H-1B Visa Associate Financial Representative Jobs
H-1B visa jobs as an Associate Financial Representative are available at financial services firms that sponsor foreign national professionals in roles requiring a bachelor's degree in finance, economics, or a related field. Employers file an LCA with DOL and an I-129 petition with USCIS to authorize your status for up to three years.
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Get Access To All JobsABOUT THE ROLE
The Associate Financial Representative (AFR) serves as a key operations and client service partner supporting financial advisors and internal service teams. This role manages insurance and investment workflows, prepares financial planning deliverables, coordinates client reviews, supports policy servicing, and acts as a liaison between advisors, clients, and the home office.
KEY RESPONSIBILITIES
- Manage insurance and investment application workflows from submission through completion.
- Prepare case work, illustrations, policy reviews, and financial planning deliverables.
- Coordinate medical examinations and outstanding underwriting requirements.
- Track insurance applications, policy changes, conversions, and in-force business.
- Communicate with clients regarding insurance/investment applications, requirements, and servicing needs.
- Schedule client review meetings, policy deliveries, and advisor appointments.
- Serve as liaison between advisors, clients, home office partners, underwriting, operations, and internal service teams.
- Perform CRM updates, data entry, case notes, and tracking of pending business.
- Assist with financial plans (PX plans) and related planning data entry.
- Help revamp and streamline client deliverables and planning workflows.
- Prepare meeting materials, review packets, and case preparation for client meetings.
- Track policies mailed to the office and monitor important policy dates, beneficiary changes, and ownership updates.
- Provide administrative and operational support that allows senior team members to focus on advisor and client initiatives.
QUALIFICATIONS
- Bachelor's degree
- 2-5 years of experience in financial services, insurance, banking, wealth management, or strong client service environments
- Exceptional organization and attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple deadlines and priorities
- Proficiency with Microsoft Outlook, Word, Excel, and CRM systems
- California Life & Health Insurance License preferred or willingness to obtain
- Willingness to obtain FINRA investment licenses (Series 7, 63, and SIE)
PAY
- Pay: $60,000.00 - $78,000.00 per year
BENEFITS
- 401(k)
- Dental insurance
- Financial planning services
- Health insurance
- Retirement plan
Education
- Bachelor's (Required)
Experience
- Finance: 2 years (Required)
LOCATION
- Los Angeles, CA 90071 (Required)
ABILITY TO COMMUTE
- Los Angeles, CA 90071 (Required)
WORK LOCATION
- Hybrid remote in Los Angeles, CA 90071
ABOUT THE ROLE
The Associate Financial Representative (AFR) serves as a key operations and client service partner supporting financial advisors and internal service teams. This role manages insurance and investment workflows, prepares financial planning deliverables, coordinates client reviews, supports policy servicing, and acts as a liaison between advisors, clients, and the home office.
KEY RESPONSIBILITIES
- Manage insurance and investment application workflows from submission through completion.
- Prepare case work, illustrations, policy reviews, and financial planning deliverables.
- Coordinate medical examinations and outstanding underwriting requirements.
- Track insurance applications, policy changes, conversions, and in-force business.
- Communicate with clients regarding insurance/investment applications, requirements, and servicing needs.
- Schedule client review meetings, policy deliveries, and advisor appointments.
- Serve as liaison between advisors, clients, home office partners, underwriting, operations, and internal service teams.
- Perform CRM updates, data entry, case notes, and tracking of pending business.
- Assist with financial plans (PX plans) and related planning data entry.
- Help revamp and streamline client deliverables and planning workflows.
- Prepare meeting materials, review packets, and case preparation for client meetings.
- Track policies mailed to the office and monitor important policy dates, beneficiary changes, and ownership updates.
- Provide administrative and operational support that allows senior team members to focus on advisor and client initiatives.
QUALIFICATIONS
- Bachelor's degree
- 2-5 years of experience in financial services, insurance, banking, wealth management, or strong client service environments
- Exceptional organization and attention to detail
- Strong written and verbal communication skills
- Ability to manage multiple deadlines and priorities
- Proficiency with Microsoft Outlook, Word, Excel, and CRM systems
- California Life & Health Insurance License preferred or willingness to obtain
- Willingness to obtain FINRA investment licenses (Series 7, 63, and SIE)
PAY
- Pay: $60,000.00 - $78,000.00 per year
BENEFITS
- 401(k)
- Dental insurance
- Financial planning services
- Health insurance
- Retirement plan
Education
- Bachelor's (Required)
Experience
- Finance: 2 years (Required)
LOCATION
- Los Angeles, CA 90071 (Required)
ABILITY TO COMMUTE
- Los Angeles, CA 90071 (Required)
WORK LOCATION
- Hybrid remote in Los Angeles, CA 90071
See all H-1B Visa Associate Financial Representative Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Associate Financial Representative
Verify your degree meets specialty occupation
An Associate Financial Representative role qualifies as a specialty occupation when the employer requires a bachelor's degree in finance, economics, accounting, or a closely related field. Pull the O*NET profile for Financial Services Representatives to document the theoretical and practical knowledge requirements before your petition is filed.
Look up prevailing wages before negotiating
Your employer must certify your offered wage meets the DOL prevailing wage for your specific job location. Run the OFLC Wage Search using the correct SOC code and metropolitan area before accepting an offer so you can negotiate from an informed position.
Target firms with dedicated compliance infrastructure
Broker-dealer networks and regional insurance holding companies with in-house legal or HR compliance teams process LCA and I-129 filings faster than smaller independent firms. Search Migrate Mate to identify Associate Financial Representative employers with verified H-1B visa LCA sponsorship history by location.
Clarify your worksite before the LCA is filed
If your role involves assigned branch locations or rotating offices, each worksite address must appear on a certified LCA. Confirm your primary and any secondary worksites with HR before DOL certification begins, since adding unlisted locations requires a new LCA filing.
Get your FINRA licensing plan in writing
Many Associate Financial Representative positions require Series 6, 7, or 63 licenses, which you must obtain after hire. Ask during the offer stage whether the employer sponsors exam fees and study time, since failing to pass within probationary windows can affect your employment status during the H-1B period.
File premium processing if your start date is fixed
USCIS premium processing upgrades adjudication to 15 business days. If your employer has a training cohort start date or licensing exam window tied to onboarding, ask HR to include the premium processing request with the initial I-129 petition rather than adding it after a delay.
H-1B Visa Associate Financial Representative: Frequently Asked Questions
Does an Associate Financial Representative role qualify as an H-1B specialty occupation?
Yes, when the employer structures the position to require a bachelor's degree or higher in finance, economics, accounting, or a directly related field, it qualifies as a specialty occupation under USCIS standards. The employer documents this requirement in the I-129 petition. Roles framed around sales quotas or clerical tasks alone, without degree-level financial analysis duties, are unlikely to qualify.
Which employers sponsor H-1B visas for Associate Financial Representative jobs?
Large broker-dealer networks, insurance holding companies, and diversified financial services firms are the most consistent H-1B sponsors for this role. Smaller independent broker-dealers and registered investment advisors occasionally sponsor but require more due diligence. Browse Migrate Mate to find employers with verified H-1B LCA filings specifically for financial representative and financial services positions in your target city.
How does the LCA process work for financial representative roles that involve multiple office locations?
Your employer must file a separate certified LCA with DOL for each worksite where you will perform work. For Associate Financial Representative roles that rotate between branch offices or involve temporary client site visits, your employer needs to identify all covered locations before filing. USCIS will not approve an I-129 petition for worksites not covered by a certified LCA.
Can I transfer my H-1B to a new financial services employer if I change firms?
Yes. Under H-1B portability rules, you can begin working for a new employer as soon as the new I-129 petition is filed with USCIS, without waiting for approval, provided you are in valid H-1B status. The new employer must file its own LCA and I-129. Your H-1B status period does not reset, so the total time across both employers counts toward the six-year maximum.
Do FINRA licensing requirements affect my H-1B petition for this role?
FINRA licenses such as the Series 6, 7, or 63 are typically obtained after hire and do not need to be held at the time of the I-129 petition filing. USCIS evaluates specialty occupation eligibility based on the degree requirement for the role, not licensure. Your employer should document that the position requires financial analysis and advisory duties that necessitate a relevant bachelor's degree, independent of exam status.