H-1B Visa Financial Consultant Jobs
Financial Consultant roles qualify for H-1B sponsorship as specialty occupations requiring at least a bachelor's degree in finance, economics, accounting, or a related field. Large financial services firms, Big Four accounting practices, and regional wealth management companies regularly file LCAs and sponsor H-1B transfers and new cap-subject petitions for qualified candidates.
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Get Access To All JobsLOCATION: Sarasota, FL
Requisition ID: 2026-121597
Category: Retail Branch
Position type: Regular
Pay range: USD $70,000.00 - $80,000.00 / Year
Application deadline: 2026-05-07
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.
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 branch 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 also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
Required Qualifications:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by implementing a focused client communication strategy, and exceeding client expectations.
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
- Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement change as the market and business conditions evolve.
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
- Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management.
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.
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: Sarasota, FL
Requisition ID: 2026-121597
Category: Retail Branch
Position type: Regular
Pay range: USD $70,000.00 - $80,000.00 / Year
Application deadline: 2026-05-07
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.
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 branch 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 also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities.
As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
Required Qualifications:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
Preferred Qualifications:
- Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by implementing a focused client communication strategy, and exceeding client expectations.
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
- Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement change as the market and business conditions evolve.
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
- Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management.
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.
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 906+ Financial Consultant jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Financial Consultant
Verify your degree aligns with specialty occupation
USCIS evaluates whether your degree field directly relates to financial consulting duties. A finance, economics, or accounting degree strengthens the specialty occupation argument. Business administration degrees may require additional documentation showing a direct connection to the role.
Search LCA filings by occupation code
Financial Consultant roles are typically filed under SOC codes 13-2051 or 13-2052. Use the OFLC Wage Search to filter employer filings by these codes and identify companies with consistent H-1B sponsorship history before applying. Migrate Mate surfaces this DOL data by role so you can target verified sponsors directly.
Target employers with cap-exempt filing pathways
Universities, nonprofits affiliated with higher education, and government research organizations can file H-1B petitions outside the annual cap. Financial consulting roles at these institutions offer a direct path without lottery exposure. Check whether prospective employers hold cap-exempt status before engaging their recruiting process.
Request premium processing before your offer deadline
Standard H-1B adjudication runs several months. If your offer has a firm start date, ask your employer to elect premium processing through USCIS at the time of filing. This reduces the decision window to 15 business days and reduces the risk of missing onboarding timelines.
Document your prevailing wage tier early
DOL assigns prevailing wage levels I through IV based on experience and supervisory responsibility. Financial consultants with client-facing or advisory duties often qualify at Level II or III. Confirm which tier your job duties support using the OFLC Wage Search before your employer files the LCA to avoid a wage-based denial.
Understand your 60-day grace period when changing roles
If your H-1B employment ends, USCIS allows a 60-day grace period to secure a new sponsor. A prospective employer can file an H-1B transfer petition during this window. Your authorization to work begins once the transfer receipt is issued, not at approval.
Financial Consultant jobs are hiring across the US. Find yours.
Find Financial Consultant JobsFinancial Consultant H-1B Visa: Frequently Asked Questions
Does a Financial Consultant role qualify as a specialty occupation for H-1B purposes?
Yes, provided the position requires at least a bachelor's degree in a directly related field such as finance, economics, accounting, or business with a finance concentration. USCIS scrutinizes financial consulting roles where job postings list the degree as preferred rather than required, so the employer's job description language matters significantly during the petition review.
How do I find employers who actively sponsor H-1B visas for Financial Consultant positions?
Migrate Mate filters job listings by verified H-1B sponsorship history, using DOL Labor Condition Application data to show which employers have filed for Financial Consultant roles. This lets you focus applications on companies with a demonstrated sponsorship track record rather than discovering a firm's policy only after an offer is extended.
Can I transfer my H-1B to a new financial services employer without losing my status?
Yes. H-1B portability lets you start working for a new employer once they file a transfer petition, as long as your previous H-1B was approved and you've maintained valid status. You don't need to wait for the transfer to be approved. If your employment gap is under 60 days, USCIS generally allows the transfer to proceed within the grace period.
What should I do if my financial consulting duties differ slightly from what the LCA describes?
A material change in job duties, worksite location, or employer can trigger an H-1B amendment requirement. If your role evolves after the petition is approved, your employer should consult their immigration counsel about whether an amended petition is needed. Filing proactively protects your status from challenges during future extensions or visa stamp applications.
Do independent contractor or 1099 arrangements qualify for H-1B sponsorship in financial consulting?
No. H-1B sponsorship requires an employer-employee relationship where the sponsoring company controls the work. Independent contractor arrangements do not satisfy this requirement under USCIS rules. Financial consultants working through staffing agencies can qualify, but the agency must establish employer control and file the petition, not the end-client company.
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