H-1B Visa Planning Specialist Jobs
Planning Specialist jobs at H-1B visa-sponsoring employers typically qualify as specialty occupations, requiring at least a bachelor's degree in urban planning, logistics, operations management, or a closely related field. Sponsoring employers file a Labor Condition Application and an I-129 petition on your behalf, covering an initial three-year status period.
Find H-1B Visa Planning Specialist JobsOverview
Showing 5 of 164+ Planning Specialist jobs
See all 164+ Planning Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Planning Specialist roles.
Get Access To All JobsFinancial Planning Specialist
Position Summary
The Financial Planning Specialist serves as a key member of the financial planning team, partnering with advisors to deliver comprehensive financial planning strategies and an exceptional client experience. This role is responsible for preparing, analyzing, and maintaining comprehensive financial plans while identifying planning opportunities across retirement, investment, tax, estate, risk management, and cash flow planning disciplines.
The ideal candidate is analytical, detail-oriented, client-focused, and committed to delivering accurate, high-quality financial planning analyses. This individual demonstrates exceptional attention to detail, strong critical thinking skills, and a passion for helping clients achieve their financial goals through comprehensive planning. CFP® professionals and candidates actively pursuing CFP® certification are strongly encouraged to apply.
This position offers the opportunity to collaborate with experienced advisors, deepen financial planning expertise, and contribute to meaningful financial outcomes for individuals and families.
The successful candidate will maintain the highest standards of professionalism, ethics, confidentiality, and regulatory compliance.
Position Information
Employment Type: Full-Time
Location: Worthington, Ohio
Schedule: Monday through Friday, 8:00 a.m. to 5:00 p.m.
Compensation: Competitive and commensurate with experience, education, and credentials.
Qualifications
Required
- Bachelor's degree in Financial Planning, Finance, Economics, Accounting, Business, or a related field.
- Two or more years of experience in financial planning, wealth management, or a related financial services role.
- Exceptional attention to detail with the ability to review financial information, planning assumptions, calculations, and client data for accuracy and completeness.
- Strong analytical, organizational, and problem-solving skills.
- Excellent written and verbal communication skills.
- Intermediate to advanced proficiency in Microsoft Excel and the Microsoft Office Suite.
- Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining a high level of accuracy.
- Commitment to providing exceptional client service and maintaining strict confidentiality.
- Ability to work independently while also collaborating effectively within a team environment.
Preferred
- CFP® certification or active pursuit of CFP® certification.
-
Working knowledge of comprehensive financial planning concepts, including:
-
Retirement Planning
- Investment Planning
- Tax Planning
- Estate Planning
- Risk Management and Insurance Planning
- Education Funding
-
Cash Flow and Debt Management
-
Experience preparing and presenting comprehensive financial plans for individuals and families, including high-net-worth clients, preferred.
- Ability to identify planning opportunities across retirement, tax, risk management, estate, investment, and cash flow planning disciplines.
- Experience utilizing financial planning software, CRM systems, and document management platforms.
- Securities Industry Essentials (SIE), Series 7, and Series 66 licenses preferred.
- Candidates not currently licensed must be willing and able to obtain required licensing within one year of hire.
- Commitment to continuous professional development and staying current on industry trends, regulatory changes, and planning strategies.
Key Responsibilities
Financial Planning
- Prepare, analyze, and maintain comprehensive financial plans for clients.
- Gather, organize, and validate financial information needed to develop planning recommendations.
- Model and evaluate planning scenarios using financial planning software.
- Conduct research on financial planning strategies, regulations, and industry trends.
- Identify opportunities related to retirement, tax, investment, estate, risk management/insurance, and cash flow planning.
- Demonstrated ability to identify inconsistencies, missing information, and planning opportunities through detailed review and analysis of client financial data.
- Assist advisors in developing and implementing appropriate planning recommendations.
- Conduct detailed reviews of financial plans to ensure accuracy, consistency, completeness, and adherence to firm planning standards and best practices before client presentation.
Client Service & Relationship Support
- Serve as a resource for clients by addressing financial planning questions, providing plan-related support, and ensuring a high-quality client experience while adhering to established policies and guidelines.
- Coordinate planning-related activities and follow-up items to ensure timely completion.
- Resolve client service issues independently when appropriate and escalate matters when necessary.
- Support advisors in delivering a high-quality and personalized financial planning experience, which may include preparing for, attending, and assisting with client financial planning meetings and plan presentations.
Operations & Data Management
- Maintain accurate and up-to-date client information within CRM, financial planning, and document management systems.
- Document client interactions in accordance with compliance and regulatory requirements.
- Organize and maintain electronic client records and planning documentation.
- Ensure accuracy, consistency, and completeness of client information across systems.
- Adhere to established workflows, quality standards, and planning department procedures.
Team Collaboration & Compliance
- Collaborate with advisors and internal service teams, including investment, insurance, and operations professionals.
- Support departmental projects and process improvement initiatives.
- Adhere to all firm policies, compliance requirements, and regulatory standards.
- Maintain the highest level of professionalism, integrity, discretion, and ethical conduct.
- Communicate significant client concerns, planning opportunities, and operational issues to appropriate advisors and leadership in a timely manner.
- Perform additional duties as assigned.
Why Join Envisage Wealth?
At Envisage Wealth, we have a clear vision: to be the place where a diverse mix of talented people want to come, stay and do their best work. We pride ourselves on providing financial advisory services and solutions to help our clients meet their financial goals, and we know our Company runs on the hard work and dedication of our passionate and creative employees. The Company is committed to providing equal employment opportunity (EEO) to all qualified candidates.
Resume Submission
Please submit your resume and cover letter to envisagewealth@ampf.com.
Pay: $60,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Referral program
- Vision insurance
Education:
- Bachelor's (Required)
License/Certification:
- Securities Industry Essentials, Series 7, and/or Series 66 (Preferred)
Ability to Commute:
- Worthington, OH 43085 (Preferred)
Work Location: Hybrid remote in Worthington, OH 43085
Financial Planning Specialist
Position Summary
The Financial Planning Specialist serves as a key member of the financial planning team, partnering with advisors to deliver comprehensive financial planning strategies and an exceptional client experience. This role is responsible for preparing, analyzing, and maintaining comprehensive financial plans while identifying planning opportunities across retirement, investment, tax, estate, risk management, and cash flow planning disciplines.
The ideal candidate is analytical, detail-oriented, client-focused, and committed to delivering accurate, high-quality financial planning analyses. This individual demonstrates exceptional attention to detail, strong critical thinking skills, and a passion for helping clients achieve their financial goals through comprehensive planning. CFP® professionals and candidates actively pursuing CFP® certification are strongly encouraged to apply.
This position offers the opportunity to collaborate with experienced advisors, deepen financial planning expertise, and contribute to meaningful financial outcomes for individuals and families.
The successful candidate will maintain the highest standards of professionalism, ethics, confidentiality, and regulatory compliance.
Position Information
Employment Type: Full-Time
Location: Worthington, Ohio
Schedule: Monday through Friday, 8:00 a.m. to 5:00 p.m.
Compensation: Competitive and commensurate with experience, education, and credentials.
Qualifications
Required
- Bachelor's degree in Financial Planning, Finance, Economics, Accounting, Business, or a related field.
- Two or more years of experience in financial planning, wealth management, or a related financial services role.
- Exceptional attention to detail with the ability to review financial information, planning assumptions, calculations, and client data for accuracy and completeness.
- Strong analytical, organizational, and problem-solving skills.
- Excellent written and verbal communication skills.
- Intermediate to advanced proficiency in Microsoft Excel and the Microsoft Office Suite.
- Ability to manage multiple priorities and deadlines in a fast-paced environment while maintaining a high level of accuracy.
- Commitment to providing exceptional client service and maintaining strict confidentiality.
- Ability to work independently while also collaborating effectively within a team environment.
Preferred
- CFP® certification or active pursuit of CFP® certification.
-
Working knowledge of comprehensive financial planning concepts, including:
-
Retirement Planning
- Investment Planning
- Tax Planning
- Estate Planning
- Risk Management and Insurance Planning
- Education Funding
-
Cash Flow and Debt Management
-
Experience preparing and presenting comprehensive financial plans for individuals and families, including high-net-worth clients, preferred.
- Ability to identify planning opportunities across retirement, tax, risk management, estate, investment, and cash flow planning disciplines.
- Experience utilizing financial planning software, CRM systems, and document management platforms.
- Securities Industry Essentials (SIE), Series 7, and Series 66 licenses preferred.
- Candidates not currently licensed must be willing and able to obtain required licensing within one year of hire.
- Commitment to continuous professional development and staying current on industry trends, regulatory changes, and planning strategies.
Key Responsibilities
Financial Planning
- Prepare, analyze, and maintain comprehensive financial plans for clients.
- Gather, organize, and validate financial information needed to develop planning recommendations.
- Model and evaluate planning scenarios using financial planning software.
- Conduct research on financial planning strategies, regulations, and industry trends.
- Identify opportunities related to retirement, tax, investment, estate, risk management/insurance, and cash flow planning.
- Demonstrated ability to identify inconsistencies, missing information, and planning opportunities through detailed review and analysis of client financial data.
- Assist advisors in developing and implementing appropriate planning recommendations.
- Conduct detailed reviews of financial plans to ensure accuracy, consistency, completeness, and adherence to firm planning standards and best practices before client presentation.
Client Service & Relationship Support
- Serve as a resource for clients by addressing financial planning questions, providing plan-related support, and ensuring a high-quality client experience while adhering to established policies and guidelines.
- Coordinate planning-related activities and follow-up items to ensure timely completion.
- Resolve client service issues independently when appropriate and escalate matters when necessary.
- Support advisors in delivering a high-quality and personalized financial planning experience, which may include preparing for, attending, and assisting with client financial planning meetings and plan presentations.
Operations & Data Management
- Maintain accurate and up-to-date client information within CRM, financial planning, and document management systems.
- Document client interactions in accordance with compliance and regulatory requirements.
- Organize and maintain electronic client records and planning documentation.
- Ensure accuracy, consistency, and completeness of client information across systems.
- Adhere to established workflows, quality standards, and planning department procedures.
Team Collaboration & Compliance
- Collaborate with advisors and internal service teams, including investment, insurance, and operations professionals.
- Support departmental projects and process improvement initiatives.
- Adhere to all firm policies, compliance requirements, and regulatory standards.
- Maintain the highest level of professionalism, integrity, discretion, and ethical conduct.
- Communicate significant client concerns, planning opportunities, and operational issues to appropriate advisors and leadership in a timely manner.
- Perform additional duties as assigned.
Why Join Envisage Wealth?
At Envisage Wealth, we have a clear vision: to be the place where a diverse mix of talented people want to come, stay and do their best work. We pride ourselves on providing financial advisory services and solutions to help our clients meet their financial goals, and we know our Company runs on the hard work and dedication of our passionate and creative employees. The Company is committed to providing equal employment opportunity (EEO) to all qualified candidates.
Resume Submission
Please submit your resume and cover letter to envisagewealth@ampf.com.
Pay: $60,000.00 - $85,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Referral program
- Vision insurance
Education:
- Bachelor's (Required)
License/Certification:
- Securities Industry Essentials, Series 7, and/or Series 66 (Preferred)
Ability to Commute:
- Worthington, OH 43085 (Preferred)
Work Location: Hybrid remote in Worthington, OH 43085
See all 164+ H-1B Visa Planning Specialist Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-1B Visa Planning Specialist Jobs.
Get Access To All JobsTips for Finding H-1B Visa Sponsorship as a Planning Specialist
Map your degree to planning SOC codes
Pull your occupation's Standard Occupational Classification code from O*NET and confirm your degree field aligns with it before applying. Employers filing your LCA need that degree-to-role match documented clearly to satisfy specialty occupation requirements under USCIS review.
Verify worksite addresses before your LCA is certified
Each physical worksite requires its own certified LCA posted at that location. If your planning role involves multiple project sites or client offices, confirm all addresses with your employer early so DOL filings cover every location you'll actually work from.
Find sponsors through Migrate Mate before applying
Target employers with verified H-1B LCA filing history in planning and operations roles. Migrate Mate surfaces these employers by role type, so you spend time on applications where sponsorship is already established rather than discovering it isn't after an offer stage.
Request prevailing wage documentation from your employer
Use the OFLC Wage Search to look up the prevailing wage for your specific planning role and worksite ZIP code before negotiating your offer. Your employer's LCA must certify wages at or above that level, and knowing the floor protects you during salary discussions.
Treat the 60-day grace period as a hard deadline
If your planning role ends, USCIS allows a 60-day grace period to secure a new sponsoring employer and file a transfer petition. That clock starts immediately, so proactively identifying H-1B-ready employers before any employment gap is a practical necessity, not an optional precaution.
Distinguish project-based contracts from full-time roles
Planning Specialists placed at client sites through staffing firms face stricter USCIS scrutiny around employer control and specialty occupation evidence. Prioritize direct-hire positions with internal planning departments where the petitioning employer directly supervises your day-to-day duties.
H-1B Visa Planning Specialist: Frequently Asked Questions
Does a Planning Specialist role qualify as a specialty occupation for H-1B purposes?
Yes, Planning Specialist roles typically qualify when the position requires at least a bachelor's degree in urban planning, logistics, supply chain management, operations research, or a closely related field. The employer must demonstrate in the I-129 petition that a theoretical and practical application of specialized knowledge is genuinely required. Roles structured around general coordination duties without a specific degree requirement are more likely to draw a Request for Evidence from USCIS.
How do I find employers who actively sponsor H-1B visas for Planning Specialist positions?
Search Migrate Mate to browse Planning Specialist openings at employers with verified H-1B Labor Condition Application filing history. This targets your applications toward organizations that have already committed to the sponsorship process for similar roles, rather than relying on job descriptions that may not reflect actual sponsorship willingness.
What documents should I prepare before a Planning Specialist employer files my H-1B petition?
Your employer will need your official transcripts confirming a qualifying degree, any professional planning certifications such as AICP, and a detailed position description tying your daily duties to your field of study. If your degree is from a foreign institution, a credential evaluation from a NACES-member service is typically required to establish U.S. equivalency for USCIS review.
What happens to my H-1B status if my planning project ends before the petition period expires?
Your H-1B status is tied to your employer's active petition, not the project itself. If the role ends, you have a 60-day grace period under USCIS rules to find a new sponsoring employer and file an H-1B transfer petition. During that period your status remains valid, but you cannot begin work for the new employer until USCIS receives the transfer filing.
Can my employer sponsor me for H-1B if I'll be working across multiple planning project sites?
Yes, but each worksite location requires its own certified Labor Condition Application filed with DOL before you begin work there. Your employer must post the LCA at each site and certify the prevailing wage for that specific area. Failing to file separate LCAs for new project locations is a compliance violation that can jeopardize your status and your employer's ability to sponsor future petitions.