NFFG organization, programs, policies and procedures.
- Desire to pursue designations e.g. CFP, ChFC, CLU.
ADDITIONAL INFORMATION
Hours:
- Monday - Friday, 8:30 AM - 5:00 PM
Locations:
- 3300 Olympus Blvd. Suite 550, Coppell, TX 75019
- 5550 Heritage Oaks Drive, Pensacola, FL 32526
- 9999 Willow Creek Road, San Diego, CA 92131
About us
Navy Federal provides much more than a job. We provide a meaningful career experience, including a culture that is energized, engaged and committed; and fierce appreciation for our teams, who are rewarded with highly competitive pay and generous benefits and perks.
Our approach to careers is simple yet powerful: Make our mission your passion.
- FORTUNE100 Best Companies to Work For® 2025
- Yello and WayUp Top 100 Internship Programs
- Computerworld® Best Places to Work in IT
- Newsweek Most Loved Workplaces
- 2025 PEOPLE® Companies That Care
- Newsweek Most Trustworthy Companies in America
- Military Times 2025 Best for Vets Employers
- Best Companies for Latinos to Work for 2025
- Forbes® 2025 America’s Best Large Employers
- Forbes® 2025 America's Best Employers for New Grads
- Forbes® 2025 America's Best Employers for Tech Workers
- 2025 RippleMatch Campus Forward Award Winner for Overall Excellence
- Military.com Top Military Spouse Employers 2025
- 2025 Handshake Early Talent Award
From Fortune. ©2025 Fortune Media IP Limited. All rights reserved. Used under license. Fortune and Fortune Media IP Limited are not affiliated with, and do not endorse products or services of Navy Federal Credit Union.
Equal Employment Opportunity: All qualified applicants will receive consideration for employment without regard to age, race, sex, color, religion, national origin, disability, veteran status, pregnancy, sexual orientation, genetic information, gender identity or any other basis protected by applicable law.
Accommodations: If you need accommodation or assistance for a qualifying condition to complete the online application (or during any stage of the hiring process), you can contact Navy Federal's Medical Accommodations team at medicalaccommodations@navyfederal.org or by calling 1-888-503-6013. This team cannot provide any information on job postings or application status.
Disclaimers: Navy Federal reserves the right to fill this role at a higher/lower grade level based on business need. An assessment may be required to compete for this position. Job postings are subject to close early or extend out longer than the anticipated closing date at the hiring team’s discretion based on qualified applicant volume. Navy Federal Credit Union assesses market data to establish salary ranges that enable us to remain competitive. You are paid within the salary range, based on your experience, location and market position. For additional details regarding compensation and benefits, review the Benefits page of the Navy Federal Career Site.
Protect Yourself from Job Scams: Navy Federal Credit Union jobs are posted on our career site, jobs.navyfederal.org and reputable job boards (e.g., LinkedIn, Indeed). We do not post jobs on social media marketplaces, messaging apps or unverified websites. We will never ask candidates for payment, bank details or personal financial information during the hiring process.
Bank Secrecy Act: Remains cognizant of and adheres to Navy Federal policies and procedures, and regulations pertaining to the Bank Secrecy Act.
See all Green Card Investment Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Investment Advisor Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship in Investment Advisor
Document progressive experience for PERM eligibility
If your Investment Advisor role requires a bachelor's degree plus five years of progressive experience for EB-2, gather performance reviews, promotion letters, and client portfolio records now. PERM audits scrutinize whether your experience genuinely qualifies as progressive, not lateral.
Target RIA firms with established PERM histories
Registered Investment Advisor firms that have sponsored foreign workers before already understand the PERM recruitment test and prevailing wage obligations. Prioritize employers with dedicated HR or immigration counsel, since the PERM process demands a structured hiring workflow that inexperienced employers often stumble through.
Search verified green card sponsors on Migrate Mate
Use Migrate Mate to find employers with documented employment-based green card sponsorship history in financial advisory roles. Searching by occupation and location surfaces firms already familiar with the PERM filing process, cutting your research time significantly.
Verify your prevailing wage tier before negotiations
Your employer's PERM filing must certify a wage at or above DOL's prevailing wage for your occupation and location. Use the OFLC Wage Search to confirm which wage level your experience supports before accepting an offer, since a low-tier determination can complicate the PERM case.
Check your O*NET classification matches your duties
PERM labor certification ties directly to your occupation's O*NET classification. If your day-to-day duties span financial planning, securities analysis, and portfolio management, confirm with your employer's immigration counsel which O*NET code most accurately reflects the role being sponsored.
Track your priority date once I-140 is approved
After USCIS approves the I-140 petition, your priority date determines when you can file for adjustment of status. Nationals from high-demand countries face per-country backlogs, so monitor the monthly Visa Bulletin and confirm whether your employer will retain the approved I-140 if your employment changes.
Green Card Investment Advisor: Frequently Asked Questions
Can Investment Advisors qualify for EB-2 or do they typically file under EB-3?
Both categories apply, depending on the specific role and your credentials. EB-2 covers positions requiring an advanced degree or a bachelor's degree plus five years of progressive experience in financial advising or a closely related field. EB-3 covers professionals with a bachelor's degree and skilled workers with at least two years of experience. Your employer's immigration counsel determines which category fits the PERM job description.
How is green card sponsorship different from H-1B sponsorship for Investment Advisors?
Green card sponsorship leads to lawful permanent residence, not a temporary work visa. 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. workers are available. After PERM is certified, the employer files an I-140 with USCIS. Priority date backlogs then determine when you can file for adjustment of status or consular processing, which can add years to the timeline compared to H-1B visa approval.
How do I find Investment Advisor employers willing to sponsor a green card?
Search Migrate Mate to identify employers with verified employment-based green card sponsorship history in financial advisory occupations. Many firms that sponsor green cards have already built the internal HR and legal infrastructure the PERM process requires, making them significantly more reliable sponsors than employers filing for the first time.
What does the PERM recruitment test mean for Investment Advisor candidates?
Before DOL certifies the PERM application, your employer must run a formal recruitment campaign, including job postings in specific publications and formats, to demonstrate that no qualified U.S. worker is available for the role. The employer documents every applicant and their disposition. If a qualified U.S. applicant applies, the PERM process stops. This is why employers often prefer candidates who clearly meet requirements that go beyond what a typical domestic applicant can offer.
Can I change employers after my Investment Advisor green card case is filed?
AC21 job portability allows you to change to a same or similar occupation once your I-485 adjustment of status application has been pending for 180 days or more. Separately, if your original employer's I-140 was approved, you may be able to carry that priority date to a new employer's I-140 petition. These are two distinct rules, and your new employer will need to file a new I-140 to continue the sponsorship.