H-1B Visa Financial Professional Jobs
Financial Professional roles in areas like financial analysis, portfolio management, and compliance qualify as H-1B specialty occupations requiring at least a bachelor's degree in finance, economics, or a related field. Employers in banking, asset management, and insurance sponsor H-1B visas regularly, and the 85,000-slot annual cap means timing your job search around the April lottery registration window matters.
See All Financial Professional JobsOverview
Showing 5 of 925+ Financial Professional jobs
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 925+ Financial Professional jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Professional roles.
Get Access To All JobsINTRODUCTION
New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds.
Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Whether you’re out meeting with clients, working in a new market or putting together a proposal for a client, every day is different. Building and maintaining long-term relationships with your clients is one of the most rewarding aspects of being a Financial Professional and it’s the reason why many people enter and stay in the career.
Starting any new position takes a lot of time and commitment. This career is no different. Success for anything worthwhile requires focus and dedication. Many of our Financial Professionals work hard because they understand that some of the benefits of this career are a flexible schedule as well as the ability to choose the clients they work with.
What is expected of our Agents?
- The ability to understand the needs and financial concerns of clients.
- Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
- Promote customized ways for clients to achieve their long-term financial goals.
- Cultivate relationships and help every family member or individual pursue financial security.
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
- Provide compassion and guidance to clients when unfortunate life circumstances arise.
- Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time.
Make an impact in your community.
As a Financial Professional, you’ll have the opportunity each day to see how you impact individuals, families, and small businesses for the better. You’ll help your clients navigate challenges that many of them find complex and confusing such as preparing for retirement, saving for college, and other issues that significantly impact their lifestyle.
We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
About New York Life
As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the 2019 Fortune 500 list. New York Life is the Largest Mutual Insurer in the U.S. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+). We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations.
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
SMRU 1827565 Exp 7/1/2020
IND123
INTRODUCTION
New York Life Insurance Company, a mutual life insurance company, together with its subsidiaries, provides a range of insurance and investment products and services. The company offers life insurance, long-term care insurance, and group disability insurance products, as well as mutual funds.
Unlike most careers, being a Financial Professional will not leave you tied to an office or a desk. Whether you’re out meeting with clients, working in a new market or putting together a proposal for a client, every day is different. Building and maintaining long-term relationships with your clients is one of the most rewarding aspects of being a Financial Professional and it’s the reason why many people enter and stay in the career.
Starting any new position takes a lot of time and commitment. This career is no different. Success for anything worthwhile requires focus and dedication. Many of our Financial Professionals work hard because they understand that some of the benefits of this career are a flexible schedule as well as the ability to choose the clients they work with.
What is expected of our Agents?
- The ability to understand the needs and financial concerns of clients.
- Ability to educate clients on how to plan ahead for the future financially so that they are prepared for unfortunate life events/ circumstances they may encounter.
- Promote customized ways for clients to achieve their long-term financial goals.
- Cultivate relationships and help every family member or individual pursue financial security.
- Ability to build an insurance and financial practice through establishing professional networks and prospecting for new clients.
- Provide compassion and guidance to clients when unfortunate life circumstances arise.
- Have a clear focus on developing and maintaining long-term bonds with clients, resulting in trust and stability of community over time.
Make an impact in your community.
As a Financial Professional, you’ll have the opportunity each day to see how you impact individuals, families, and small businesses for the better. You’ll help your clients navigate challenges that many of them find complex and confusing such as preparing for retirement, saving for college, and other issues that significantly impact their lifestyle.
We are among the strongest and most respected financial companies in America today, consistently appearing on the Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the four major ratings agencies: Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
About New York Life
As a mutual company, we are accountable only to you. That means we are fully aligned with our policy owners, not with outside investors or Wall Street. This allows us to focus on delivering lifelong value to our customers. New York Life has been around for over 174 years of industry success. We are a Fortune 100 company and are ranked No. 71 on the 2019 Fortune 500 list. New York Life is the Largest Mutual Insurer in the U.S. New York Life has the highest financial strength ratings currently awarded to any U.S. life insurer from all four of the major credit rating agencies: A.M. Best (A++), Fitch (AAA), Moody’s Investors Service (Aaa), Standard & Poor’s (AA+). We have been in business since 1845, and we have a long and impressive track record of helping generations of Americans protect their families and attain their financial goals. That passion and commitment to protection have continued unabated for nearly two centuries. We’ve seen the nation evolve and events that have affected the lives of Americans: from the Civil War, to the 1906 San Francisco earthquake, to the 1929 stock market crash, to September 11, 2001, to Hurricane Katrina in 2005. What does this mean? It means that New York Life is resilient and able to thrive in all economic conditions. This means we’ll always be there for our policy owners, and for future generations.
New York Life Insurance Company is an equal opportunity employer M/F/Veteran/Disability/Sexual Orientation/Gender Identity
SMRU 1827565 Exp 7/1/2020
IND123
See all 925+ Financial Professional jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Professional roles.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Financial Professional
Verify your degree meets specialty occupation
USCIS requires your degree field to directly relate to the Financial Professional role you're targeting. A finance or economics degree is straightforward, but a general business degree may require additional documentation showing coursework alignment with the specific position.
Look up prevailing wage before negotiating
Use the OFLC Wage Search to find the DOL prevailing wage for your target job title and location before any salary discussion. Your employer's LCA must certify a wage at or above that level, so knowing it protects you from lowball offers that wouldn't survive USCIS review.
Target employers with consistent LCA filing history
Search Migrate Mate to filter Financial Professional roles by employers who have filed H-1B LCAs for finance occupations in the past. Consistent filing history signals an established sponsorship process, not a one-off that stalls when HR doesn't know the steps.
Ask about cap-exempt employer status early
Certain nonprofits, universities, and research institutions are cap-exempt, meaning they can file H-1B petitions year-round without entering the lottery. If you're open to these employers, a financial analyst or compliance role at a hospital system or university foundation bypasses the April registration window entirely.
Confirm the employer will file before October 1
H-1B employment can't begin until October 1 of the fiscal year in which USCIS approves your petition. During offer negotiations, confirm your start date aligns with that window and that the employer plans to file in April, not defer to the following year's lottery.
Use O*NET to document specialty occupation evidence
Pull the O*NET occupation profile for your specific Financial Professional job code and review the listed education and knowledge requirements. This documentation helps your employer build a stronger H-1B petition if USCIS issues an RFE questioning whether the role qualifies as a specialty occupation.
Financial Professional jobs are hiring across the US. Find yours.
Find Financial Professional JobsFinancial Professional H-1B Visa: Frequently Asked Questions
Do Financial Professional jobs qualify as H-1B specialty occupations?
Yes, most Financial Professional roles qualify as H-1B specialty occupations because they require at least a bachelor's degree in a specific field like finance, accounting, or economics. Roles such as financial analyst, portfolio manager, and compliance officer consistently meet USCIS's specialty occupation definition. Generalist titles like 'financial representative' used for sales roles can face more scrutiny, so the job description's degree requirements matter significantly.
Which types of employers sponsor H-1B visas for Financial Professional roles?
Banks, investment management firms, insurance companies, accounting firms, and corporate treasury departments are the most active H-1B sponsors for finance roles. Fintech companies have also become consistent sponsors as the sector has grown. You can find Financial Professional positions at employers with verified H-1B LCA filing history on Migrate Mate, which filters listings specifically for roles where sponsorship has been documented through DOL filings.
What happens to my H-1B status if I'm laid off from a financial services firm?
You have a 60-day grace period after losing your H-1B job to find a new employer, transfer your H-1B to that employer, or take another action like changing status. If your new employer files an H-1B transfer petition within that 60-day window, you can start working once they receive a USCIS receipt notice. Acting quickly is critical because the 60-day period is fixed regardless of how much H-1B validity remains on your original approval.
Can a Financial Professional on H-1B work for multiple employers at the same time?
Yes, concurrent H-1B employment is permitted, but each employer must file a separate H-1B petition with USCIS covering the hours and duties for their position. This is common in finance for consultants or analysts who split time between a primary employer and a part-time advisory role. Both petitions must be approved and both employers must pay at or above the applicable DOL prevailing wage for each role.
How does a Financial Professional job offer affect H-1B lottery selection?
Having a job offer doesn't change your statistical odds in the H-1B lottery, but it is required before your employer can submit your registration in April. Your employer registers you with USCIS and, if selected, files the full I-129 petition afterward. Candidates with a U.S. master's degree or higher from a U.S. institution enter an additional lottery draw, which provides a second chance at selection under the advanced-degree exemption cap.
See which Financial Professional employers are hiring and sponsoring visas right now.
Search Financial Professional Jobs