H-1B Visa Paraplanner Jobs
Paraplanner jobs at H-1B visa sponsoring employers sit squarely in specialty occupation territory: the role demands a bachelor's degree in finance, economics, or a directly related field, and employers must file a certified LCA and I-129 petition with USCIS before you start work. Up to three years of initial status, extendable to six.
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Get Access To All JobsPosition title: Paraplanner
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning, asset management and client service workflows. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
This role provides client relationship support through managing, gathering and analyzing client data, helping prepare client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.
Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor:
- Prepare preliminary financial planning illustrations and initial product solutions for advisor review and use in client meetings
- Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients
- Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables
- Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
- Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary
- Manage and resolve client service problems
- Perform other allowable duties as assigned by the financial advisor(s)
Key Traits of a Successful Paraplanner
- Direct attention to detail and organization
- Effective communication with clients and other advisors/staff
- Effective and efficient time management
- Polite and clear phone manner
- Ability to multi-task
- Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
- Ability to support and provide guidance for compliance within the advisor’s practice
- Positive attitude and sincere willingness to constantly learn and grow
Education and Other Designations:
- College degree or higher
- 2+ years of similar experience
- Licensing preferred – Series 7, Series 66, and State life, accident and health insurance licenses
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- Paid time off
Education:
- Bachelor's (Required)
Experience:
- Financial planning: 2 years (Preferred)
License/Certification:
- securities license (Preferred)
Ability to Commute:
- Southport, CT 06890 (Required)
Work Location: In person
Position title: Paraplanner
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
The paraplanner will primarily assist financial advisor(s) and associate financial advisor(s) in the financial planning, asset management and client service workflows. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.
This role provides client relationship support through managing, gathering and analyzing client data, helping prepare client deliverables, working with clients to resolve issues and other practice management tasks as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client seminar.
Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor:
- Prepare preliminary financial planning illustrations and initial product solutions for advisor review and use in client meetings
- Prepare charts, graphs, tables and other visual aids to be used in implementation meetings with clients
- Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables
- Maintain client contact during the financial planning process. Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
- Review and update client information as needed for client review meetings. Attend and participate in client meetings if necessary
- Manage and resolve client service problems
- Perform other allowable duties as assigned by the financial advisor(s)
Key Traits of a Successful Paraplanner
- Direct attention to detail and organization
- Effective communication with clients and other advisors/staff
- Effective and efficient time management
- Polite and clear phone manner
- Ability to multi-task
- Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
- Ability to support and provide guidance for compliance within the advisor’s practice
- Positive attitude and sincere willingness to constantly learn and grow
Education and Other Designations:
- College degree or higher
- 2+ years of similar experience
- Licensing preferred – Series 7, Series 66, and State life, accident and health insurance licenses
Job Type: Full-time
Pay: $55,000.00 - $75,000.00 per year
Benefits:
- 401(k)
- Paid time off
Education:
- Bachelor's (Required)
Experience:
- Financial planning: 2 years (Preferred)
License/Certification:
- securities license (Preferred)
Ability to Commute:
- Southport, CT 06890 (Required)
Work Location: In person
See all H-1B Visa Paraplanner Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Paraplanner
Align your degree to financial planning
USCIS evaluates whether your specific degree field directly relates to paraplanning duties. A finance, economics, or accounting degree strengthens the specialty occupation argument. A general business degree may require your employer to document the theoretical and practical application to the role.
Look up prevailing wages before negotiating
Your employer must certify your offered wage meets or exceeds the DOL prevailing wage for your worksite location. Run your SOC code and metro area through the OFLC Wage Search before salary talks so you know the floor and can negotiate from an informed position.
Find sponsors through Migrate Mate
Target firms with verified H-1B LCA filing history in financial services. Migrate Mate shows you which wealth management and financial planning employers have actively sponsored roles, so you spend time on realistic opportunities rather than cold outreach to firms with no sponsorship track record.
Confirm each office location on the LCA
If the role involves working across multiple branch offices or client sites, each distinct worksite address requires its own certified LCA. Raise this with your employer early so the petition covers every location where you'll regularly perform paraplanning duties.
Get your credentials evaluation done early
If your finance or economics degree is from outside the U.S., have a NACES-member credential evaluation completed before the I-129 is filed. USCIS may issue a Request for Evidence if the foreign degree equivalency isn't clearly documented in the initial petition package.
Understand how cap selection affects your timeline
H-1B cap selection rules have changed recently, so confirm the current process directly with USCIS before your employer files registration. Cap-exempt employers, such as certain nonprofits or universities offering financial planning services, can file year-round and may be worth targeting if timing is tight.
H-1B Visa Paraplanner: Frequently Asked Questions
Does a paraplanner role qualify as an H-1B specialty occupation?
Yes, paraplanning typically qualifies as a specialty occupation because the role requires a bachelor's degree or higher in finance, economics, accounting, or a directly related field. Employers must document in the I-129 petition that the position involves duties requiring that theoretical and practical body of knowledge. Roles structured around purely administrative or clerical tasks without degree-level financial analysis would not qualify.
Which employers sponsor H-1B visas for paraplanner positions?
Registered investment advisers, wealth management firms, independent financial planning practices, and bank-affiliated advisory divisions are the most active sponsors for paraplanner roles. The best way to identify verified sponsors is through Migrate Mate, which shows employers with confirmed H-1B LCA filing history in financial services, so you can focus your applications on firms that have actually gone through the process.
How long does H-1B status last for a paraplanner role?
H-1B status is initially granted for up to three years and can be extended to a maximum of six years. After that, continued extensions are only available if you have an approved I-140 immigrant petition or a pending green card application that has been in process for at least 365 days. Extensions beyond six years are not automatic and depend on the stage of your permanent residence case.
What happens to my H-1B if I move to a different financial planning firm?
H-1B portability under AC21 lets you transfer to a new employer while your extension or change-of-employer petition is pending, as long as you've been in valid H-1B status for at least 180 days. Your new employer must file a new I-129 petition and a fresh certified LCA covering the new worksite. You can begin working for the new firm once the transfer petition is filed and receipted by USCIS.
What SOC code applies to paraplanner roles for LCA filing purposes?
Most paraplanner positions are filed under SOC 13-2052, Personal Financial Advisors, though some employers use 13-2051, Financial and Investment Analysts, depending on how the role is structured. The SOC code determines the prevailing wage level your employer must meet. Confirm the code selection with your employer before the LCA is submitted to DOL, and cross-reference the job duties against the O*NET occupation profile to ensure alignment.