Green Card Paraplanner Jobs
Paraplanner 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. Financial planning firms that regularly sponsor foreign professionals understand the recruitment and prevailing wage requirements the process demands.
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Get Access To All JobsINTRODUCTION
Lead with Purpose. Partner with Impact.
At U.S. Financial Services we are a boutique wealth management firm providing highly personalized financial planning and investment advisory services to individuals and families. Our firm emphasizes long-term client relationships, thoughtful advice, and professional development. We are growing and seeking a motivated Paraplanner who aspires to become a CFP® professional and build a long-term career in wealth management.
The Paraplanner will support Lead Advisors in the delivery of comprehensive financial planning and wealth management services. This role is ideal for someone early in their financial planning career who is detail-oriented and committed to pursuing the CFP® designation. You will gain hands-on exposure to real client situations and structured mentorship from experienced advisors.
What you’ll Do:
- Assist advisors with the preparation and implementation of comprehensive financial plans
- Gather, input, and maintain client financial data across planning and portfolio systems
- Develop planning analyses including cash flow, retirement projections, tax planning, insurance reviews, and estate planning support
- Prepare client meeting materials, presentations, and follow-up action items
- Conduct financial research and scenario analysis as requested by advisors
- Participate in client meetings over time, with increasing responsibility as skills develop
- Ensure accuracy, confidentiality, and compliance with firm policies and regulatory standards
What You Bring:
- Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
- Strong desire to pursue the CFP® certification (actively enrolled or planning to enroll preferred)
- Ideal candidate will have 2+ years of experience in financial planning, wealth management, or financial services
- Exceptional attention to detail and analytical skills
- Strong written and verbal communication skills
- Proficiency with Microsoft Excel and Word; familiarity with eMoney financial planning software a plus
- Ability to manage multiple tasks in a fast-paced, collaborative environment
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
INTRODUCTION
Lead with Purpose. Partner with Impact.
At U.S. Financial Services we are a boutique wealth management firm providing highly personalized financial planning and investment advisory services to individuals and families. Our firm emphasizes long-term client relationships, thoughtful advice, and professional development. We are growing and seeking a motivated Paraplanner who aspires to become a CFP® professional and build a long-term career in wealth management.
The Paraplanner will support Lead Advisors in the delivery of comprehensive financial planning and wealth management services. This role is ideal for someone early in their financial planning career who is detail-oriented and committed to pursuing the CFP® designation. You will gain hands-on exposure to real client situations and structured mentorship from experienced advisors.
What you’ll Do:
- Assist advisors with the preparation and implementation of comprehensive financial plans
- Gather, input, and maintain client financial data across planning and portfolio systems
- Develop planning analyses including cash flow, retirement projections, tax planning, insurance reviews, and estate planning support
- Prepare client meeting materials, presentations, and follow-up action items
- Conduct financial research and scenario analysis as requested by advisors
- Participate in client meetings over time, with increasing responsibility as skills develop
- Ensure accuracy, confidentiality, and compliance with firm policies and regulatory standards
What You Bring:
- Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
- Strong desire to pursue the CFP® certification (actively enrolled or planning to enroll preferred)
- Ideal candidate will have 2+ years of experience in financial planning, wealth management, or financial services
- Exceptional attention to detail and analytical skills
- Strong written and verbal communication skills
- Proficiency with Microsoft Excel and Word; familiarity with eMoney financial planning software a plus
- Ability to manage multiple tasks in a fast-paced, collaborative environment
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
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Get Access To All JobsTips for Finding Green Card Sponsorship in Paraplanner
Match your credentials to EB-2 or EB-3
EB-2 requires an advanced degree or a bachelor's degree plus five years of progressive paraplanning experience. EB-3 covers a bachelor's degree alone. Knowing which category fits your background determines how your employer structures the PERM filing.
Verify prevailing wage before accepting an offer
Your employer must pay at least the DOL prevailing wage for Paraplanner roles in your work location. Use the OFLC Wage Search to look up the Level I through Level IV rates for your metropolitan area before you negotiate compensation.
Find firms with active green card sponsorship history
Search Migrate Mate to identify financial planning and wealth management employers that have sponsored green cards for Paraplanner roles. Targeting firms with a documented sponsorship track record shortens your outreach list and improves your odds significantly.
Understand the PERM recruitment test requirements
Before filing your PERM, your employer must run a mandatory recruitment campaign showing no qualified U.S. workers applied. This includes job postings, newspaper ads, and internal notices. Delays happen when firms haven't done this before, so ask prospective employers early.
Review your O*NET occupation code for PERM accuracy
PERM filings require precise SOC code alignment. The O*NET profile for Paraplanner roles maps directly to the Financial Clerks and Personal Financial Advisors categories. Confirm your employer's attorney is using the correct code to avoid a PERM audit or denial.
Plan around per-country priority date backlogs
If you're from India or China, the EB-2 and EB-3 priority date queues can extend your wait significantly after I-140 approval. File your I-485 or begin consular processing as soon as your priority date becomes current to avoid losing your place.
Green Card Paraplanner: Frequently Asked Questions
Does Paraplanner qualify as a specialty occupation for green card sponsorship?
Paraplanner roles typically qualify under EB-2 or EB-3 depending on your degree and experience level. EB-2 applies if the position requires an advanced degree or a bachelor's degree plus five years of progressive paraplanning experience. EB-3 covers positions requiring a bachelor's degree in finance, economics, or a related field. Your employer's PERM filing must document the specific educational and experiential requirements of your role.
How does green card sponsorship for Paraplanner roles differ from H-1B sponsorship?
Green card sponsorship leads to lawful permanent residence rather than a temporary work status. The process requires your employer to complete PERM labor certification with the Department of Labor, demonstrating that no qualified U.S. worker is available for the role, before filing an I-140 petition with USCIS. H-1B visa is a nonimmigrant classification with a defined status period and an annual lottery. EB-2 and EB-3 green cards have no lottery but do carry per-country numerical limits that can create priority date backlogs.
How do I find employers willing to sponsor a green card for a Paraplanner position?
Search Migrate Mate to identify wealth management firms, registered investment advisers, and financial planning practices that have a documented history of employment-based green card sponsorship. Targeting employers with prior PERM filings in your occupation means you're approaching firms that already understand the process and have legal infrastructure in place, reducing your time-to-offer considerably.
Can I change employers after my Paraplanner green card is in progress?
AC21 job portability lets you change to a same or similar occupation once your I-485 has been pending for 180 days or more without affecting your green card case. If you move before that threshold, your new employer must restart the PERM and I-140 process, though an already-approved I-140 priority date can often be retained for use with a new I-140 petition.
What documents should I prepare before a Paraplanner employer starts the PERM process?
Gather official transcripts confirming your degree in finance, economics, accounting, or a related field, along with certified translations if your credentials are from outside the U.S. Compile employment verification letters documenting any progressive paraplanning experience you're using to satisfy EB-2 requirements. Having credentials evaluated by a NACES-member organization in advance speeds up the PERM filing timeline and prevents delays during DOL review.