H-1B Visa Financial Services Representative Jobs
Financial Services Representative roles at banks, credit unions, and brokerage firms qualify as H-1B specialty occupations when the position requires a bachelor's degree in finance, economics, or a related field. Many large financial institutions file H-1B petitions annually and have established sponsorship pipelines for this role.
See All Financial Services Representative JobsOverview
Showing 5 of 297+ Financial Services Representative 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 297+ Financial Services Representative jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Services Representative roles.
Get Access To All JobsJob Description:
Financial Services Representative
Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.
What to expect…
In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
- Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.
- Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.
- Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
Advantages of our career development experience…
- You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.
- You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.
- You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
- You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.
The expertise we’re looking for…
- High energy and enthusiasm with a natural passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
The Skills You Bring
- Eagerness to learn and build a career in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
- Coachability, collaboration and curiosity will fuel your success
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA
The base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service
Job Description:
Financial Services Representative
Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.
What to expect…
In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
- Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.
- Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.
- Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
Advantages of our career development experience…
- You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.
- You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.
- You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
- You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.
The expertise we’re looking for…
- High energy and enthusiasm with a natural passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
The Skills You Bring
- Eagerness to learn and build a career in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
- Coachability, collaboration and curiosity will fuel your success
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA
The base salary range for this position is $45,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Customer Service
See all 297+ Financial Services Representative jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Services Representative roles.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Financial Services Representative
Verify your degree field matches the role
USCIS scrutinizes Financial Services Representative petitions when the degree field is broad. A finance, economics, or accounting degree strengthens your case. A general business degree can work but expect a Request for Evidence asking your employer to justify the specialty occupation requirement.
Use OFLC Wage Search before negotiating salary
Your employer must certify your salary meets the prevailing wage for your SOC code and metropolitan area. Pull the OFLC Wage Search figures yourself so you know the Level I through Level IV range before the offer conversation starts.
Target employers enrolled in E-Verify early
Financial firms required to verify employment eligibility through E-Verify already have the compliance infrastructure for H-1B hiring. Prioritize these employers in your search on Migrate Mate, where LCA filing history is surfaced by employer so you can confirm H-1B sponsorship track record before applying.
Ask about the LCA filing timeline at offer stage
Your employer must file and receive a certified LCA from DOL before submitting the I-129 to USCIS. For Financial Services Representative roles tied to FINRA licensing, confirm the employer won't delay the LCA while waiting for your Series 7 or Series 63 results.
Document client-facing and analytical duties separately
Petitions for this role are stronger when the job description distinguishes theoretical and practical application of financial knowledge from routine sales tasks. Work with your employer to ensure the I-129 support letter reflects duties that require a specialized degree, not just product knowledge.
Plan around the 60-day grace period if changing jobs
If you're moving from one financial employer to another, you have a 60-day grace period after your previous job ends to maintain H-1B status. Your new employer must file an H-1B transfer petition before that window closes, and you can start work once the receipt notice is issued under portability rules.
Financial Services Representative jobs are hiring across the US. Find yours.
Find Financial Services Representative JobsFinancial Services Representative H-1B Visa: Frequently Asked Questions
Does a Financial Services Representative role qualify as an H-1B specialty occupation?
It qualifies when the position requires a bachelor's degree or higher in a specific field such as finance, economics, accounting, or business administration. Roles that primarily involve product sales without requiring specialized theoretical knowledge can face USCIS scrutiny. The strongest petitions include job descriptions that tie daily duties directly to the application of a specific body of financial or economic knowledge.
Which employers sponsor H-1B visas for Financial Services Representative positions?
Banks, credit unions, insurance companies, investment firms, and wealth management companies are the most active sponsors for this role. Migrate Mate surfaces employers with verified LCA filing history for Financial Services Representative positions, so you can focus your applications on companies that have already demonstrated a willingness to sponsor H-1B workers in this occupation.
Does holding a FINRA license affect my H-1B petition for this role?
FINRA licensing such as the Series 7 or Series 63 doesn't substitute for the degree requirement in the H-1B petition, but it can strengthen the specialty occupation argument. USCIS evaluates whether the role requires a degree, not just a license. If your employer requires licensure alongside a bachelor's degree in a related field, that combination supports the petition's specialty occupation claim.
Can I change employers if my H-1B was sponsored for a Financial Services Representative role?
Yes, H-1B portability allows you to transfer to a new employer once the new I-129 petition is filed, even before it's approved, as long as your previous status was lawful. The new employer must file a new LCA with DOL and submit the transfer petition to USCIS. You don't need to wait for approval to start work at the new financial firm.
What O*NET classification applies to Financial Services Representative roles?
The O*NET profile most commonly used is Personal Financial Advisors or Financial Services Sales Agents, depending on whether the role involves advisory duties or primarily sales within a financial institution. The SOC code on your employer's LCA determines the prevailing wage level DOL applies. Confirm the SOC code your employer plans to use before the LCA is filed, since it directly affects your certified wage floor.
See which Financial Services Representative employers are hiring and sponsoring visas right now.
Search Financial Services Representative Jobs