H-1B Visa Financial Representative Jobs

Financial Representative roles qualify for H-1B sponsorship when the position requires a bachelor's degree in finance, economics, or a related field. Large financial services firms, insurance companies, and wealth management firms file H-1B petitions regularly for this occupation. Your degree field and the job's specialty occupation designation are the two factors that determine eligibility.

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Overview

Open Jobs399+
Top Visa TypeH-1B
Work Type84% On-site
Median Salary$46K
Top LocationChicago, IL
Most JobsThe Western and Southern Life Insurance Company

Showing 5 of 399+ Financial Representative jobs

Northwestern Mutual
Financial Representative
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Northwestern Mutual
Added 1d ago
Financial Representative
Northwestern Mutual
St. Louis, Missouri
Sales
Customer Success
$87,000/yr - $193,000/yr
On-Site
Bachelor's
5,001-10,000

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CHRISTUS Health
Patient Financial Representative Senior
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CHRISTUS Health
Added 3d ago
Patient Financial Representative Senior
CHRISTUS Health
Irving, Texas
Finance
Accounting
Customer Service & Support
Healthcare Administration
Tax
On-Site
3+ yrs exp.
High School
10,000+

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Fidelity Investments
Financial Representative
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Fidelity Investments
Added 3d ago
Financial Representative
Fidelity Investments
Charlotte, North Carolina
Customer Service & Support
Account Management
Sales
On-Site
None
10,000+

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Northwestern Mutual - Radnor
Financial Representative
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Northwestern Mutual - Radnor
Added 4d ago
Financial Representative
Northwestern Mutual - Radnor
Radnor, Pennsylvania
Customer Service & Support
$69,000/yr - $93,000/yr
Hybrid
Bachelor's

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State Farm
Financial Representative
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State Farm
Added 6d ago
Financial Representative
State Farm
Midlothian, Virginia
Sales
Customer Service & Support
Customer Success
Account Management
$55,000/yr - $75,000/yr
On-Site
None
10,000+

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Tips for Finding H-1B Visa Sponsorship in Financial Representative

Verify your degree supports specialty occupation

Financial Representative requires a directly related degree, not just any bachelor's. A finance, economics, or accounting degree maps cleanly. A general business degree may trigger an RFE asking USCIS to confirm the role-degree connection.

Use OFLC Wage Search before accepting offers

Pull the prevailing wage for your specific Financial Representative SOC code and work location before negotiating. Your offered salary must meet the DOL prevailing wage level, and underpaying is a common LCA compliance failure that can unravel a petition.

Target firms with dedicated immigration compliance teams

Insurance carriers, broker-dealers, and registered investment advisers with in-house compliance staff file H-1B petitions more reliably than smaller independents. These employers already know E-Verify enrollment and LCA posting obligations, reducing delays on your end.

Search for Financial Representative jobs on Migrate Mate

Migrate Mate filters Financial Representative postings by verified H-1B filing history, so you apply only to employers who have actually sponsored this visa, not just those who say they're open to it.

Clarify licensing obligations during the offer stage

Many Financial Representative roles require FINRA Series 6, 7, or 63 licenses. Confirm with your employer whether sponsorship begins before or after you obtain required licenses, since exam eligibility is employer-sponsored and timing affects your start date.

Check O*NET classification before the petition is filed

The O*NET profile for Financial Representative lists the job zone and typical education requirements. If your employer's job description deviates significantly from the O*NET standard, USCIS is more likely to issue an RFE on specialty occupation grounds.

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Financial Representative H-1B Visa: Frequently Asked Questions

Does a Financial Representative role qualify as a specialty occupation for H-1B purposes?

It depends on how the employer writes the job description. USCIS requires the position to normally demand a bachelor's degree in a specific field, such as finance, economics, or accounting. A Financial Representative role tied to portfolio management or financial planning typically qualifies. A role focused primarily on sales or client outreach with no required degree is less likely to qualify, and the LCA and petition language must reflect a genuine degree requirement.

Which employers sponsor H-1B visas for Financial Representative positions?

Large insurance carriers, registered investment advisers, bank wealth management divisions, and broker-dealers are the most consistent H-1B sponsors for this role. Smaller independent financial firms rarely have the infrastructure to manage LCA filings and USCIS petitions. Migrate Mate shows Financial Representative postings filtered by verified DOL Labor Condition Application filing history, so you can focus your search on employers with a documented sponsorship track record.

Can I switch Financial Representative employers on an existing H-1B?

Yes, through H-1B portability under AC21. Once your current H-1B petition has been approved for at least 240 days, you can start working for a new employer as soon as they file an H-1B transfer petition on your behalf, without waiting for that petition to be approved. The new role must be the same or a similar occupational classification, which for Financial Representatives typically means staying within financial services or advisory functions.

What documents do I need to support an H-1B petition for a Financial Representative role?

Your employer needs a certified LCA from DOL before filing Form I-129 with USCIS. You'll need to provide academic credentials confirming a relevant degree, a detailed job offer letter specifying duties and salary, and any professional licenses the role requires. If your degree is from outside the U.S., a credential evaluation confirming equivalency to a U.S. bachelor's degree in a related field is also required.

Does holding a FINRA license affect my H-1B eligibility as a Financial Representative?

A FINRA license doesn't independently satisfy the specialty occupation requirement, but it strengthens the petition by demonstrating the role's professional standard. USCIS evaluates specialty occupation based on degree requirements, not licensure. If your employer requires Series 6, 7, or 63 licenses, include that in the job description to show the position demands both a specific degree and specialized credentials, which collectively support the specialty occupation argument.

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