Finance H-1B Sponsorship Jobs in Florida
Florida's finance sector spans major banks, asset managers, and insurance firms across Miami, Tampa, and Orlando, making it one of the more active states for H-1B visa sponsorship in financial services. Employers including Citigroup, Bank of America, and Raymond James regularly file H-1B petitions for roles in financial analysis, risk, compliance, and technology.
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Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!
Overview
The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial planning services and the corresponding sale of non-depository investment products. Focuses on analyzing goals, objectives, liquidity needs, and risk tolerance, to determine which investment solutions best meet the client's needs and then offers those products and services as appropriate. Always dedicated to recommending and selling investment solutions that are best suited for the client and meet fiduciary standards, regardless of whether such solutions are offered through City National Bank or Bci Securities. Also, responsible for the continued counsel and advice for accounts with existing clients. Highly organized individual with knowledge of essential systems, policy and procedures, investment products and services, including financial planning and asset allocation techniques. Responsible for ensuring that all business transactions and practices in the individual's span of control, comply with all regulations which are essential to the sound business operations of the bank.
- Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable.
- Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.
- Independently analyzes credit checks worthiness, and conducts preliminarily financial statement analysis against bank risk standards and applicable product requirement to preliminarily determine potential credit worthiness.
- Serves as a subject matter expert in the areas of investments, tax planning, pension planning, estate planning, retirement planning and general financial planning.
- Meets with clients to assess current and future financial status, needs and goals, determines risk tolerance levels and develops sound recommendations for action through the utilization of non-depository investments and/or fiduciary products and services.
- Ensures production adherence to the Bank’s standards of net new asset growth and retention.
- Ensures regulatory and bank policy compliance in all facets of the jobs.
- Ensures Client profile is updated routinely so investments remain consistent with risk tolerance.
- Proactively updates Client accounts, CRM, and relevant internal databases as necessary and on a timely basis so as to ensure their completeness and accuracy and for reporting purposes.
- Provides on-going administration of accounts, including periodic review with the clients and reassessing whether progress towards their financial goals are being achieved.
- Interacts with outside sources (i.e. accountants, attorneys) to encourage the referral of potential clients.
- Meets with Bank’s Relationship Managers (RM) on a continuous basis for the purpose of training and updating on investments and financial planning.
- Will also work with RMs to identify and solicit clients that would benefit from the bank’s investment, financial and Trust products and services and to introduce clients to RM’s for depository services.
- Manages client communications and follow-up with clients.
Qualifications
- 8-10 years of customer-facing investment and financial profiling, planning and sales experience and/or demonstrated record of being a top producer in the field of wealth management. Required
- Demonstrates ability to learn and comprehend sophisticated financial planning concepts.
- Excellent analytical skills, independent judgment and discretion required.
- Ability to effectively sell financial services products.
- Strong knowledge of and the ability to present investment, finance, and tax planning concepts. Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint.
Education
- Bachelor's Degree in Accounting, Finance or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
Benefits & Perks
We offer a competitive benefits package designed to support your success:
- Health Coverage: Medical, dental, and vision plans with employer contributions.
- Retirement Savings: 401(k) with matching.
- Paid Time Off & Holidays: Generous PTO and paid holidays.
- Wellness Support: Access to mental health and financial wellness resources. Visit our benefits page to learn more Benefits! Join City National Bank of Florida. The possibilities are endless.
Special Information To Candidates
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair interview process, the use of AI-enabled devices (e.g., AI glasses or similar technology) is not permitted during interviews.
Accommodations
If you require a reasonable accommodation to apply or participate in the hiring process, please contact our Talent Attraction team at talent.attraction@citynational.com
About us
Think BIG. Achieve More. At City National Bank of Florida, we invest in our people and the communities we serve. Join a team where ambitious careers and meaningful relationships thrive together. We’re entrepreneurs at heart—growing fast, making an impact, and shaping the future of banking in Florida. To learn more about City National Bank of Florida visit About Us!
Overview
The Private Wealth Advisor Senior is responsible for consulting with current and prospective clients to identify and meet their financial goals, primarily through providing wealth advisory and investment management solutions, including financial planning services and the corresponding sale of non-depository investment products. Focuses on analyzing goals, objectives, liquidity needs, and risk tolerance, to determine which investment solutions best meet the client's needs and then offers those products and services as appropriate. Always dedicated to recommending and selling investment solutions that are best suited for the client and meet fiduciary standards, regardless of whether such solutions are offered through City National Bank or Bci Securities. Also, responsible for the continued counsel and advice for accounts with existing clients. Highly organized individual with knowledge of essential systems, policy and procedures, investment products and services, including financial planning and asset allocation techniques. Responsible for ensuring that all business transactions and practices in the individual's span of control, comply with all regulations which are essential to the sound business operations of the bank.
- Consistently meets and exceeds individual and/or team sales goals, including but not limited to deposit, loans and other, as applicable.
- Independently expands existing relationships and solicits new business through client referrals and cold calling efforts to meet or exceed the Bank’s strategic goals.
- Independently analyzes credit checks worthiness, and conducts preliminarily financial statement analysis against bank risk standards and applicable product requirement to preliminarily determine potential credit worthiness.
- Serves as a subject matter expert in the areas of investments, tax planning, pension planning, estate planning, retirement planning and general financial planning.
- Meets with clients to assess current and future financial status, needs and goals, determines risk tolerance levels and develops sound recommendations for action through the utilization of non-depository investments and/or fiduciary products and services.
- Ensures production adherence to the Bank’s standards of net new asset growth and retention.
- Ensures regulatory and bank policy compliance in all facets of the jobs.
- Ensures Client profile is updated routinely so investments remain consistent with risk tolerance.
- Proactively updates Client accounts, CRM, and relevant internal databases as necessary and on a timely basis so as to ensure their completeness and accuracy and for reporting purposes.
- Provides on-going administration of accounts, including periodic review with the clients and reassessing whether progress towards their financial goals are being achieved.
- Interacts with outside sources (i.e. accountants, attorneys) to encourage the referral of potential clients.
- Meets with Bank’s Relationship Managers (RM) on a continuous basis for the purpose of training and updating on investments and financial planning.
- Will also work with RMs to identify and solicit clients that would benefit from the bank’s investment, financial and Trust products and services and to introduce clients to RM’s for depository services.
- Manages client communications and follow-up with clients.
Qualifications
- 8-10 years of customer-facing investment and financial profiling, planning and sales experience and/or demonstrated record of being a top producer in the field of wealth management. Required
- Demonstrates ability to learn and comprehend sophisticated financial planning concepts.
- Excellent analytical skills, independent judgment and discretion required.
- Ability to effectively sell financial services products.
- Strong knowledge of and the ability to present investment, finance, and tax planning concepts. Strong computer aptitude with proficiency in MS Excel, Word, Outlook, and PowerPoint.
Education
- Bachelor's Degree in Accounting, Finance or an equivalent combination of education and relevant professional experience may be considered in lieu of a degree.
Benefits & Perks
We offer a competitive benefits package designed to support your success:
- Health Coverage: Medical, dental, and vision plans with employer contributions.
- Retirement Savings: 401(k) with matching.
- Paid Time Off & Holidays: Generous PTO and paid holidays.
- Wellness Support: Access to mental health and financial wellness resources. Visit our benefits page to learn more Benefits! Join City National Bank of Florida. The possibilities are endless.
Special Information To Candidates
Equal Opportunity
City National Bank of Florida is an Equal Opportunity Employer. We do not discriminate based on race, color, religion, sex, national origin, age, disability, genetic information, protected veteran status, or any status protected by federal, state, or Florida law. We comply with the ADA and applicable Florida laws.
Interview Guidelines
To ensure a fair interview process, the use of AI-enabled devices (e.g., AI glasses or similar technology) is not permitted during interviews.
Accommodations
If you require a reasonable accommodation to apply or participate in the hiring process, please contact our Talent Attraction team at talent.attraction@citynational.com
H-1B Finance Job Roles in Florida
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Search Finance Jobs in FloridaFinance H-1B Sponsorship Jobs in Florida: Frequently Asked Questions
Which finance companies sponsor H-1B visas in Florida?
Several large financial institutions operating in Florida have consistent H-1B visa filing histories, including Citigroup, Bank of America, Wells Fargo, Raymond James Financial, and Fidelity National Financial. Insurance companies such as Assurant and Darden-affiliated financial arms also appear in Department of Labor disclosure data. Sponsorship activity tends to be concentrated at larger firms with dedicated HR and legal infrastructure to manage the petition process.
Which cities in Florida have the most finance H-1B sponsorship jobs?
Miami leads Florida for finance H-1B activity, driven by its concentration of international banks, private equity firms, and wealth management offices. Tampa is a significant secondary market, with Raymond James and several regional banks headquartered there. Orlando has a smaller but growing finance presence, particularly in insurance and fintech. Fort Lauderdale also sees consistent activity given its proximity to Miami's financial corridor.
What types of finance roles typically qualify for H-1B sponsorship?
Roles that typically qualify are those requiring at least a bachelor's degree in a specific field directly related to the position. In finance, that includes financial analysts, risk analysts, quantitative analysts, compliance officers, investment analysts, and financial technology roles. Positions where any bachelor's degree is acceptable regardless of field face greater scrutiny under the specialty occupation standard and may be harder to sponsor.
How do I find finance H-1B sponsorship jobs in Florida?
Migrate Mate filters job listings specifically by visa type and state, so you can browse finance roles in Florida where employers have indicated H-1B sponsorship. This removes the guesswork of cold-applying to companies that don't sponsor. Migrate Mate also draws on Department of Labor LCA disclosure data to surface employers with verified H-1B filing histories in financial services across Miami, Tampa, and other Florida markets.
Are there any Florida-specific considerations for H-1B sponsorship in finance?
Florida has no state income tax, which affects total compensation comparisons but does not change federal H-1B prevailing wage requirements. Employers must still meet Department of Labor wage levels for the specific role and location, and Miami's prevailing wages differ from Tampa or Orlando. Florida's large international banking presence, particularly in Miami, means some employers are more familiar with visa sponsorship processes than in other states.
What is the prevailing wage for H-1B finance 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.