H-1B Visa Financial Services Associate Jobs
H-1B visa jobs for Financial Services Associates are available at banks, investment firms, and wealth management companies that routinely sponsor degree-level finance roles. The position typically qualifies as a specialty occupation under H-1B rules, requiring a bachelor's degree in finance, economics, accounting, or a closely related field.
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Get Access To All JobsINTRODUCTION
Perfect for the Service-Minded Professional
This is an exceptional growth opportunity for someone with the skills of a concierge, loves problem solving, likes every day being different and is passionate about taking advantage of professional development opportunities.
WHO YOU ARE… (IDEAL PROFILE & BACKGROUND)
- You have the skills of a concierge to provide clients with an exceptional experience.
- You’re a caring individual with excellent communication skills, strong attention to detail, a robust follow through mindset, along with a desire to continually learn and grow.
- You have a great attitude about doing whatever it takes to get the job done, covering the details, supporting the team and keep everything running smoothly.
- You like being part of a high performing team that’s making a profound difference in the lives of clients and their families who you’ll grow to know well.
QUALIFICATIONS
- Must be a very warm, capable well-organized individual who can provide a concierge experience for our clients.
- Strong written and oral communication skills to manage a lot of client communications.
- Well organized with solid follow-up skills to ensure requests are executed.
- Solid problem solver with a strong desire to continually improve and streamline operations.
- We’d like to invest in someone that wants to pursue opportunities for professional development in licensing/designations/certifications to best serve our clients and grow a highly rewarding career.
- Tech-savvy individual that can manage our internal programs once trained.
SERVING CLIENTS
- Much of your day will involve interacting with clients to address questions, process their requests, and gather/submit forms electronically to execute client investment transactions.
- Take on more complex questions, research solutions etc. as you achieve higher levels of knowledge, experience, and licensing/designations.
- Work closely and effectively with the Financial Advisor to keep him well informed of upcoming commitments and responsibilities, while following up appropriately to keep things on schedule.
REWARDS
- Compensation Package – Attractive starting salary with definite growth opportunities.
- Career Path at Top Workplace – We’ll invest in you to gain higher levels of licensing/designations to advance your career in a positive, highly supportive environment.
- Client Engagement – You will build some genuinely special relationships and have a profound impact on their lives.
COMPENSATION
- Job Type: Full-time
- Pay: Starting hourly wage from $60,000-$70,000 per year for licensed and experienced candidates seeking to fill a senior administrative assistant position & starting hourly wage from $50,000-$60,000 per year for unlicensed candidates seeking to fill a junior administrative assistant position
- Schedule: Monday through Friday
- Work Location: In person and occasional remote
BENEFITS
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
Education
- Associate (Preferred)
Experience
- Customer service: 1 year (Preferred)
LANGUAGE
- English (Preferred)
ABILITY TO COMMUTE
- Orlando, FL 32801 (Required)
ABILITY TO RELOCATE
- Orlando, FL 32801: Relocate before starting work (Required)
WORK LOCATION
- In person
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
INTRODUCTION
Perfect for the Service-Minded Professional
This is an exceptional growth opportunity for someone with the skills of a concierge, loves problem solving, likes every day being different and is passionate about taking advantage of professional development opportunities.
WHO YOU ARE… (IDEAL PROFILE & BACKGROUND)
- You have the skills of a concierge to provide clients with an exceptional experience.
- You’re a caring individual with excellent communication skills, strong attention to detail, a robust follow through mindset, along with a desire to continually learn and grow.
- You have a great attitude about doing whatever it takes to get the job done, covering the details, supporting the team and keep everything running smoothly.
- You like being part of a high performing team that’s making a profound difference in the lives of clients and their families who you’ll grow to know well.
QUALIFICATIONS
- Must be a very warm, capable well-organized individual who can provide a concierge experience for our clients.
- Strong written and oral communication skills to manage a lot of client communications.
- Well organized with solid follow-up skills to ensure requests are executed.
- Solid problem solver with a strong desire to continually improve and streamline operations.
- We’d like to invest in someone that wants to pursue opportunities for professional development in licensing/designations/certifications to best serve our clients and grow a highly rewarding career.
- Tech-savvy individual that can manage our internal programs once trained.
SERVING CLIENTS
- Much of your day will involve interacting with clients to address questions, process their requests, and gather/submit forms electronically to execute client investment transactions.
- Take on more complex questions, research solutions etc. as you achieve higher levels of knowledge, experience, and licensing/designations.
- Work closely and effectively with the Financial Advisor to keep him well informed of upcoming commitments and responsibilities, while following up appropriately to keep things on schedule.
REWARDS
- Compensation Package – Attractive starting salary with definite growth opportunities.
- Career Path at Top Workplace – We’ll invest in you to gain higher levels of licensing/designations to advance your career in a positive, highly supportive environment.
- Client Engagement – You will build some genuinely special relationships and have a profound impact on their lives.
COMPENSATION
- Job Type: Full-time
- Pay: Starting hourly wage from $60,000-$70,000 per year for licensed and experienced candidates seeking to fill a senior administrative assistant position & starting hourly wage from $50,000-$60,000 per year for unlicensed candidates seeking to fill a junior administrative assistant position
- Schedule: Monday through Friday
- Work Location: In person and occasional remote
BENEFITS
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
Education
- Associate (Preferred)
Experience
- Customer service: 1 year (Preferred)
LANGUAGE
- English (Preferred)
ABILITY TO COMMUTE
- Orlando, FL 32801 (Required)
ABILITY TO RELOCATE
- Orlando, FL 32801: Relocate before starting work (Required)
WORK LOCATION
- In person
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Financial Services Associate
Verify your degree aligns with the role
USCIS evaluates whether your specific degree field matches the Financial Services Associate duties, not just whether you hold any bachelor's degree. A finance, economics, accounting, or business degree strengthens the specialty occupation case compared to unrelated fields.
Look up prevailing wages before negotiating
Use the OFLC Wage Search to find the wage level your employer must certify on the LCA for your metro area. Financial services roles in major markets like New York or San Francisco carry higher Level I and Level II thresholds than smaller cities.
Target employers with LCA filing history
Search Migrate Mate to identify financial institutions that have certified LCAs for Financial Services Associate roles. Firms with consistent DOL filing history are far more prepared to move quickly through the H-1B visa process than those sponsoring for the first time.
Confirm each worksite has a certified LCA
If your role involves rotating between branch locations or client sites, each worksite needs its own DOL-certified LCA before you work there. Raise this with your employer before accepting an offer so there are no compliance gaps during onboarding.
Prepare your credential documents before applying
Gather official transcripts, degree certificates, and any FINRA registration records such as your Series 7 or Series 63 before interviews begin. Employers filing H-1B petitions need these to document specialty occupation eligibility in the I-129 package submitted to USCIS.
Account for cap selection timing in your offer
H-1B cap selection rules have changed recently, so confirm with your employer how their timeline accounts for the registration period and potential October 1 start date. For cap-exempt employers like nonprofits or universities, this constraint does not apply.
H-1B Visa Financial Services Associate: Frequently Asked Questions
Does a Financial Services Associate role qualify as an H-1B specialty occupation?
Yes, the role typically qualifies when the employer structures it around degree-level duties in finance, economics, accounting, or a closely related field. USCIS evaluates the actual job requirements, not just the title. Positions requiring a bachelor's degree as a minimum and involving analytical, compliance, or investment-related work generally meet the specialty occupation standard.
Which employers sponsor H-1B visas for Financial Services Associates?
Banks, brokerage firms, insurance companies, wealth management firms, and fintech companies are the most active sponsors for this role. The most reliable way to identify them is to browse Migrate Mate, which surfaces employers with verified LCA filing history for financial services positions, so you can focus your applications on companies already set up to sponsor.
How long does H-1B status last for a Financial Services Associate?
Initial H-1B status is granted for up to three years and can be extended to a maximum of six years. After six years, continued H-1B extensions are possible only if a PERM labor certification or I-140 immigrant petition has been filed and meets specific age thresholds under immigration law. Plan your green card timeline accordingly from day one.
What FINRA licenses affect my H-1B petition for this role?
FINRA licenses like the Series 7 or Series 63 demonstrate professional qualifications but do not replace the degree requirement for H-1B purposes. USCIS focuses on whether the role requires at least a bachelor's degree in a specific field. However, holding active licenses strengthens your profile and signals to employers that onboarding and compliance timelines will be shorter.
Can my employer transfer my H-1B if I move to a different office location?
Moving to a new worksite requires your employer to file a new certified LCA with DOL covering that location before you begin working there. This is a compliance requirement under H-1B rules, not optional. If your role involves regular rotation between branch offices, confirm with your employer that each location will have its own certified LCA in place before your start date.