Financial Consultant Visa Sponsorship Jobs in Florida
Florida's financial sector spans Miami's international banking corridor, Orlando's growing fintech scene, and Tampa Bay's wealth management firms, creating steady demand for financial consultants. Major employers including Citigroup, Raymond James, and TIAA have sponsored international talent here. With Florida's business-friendly environment and large multinational client base, visa sponsorship opportunities for qualified financial consultants are well established.
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Get Access To All JobsJOB SUMMARY
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-
Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
-
Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
-
Assist clients with trades, requests for information, research, account problems, etc.
-
Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
-
Participate in the preparation for and delivery of client presentations and engagements.
-
Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
-
Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
-
4 years professional experience, including 1 year of experience in the securities industry.
-
FINRA Series 7 and 66.
-
Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.
-
Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
-
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
- Willingness to pursue additional credentials in the wealth and investment fields.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law
E-Verify
IER Right to Work
Regular or Temporary:
Regular
Language Fluency:
English (Required)
Work Shift:
1st shift (United States of America)
JOB SUMMARY
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-
Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
-
Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
-
Assist clients with trades, requests for information, research, account problems, etc.
-
Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
-
Participate in the preparation for and delivery of client presentations and engagements.
-
Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
-
Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
-
4 years professional experience, including 1 year of experience in the securities industry.
-
FINRA Series 7 and 66.
-
Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.
-
Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
-
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
- Willingness to pursue additional credentials in the wealth and investment fields.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law
E-Verify
IER Right to Work
Regular or Temporary:
Regular
Language Fluency:
English (Required)
Work Shift:
1st shift (United States of America)
Financial Consultant Job Roles in Florida
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Search Financial Consultant Jobs in FloridaFinancial Consultant Jobs in Florida: Frequently Asked Questions
Which companies sponsor visas for financial consultants in Florida?
Large financial institutions with significant Florida footprints are the most active sponsors. Raymond James, headquartered in St. Petersburg, regularly hires financial consultants and has a history of sponsoring H-1B visa workers. Citigroup's Miami operations, TIAA in Jacksonville, and Wells Fargo across multiple Florida offices are also consistent sponsors. Regional wealth management firms and international banks with Latin American divisions in Miami also sponsor for specialized consulting roles.
Which visa types are most common for financial consultant roles in Florida?
The H-1B is the most common visa for financial consultants in Florida, as the role typically qualifies as a specialty occupation requiring a bachelor's degree or higher in finance, economics, or a related field. Some candidates with extraordinary achievement may qualify for the O-1 visa. Australian citizens working in financial consulting may find the E-3 visa a more accessible path, bypassing the H-1B lottery entirely.
Which cities in Florida have the most financial consultant sponsorship jobs?
Miami leads by a significant margin, driven by its concentration of international banks, private wealth firms, and Latin American financial services operations. Tampa and St. Petersburg come second, largely because of Raymond James and several regional financial institutions headquartered there. Orlando has grown as a secondary market with expanding financial services and fintech employers. Jacksonville also has a meaningful presence through TIAA and major bank operations.
How to find financial consultant visa sponsorship jobs in Florida?
Migrate Mate aggregates visa sponsorship jobs specifically for international candidates, making it easier to identify financial consultant roles in Florida where employers are open to sponsoring work visas. Rather than sorting through general job postings, you can filter directly for Florida-based financial consultant positions with sponsorship. Migrate Mate also surfaces employer sponsorship history, which helps you prioritize firms that have sponsored similar roles before.
Are there any Florida-specific considerations for financial consultant visa sponsorship?
Florida's large international business community, particularly in Miami, means employers there are often more experienced with visa sponsorship processes than firms in smaller markets. Financial consultants targeting Miami should be aware that roles serving Latin American clients frequently require Spanish fluency, which can strengthen an application. Florida has no state income tax, which affects prevailing wage comparisons. Employers must still meet federal prevailing wage requirements set by the Department of Labor regardless of state tax rules.
What is the prevailing wage for sponsored financial consultant jobs in Florida?
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.