Financial Consultant Visa Sponsorship Jobs in New York
New York is one of the top markets for financial consultant roles with visa sponsorship, driven by Wall Street institutions, global consulting firms, and major banks headquartered in Manhattan. Firms like JPMorgan Chase, Deloitte, and PwC have consistent hiring needs across financial advisory and consulting functions, making New York a strong target for international candidates.
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Get Access To All JobsLOCATION: New York, NY
Requisition ID: 2026-122349
Category: Retail Branch
Position type: Regular
Pay range: USD $65,000.00 - $95,000.00 / Year
Application deadline: 2026-06-11
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.
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 using 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, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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, and sabbatical leave available after five years of employment.
LOCATION: New York, NY
Requisition ID: 2026-122349
Category: Retail Branch
Position type: Regular
Pay range: USD $65,000.00 - $95,000.00 / Year
Application deadline: 2026-06-11
Your opportunity
In addition to the salary range, this role is also eligible for bonus or incentive opportunities. Click the link below to review our Investment Professionals’ incentive structure.
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 using 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, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
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, and sabbatical leave available after five years of employment.
Financial Consultant Job Roles in New York
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Search Financial Consultant Jobs in New YorkFinancial Consultant Jobs in New York: Frequently Asked Questions
Which companies sponsor visas for financial consultants in New York?
Large financial institutions and professional services firms account for the majority of financial consultant sponsorships in New York. JPMorgan Chase, Goldman Sachs, Citigroup, Deloitte, PwC, KPMG, and McKinsey have all filed Labor Condition Applications for financial consulting roles in New York in recent years. Boutique advisory firms in Manhattan also sponsor, though less frequently than the major players.
Which visa types are most common for financial consultant roles in New York?
The H-1B visa is the most common visa for financial consultants in New York, as the role typically qualifies as a specialty occupation requiring at least a bachelor's degree in finance, economics, or a related field. Candidates with an MBA or CFA designation often strengthen their petitions. Some employers also sponsor L-1 visas for internal transfers from overseas offices, which is common among global banks and consulting firms with New York headquarters.
Which cities in New York have the most financial consultant sponsorship jobs?
Manhattan concentrates the overwhelming majority of financial consultant sponsorship opportunities in New York, particularly in Midtown and the Financial District. Buffalo and Albany have a smaller number of positions, largely tied to regional banks and state government-adjacent consulting work. For international candidates, New York City is by far the most active market, with the deepest employer pool and the most consistent sponsorship history.
How to find financial consultant visa sponsorship jobs in New York?
Migrate Mate is built specifically for international candidates and filters financial consultant roles in New York by visa sponsorship history, so you're not sifting through listings that won't support a work visa. Search for financial consultant roles filtered to New York to see which employers are actively hiring and have a track record of sponsoring H-1B or other work visas for this role type.
Are there state-specific factors that affect visa sponsorship for financial consultants in New York?
New York's high cost of living means the Department of Labor's prevailing wage levels for financial consultant roles are among the highest in the country, which affects what employers must pay sponsored workers. New York also has a dense pipeline of international finance graduates from Columbia, NYU Stern, and Cornell, which means competition is high but employer familiarity with sponsorship processes is also well established.
What is the prevailing wage for sponsored financial consultant jobs in New York?
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.