H-1B Visa Financial Planning Associate Jobs
H-1B visa jobs for Financial Planning Associate roles are available at wealth management firms, banks, and registered investment advisors that sponsor foreign nationals. The role qualifies as a specialty occupation, requiring a bachelor's degree in finance, economics, or a related field. Employers file an LCA and I-129 petition with USCIS before you can begin work.
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At Oceanview Life and Annuity Company, we are more than a financial services provider – We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management – A leading investment firm with approximately $49.7 Billion in assets under management as of September 30, 2026 – We have rapidly grown to over $19.5 Billion in consolidated assets as of September 30, 2026.
Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.
Why join Oceanview?
* Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
* Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
* Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
* Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
* Strong partnerships: Engage with a broad network of over 24,000 agents, independent marketing organizations, banks and broker-dealers.
At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.
Position Summary:
Oceanview Life and Annuity Company is seeking an analytical and highly motivated Associate, Strategy and Financial Planning to report directly to the CFO and work closely with the CEO on financial planning, forecasting, and strategic initiatives, including mergers and acquisitions (M&A).
The Associate will maintain and enhance the Company's financial projections, develop budgets and scenario analyses, and evaluate financial performance to provide actionable insights to the CFO, CEO, senior management, and Board of Directors. The role will also play an integral part in evaluating M&A opportunities, capital raising, new business initiatives, competitive research, and other high-priority strategic projects.
This is an opportunity to directly influence Oceanview's strategic direction and key business decisions while gaining broad exposure to its financial and operational activities. The Associate will have regular interaction with executive leadership and collaborate with teams across Oceanview and Bayview Asset Management, with additional opportunities for exposure to Controller and Treasury functions.
Responsibilities:
Financial Planning, Forecasting & Analysis:
- Maintain and update the Company’s financial projections and underlying financial models, ensuring accuracy, consistency, and alignment with business assumptions.
- Support annual budgeting and periodic forecasting processes, including coordination of inputs and analysis of key financial drivers.
- Develop alternative scenarios, sensitivity analyses, and financial forecasts to evaluate potential business outcomes and strategic decisions.
- Analyze actual financial results against budgets and forecasts, identify key variances, and communicate findings and implications to senior management.
- Prepare financial analyses and decision-support materials for the CFO, CEO, and Board of Directors.
Corporate Strategy, M&A & Special Projects:
- Support the evaluation of potential mergers, acquisitions, partnerships, capital raising opportunities, and new business initiatives through financial modeling, research, and analysis.
- Conduct market, industry, product, and competitive research to inform strategic planning and business development decisions.
- Partner with cross-functional project teams to assess strategic alternatives, financial implications, and execution considerations.
- Participate in discussions with senior management regarding business performance, strategic priorities, and growth opportunities.
Executive Reporting & Cross-Functional Collaboration:
- Develop and review presentations, analyses, and supporting materials for internal leadership, the Board of Directors, and external stakeholders.
- Translate complex financial information into clear, concise, and actionable insights for financial and non-financial audiences.
- Collaborate with Finance, Accounting, Treasury, and other teams to validate assumptions, gather information, and improve planning processes.
- Identify opportunities to enhance financial models, reporting processes, and analytical capabilities as the business grows.
WHAT WE’RE LOOKING FOR:
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 1–3 years of relevant experience in corporate finance, financial planning and analysis, accounting, investment banking, equity research, or a related analytical role.
- Strong foundation in financial statements, accounting principles, and financial modeling, with the ability to build and interpret integrated financial projections.
- Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft PowerPoint.
- Demonstrated ability to analyze financial information, assess assumptions, and develop well-supported recommendations.
- Strong written and verbal communication skills, including the ability to present findings clearly to senior stakeholders.
- Ability to work independently, manage multiple priorities, and escalate key questions or risks appropriately.
- Experience with M&A analysis, valuation, insurance, or financial services is a plus.
SKILLS FOR SUCCESS:
- Strong analytical curiosity, sound judgment, and a solutions-oriented mindset.
- High level of accuracy and attention to detail when working with financial data and models.
- Ownership mentality and enthusiasm for contributing to a growing organization and a lean, collaborative team.
- Ability to move between detailed analysis and broader strategic considerations.
- Comfort interacting with executives and colleagues across multiple functions and levels of the organization.
- Adaptability, initiative, and the ability to perform effectively in a fast-paced environment.
- Professionalism, integrity, and discretion when handling confidential business and financial information.
CERTIFICATIONS, LICENSES, AND/OR REGISTRATIONS:
- None required.
LOCATION and COMPENSATION:
This role will be based in New York, NY.
This role will be hybrid (3x a week in the office).
Base salary is expected to be $100,000 - $150,000 with the opportunity for incentive compensation including bonus compensation. Salary may vary based on work experience, market conditions, location, and qualifications/training.
Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.
Overview:
At Oceanview Life and Annuity Company, we are more than a financial services provider – We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management – A leading investment firm with approximately $49.7 Billion in assets under management as of September 30, 2026 – We have rapidly grown to over $19.5 Billion in consolidated assets as of September 30, 2026.
Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.
Why join Oceanview?
* Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
* Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
* Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
* Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
* Strong partnerships: Engage with a broad network of over 24,000 agents, independent marketing organizations, banks and broker-dealers.
At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.
Position Summary:
Oceanview Life and Annuity Company is seeking an analytical and highly motivated Associate, Strategy and Financial Planning to report directly to the CFO and work closely with the CEO on financial planning, forecasting, and strategic initiatives, including mergers and acquisitions (M&A).
The Associate will maintain and enhance the Company's financial projections, develop budgets and scenario analyses, and evaluate financial performance to provide actionable insights to the CFO, CEO, senior management, and Board of Directors. The role will also play an integral part in evaluating M&A opportunities, capital raising, new business initiatives, competitive research, and other high-priority strategic projects.
This is an opportunity to directly influence Oceanview's strategic direction and key business decisions while gaining broad exposure to its financial and operational activities. The Associate will have regular interaction with executive leadership and collaborate with teams across Oceanview and Bayview Asset Management, with additional opportunities for exposure to Controller and Treasury functions.
Responsibilities:
Financial Planning, Forecasting & Analysis:
- Maintain and update the Company’s financial projections and underlying financial models, ensuring accuracy, consistency, and alignment with business assumptions.
- Support annual budgeting and periodic forecasting processes, including coordination of inputs and analysis of key financial drivers.
- Develop alternative scenarios, sensitivity analyses, and financial forecasts to evaluate potential business outcomes and strategic decisions.
- Analyze actual financial results against budgets and forecasts, identify key variances, and communicate findings and implications to senior management.
- Prepare financial analyses and decision-support materials for the CFO, CEO, and Board of Directors.
Corporate Strategy, M&A & Special Projects:
- Support the evaluation of potential mergers, acquisitions, partnerships, capital raising opportunities, and new business initiatives through financial modeling, research, and analysis.
- Conduct market, industry, product, and competitive research to inform strategic planning and business development decisions.
- Partner with cross-functional project teams to assess strategic alternatives, financial implications, and execution considerations.
- Participate in discussions with senior management regarding business performance, strategic priorities, and growth opportunities.
Executive Reporting & Cross-Functional Collaboration:
- Develop and review presentations, analyses, and supporting materials for internal leadership, the Board of Directors, and external stakeholders.
- Translate complex financial information into clear, concise, and actionable insights for financial and non-financial audiences.
- Collaborate with Finance, Accounting, Treasury, and other teams to validate assumptions, gather information, and improve planning processes.
- Identify opportunities to enhance financial models, reporting processes, and analytical capabilities as the business grows.
WHAT WE’RE LOOKING FOR:
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 1–3 years of relevant experience in corporate finance, financial planning and analysis, accounting, investment banking, equity research, or a related analytical role.
- Strong foundation in financial statements, accounting principles, and financial modeling, with the ability to build and interpret integrated financial projections.
- Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft PowerPoint.
- Demonstrated ability to analyze financial information, assess assumptions, and develop well-supported recommendations.
- Strong written and verbal communication skills, including the ability to present findings clearly to senior stakeholders.
- Ability to work independently, manage multiple priorities, and escalate key questions or risks appropriately.
- Experience with M&A analysis, valuation, insurance, or financial services is a plus.
SKILLS FOR SUCCESS:
- Strong analytical curiosity, sound judgment, and a solutions-oriented mindset.
- High level of accuracy and attention to detail when working with financial data and models.
- Ownership mentality and enthusiasm for contributing to a growing organization and a lean, collaborative team.
- Ability to move between detailed analysis and broader strategic considerations.
- Comfort interacting with executives and colleagues across multiple functions and levels of the organization.
- Adaptability, initiative, and the ability to perform effectively in a fast-paced environment.
- Professionalism, integrity, and discretion when handling confidential business and financial information.
CERTIFICATIONS, LICENSES, AND/OR REGISTRATIONS:
- None required.
LOCATION and COMPENSATION:
This role will be based in New York, NY.
This role will be hybrid (3x a week in the office).
Base salary is expected to be $100,000 - $150,000 with the opportunity for incentive compensation including bonus compensation. Salary may vary based on work experience, market conditions, location, and qualifications/training.
Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Financial Planning Associate
Verify your degree aligns with the role
Financial Planning Associate positions require a bachelor's degree in finance, economics, accounting, or a closely related field. Pull the O*NET profile for your SOC code and confirm your credential directly matches the specialty occupation definition USCIS uses to adjudicate I-129 petitions.
Look up prevailing wages before negotiating
Use the OFLC Wage Search to find the Level I through Level IV prevailing wage for your target city before you discuss compensation. Your employer must certify a wage meeting or exceeding the applicable level on the LCA, so knowing the floor protects you in negotiations.
Target RIA firms with LCA filing history
Registered investment advisors and fee-only planning firms that have filed LCAs before understand the DOL certification timeline. Use Migrate Mate to browse Financial Planning Associate roles at employers with verified H-1B visa sponsorship history, filtered by city and firm type.
Confirm each worksite gets its own certified LCA
If the role involves working at a client's office or a branch location not listed on the original LCA, your employer must file a separate certified LCA for that worksite before you work there. Raise this with the hiring manager before accepting an offer that involves client-site rotation.
Get your Series 65 or CFP coursework documented early
Many Financial Planning Associate roles expect progress toward the CFP designation or a Series 65 license. Having documented enrollment or exam history strengthens both your candidacy and the employer's specialty occupation argument when USCIS reviews the I-129 petition.
Account for the H-1B cap in your job search timeline
H-1B selection rules have changed recently, and cap-subject petitions can only begin on October 1 each year. If you're currently on OPT or CPT, map your authorization end date against that start date and prioritize employers prepared to file within the required window.
H-1B Visa Financial Planning Associate: Frequently Asked Questions
Does a Financial Planning Associate role qualify as an H-1B specialty occupation?
Yes, Financial Planning Associate positions typically qualify as a specialty occupation because the role normally requires at least a bachelor's degree in finance, economics, accounting, or a closely related field. USCIS evaluates the specific job duties described by the employer, so the offer letter and LCA should clearly reflect degree-level analytical and planning responsibilities rather than administrative or clerical tasks.
Which employers commonly sponsor H-1B visas for Financial Planning Associate jobs?
Wealth management firms, regional banks, registered investment advisors, insurance companies with financial planning divisions, and large broker-dealers have all filed LCAs for Financial Planning Associate roles. Migrate Mate lists employers with verified H-1B sponsorship history for this job title so you can focus your applications on firms that have already navigated the filing process.
What documents should I prepare before applying for H-1B-sponsored Financial Planning Associate roles?
Gather your official degree transcripts and diploma, a credential evaluation if your degree was earned outside the U.S., any professional licenses or CFP coursework documentation, and a detailed resume emphasizing analytical duties rather than general financial administration. These materials help your employer's immigration attorney build a strong specialty occupation argument in the I-129 petition.
How long does H-1B status last for a Financial Planning Associate, and can it be renewed?
USCIS grants initial H-1B status for up to three years, extendable to a six-year maximum. Extensions beyond six years require an approved I-140 immigrant petition or a pending green card application that meets specific timing thresholds. If you anticipate a long-term career in the U.S., discuss your employer's green card sponsorship policy during the offer stage.
What happens to my H-1B status if I change employers or move to a new office location?
Changing employers requires a new H-1B petition filed by the new employer before you begin work, though H-1B portability rules may allow you to start sooner if the petition is timely filed and you have been in valid status. Moving to a worksite not covered by your current LCA requires your employer to file a new certified LCA for that location before you work there.