H-1B Visa Financial Planning Analyst Jobs
Financial Planning Analyst roles qualify as H-1B visa specialty occupations because they require at least a bachelor's degree in finance, accounting, or a related field. Large financial services firms, corporate treasury departments, and Fortune 500 companies file H-1B petitions for this role regularly, making it one of the more sponsorship-accessible positions in finance.
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Get Access To All JobsINTRODUCTION
Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients.
DUTIES and RESPONSIBILITIES:
- Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists
- Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience
- In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens
- Utilize the Firm’s financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans
- Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business
- At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens
- Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed
- Remaining current on all policies, procedures and new platforms
- Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management – particularly those relating to financial planning
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
- 5+ years of work experience in a field relevant to the position required
- 4-year college degree or professional certification preferred
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- Complete and maintain internal Financial Planning Specialist designation requirements
- Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation
Knowledge/Skills
- Knowledge of financial planning
- Excellent listening skills
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Technically proficient and quick learner of new and updated platforms
- Detail oriented with superior organizational skills and ability to prioritize
- Expert knowledge of basic personal computer, MS Office and internet applications
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multi-task
- Goal oriented, self-motivated and results driven
Reports to
Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
INTRODUCTION
Financial Planning Analysts provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. As key members of the service team, the Financial Planning Analyst position offers a unique opportunity to assist Financial Advisors (FA) / Private Wealth Advisors (PWA)/teams with the use of firm-approved financial planning systems and engaging with clients.
DUTIES and RESPONSIBILITIES:
- Cultivating relationships with business partners and colleagues, including Financial Planning Directors and other specialists
- Supporting the FA/PWA/team in enhancing new and existing client relationships through an exceptional client experience
- In conjunction with the FA/PWA/team, participate in existing client and/or prospective client meetings to review financial plans, representing the service lens
- Utilize the Firm’s financial planning tools and work with FAs/PWAs/teams to enhance client relationships and generate financial plans
- Help build and establish a repeatable and scalable planning process for FAs/PWAs/team as a part of their book of business
- At the request of FA/PWA/team, participating in existing client and/or prospective client meetings to review financial plans, representing the service lens
- Providing guidance and support to peers within the market, assisting with financial planning support in an administrative capacity (e.g., tool usage) as needed
- Remaining current on all policies, procedures and new platforms
- Participating in firm initiatives (e.g., training or education programs), special projects and/or other duties directed by local management – particularly those relating to financial planning
EDUCATION, EXPERIENCE, KNOWLEDGE, and SKILLS:
Education and/or Experience
- 5+ years of work experience in a field relevant to the position required
- 4-year college degree or professional certification preferred
- Active Series 7 (GS), and Series 66 (AG/RA) or Series 63 (AG) and Series 65 (RA) required
- Complete and maintain internal Financial Planning Specialist designation requirements
- Willingness to obtain Certified Financial Planner (CFP) and/or Certified Private Wealth Advisor (CPWA) designation
Knowledge/Skills
- Knowledge of financial planning
- Excellent listening skills
- Knowledge of financial services products, including but not limited to equities, bonds, options, mutual funds, annuities, insurance, and managed accounts
- Technically proficient and quick learner of new and updated platforms
- Detail oriented with superior organizational skills and ability to prioritize
- Expert knowledge of basic personal computer, MS Office and internet applications
- Exceptional writing, interpersonal and client service skills
- Strong time management skills
- Team player with the ability to collaborate with others
- Ability to work in a fast-paced, evolving environment
- Adaptable and ability to multi-task
- Goal oriented, self-motivated and results driven
Reports to
Business Service Officer
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
See all 212+ H-1B Visa Financial Planning Analyst Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Financial Planning Analyst
Align your degree to the role
USCIS scrutinizes whether your degree field directly relates to financial planning and analysis. A finance, accounting, economics, or business analytics degree strengthens your petition. A general business degree without relevant coursework can trigger a Request for Evidence.
Verify prevailing wage before accepting offers
Your offered salary must meet the DOL prevailing wage for your job title, location, and experience level. Run the OFLC Wage Search before you negotiate so you know the floor your employer must certify on the LCA.
Target employers with corporate FP&A teams
Companies with dedicated FP&A functions, not just generalist finance roles, file H-1B petitions more reliably. Use Migrate Mate to filter for employers with verified LCA filings under financial analyst occupation codes before you apply.
Check if the employer is E-Verify enrolled
H-1B sponsoring employers must participate in E-Verify. Ask your recruiter early, or confirm through the E-Verify employer search, because discovering non-enrollment after an offer delays or kills the filing timeline.
Request premium processing for cap-subject filings
FP&A roles often have start-date dependencies tied to budget cycles or fiscal year planning. If your employer is filing a cap-subject H-1B, ask about USCIS premium processing to get a decision within 15 business days rather than waiting months.
Document your FP&A scope with O*NET language
When your employer drafts the H-1B support letter, the job duties should map to the O*NET occupation profile for Financial Analysts. Duties framed around budgeting, forecasting, and variance analysis reduce RFE risk compared to vague descriptions.
H-1B Visa Financial Planning Analyst: Frequently Asked Questions
Does a Financial Planning Analyst role qualify as an H-1B specialty occupation?
Yes. USCIS consistently approves Financial Planning Analyst petitions as specialty occupations because the role normally requires at least a bachelor's degree in finance, accounting, economics, or a closely related field. Employers strengthen the case by documenting that the position involves complex financial modeling, budget forecasting, and variance analysis that cannot be performed without that specific degree background.
Which employers sponsor H-1B visas for Financial Planning Analyst positions?
Large corporations with dedicated FP&A functions, financial services firms, technology companies, and healthcare systems are the most consistent sponsors. Smaller companies that rely on a single generalist finance hire are less likely to sponsor. Migrate Mate shows employers with verified LCA filing history for financial analyst occupation codes, so you can identify active sponsors before applying.
What happens to my H-1B status if I get promoted from Financial Planning Analyst to Senior FP&A Manager?
A promotion that changes your job duties, title, or wage level typically requires your employer to file an amended H-1B petition with USCIS before the change takes effect. Moving into a managerial role with substantially different responsibilities is not covered by your original petition. Your employer's immigration counsel should review whether an amendment is needed based on the actual scope change.
Can I switch employers during H-1B cap-gap or between lottery cycles?
Yes, through H-1B portability under AC21. If you're moving to a new employer while your existing H-1B is valid, your new employer files an H-1B transfer petition and you can start working as soon as that petition is received by USCIS. The new FP&A role must be in the same or a substantially similar occupational classification as your original approved petition.
How does the DOL prevailing wage requirement affect Financial Planning Analyst job offers?
Your employer must certify on the LCA that your offered salary meets or exceeds the DOL prevailing wage for your specific job title, geographic area, and experience level. You can look up the applicable wage tier using the OFLC Wage Search before accepting an offer. Employers who offer below prevailing wage cannot legally file the LCA, which stops the H-1B petition entirely.