Financial Consultant Visa Sponsorship Jobs in California
California is one of the top states for financial consultant visa sponsorship, driven by its concentration of global banks, investment firms, and fintech companies in San Francisco, Los Angeles, and San Jose. Major employers include Wells Fargo, Charles Schwab, and BlackRock. Roles typically require CFA credentials or finance degrees.
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Get Access To All JobsLocation: San Mateo, CA
Requisition ID 2026-122441
Category Retail Branch
Position type Regular
Pay range USD $75,000.00 - $120,000.00 / Year
Application deadline 2026-06-15
Your opportunity
- In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
- Investment Professionals' Compensation | Charles Schwab
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
-
Required Qualifications:
-
A valid and active FINRA Series 7 license required
-
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
-
Preferred Qualifications:
-
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by implementing a focused client communication strategy, and exceeding client expectations.
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
- Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement change as the market and business conditions evolve.
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
- Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management.
What’s in it for you:
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- Base salary
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: San Mateo, CA
Requisition ID 2026-122441
Category Retail Branch
Position type Regular
Pay range USD $75,000.00 - $120,000.00 / Year
Application deadline 2026-06-15
Your opportunity
- In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
- Investment Professionals' Compensation | Charles Schwab
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s branch team is at the heart of our firm’s commitment to helping clients own their financial futures. In this exciting role, you’ll give clients financial guidance while forming lasting relationships built on trust, respect, and reaching a common goal. You’ll also have the ability to take charge of your own professional journey with our supportive, nurturing culture and diverse set of career opportunities. As a Financial Consultant at Schwab, you will be procured with the practice of existing Schwab clients, providing them with wealth management and financial planning advice. Over time, you’ll grow your practice holistically through client asset consolidation, networking, and earning client referrals. If you currently have your securities license, enjoy working in a team setting, and share our passion for serving clients - this role is for you.
What you have
-
Required Qualifications:
-
A valid and active FINRA Series 7 license required
-
Obtaining or acquiring FINRA Series 66 (63/65) license and Life & Health Insurance as it will be required during your tenure on the job.
-
Preferred Qualifications:
-
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by implementing a focused client communication strategy, and exceeding client expectations.
- Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your client’s progress toward achieving their goals.
- Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
- Ability to adapt and implement change as the market and business conditions evolve.
- Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and the ideal wealth and long-term investment strategies for their personal situation.
- Desire to provide an outstanding investor experience in addition to furthering your own professional development in Wealth Management.
What’s in it for you:
At Schwab, we’re committed to empowering our employees’ personal and professional success. Our flexible work options, supportive culture, and focus on your development means you’ll get the tools you need to make a positive difference in the finance industry.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- Base salary
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and a 4-week sabbatical after 5 years of service
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Pursuant to SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the NMLS registry system and remain in good standing. You will be required to register and to submit to the required SAFE Act background check and registration process.
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Financial Consultant Job Roles in California
See all 139+ Financial Consultant Jobs in California
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Search Financial Consultant Jobs in CaliforniaFinancial Consultant Jobs in California: Frequently Asked Questions
Which companies sponsor visas for financial consultants in California?
Large financial institutions and consulting firms are the most active sponsors for financial consultant roles in California. Wells Fargo, Charles Schwab, BlackRock, Deloitte, and KPMG have all filed Labor Condition Applications for financial consultant positions in the state. Boutique investment firms and fintech companies headquartered in San Francisco also sponsor regularly, though smaller firms do so less frequently than their enterprise counterparts.
Which visa types are most common for financial consultant roles in California?
The H-1B visa is the most common visa for financial consultants in California, as the role typically qualifies as a specialty occupation requiring at least a bachelor's degree in finance, economics, or a related field. The L-1B is another pathway for intracompany transferees with specialized knowledge. Candidates with advanced degrees may also explore the EB-2 immigrant visa for longer-term permanent residence pathways.
Which cities in California have the most financial consultant sponsorship jobs?
San Francisco leads in financial consultant sponsorship activity, anchored by its concentration of investment management firms, banks, and fintech companies. Los Angeles follows closely, with strong demand across wealth management, real estate finance, and entertainment industry advisory firms. San Jose and Silicon Valley also generate sponsorship opportunities, particularly from technology companies that employ financial consultants internally for strategic planning and M&A work.
How to find financial consultant visa sponsorship jobs in California?
Migrate Mate filters job listings specifically by visa sponsorship availability, making it straightforward to browse financial consultant roles in California without sifting through positions that won't support work authorization. You can filter by location and role type to surface active openings from employers who have a documented history of sponsoring financial professionals in California's major financial hubs.
Are there state-specific considerations for financial consultant visa sponsorship in California?
California's prevailing wage requirements under Department of Labor rules apply to H-1B financial consultant positions, meaning employers must pay wages at or above the prevailing level for the role in the specific metro area. San Francisco and Los Angeles have higher prevailing wage thresholds than most other U.S. cities, which influences which employers actively sponsor. UC Berkeley and UCLA also feed a notable pipeline of international graduates into California's financial services sector.
What is the prevailing wage for sponsored financial consultant jobs in California?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.