J-1 Visa Financial Advisor Jobs
Financial Advisor roles in the U.S. are accessible to exchange visitors through J-1 visa sponsorship under the Trainee or Intern program category, depending on your career stage. Designated sponsors issue your DS-2019 and oversee your training plan while your host employer guides your day-to-day work in financial services.
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Get Access To All JobsThe Role
Teneo's Bermuda Financial Advisory team is currently looking for people with a passion for advising CEOs, their companies and stakeholders. The team forms part of Teneo’s global Financial Advisory practice, which has been built from recent purchases of Big 4 and restructuring teams around the world. The team is very proud of the variety and quality of work it is involved in and there are significant opportunities for training and career development.
Teneo’s global Financial Advisory business advises corporates, creditors and other financial stakeholders, particularly in situations of uncertainty, financial stress and distress. No two situations are the same. Our advice and approach is tailored to each situation and each client. At Teneo, we believe such occurrences present new opportunities for our clients. Opportunities to restore value, raise new capital, pivot in a new direction and ultimately, identify certainty amidst chaos.
As a Summer Intern within Financial Advisory, you will be exposed to a wide variety of projects within a highly commercial, client focused environment supporting our senior team in client-facing delivery, as well as supporting the overall running of a busy office.
Key Responsibilities
- Assisting with delivering corporate finance, restructuring / insolvency engagements or complex investigations, spanning multiple jurisdictions, providing support to engagement Managers and Directors
- Supporting business development activities, building, and expanding your own contact network and supporting Director / Senior Managing Director-led marketing and sales activities
- Assisting in preparing research documents, financial analysis, proposals and other business development and high-quality client delivery documents
- Assisting Managers in the preparation fee report packs to key stakeholders, assisting in billing, and managing cash collections
Key Skills & Experience
Applicants for the role of Summer Intern should ideally be in their final or penultimate year of university or be a recent graduate (with 2:1, US GPA 3.3+, or equivalent), in any discipline. Candidates should have a working knowledge of MS Excel, Word and PowerPoint, with a strong desire to further develop their skills across these applications.
- Excellent reporting writing skills
- Strong analytical skills
- A logical and methodical approach to problem solving
- Excellent interpersonal and team working skills
- Strong project management and organizational skills
- Shows initiative and adopts a proactive approach
- An understanding of insolvency legislation and practice is not expected but a willingness and passion to learn about the restructuring profession is a plus
Successful candidates must be Bermudian, Spouse of Bermudian or PRC/BOTC holders to be eligible for consideration.
What can we offer you?
New joiners are supported by an induction program and local training. The Intern position offers:
- Competitive monthly salary
- Work experience across a range of activities relevant to our business
- Extensive investment in personal development & learning, particularly focused on Financial Services
- Regular social and charitable activities
- Opportunities to work in a fast paced and growing small office environment, working with a team of experienced professionals
The Role
Teneo's Bermuda Financial Advisory team is currently looking for people with a passion for advising CEOs, their companies and stakeholders. The team forms part of Teneo’s global Financial Advisory practice, which has been built from recent purchases of Big 4 and restructuring teams around the world. The team is very proud of the variety and quality of work it is involved in and there are significant opportunities for training and career development.
Teneo’s global Financial Advisory business advises corporates, creditors and other financial stakeholders, particularly in situations of uncertainty, financial stress and distress. No two situations are the same. Our advice and approach is tailored to each situation and each client. At Teneo, we believe such occurrences present new opportunities for our clients. Opportunities to restore value, raise new capital, pivot in a new direction and ultimately, identify certainty amidst chaos.
As a Summer Intern within Financial Advisory, you will be exposed to a wide variety of projects within a highly commercial, client focused environment supporting our senior team in client-facing delivery, as well as supporting the overall running of a busy office.
Key Responsibilities
- Assisting with delivering corporate finance, restructuring / insolvency engagements or complex investigations, spanning multiple jurisdictions, providing support to engagement Managers and Directors
- Supporting business development activities, building, and expanding your own contact network and supporting Director / Senior Managing Director-led marketing and sales activities
- Assisting in preparing research documents, financial analysis, proposals and other business development and high-quality client delivery documents
- Assisting Managers in the preparation fee report packs to key stakeholders, assisting in billing, and managing cash collections
Key Skills & Experience
Applicants for the role of Summer Intern should ideally be in their final or penultimate year of university or be a recent graduate (with 2:1, US GPA 3.3+, or equivalent), in any discipline. Candidates should have a working knowledge of MS Excel, Word and PowerPoint, with a strong desire to further develop their skills across these applications.
- Excellent reporting writing skills
- Strong analytical skills
- A logical and methodical approach to problem solving
- Excellent interpersonal and team working skills
- Strong project management and organizational skills
- Shows initiative and adopts a proactive approach
- An understanding of insolvency legislation and practice is not expected but a willingness and passion to learn about the restructuring profession is a plus
Successful candidates must be Bermudian, Spouse of Bermudian or PRC/BOTC holders to be eligible for consideration.
What can we offer you?
New joiners are supported by an induction program and local training. The Intern position offers:
- Competitive monthly salary
- Work experience across a range of activities relevant to our business
- Extensive investment in personal development & learning, particularly focused on Financial Services
- Regular social and charitable activities
- Opportunities to work in a fast paced and growing small office environment, working with a team of experienced professionals
See all 5+ Financial Advisor jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Advisor roles.
Get Access To All JobsTips for Finding J-1 Visa Sponsorship in Financial Advisor
Build a training plan before you apply
Designated sponsors require a detailed Training/Internship Placement Plan (Form DS-7002) before issuing your DS-2019. Draft a week-by-week outline of the financial advisory skills you'll develop, such as portfolio analysis, client suitability assessments, and regulatory compliance exposure.
Confirm your FINRA licensing eligibility early
J-1 Trainees can sit for Series 65 or Series 7 exams, but your eligibility depends on your host firm filing the required paperwork with FINRA under your exchange visitor status. Clarify this with your host employer before accepting an offer.
Target host employers with existing J-1 host agreements
Firms that have previously signed host agreements with designated sponsors like Cultural Vistas or AIPT move faster through onboarding. Use Migrate Mate to identify financial services employers who have a history of hosting J-1 exchange visitors in advisory or finance roles.
Check whether your role triggers the home residency requirement
If your J-1 program is funded by your home government or DOL, or if your home country appears on the Exchange Visitor Skills List, you may face a two-year home residency requirement after your program ends, which affects your ability to pursue H-1B or green card status afterward.
Verify prevailing wage alignment with your host offer
Although J-1 is not a DOL-certified visa like H-1B, your host employer must still pay you a wage commensurate with similarly situated U.S. workers. Cross-reference your offered compensation against OFLC Wage Search and BLS data for your role and location before signing.
Get your credentials evaluated before the DS-2019 is issued
Designated sponsors assess whether your foreign finance or economics degree qualifies you for the Trainee category. A credential evaluation from a NACES-member organization documents your degree equivalency and prevents delays when your sponsor reviews your educational background during vetting.
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Find Financial Advisor JobsFinancial Advisor J-1 Visa: Frequently Asked Questions
Which J-1 program category fits a Financial Advisor role?
The Trainee category is the most common fit for early-career finance professionals who have a degree plus at least one year of related work experience outside the U.S. Current students or recent graduates within 12 months of graduation may qualify under the Intern category instead. Both require a DS-2019 issued by a State Department-designated sponsor, not the hiring firm itself.
How do I find U.S. financial firms that will host a J-1 exchange visitor?
Most firms are open to hosting but have no formal J-1 program listed publicly, so identifying them requires targeted research rather than filtering by visa type on a job board. Migrate Mate lets you search for Financial Advisor roles and employers aligned with J-1 exchange visitor sponsorship, surfacing host opportunities that standard job boards don't flag.
Who actually sponsors my J-1 visa, the employer or a third-party organization?
Your designated sponsor, a State Department-authorized organization such as Cultural Vistas or AIPT, issues your DS-2019 and serves as the official visa sponsor. Your host employer, the financial firm where you work, is separate from this sponsor role. The firm signs a host agreement with the designated sponsor and oversees your training, but it does not hold the sponsoring authority.
Can I transition from a J-1 Trainee visa to an H-1B after my financial advisor placement ends?
You can if the two-year home residency requirement does not apply to your situation. If it does apply, you must either fulfill it, obtain a waiver through a No Objection Statement from your home government or a DOL hardship waiver, or depart and reenter before any H-1B petition can be approved. Confirm your requirement status with your designated sponsor before making long-term plans.
What documentation does a J-1 trainee need to start a financial advisor role in the U.S.?
You need a valid DS-2019 issued by your designated sponsor, a J-1 visa stamp from a U.S. consulate, your training plan on Form DS-7002 signed by both your host employer and sponsor, and proof of health insurance meeting J-1 program requirements. Your host firm may also require FINRA registration paperwork, which it files on your behalf before you conduct any securities-related activity.
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