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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Overview

Open Jobs250+
Top Visa TypeH-1B
Work Type75% On-site
Median Salary$112K
Top LocationNew York, NY
Most JobsRiveron

Showing 5 of 250+ Financial Planning jobs

Allied Air Enterprises
Sr. Manager, Financial Planning/Analysis
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Allied Air Enterprises
New 54m ago
Sr. Manager, Financial Planning/Analysis
Allied Air Enterprises
Richardson, Texas
Finance
Accounting
Business Analysis
Project & Program Management
Project Management
Not listed
On-Site
3+ yrs exp.
Associate's

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Seton Hall University
Financial Planning and Analysis Analyst
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Seton Hall University
New 4h ago
Financial Planning and Analysis Analyst
Seton Hall University
South Orange, New Jersey
Finance
Accounting
$48,000/yr - $66,000/yr
On-Site
Bachelor's
1,001-5,000

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TE Connectivity
Financial Planning & Analysis Manager
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TE Connectivity
New 11h ago
Financial Planning & Analysis Manager
TE Connectivity
Middletown, Pennsylvania
Finance
Accounting
Business Analysis
Strategy & Corporate Development
Corporate Development & M&A
$132,800/yr - $166,000/yr
Remote (US)
3+ yrs exp.
Bachelor's
10,000+

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Walmart
Senior Analyst, Financial Planning and Analysis
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Walmart
New 12h ago
Senior Analyst, Financial Planning and Analysis
Walmart
Irvine, California
Business Analysis
Strategy & Corporate Development
Finance
Accounting
Project & Program Management
Business Analyst
Business Strategy
Project Management
$70,304/yr - $114,000/yr
On-Site
2+ yrs exp.
Bachelor's
10,000+

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Lennox International
Sr. Manager, Financial Planning/Analysis
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Lennox International
New 14h ago
Sr. Manager, Financial Planning/Analysis
Lennox International
Richardson, Texas
Finance
Accounting
Business Analysis
$98,000/hr - $146,000/hr
On-Site
8+ yrs exp.
Bachelor's
5,001-10,000

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Tips 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.

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Financial 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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