Green Card Planning Specialist Jobs
Planning Specialist 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 immigrant petition. Roles in urban planning, land use, and transportation consistently attract sponsoring employers across public agencies and private consulting firms.
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Get Access To All JobsFinancial Planning Specialist
Position Summary
The Financial Planning Specialist serves as a key member of the financial planning team, partnering with advisors to deliver comprehensive financial planning strategies and an exceptional client experience. This role is responsible for preparing, analyzing, and maintaining comprehensive financial plans while identifying planning opportunities across retirement, investment, tax, estate, risk management, and cash flow planning disciplines.
The ideal candidate is analytical, detail-oriented, client-focused, and committed to delivering accurate, high-quality financial planning analyses. This individual demonstrates exceptional attention to detail, strong critical thinking skills, and a passion for helping clients achieve their financial goals through comprehensive planning. CFP® professionals and candidates actively pursuing CFP® certification are strongly encouraged to apply.
This position offers the opportunity to collaborate with experienced advisors, deepen financial planning expertise, and contribute to meaningful financial outcomes for individuals and families.
The successful candidate will maintain the highest standards of professionalism, ethics, confidentiality, and regulatory compliance.
Position Information
Employment Type: Full-Time
Location: Worthington, Ohio
Schedule: Monday through Friday, 8:00 a.m. to 5:00 p.m.
Compensation: Competitive and commensurate with experience, education, and credentials.
Qualifications
Required
- Bachelor's degree in Financial Planning, Finance, Economics, Accounting, Business, or a related field.
- Two or more years of experience in financial planning, wealth management, or a related financial services role.
- Exceptional attention to detail with the ability to review financial information, planning assumptions, calculations, and client data for accuracy and completeness.
- Strong analytical, organizational, and problem-solving skills.
- Excellent written and verbal communication skills.
- Intermediate to advanced proficiency in Microsoft Excel and the Microsoft Office Suite.
- Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining a high level of accuracy.
- Commitment to providing exceptional client service and maintaining strict confidentiality.
- Ability to work independently while also collaborating effectively within a team environment.
Preferred
- CFP® certification or active pursuit of CFP® certification.
-
Working knowledge of comprehensive financial planning concepts, including:
-
Retirement Planning
- Investment Planning
- Tax Planning
- Estate Planning
- Risk Management and Insurance Planning
- Education Funding
-
Cash Flow and Debt Management
-
Experience preparing and presenting comprehensive financial plans for individuals and families, including high-net-worth clients, preferred.
- Ability to identify planning opportunities across retirement, tax, risk management, estate, investment, and cash flow planning disciplines.
- Experience utilizing financial planning software, CRM systems, and document management platforms.
- Securities Industry Essentials (SIE), Series 7, and Series 66 licenses preferred.
- Candidates not currently licensed must be willing and able to obtain required licensing within one year of hire.
- Commitment to continuous professional development and staying current on industry trends, regulatory changes, and planning strategies.
Key Responsibilities
Financial Planning
- Prepare, analyze, and maintain comprehensive financial plans for clients.
- Gather, organize, and validate financial information needed to develop planning recommendations.
- Model and evaluate planning scenarios using financial planning software.
- Conduct research on financial planning strategies, regulations, and industry trends.
- Identify opportunities related to retirement, tax, investment, estate, risk management/insurance, and cash flow planning.
- Demonstrated ability to identify inconsistencies, missing information, and planning opportunities through detailed review and analysis of client financial data.
- Assist advisors in developing and implementing appropriate planning recommendations.
- Conduct detailed reviews of financial plans to ensure accuracy, consistency, completeness, and adherence to firm planning standards and best practices before client presentation.
Client Service & Relationship Support
- Serve as a resource for clients by addressing financial planning questions, providing plan-related support, and ensuring a high-quality client experience while adhering to established policies and guidelines.
- Coordinate planning-related activities and follow-up items to ensure timely completion.
- Resolve client service issues independently when appropriate and escalate matters when necessary.
- Support advisors in delivering a high-quality and personalized financial planning experience, which may include preparing for, attending, and assisting with client financial planning meetings and plan presentations.
Operations & Data Management
- Maintain accurate and up-to-date client information within CRM, financial planning, and document management systems.
- Document client interactions in accordance with compliance and regulatory requirements.
- Organize and maintain electronic client records and planning documentation.
- Ensure accuracy, consistency, and completeness of client information across systems.
- Adhere to established workflows, quality standards, and planning department procedures.
Team Collaboration & Compliance
- Collaborate with advisors and internal service teams, including investment, insurance, and operations professionals.
- Support departmental projects and process improvement initiatives.
- Adhere to all firm policies, compliance requirements, and regulatory standards.
- Maintain the highest level of professionalism, integrity, discretion, and ethical conduct.
- Communicate significant client concerns, planning opportunities, and operational issues to appropriate advisors and leadership in a timely manner.
- Perform additional duties as assigned.
Why Join Envisage Wealth?
At Envisage Wealth, we have a clear vision: to be the place where a diverse mix of talented people want to come, stay and do their best work. We pride ourselves on providing financial advisory services and solutions to help our clients meet their financial goals, and we know our Company runs on the hard work and dedication of our passionate and creative employees. The Company is committed to providing equal employment opportunity (EEO) to all qualified candidates.
Resume Submission
Please submit your resume and cover letter to envisagewealth@ampf.com.
Pay: $60,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Referral program
- Vision insurance
Education:
- Bachelor's (Required)
License/Certification:
- Securities Industry Essentials, Series 7, and/or Series 66 (Preferred)
Ability to Commute:
- Worthington, OH 43085 (Preferred)
Work Location: Hybrid remote in Worthington, OH 43085
Financial Planning Specialist
Position Summary
The Financial Planning Specialist serves as a key member of the financial planning team, partnering with advisors to deliver comprehensive financial planning strategies and an exceptional client experience. This role is responsible for preparing, analyzing, and maintaining comprehensive financial plans while identifying planning opportunities across retirement, investment, tax, estate, risk management, and cash flow planning disciplines.
The ideal candidate is analytical, detail-oriented, client-focused, and committed to delivering accurate, high-quality financial planning analyses. This individual demonstrates exceptional attention to detail, strong critical thinking skills, and a passion for helping clients achieve their financial goals through comprehensive planning. CFP® professionals and candidates actively pursuing CFP® certification are strongly encouraged to apply.
This position offers the opportunity to collaborate with experienced advisors, deepen financial planning expertise, and contribute to meaningful financial outcomes for individuals and families.
The successful candidate will maintain the highest standards of professionalism, ethics, confidentiality, and regulatory compliance.
Position Information
Employment Type: Full-Time
Location: Worthington, Ohio
Schedule: Monday through Friday, 8:00 a.m. to 5:00 p.m.
Compensation: Competitive and commensurate with experience, education, and credentials.
Qualifications
Required
- Bachelor's degree in Financial Planning, Finance, Economics, Accounting, Business, or a related field.
- Two or more years of experience in financial planning, wealth management, or a related financial services role.
- Exceptional attention to detail with the ability to review financial information, planning assumptions, calculations, and client data for accuracy and completeness.
- Strong analytical, organizational, and problem-solving skills.
- Excellent written and verbal communication skills.
- Intermediate to advanced proficiency in Microsoft Excel and the Microsoft Office Suite.
- Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining a high level of accuracy.
- Commitment to providing exceptional client service and maintaining strict confidentiality.
- Ability to work independently while also collaborating effectively within a team environment.
Preferred
- CFP® certification or active pursuit of CFP® certification.
-
Working knowledge of comprehensive financial planning concepts, including:
-
Retirement Planning
- Investment Planning
- Tax Planning
- Estate Planning
- Risk Management and Insurance Planning
- Education Funding
-
Cash Flow and Debt Management
-
Experience preparing and presenting comprehensive financial plans for individuals and families, including high-net-worth clients, preferred.
- Ability to identify planning opportunities across retirement, tax, risk management, estate, investment, and cash flow planning disciplines.
- Experience utilizing financial planning software, CRM systems, and document management platforms.
- Securities Industry Essentials (SIE), Series 7, and Series 66 licenses preferred.
- Candidates not currently licensed must be willing and able to obtain required licensing within one year of hire.
- Commitment to continuous professional development and staying current on industry trends, regulatory changes, and planning strategies.
Key Responsibilities
Financial Planning
- Prepare, analyze, and maintain comprehensive financial plans for clients.
- Gather, organize, and validate financial information needed to develop planning recommendations.
- Model and evaluate planning scenarios using financial planning software.
- Conduct research on financial planning strategies, regulations, and industry trends.
- Identify opportunities related to retirement, tax, investment, estate, risk management/insurance, and cash flow planning.
- Demonstrated ability to identify inconsistencies, missing information, and planning opportunities through detailed review and analysis of client financial data.
- Assist advisors in developing and implementing appropriate planning recommendations.
- Conduct detailed reviews of financial plans to ensure accuracy, consistency, completeness, and adherence to firm planning standards and best practices before client presentation.
Client Service & Relationship Support
- Serve as a resource for clients by addressing financial planning questions, providing plan-related support, and ensuring a high-quality client experience while adhering to established policies and guidelines.
- Coordinate planning-related activities and follow-up items to ensure timely completion.
- Resolve client service issues independently when appropriate and escalate matters when necessary.
- Support advisors in delivering a high-quality and personalized financial planning experience, which may include preparing for, attending, and assisting with client financial planning meetings and plan presentations.
Operations & Data Management
- Maintain accurate and up-to-date client information within CRM, financial planning, and document management systems.
- Document client interactions in accordance with compliance and regulatory requirements.
- Organize and maintain electronic client records and planning documentation.
- Ensure accuracy, consistency, and completeness of client information across systems.
- Adhere to established workflows, quality standards, and planning department procedures.
Team Collaboration & Compliance
- Collaborate with advisors and internal service teams, including investment, insurance, and operations professionals.
- Support departmental projects and process improvement initiatives.
- Adhere to all firm policies, compliance requirements, and regulatory standards.
- Maintain the highest level of professionalism, integrity, discretion, and ethical conduct.
- Communicate significant client concerns, planning opportunities, and operational issues to appropriate advisors and leadership in a timely manner.
- Perform additional duties as assigned.
Why Join Envisage Wealth?
At Envisage Wealth, we have a clear vision: to be the place where a diverse mix of talented people want to come, stay and do their best work. We pride ourselves on providing financial advisory services and solutions to help our clients meet their financial goals, and we know our Company runs on the hard work and dedication of our passionate and creative employees. The Company is committed to providing equal employment opportunity (EEO) to all qualified candidates.
Resume Submission
Please submit your resume and cover letter to envisagewealth@ampf.com.
Pay: $60,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Referral program
- Vision insurance
Education:
- Bachelor's (Required)
License/Certification:
- Securities Industry Essentials, Series 7, and/or Series 66 (Preferred)
Ability to Commute:
- Worthington, OH 43085 (Preferred)
Work Location: Hybrid remote in Worthington, OH 43085
See all 149+ Green Card Planning Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Planning Specialist Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Planning Specialist
Document your planning credentials strategically
Gather transcripts, professional certifications like AICP, and performance reviews before your employer starts PERM. DOL requires evidence your qualifications match the minimum job requirements exactly, so gaps between your credentials and the posted position can stall the labor certification.
Target employers with active PERM filings
Search Migrate Mate to find Planning Specialist roles at employers with verified green card sponsorship history. Public infrastructure agencies, regional planning bodies, and large engineering consultancies file PERM more routinely than smaller municipal offices.
Verify your role qualifies under EB-2 or EB-3
Use O*NET to confirm that Planning Specialist positions are classified as requiring at least a bachelor's degree, which supports EB-3 eligibility. If your employer requires a master's degree or you have a bachelor's plus five years of progressive planning experience, you may qualify under EB-2 instead.
Understand how prevailing wage shapes your offer
Your employer must pay the OFLC Wage Search prevailing wage for your geographic area and experience level before DOL will certify the PERM. Negotiate your salary with that floor in mind, because an offer below prevailing wage will cause the labor certification to fail regardless of other qualifications.
Track your priority date before changing roles
Once your employer files your I-140, your priority date is locked in. If you change employers after your I-485 has been pending 180 days or more, AC21 portability lets you continue in the same or similar occupation without restarting the green card process from scratch.
Account for per-country backlogs during your job search
Nationals from India and China face priority-date backlogs measured in years for EB-2 and EB-3 categories. Factor this into your timeline when evaluating offers, and ask prospective employers whether they're familiar with how backlogs affect adjustment of status filings through USCIS.
Green Card Planning Specialist: Frequently Asked Questions
Which green card category fits a Planning Specialist role?
Most Planning Specialist positions qualify under EB-3, which covers professionals with a bachelor's degree in urban planning, public policy, geography, or a closely related field. If the position specifically requires a master's degree, or if you hold a bachelor's degree plus five years of progressively responsible planning experience, your employer may be able to file under EB-2 instead, which can offer faster processing in some countries.
How is green card sponsorship different from H-1B for Planning Specialists?
H-1B visa is a temporary nonimmigrant status requiring renewal every few years and subject to an annual lottery. Employment-based green card sponsorship through PERM, I-140, and adjustment of status leads to lawful permanent residence with no renewal requirement. The PERM process requires your employer to conduct a formal recruitment test and obtain a prevailing wage determination from DOL before USCIS can adjudicate the immigrant petition, making it a longer but permanent path.
How do I find Planning Specialist employers who sponsor green cards?
Search Migrate Mate to identify employers with verified employment-based green card sponsorship history in planning and related occupations. Public works agencies, metropolitan planning organizations, environmental consulting firms, and infrastructure engineering companies are among the most active sponsors, particularly for roles tied to federally funded projects where long-term workforce stability matters to the employer.
What does the PERM recruitment process mean for my job search?
During PERM labor certification, DOL requires your employer to test the domestic labor market by advertising the position through specific channels before sponsoring you. This means your employer must be willing to invest months of recruitment effort on your behalf. Raising the topic of green card sponsorship early in the interview process helps confirm whether the employer has experience with and commitment to the PERM filing before you advance far in negotiations.
Can I change employers after my Planning Specialist green card is in process?
Once your I-485 adjustment of status application has been pending with USCIS for at least 180 days and your I-140 has been approved, AC21 portability allows you to move to a new employer in the same or a similar occupation without losing your place in the green card queue. Your original priority date can also be carried over to a new employer's I-140 petition if the original I-140 was already approved.