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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At EY, we’re all in to shape your future with confidence. We’ll help you succeed in a globally connected powerhouse of diverse teams and take your career wherever you want it to go. Join EY and help to build a better working world. Whole industries have been disrupted and transformed in recent years by changing technologies, advanced analytics and the need for better insight. EY is helping businesses realize the value they can gain from their IT investments. We deliver exceptional client service — providing advice on how technology, finance process efficiency and enterprise intelligence contribute to performance improvement, as well as how IT can act as a multiplying effect during major program transformations.
The opportunity
Our EPM team helps apply cutting-edge technology and techniques to bring solutions to our clients. You will help our clients navigate the complex world of Enterprise Performance Management through detailed process design and implementation support. Our Advisory Seniors specialize in serving EY clients by guiding them through complex systems of forecasting, planning, budgeting and the integration with analytical and reporting solutions. We’ll look to you to provide our clients with a unique business perspective on how these processes can transform and improve their entire organization – starting with key business issues they face. This is an expanding area of our practice with high growth and plenty of opportunities to enhance the skillsets of individuals looking to build a career. As a Manager in Solution Architecture, you will play a pivotal role in bridging the gap between complex business problems and innovative technical solutions. You will be instrumental in understanding business requirements and defining the solution architecture that translates these requirements into effective, workable solutions. Your expertise will guide technical decisions to ensure they align with business outcomes, offering recommendations that propel the business forward.
Your Key Responsibilities
You’ll spend most of your time managing client engagement teams, working with a wide variety of clients to deliver professional services, and managing business development activities on strategic and global priority accounts. You will also focus on the effective management and delivery of technology solutions, ensuring quality and risk management. You will engage in continuous process improvement and the identification of innovative solutions. Your responsibilities will include:
- Developing solutions to complex problems and recommending policy changes.
- Establishing procedures that affect your immediate work area and possibly the broader business function.
- Exercising judgment in selecting methods, techniques, and evaluation criteria for obtaining results.
Skills And Attributes For Success
To excel as a Manager in Solution Architecture, you will need a robust set of technical and business skills. Your success will be driven by your proficiency in:
- Fostering relationships with client personnel at appropriate levels. Consistently delivering quality client services. Driving high quality work products within expected timeframes and on budget.
- Monitoring progress, managing risk and ensuring key stakeholders are kept informed about progress and expected outcomes.
- Managing expectations of client service delivery.
- Staying up to date of current business and industry trends relevant to the client's business.
- Effectively managing and motivating client engagement teams with diverse skills and backgrounds.
- Providing constructive on the job feedback/coaching to team members.
- Fostering an innovative and inclusive team oriented work environment. Playing an active role in counselling and mentoring junior consultants within the organization.
- Cultivating and managing business development opportunities. Developing and maintaining long-term client relationships and networks.
- Assisting in the strategy and implementation of EPM tools, processes and transformational solutions.
- Application and Tool Analysis.
- Cloud Computing Architecture.
- Cybersecurity and Privacy Architecture.
- Complex Problem-Solving and Critical Thinking.
- Building and Managing Relationships.
- Communicating With Impact.
To qualify for the role, you must have
- A Bachelor’s degree required (4-year degree).
- Typically, no less than 4 - 6 years relevant experience.
- A minimum of five years’ experience in providing complex consultative services in the following focus areas: master data management, planning, budgeting, forecasting or BI reporting.
- Working knowledge of a component of the modern EPM solutions landscape (e.g. Anaplan (Certified Model Builder, Oracle Consolidations (FCCS/HFM), Oracle Planning (Hyperion Planning / PBCS / ePBCS), OneStream, Tagetik).
- A strong working knowledge and point of view on the evolving concepts and practices for EPM.
- Proven track record of understanding business challenges and translating them into value-add solutions - strong analytical and problem-solving skills - actively participate in brainstorming, identifying core issues and effectively finding and using data to manage complex analysis.
- Our candidates have a variety of backgrounds including:
+ Financial analyst and Financial Planning and Analysis (FP&A) support.
+ Systems Admins for EPM solutions.
+ Long Range, strategic, and capital planner.
+ Implementation consultant.
- Strong analytical and problem solving skills as well as excellent oral and written communication skills.
- A willingness to travel to meet client needs.
Ideally, you’ll also have
- Degree emphasis in Finance, Accounting, Economics, Business, Computer Science, MIS, or IT preferred.
What We Look For
We are looking for individuals who are not only experts in their technical field but who also have the drive to lead, innovate, and collaborate to solve complex business challenges. You should be someone who can navigate the intricacies of both business and technology, making impactful decisions that contribute to the success of our clients and our team.
What We Offer You
At EY, we’ll develop you with future-focused skills and equip you with world-class experiences. We’ll empower you in a flexible environment, and fuel you and your extraordinary talents in a diverse and inclusive culture of globally connected teams. Learn more.
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We offer a comprehensive compensation and benefits package where you’ll be rewarded based on your performance and recognized for the value you bring to the business. The base salary range for this job in all geographic locations in the US is $128,400 to $235,300. The base salary range for New York City Metro Area, Washington State and California (excluding Sacramento) is $154,000 to $267,400. Individual salaries within those ranges are determined through a wide variety of factors including but not limited to education, experience, knowledge, skills and geography. In addition, our Total Rewards package includes medical and dental coverage, pension and 401(k) plans, and a wide range of paid time off options.
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Join us in our team-led and leader-enabled hybrid model. Our expectation is for most people in external, client serving roles to work together in person 40-60% of the time over the course of an engagement, project or year.
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Under our flexible vacation policy, you’ll decide how much vacation time you need based on your own personal circumstances. You’ll also be granted time off for designated EY Paid Holidays, Winter/Summer breaks, Personal/Family Care, and other leaves of absence when needed to support your physical, financial, and emotional well-being.
Are you ready to shape your future with confidence? Apply today.
EY accepts applications for this position on an on-going basis. For those living in California, please click here for additional information. EY focuses on high-ethical standards and integrity among its employees and expects all candidates to demonstrate these qualities.
EY | Building a better working world
EY is building a better working world by creating new value for clients, people, society and the planet, while building trust in capital markets. Enabled by data, AI and advanced technology, EY teams help clients shape the future with confidence and develop answers for the most pressing issues of today and tomorrow. EY teams work across a full spectrum of services in assurance, consulting, tax, strategy and transactions. Fueled by sector insights, a globally connected, multi-disciplinary network and diverse ecosystem partners, EY teams can provide services in more than 150 countries and territories.
EY provides equal employment opportunities to applicants and employees without regard to race, color, religion, age, sex, sexual orientation, gender identity/expression, pregnancy, genetic information, national origin, protected veteran status, disability status, or any other legally protected basis, including arrest and conviction records, in accordance with applicable law. EY is committed to providing reasonable accommodation to qualified individuals with disabilities including veterans with disabilities. If you have a disability and either need assistance applying online or need to request an accommodation during any part of the application process, please call 1-800-EY-HELP3, select Option 2 for candidate related inquiries, then select Option 1 for candidate queries and finally select Option 2 for candidates with an inquiry which will route you to EY’s Talent Shared Services Team (TSS) or email the TSS at ssc.customersupport@ey.com.
See all 100+ H-1B1 Chile Visa Financial Planning Jobs
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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.