H-1B1 Chile Visa Financial Planning Jobs
Financial Planning jobs in the U.S. are squarely in H-1B1 Chile visa territory: the role requires a finance-related bachelor's degree, fits the specialty occupation definition, and draws consistent employer sponsorship. Chilean professionals can apply directly at the consulate with no lottery and a 1,400-visa annual cap that rarely fills.
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Get Access To All JobsYOUR IMPACT
As a Family Office Advisor, you will be instrumental in shaping the financial futures of our firm's most strategic clients. You will lead and cultivate deep, enduring relationships, serving a select portfolio of 8-12 families – a client-to-advisor ratio meticulously designed to ensure dedicated attention and truly exceptional, white-glove service. For over three decades, our Advisor teams have been the trusted stewards of significant wealth, and you will continue this legacy, providing comprehensive financial planning and strategic guidance that directly impacts our clients' legacies.
OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.
Private Family Office
The Goldman Sachs Private Family Office provides financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our comprehensive approach incorporates financial planning in several areas such as consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning, and cash management.
We seek a highly accomplished and strategic professional with a proven record in ultra-high net worth wealth management.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Strategic Client Leadership: Function as the primary point of contact and lead advisor for a select group of ultra-high net worth families, orchestrating comprehensive financial strategies tailored to their unique needs.
- Integrated Advisory & Coordination: Seamlessly manage and integrate advice from a network of internal and external professionals (including attorneys, accountants, and bankers) to ensure cohesive and optimal client outcomes.
- Advanced Financial Analysis: Prepare and critically review sophisticated financial statements (balance sheets, income statements, and cash flow statements) to uncover trends, identify opportunities, and proactively address challenges.
- Proactive Tax & Estate Planning: Develop and execute advanced tax efficiency strategies, ensuring compliance while maximizing wealth preservation. Collaborate with T&E attorneys to design and implement robust estate plans that facilitate efficient wealth transfer and minimize tax liabilities.
- Holistic Risk Management: Design and implement comprehensive risk mitigation strategies through sophisticated insurance planning, safeguard client assets and legacies.
- Dynamic Liquidity & Cash Flow Management: Analyze and optimize complex cash flow dynamics, ensuring robust liquidity and strategic financial positioning for our clients.
- Impactful Philanthropic Advisory: Partner with clients to craft and implement impactful philanthropic strategies, including charitable giving and foundation planning, optimizing tax efficiency, and maximizing societal benefit.
- Sophisticated Investment Oversight: Monitor, analyze, and report on diverse investment portfolios, including alternative investments, ensuring alignment with client objectives, and collaborating with internal and external managers to optimize performance.
SKILLS AND EXPERIENCE WE ARE LOOKING FOR
- Education: Bachelor’s degree in finance, accounting, or a related field. An advanced degree or degree (e.g., MST, MBA, JD, CPA, CFP) is required. FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire.
- Experience: Minimum of 7 years of progressive experience in financial planning, tax, consulting, or a related field, with significant exposure to single or multi-family office environments.
- Expertise: Deep knowledge and practical application of complex financial planning concepts, including advanced tax planning, intricate estate planning, and sophisticated investment management.
- Leadership & Influence: Demonstrated ability to manage client relationships, lead high-performing teams, and influence outcomes across a diverse stakeholder group.
- Communication: Exceptional communication, interpersonal, and project management skills, capable of articulating complex strategies with clarity and precision.
- Integrity: Unwavering commitment to confidentiality and the discreet handling of sensitive client information.
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit to our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquarters in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.
We are committed to finding reasonable accommodation for candidates with special needs or disabilities during our recruitment process. : https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Salary Range
The expected base salary for this Chicago, Illinois, United States-based position is $85000-$240000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Opportunity Overview
CORPORATE TITLE
Vice President
OFFICE LOCATION(S)
Chicago
JOB FUNCTION
Sales
DIVISION
Asset & Wealth Management
SALARY RANGE
USD 85,000 - 240,000
YOUR IMPACT
As a Family Office Advisor, you will be instrumental in shaping the financial futures of our firm's most strategic clients. You will lead and cultivate deep, enduring relationships, serving a select portfolio of 8-12 families – a client-to-advisor ratio meticulously designed to ensure dedicated attention and truly exceptional, white-glove service. For over three decades, our Advisor teams have been the trusted stewards of significant wealth, and you will continue this legacy, providing comprehensive financial planning and strategic guidance that directly impacts our clients' legacies.
OUR IMPACT
Wealth Management
Across Wealth Management, Goldman Sachs helps empower clients and customers around the world to reach their financial goals. Our advisor-led wealth management businesses provide financial planning, investment management, banking, and comprehensive advice to a wide range of clients, including ultra-high net worth and high net worth individuals, as well as family offices, foundations and endowments, and corporations and their employees. Our consumer business provides digital solutions for customers to better spend, borrow, invest, and save. Across Wealth Management, our growth is driven by a relentless focus on our people, our clients and customers, and leading-edge technology, data, and design.
Private Family Office
The Goldman Sachs Private Family Office provides financial counseling and full-service implementation to address the financial complexities of CEOs, founders, private equity principals and ultra-high net worth individuals and their families. Our clients value having a single point of contact to address their specific planning needs and manage their financial affairs. Our comprehensive approach incorporates financial planning in several areas such as consolidated investment review, income tax preparation and planning, estate planning and wealth transfer, employee benefits, risk management, philanthropic planning, and cash management.
We seek a highly accomplished and strategic professional with a proven record in ultra-high net worth wealth management.
HOW YOU WILL FULFILL YOUR POTENTIAL
- Strategic Client Leadership: Function as the primary point of contact and lead advisor for a select group of ultra-high net worth families, orchestrating comprehensive financial strategies tailored to their unique needs.
- Integrated Advisory & Coordination: Seamlessly manage and integrate advice from a network of internal and external professionals (including attorneys, accountants, and bankers) to ensure cohesive and optimal client outcomes.
- Advanced Financial Analysis: Prepare and critically review sophisticated financial statements (balance sheets, income statements, and cash flow statements) to uncover trends, identify opportunities, and proactively address challenges.
- Proactive Tax & Estate Planning: Develop and execute advanced tax efficiency strategies, ensuring compliance while maximizing wealth preservation. Collaborate with T&E attorneys to design and implement robust estate plans that facilitate efficient wealth transfer and minimize tax liabilities.
- Holistic Risk Management: Design and implement comprehensive risk mitigation strategies through sophisticated insurance planning, safeguard client assets and legacies.
- Dynamic Liquidity & Cash Flow Management: Analyze and optimize complex cash flow dynamics, ensuring robust liquidity and strategic financial positioning for our clients.
- Impactful Philanthropic Advisory: Partner with clients to craft and implement impactful philanthropic strategies, including charitable giving and foundation planning, optimizing tax efficiency, and maximizing societal benefit.
- Sophisticated Investment Oversight: Monitor, analyze, and report on diverse investment portfolios, including alternative investments, ensuring alignment with client objectives, and collaborating with internal and external managers to optimize performance.
SKILLS AND EXPERIENCE WE ARE LOOKING FOR
- Education: Bachelor’s degree in finance, accounting, or a related field. An advanced degree or degree (e.g., MST, MBA, JD, CPA, CFP) is required. FINRA SIE, Series 7 and Series 66 preferred; required within 4 months of hire.
- Experience: Minimum of 7 years of progressive experience in financial planning, tax, consulting, or a related field, with significant exposure to single or multi-family office environments.
- Expertise: Deep knowledge and practical application of complex financial planning concepts, including advanced tax planning, intricate estate planning, and sophisticated investment management.
- Leadership & Influence: Demonstrated ability to manage client relationships, lead high-performing teams, and influence outcomes across a diverse stakeholder group.
- Communication: Exceptional communication, interpersonal, and project management skills, capable of articulating complex strategies with clarity and precision.
- Integrity: Unwavering commitment to confidentiality and the discreet handling of sensitive client information.
ABOUT GOLDMAN SACHS
At Goldman Sachs, we commit to our people, capital, and ideas to help our clients, shareholders, and the communities we serve to grow. Founded in 1869, we are a leading global investment banking, securities, and investment management firm. Headquarters in New York, we maintain offices around the world.
We believe who you are makes you better at what you do. We are committed to fostering and advancing diversity and inclusion in our own workplace and beyond by ensuring every individual within our firm has a number of opportunities to grow professionally and personally, from our training and development opportunities and firmwide networks to benefits, wellness and personal finance offerings and mindfulness programs. about our culture, benefits, and people at GS.com/careers.
We are committed to finding reasonable accommodation for candidates with special needs or disabilities during our recruitment process. : https://www.goldmansachs.com/careers/footer/disability-statement.html
© The Goldman Sachs Group, Inc., 2025. All rights reserved.
Goldman Sachs is an equal employment/affirmative action employer Female/Minority/Disability/Veteran/Sexual Orientation/Gender Identity
Salary Range
The expected base salary for this Chicago, Illinois, United States-based position is $85000-$240000. In addition, you may be eligible for a discretionary bonus if you are an active employee as of fiscal year-end.
Benefits
Goldman Sachs is committed to providing our people with valuable and competitive benefits and wellness offerings, as it is a core part of providing a strong overall employee experience. A summary of these offerings, which are generally available to active, non-temporary, full-time and part-time US employees who work at least 20 hours per week, can be found here.
We Offer Best-In-Class Benefits
Healthcare & Medical Insurance
We offer a wide range of health and welfare programs that vary depending on office location. These generally include medical, dental, short-term disability, long-term disability, life, accidental death, labor accident and business travel accident insurance.
Holiday & Vacation Policies
We offer competitive vacation policies based on employee level and office location. We promote time off from work to recharge by providing generous vacation entitlements and a minimum of three weeks expected vacation usage each year.
Financial Wellness & Retirement
We assist employees in saving and planning for retirement, offer financial support for higher education, and provide a number of benefits to help employees prepare for the unexpected. We offer live financial education and content on a variety of topics to address the spectrum of employees’ priorities.
Health Services
We offer a medical advocacy service for employees and family members facing critical health situations, and counseling and referral services through the Employee Assistance Program (EAP). We provide Global Medical, Security and Travel Assistance and a Workplace Ergonomics Program. We also offer state-of-the-art on-site health centers in certain offices.
Fitness
To encourage employees to live a healthy and active lifestyle, some of our offices feature on-site fitness centers. For eligible employees we typically reimburse fees paid for a fitness club membership or activity (up to a pre-approved amount).
Child Care & Family Care
We offer on-site child care centers that provide full-time and emergency back-up care, as well as mother and baby rooms and homework rooms. In every office, we provide advice and counseling services, expectant parent resources and transitional programs for parents returning from parental leave. Adoption, surrogacy, egg donation and egg retrieval stipends are also available.
Benefits at Goldman Sachs
Read more about the full suite of class-leading benefits our firm has to offer.
Opportunity Overview
CORPORATE TITLE
Vice President
OFFICE LOCATION(S)
Chicago
JOB FUNCTION
Sales
DIVISION
Asset & Wealth Management
SALARY RANGE
USD 85,000 - 240,000
See all Financial Planning jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Planning roles.
Get Access To All JobsTips for Finding Financial Planning Jobs
Align your degree to the role
Your Chilean university credential must map directly to financial planning, not just business broadly. Get a credential evaluation from a NACES-recognized evaluator before applying so employers see a clear U.S.-equivalent degree match upfront.
Use OFLC Wage Search before negotiating
Look up the prevailing wage for financial planning roles in your target metro using OFLC Wage Search. Your offer must meet or exceed that figure for the LCA to be certified, so knowing the floor puts you in a stronger negotiating position.
Target firms with active LCA filing history
Search for employers who have previously filed Labor Condition Applications for financial planning or securities analyst roles. Past filings signal the firm understands the process and won't stall the sponsorship conversation. Use Migrate Mate to filter employers by H-1B1 visa filing history.
Confirm the consulate filing path with your employer
H-1B1 Chile is consulate-filed, not USCIS-adjudicated. Some HR teams default to the H-1B visa USCIS process out of habit. Confirm early that your employer's counsel knows the consulate route so your LCA and DS-160 are prepared correctly from the start.
Get your CFA or CFP credentials recognized early
CFA and CFP designations are U.S.-issued and transfer directly, but if you hold Chilean-equivalent certifications, document their equivalency explicitly. Hiring managers at registered investment advisers and broker-dealers expect to see recognized credentials, not just a degree.
Request annual renewals before your visa expires
H-1B1 Chile is issued in one-year increments with no cap on renewals. File your renewal documentation well before expiration so there's no gap in work authorization. Coordinate with your employer's HR team to initiate the LCA renewal at least 60 days before your status ends.
Frequently Asked Questions
Does financial planning qualify as a specialty occupation for the H-1B1 Chile visa?
Yes. Financial planning requires at least a bachelor's degree in finance, economics, accounting, or a closely related field, which satisfies the specialty occupation requirement. The O*NET occupation profile for personal financial advisors confirms the standard educational requirement, and USCIS recognizes this role category consistently under that definition.
How does the H-1B1 Chile visa compare to the H-1B for financial planning professionals?
The H-1B1 Chile visa skips the H-1B lottery entirely and processes through the consulate, not USCIS, so there's no petition filing and no random selection. The annual cap of 1,400 visas for Chilean nationals has not been exhausted historically. The tradeoff is that H-1B1 doesn't permit dual intent, so it's not a direct path to permanent residence the way an H-1B can be.
How do I find financial planning employers who will sponsor the H-1B1 Chile visa?
Use Migrate Mate to search for employers with verified LCA filing history in financial planning and advisory roles. Employers who have filed Labor Condition Applications before are familiar with the sponsorship process and less likely to withdraw an offer once they learn about the visa requirement. Targeting those firms significantly shortens the conversation.
Can I switch financial planning employers on an H-1B1 Chile visa?
You can change employers, but the process restarts. Your new employer must file a fresh LCA with DOL and you'll need a new H-1B1 visa stamp reflecting the new position. There's no portability provision equivalent to the H-1B AC21 rule, so don't resign before your new employer's LCA is certified and your consulate appointment is confirmed.
What documents does my employer need to prepare for H-1B1 Chile visa sponsorship in financial planning?
Your employer files a Labor Condition Application with DOL certifying the offered wage meets the prevailing wage for your role and location. They also prepare a support letter describing your position, your qualifications, and how the role meets the specialty occupation standard. You complete the DS-160 and bring both documents, plus your credential evaluation, to the consulate interview.
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