H-1B Visa Financial Planner Jobs
H-1B visa jobs for Financial Planners are a strong fit for specialty occupation sponsorship: the role typically requires a bachelor's degree in finance, economics, or a related field. Employers in wealth management, banking, and insurance regularly sponsor H-1B petitions for qualified candidates with credentials like the CFP or CFA.
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Get Access To All JobsBenefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - Puget Sound!
Leverage Your Healthcare Background for a Rewarding Career:
- Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
- Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
- Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
- A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Our offices are located at:
- Seattle: 601 Union St. #2500, Seattle, WA. 98101
- Bellevue: 10655 NE 4th St. Ste. 900, Bellevue, WA. 98004
- Tacoma: 1201 Pacific Avenue Ste. #500 Tacoma, WA 98402
Meet Our Team:
Josh Johnston, Managing Partner (MP):
- Time with NM: 8 years.
- Prior Experience: Background in wholesale business, managing sales for domestic brick-and-mortar retailers as well as international distribution within a baby furniture company.
- Passionate About: Spending time with and raising his four children. He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family.
Blake Ozuna, District Director (DD):
- Time with NM: 9 years.
- Prior Experience: Began as an intern during his junior year of college and transitioned into a full-time advisor role, building his career with Northwestern Mutual since.
- Passionate About: Being intentional with his time outside of work. He is an avid runner, golfer, and sports fan, closely following the Seattle Mariners, Tottenham Hotspur, and Washington State athletics. He also enjoys trying new restaurants and experiences with his wife, Anna.
Thomas Steingrebe, Managing Director (MD):
- Time with NM: 5 years.
- Prior Experience: Joined Northwestern Mutual directly out of college with the goal of building his own financial planning practice. Drawn to the firm’s integrated planning approach and client-first focus, he was motivated by the opportunity to make a meaningful impact and build something for his future and family.
- Passionate About: Golfing, exploring new food experiences, and spending quality time with his family.
Victoria Nenchev, Managing Director (MD):
- Time with NM: 5 years.
- Prior Experience: Spent 8 years at a previous firm building her own practice and developing new advisors. Prior to her financial career, she was a collegiate athlete and trained for the Olympic trials.
- Passionate About: Spending time with her two young children, staying active both in and out of the gym, and enjoying live music with friends.
Key Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications
- Education: A bachelor's degree.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Willingness to obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Position Perks:
- Performance-based compensation with uncapped earning potential:
- Average vs Top 25%
- Year 1 | $76,000 - $193,000
- Year 3 | $103,000 - $202,000
- Year 5 | $139,000 - $289,000
- Year 10 | $234,000 - $490,000
- Year 15 | $341,000 - $790,000
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Josh Johnston is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - Puget Sound!
Leverage Your Healthcare Background for a Rewarding Career:
- Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
- Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
- Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
- A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Our offices are located at:
- Seattle: 601 Union St. #2500, Seattle, WA. 98101
- Bellevue: 10655 NE 4th St. Ste. 900, Bellevue, WA. 98004
- Tacoma: 1201 Pacific Avenue Ste. #500 Tacoma, WA 98402
Meet Our Team:
Josh Johnston, Managing Partner (MP):
- Time with NM: 8 years.
- Prior Experience: Background in wholesale business, managing sales for domestic brick-and-mortar retailers as well as international distribution within a baby furniture company.
- Passionate About: Spending time with and raising his four children. He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family.
Blake Ozuna, District Director (DD):
- Time with NM: 9 years.
- Prior Experience: Began as an intern during his junior year of college and transitioned into a full-time advisor role, building his career with Northwestern Mutual since.
- Passionate About: Being intentional with his time outside of work. He is an avid runner, golfer, and sports fan, closely following the Seattle Mariners, Tottenham Hotspur, and Washington State athletics. He also enjoys trying new restaurants and experiences with his wife, Anna.
Thomas Steingrebe, Managing Director (MD):
- Time with NM: 5 years.
- Prior Experience: Joined Northwestern Mutual directly out of college with the goal of building his own financial planning practice. Drawn to the firm’s integrated planning approach and client-first focus, he was motivated by the opportunity to make a meaningful impact and build something for his future and family.
- Passionate About: Golfing, exploring new food experiences, and spending quality time with his family.
Victoria Nenchev, Managing Director (MD):
- Time with NM: 5 years.
- Prior Experience: Spent 8 years at a previous firm building her own practice and developing new advisors. Prior to her financial career, she was a collegiate athlete and trained for the Olympic trials.
- Passionate About: Spending time with her two young children, staying active both in and out of the gym, and enjoying live music with friends.
Key Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications
- Education: A bachelor's degree.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Willingness to obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Position Perks:
- Performance-based compensation with uncapped earning potential:
- Average vs Top 25%
- Year 1 | $76,000 - $193,000
- Year 3 | $103,000 - $202,000
- Year 5 | $139,000 - $289,000
- Year 10 | $234,000 - $490,000
- Year 15 | $341,000 - $790,000
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Josh Johnston is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
See all 30+ H-1B Visa Financial Planner Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Financial Planner
Verify your CFP credential transfers correctly
If you earned your financial planning credentials outside the U.S., confirm they align with USCIS specialty occupation standards. Some employers require a U.S.-equivalent degree evaluation through a credential assessment service before filing your I-129 petition.
Look up prevailing wages before salary negotiations
Use the OFLC Wage Search to find the prevailing wage for Financial Planner roles in your target city. Your employer's LCA must certify a wage at or above that level, so knowing it ahead of negotiations prevents costly offer-stage surprises.
Target RIA firms and fee-only advisory practices
Registered Investment Advisers and fee-only planning firms frequently build their teams around degree-credentialed specialists, making them more receptive to H-1B visa sponsorship than commission-based brokerages that rely on less specialized sales structures.
Find sponsors through Migrate Mate's verified employer database
Search Financial Planner roles on Migrate Mate to identify employers with confirmed H-1B LCA filing history in this occupation. Targeting companies that have already sponsored similar roles cuts your outreach time and raises your offer-to-petition conversion rate.
Account for LCA worksite rules when going hybrid
If your offer involves working from both a corporate office and a client site, your employer must file a separate certified LCA for each worksite location. Raise this early in the offer process so DOL filings don't delay your start date.
Request premium processing before your 60-day deadline
If you're already in H-1B status and changing employers, the 60-day grace period starts when your previous job ends. Ask your new employer to pay for USCIS premium processing so the I-129 adjudication completes well within that window.
H-1B Visa Financial Planner: Frequently Asked Questions
Does a Financial Planner role qualify as an H-1B specialty occupation?
Yes, Financial Planner roles typically qualify as a specialty occupation because the position normally requires at least a bachelor's degree in finance, economics, accounting, or a closely related field. Employers document this requirement in the I-129 petition by showing that the role involves complex financial analysis, investment planning, or fiduciary advisory work that is consistent with degree-level practice.
Which types of employers sponsor H-1B visas for Financial Planners?
Wealth management firms, regional and national banks, insurance companies, registered investment advisers, and corporate treasury departments are the most active sponsors. Family offices and fee-only planning practices also sponsor, particularly for candidates with CFP or CFA credentials. Use Migrate Mate to browse Financial Planner roles filtered by employers with verified H-1B LCA filing history.
How does the prevailing wage requirement affect Financial Planner offers?
Before filing an LCA with DOL, your employer must certify that your offered wage meets or exceeds the prevailing wage for a Financial Planner in your specific work location. Wages vary significantly by metro area and experience level. You can verify the applicable wage tier using the OFLC Wage Search before accepting an offer to confirm the salary aligns with what DOL will require.
Can a Financial Planner work at multiple client sites under one H-1B?
No. Each distinct worksite must have its own certified LCA on file with DOL before you work there. Financial Planners who rotate between a home office and client locations need their employer to file separate LCAs for each address. Short-term placements under 10 days at a location not listed may qualify for a short-term placement exception, but your employer should confirm eligibility with immigration counsel before relying on it.
What credentials strengthen an H-1B petition for a Financial Planner role?
A CFP (Certified Financial Planner), CFA (Chartered Financial Analyst), or a U.S. bachelor's degree in finance or economics directly supports the specialty occupation argument in your I-129 petition. If your degree is from outside the U.S., a credential evaluation confirming bachelor's equivalency is essential. USCIS also weighs professional licensure, such as Series 65 or Series 7, as supporting evidence of specialized knowledge.