J-1 Visa Financial Representative Jobs
Financial Representative roles in the United States are accessible to international professionals through the J-1 visa Trainee or Intern program category, depending on your career stage. A U.S. Department of State-designated sponsor organization issues your DS-2019 and provides sponsorship, while your host employer guides your training program.
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INTRODUCTION
At Skillsoft, we believe skills fuel growth. Our mission is to empower every organization and every learner to turn constant change into continuous growth. As part of the team, your skills will help organizations understand what skills they have, what they need next, and how to apply them in ways that drive real performance and progress.
ABOUT THE JOB
Skillsoft is seeking a motivated Financial Analyst Intern to join our finance team Part Time (20 Hours/week) for 6-8 weeks this summer! In this role, you will have the opportunity to help us turn data into actionable insights. You’ll work closely with our senior analysts to support budgeting, forecasting, and financial reporting, gaining hands-on experience in how a corporate finance department operates.
Responsibilities
- Data Analysis: Assist in gathering and cleaning financial data from various internal systems
- Reporting: Help prepare monthly, quarterly and ad-hoc financial reports for management
- Market Research: Conduct research on industry trends, competitors, and economic conditions to support strategic planning
- Ad Hoc Projects: Support the finance team with special projects, including process automation and financial modeling
BASIC QUALIFICATIONS
- 0-2 years of Finance experience while currently pursuing a Bachelor’s or Master’s degree in Finance, Accounting, Economics, or a related field
- Proficient in MS Office Suite, with hands on Microsoft Excel experience creating VLOOKUPs and Pivot Tables and familiarity with tools like Tableau, Power BI, or SQL is a plus
- Analytical Mindset: A natural curiosity for "the story behind the numbers" and strong attention to detail
- Excellent communication skills with the ability to explain complex data in a simple, clear manner
- Team Player: A proactive attitude and a willingness to learn in a fast-paced environment
- East Coast US Timezone
PREFERRED QUALIFICATIONS
- Mentorship from experienced finance professionals
- Exposure to real-world financial decision-making
COMPENSATION
- Target hourly compensation for this job requisition is anticipated to be approximately $17-20.
- The company may modify salaries, salary ranges and/or Pay Plans from time to time as it deems necessary.
Skillsoft (NYSE: SKIL) is a global leader in AI-native skills management for the human + AI era. By unifying learning, real-time skills intelligence, and workforce insights, Skillsoft helps enterprises build their Skillforce™ — humans and AI working together to drive measurable business outcomes. Through personalized, interactive learning across leadership, technology, and compliance, Skillsoft enables organizations to close critical skill gaps and accelerate transformation. Skillsoft is trusted by thousands of organizations worldwide, including 60% of the Fortune 1000, and supports a global community of more than 105 million learners.
Thank you for taking the time to learn more about us. If this opportunity intrigues you, we would love for you to apply!
NOTE TO EMPLOYMENT AGENCIES: We value the partnerships we have built with our preferred vendors. Skillsoft does not accept unsolicited resumes from employment agencies. All resumes submitted by employment agencies directly to any Skillsoft employee or hiring manager in any form without a signed Skillsoft Employment Agency Agreement on file and search engagement for that position will be deemed unsolicited in nature. No fee will be paid in the event the candidate is subsequently hired as a result of the referral or through other means.
Skillsoft is an equal opportunity employer. We evaluate qualified applicants without regard to race, color, religion, sex, age, national origin, disability, veteran status, genetic information, and other legally protected categories.
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Get Access To All JobsTips for Finding J-1 Visa Sponsorship in Financial Representative
Document your finance credentials precisely
Your DS-2019 training plan must align your degree field and prior experience with the Financial Representative role. Gather transcripts, professional certifications, and employment records that show a clear progression in financial services or securities work before applying.
Distinguish Intern from Trainee eligibility early
J-1 Intern status requires current enrollment in a degree program, while Trainee status suits professionals within five years of graduation or with substantial work experience. Misidentifying your category delays your DS-2019 issuance and can derail an offer timeline.
Target host employers with structured training programs
Financial Representative roles require a written training plan that the designated sponsor reviews and approves. Search Migrate Mate to identify U.S. employers in financial services who have hosted J-1 participants and can support a compliant, structured training agreement.
Verify the home residency requirement before accepting
If your J-1 program is government-funded or your home country lists your occupation as in-demand, a two-year home residency requirement may apply after your program ends. Confirm this with your designated sponsor before signing any host employer offer letter.
Align your training plan with FINRA registration timelines
Many Financial Representative positions require FINRA licensing exams like the Series 6 or Series 63. Coordinate your DS-2019 program dates with your host employer so your authorized training period covers exam preparation and any provisional registration window.
Confirm your host employer's evaluation process
Designated sponsors such as AIPT or Cultural Vistas require the host employer to complete formal performance evaluations mid-program and at completion. Ask your prospective host employer during interviews how they handle these evaluations to avoid compliance gaps.
Financial Representative J-1 Visa: Frequently Asked Questions
Which J-1 program category covers Financial Representative roles?
Most Financial Representative positions fall under the J-1 Trainee category for professionals who have graduated within the past five years or have relevant work experience in financial services. Current university students completing a degree in finance, economics, or a related field may qualify under the J-1 Intern category instead. Your designated sponsor confirms which category fits your background before issuing the DS-2019.
Who actually sponsors my J-1 visa for a Financial Representative job?
Your visa sponsor is a U.S. Department of State-designated organization, such as AIPT, Cultural Vistas, or IIE, not your host employer. The designated sponsor issues your DS-2019 form, reviews your training plan, and monitors your compliance throughout the program. Your host employer in financial services is where you work and train, but they are not the legal sponsor of your J-1 status.
How do I find U.S. employers willing to host J-1 Financial Representatives?
Use Migrate Mate to search for Financial Representative roles at U.S. employers in the financial services sector that have experience hosting international participants. Not every employer in this field is familiar with the DS-2019 process or the training plan requirements, so filtering for positions where hosts have prior J-1 experience saves significant time and reduces the risk of a withdrawn offer.
Does the two-year home residency requirement apply to finance professionals?
It depends on your home country's skills list and whether your J-1 program receives government funding. If your home country designates financial services professionals as skills in short supply, the two-year home residency requirement under INA Section 212(e) likely applies to you. Your designated sponsor will note this on your DS-2019. A waiver is possible but involves a separate application process and is not guaranteed.
Can my J-1 training period cover FINRA licensing exam preparation?
Yes, if your training plan explicitly includes exam preparation as a component of the financial services training program. Your host employer and designated sponsor must both agree that FINRA exam preparation is a structured, supervised element of your program objectives. Document this clearly in the DS-2019 training plan from the start, since adding licensing activities after the program begins typically requires an amendment that delays your timeline.