J-1 Visa Financial Consultant Jobs
Financial Consultant roles in the United States are accessible to international professionals through J-1 visa sponsorship, most commonly under the Trainee or Intern program categories. Designated sponsor organizations issue the DS-2019 form and oversee your training plan, while your host employer provides the placement. No lottery or annual cap applies.
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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 Consultant jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Consultant roles.
Get Access To All JobsTips for Finding J-1 Visa Sponsorship as a Financial Consultant
Document your finance credentials before applying
J-1 Trainee applicants need proof of a degree in finance, economics, or a related field plus at least one year of relevant experience abroad. Gather transcripts, employment letters, and a detailed CV before contacting any host employer.
Target host employers with structured training programs
J-1 hosts must submit a formal Training Plan (Form DS-7002) outlining your learning objectives by phase. Financial consulting firms and banks with established rotational programs are far better positioned to fulfill that requirement than smaller advisory boutiques.
Search Migrate Mate for J-1-aligned financial roles
Use Migrate Mate to filter U.S. Financial Consultant openings by employers that have hosted international exchange visitors. Narrowing your search this way saves significant time compared to cold-applying to firms unfamiliar with the DS-2019 process.
Verify prevailing wage compliance before accepting an offer
Your host employer must pay the prevailing wage for the Financial Consultant role in their metro area. Cross-check your offered salary against the OFLC Wage Search database so you can flag any shortfall before your designated sponsor reviews the Training Plan.
Confirm whether the two-year home residency rule applies to you
If your J-1 exchange is government-funded or your home country is on the State Department's skills list, you may be subject to a two-year home residency requirement before changing to H-1B or a green card. Clarify this with your designated sponsor during the DS-2019 issuance process.
Align your Training Plan phases with CFA or CPA milestones
Designated sponsors and consular officers respond well to Training Plans that connect each rotation phase to a recognized professional credential. Structuring your DS-7002 around CFA exam preparation or CPA licensure requirements gives the plan a clear, defensible rationale.
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Find Financial Consultant JobsFinancial Consultant J-1 Visa: Frequently Asked Questions
Which J-1 program category fits a Financial Consultant role?
Current university students pursuing a finance internship typically fall under the J-1 Intern category. Professionals who have already completed their degree and at least one year of work experience in finance qualify for the J-1 Trainee category instead. The Trainee category allows a stay of up to 18 months, compared to 12 months for Interns, and is the more common path for early-career Financial Consultants entering U.S. firms.
Who actually sponsors my J-1 visa as a Financial Consultant?
The J-1 visa sponsor is a U.S. Department of State-designated organization, such as Cultural Vistas or AIPT, not your host employer. The designated sponsor issues the DS-2019 form, approves the Training Plan, and monitors your compliance throughout the program. Your host employer, whether a financial advisory firm or a bank, provides the actual work placement but holds a separate role in the arrangement.
How do I find U.S. financial employers willing to host J-1 exchange visitors?
Use Migrate Mate to identify Financial Consultant openings at U.S. employers that have experience hosting international exchange visitors. Many financial firms are unfamiliar with the DS-7002 Training Plan requirement, so targeting those already accustomed to the process dramatically shortens the onboarding timeline with a designated sponsor.
What does the Training Plan requirement mean for a Financial Consultant position?
Your host employer must complete Form DS-7002, dividing your J-1 program into phases that each describe specific skills you will learn and how they relate to your finance background. A vague plan that simply lists tasks is a common reason designated sponsors delay or deny DS-2019 issuance. Firms that run structured rotational programs, covering areas like portfolio analysis, client advisory, and compliance, are better equipped to produce an approvable plan.
Can I extend or convert my status after completing a J-1 Financial Consultant program?
Extension within the J-1 Trainee category is possible in some cases, up to the 18-month maximum, if your designated sponsor approves. Converting to H-1B afterward requires your employer to file a petition, but the two-year home residency requirement can block that path if it applies to you. Check your DS-2019 for a Section 212(e) notation and resolve any home residency obligation before pursuing a status change.
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