H-1B Visa Financial Planning Jobs
Financial planning roles qualify as H-1B specialty occupations when the position requires at least a bachelor's degree in finance, economics, or a related field. Large banks, wealth management firms, and insurance companies file H-1B petitions regularly for planners, analysts, and advisors. The annual cap applies, so timing your job search around the April lottery window matters.
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Who We Are
Lennox (NYSE: LII) Driven by 130 years of legacy, HVAC and refrigeration success, Lennox provides our residential and commercial customers with industry-leading climate-control solutions. At Lennox, we win as a team, aiming for excellence and delivering innovative, sustainable products and services. Our culture guides us and creates a workplace where all employees feel heard and welcomed. Lennox is a global community that values each team member’s contributions and offers a supportive environment for career development. Come, stay, and grow with us.
What Drives Success
As the Sr. Manager, Financial Planning & Analysis, you will be responsible for the management of the Financial Analysis staff engaged in various financial functions such as budgeting, auditing, forecasting and analysis. This manager operates in more technical or complex business environments, and may manage through subordinate managers.
Duties include, but are not limited to:
- Manage the most complex, large or difficult analysis projects; evaluate findings, prepare reports and make recommendations to senior management about the financial implications of proposed investments and transactions.
- Contribute to the development of financial strategies for a division or operating unit that align with the organization's overall vision and its current and long-term business objectives.
- Lead, direct, evaluate and develop a team of financial professionals to ensure financial planning and analysis projects are conducted credibly and that recommendations and reports are accurate and timely.
- Act as a liaison with management regarding rate and budget questions.
- Ensure compliance with internal procedures and government regulations.
- Analyze, evaluate and develop forecasting models and identify to management potential areas of opportunities and risks.
What We Are Looking For
- Bachelor's degree or an equivalent combination of education and experience.
- 8+ years related experience.
- At least 3 years experience as a manager.
- Expert in budgeting, auditing, forecasting and analysis.
- Working knowledge of applicable government regulations.
- Proficient in Microsoft Office applications, with strong Excel and Access skills.
- Knowledge of enterprise systems (e.g., SAP, Hyperion).
- Advanced aptitude in problem solving.
- Strong leadership skills with proven ability to lead and manage.
- Excellent interpersonal, written and verbal communication skills.
What We Offer
Compensation: This is a salaried exempt role. The starting salary range for this role and market is between $140,000 - $183,750 annually. Factors that may affect starting salary include geography/market and the skills, education, experience, and other qualifications of the successful candidate. Employees in this role are also eligible for an annual bonus in accordance with the terms of the Company’s applicable plan. Employees in this role are not eligible for overtime.
Benefits: Subject to applicable eligibility requirements, the following benefits are offered for this role: tuition reimbursement; medical, dental, and vision insurance; prescription drug coverage; 401(k) retirement plan; short-term disability insurance; 8 weeks paid birthing leave; 2 weeks paid bonding leave; life and long-term disability insurance.
Depending on date of hire, and subject to applicable eligibility requirements, new employees in this role also receive up to: 12 days paid time off, 2 paid well-being days, 1 paid volunteer day, 12 paid holidays, and 3 floating holidays per year.
Our Culture: At Lennox, our Core Values of Integrity, Respect & Excellence are ingrained in the fabric of the organization. They define our culture – which is about how we do business and how we treat others. Lennox is not just a workplace; we are a global community that values each team member’s contributions. As an equal opportunity employer, we are committed to recruit, develop, and retain talented individuals from a wide range of backgrounds, ensuring that everyone has the opportunity to succeed and contribute to our continued growth and success. At Lennox, you’ll take pride in our brands, knowing you are part of something special. Come, stay, and grow with us!
Disclaimers: The compensation and benefits information is accurate as of the date of this posting. Lennox reserves the right to modify this information at any time, with or without notice, subject to applicable law.
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Financial Planning
Verify your degree meets specialty occupation
USCIS requires your degree field to directly relate to financial planning work. A finance, economics, or accounting degree is straightforward. A general business degree may trigger an RFE, so gather transcripts showing relevant coursework before you apply.
Target employers with LCA filing history
Use Migrate Mate to filter financial planning roles by employers who have filed Labor Condition Applications for comparable positions. This confirms the employer already understands prevailing wage obligations and the H-1B process for your occupation.
Check prevailing wages before negotiating your offer
Run your job title and work location through the OFLC Wage Search before you enter salary negotiations. Your offer must meet the DOL prevailing wage for your specific SOC code and metro area, or USCIS will deny the petition.
Prioritize cap-exempt employers for faster timelines
Nonprofit financial planning programs affiliated with universities, government entities, or qualifying research organizations are cap-exempt. Positions there let you start immediately after approval rather than waiting for the October 1 start date tied to the annual lottery.
Submit your registration during the March lottery window
USCIS opens H-1B electronic registration each March for roughly two weeks. Your employer must register you before the deadline. Missing it means waiting a full year, so confirm your sponsoring employer has a registered USCIS online account well in advance.
Document your CFA or CFP credentials strategically
Professional certifications like the CFA or CFP don't replace the degree requirement, but they strengthen your petition by demonstrating specialized knowledge consistent with specialty occupation. Include your credential certificates and renewal records in the I-129 support package.
Financial Planning jobs are hiring across the US. Find yours.
Find Financial Planning JobsFinancial Planning H-1B Visa: Frequently Asked Questions
Do financial planning jobs qualify for H-1B sponsorship?
Yes, financial planning roles qualify when the position requires at least a bachelor's degree in a directly related field such as finance, economics, accounting, or financial planning. USCIS evaluates the job duties, not just the title, so the employer's job description must clearly establish that a specific degree is a minimum requirement for the role.
Which types of employers sponsor H-1B visas for financial planners?
Banks, registered investment advisors, insurance companies, wealth management firms, and corporate treasury departments are consistent H-1B sponsors for financial planning roles. Larger institutions with dedicated HR and legal teams tend to have established H-1B filing programs. You can search employers with verified LCA filing history for financial planning positions on Migrate Mate.
How does the prevailing wage requirement affect financial planning offers?
The DOL requires your employer to pay at least the prevailing wage for your specific occupation code and work location before certifying the Labor Condition Application. Prevailing wages for financial planners vary significantly by metro area and experience level. You can look up the applicable wage using the OFLC Wage Search before accepting or negotiating any offer.
Can I work as a financial planner on OPT while waiting for H-1B approval?
Yes. If your degree is in a qualifying STEM field such as economics or financial mathematics, you may be eligible for the 24-month STEM OPT extension, giving you up to three years of post-graduation work authorization. This covers multiple H-1B lottery cycles, which matters given the annual cap. Confirm your program's CIP code qualifies with your DSO.
What happens to my H-1B status if I change financial planning employers?
H-1B portability under AC21 lets you transfer to a new sponsoring employer once your petition has been pending for 180 days and the new role is in the same or a closely related occupation. Your new employer must file a fresh H-1B transfer petition, including a new LCA certified at the prevailing wage for the new position and work location.
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