Financial Planning Associate Visa Sponsorship Jobs in New York
Financial planning associate visa sponsorship jobs in New York put you at the center of one of the world's leading financial services markets. Firms across Manhattan, White Plains, and Long Island, from global banks to independent wealth management shops, regularly hire international candidates for associate-level planning and advisory roles, with H-1B visa sponsorship being the primary pathway for degree-qualified professionals.
Find Financial Planning Associate JobsOverview
Showing 4 of 6+ Financial Planning Associate Jobs in New York with Visa Sponsorship
See all Financial Planning Associate Jobs in New York with Visa Sponsorship
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Planning Associate Jobs in New York with Visa Sponsorship.
Get Access To All JobsOverview:
At Oceanview Life and Annuity Company, we are more than a financial services provider – We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management – A leading investment firm with approximately $49.7 Billion in assets under management as of September 30, 2026 – We have rapidly grown to over $19.5 Billion in consolidated assets as of September 30, 2026.
Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.
Why join Oceanview?
* Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
* Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
* Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
* Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
* Strong partnerships: Engage with a broad network of over 24,000 agents, independent marketing organizations, banks and broker-dealers.
At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.
Position Summary:
Oceanview Life and Annuity Company is seeking an analytical and highly motivated Associate, Strategy and Financial Planning to report directly to the CFO and work closely with the CEO on financial planning, forecasting, and strategic initiatives, including mergers and acquisitions (M&A).
The Associate will maintain and enhance the Company's financial projections, develop budgets and scenario analyses, and evaluate financial performance to provide actionable insights to the CFO, CEO, senior management, and Board of Directors. The role will also play an integral part in evaluating M&A opportunities, capital raising, new business initiatives, competitive research, and other high-priority strategic projects.
This is an opportunity to directly influence Oceanview's strategic direction and key business decisions while gaining broad exposure to its financial and operational activities. The Associate will have regular interaction with executive leadership and collaborate with teams across Oceanview and Bayview Asset Management, with additional opportunities for exposure to Controller and Treasury functions.
Responsibilities:
Financial Planning, Forecasting & Analysis:
- Maintain and update the Company’s financial projections and underlying financial models, ensuring accuracy, consistency, and alignment with business assumptions.
- Support annual budgeting and periodic forecasting processes, including coordination of inputs and analysis of key financial drivers.
- Develop alternative scenarios, sensitivity analyses, and financial forecasts to evaluate potential business outcomes and strategic decisions.
- Analyze actual financial results against budgets and forecasts, identify key variances, and communicate findings and implications to senior management.
- Prepare financial analyses and decision-support materials for the CFO, CEO, and Board of Directors.
Corporate Strategy, M&A & Special Projects:
- Support the evaluation of potential mergers, acquisitions, partnerships, capital raising opportunities, and new business initiatives through financial modeling, research, and analysis.
- Conduct market, industry, product, and competitive research to inform strategic planning and business development decisions.
- Partner with cross-functional project teams to assess strategic alternatives, financial implications, and execution considerations.
- Participate in discussions with senior management regarding business performance, strategic priorities, and growth opportunities.
Executive Reporting & Cross-Functional Collaboration:
- Develop and review presentations, analyses, and supporting materials for internal leadership, the Board of Directors, and external stakeholders.
- Translate complex financial information into clear, concise, and actionable insights for financial and non-financial audiences.
- Collaborate with Finance, Accounting, Treasury, and other teams to validate assumptions, gather information, and improve planning processes.
- Identify opportunities to enhance financial models, reporting processes, and analytical capabilities as the business grows.
WHAT WE’RE LOOKING FOR:
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 1–3 years of relevant experience in corporate finance, financial planning and analysis, accounting, investment banking, equity research, or a related analytical role.
- Strong foundation in financial statements, accounting principles, and financial modeling, with the ability to build and interpret integrated financial projections.
- Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft PowerPoint.
- Demonstrated ability to analyze financial information, assess assumptions, and develop well-supported recommendations.
- Strong written and verbal communication skills, including the ability to present findings clearly to senior stakeholders.
- Ability to work independently, manage multiple priorities, and escalate key questions or risks appropriately.
- Experience with M&A analysis, valuation, insurance, or financial services is a plus.
SKILLS FOR SUCCESS:
- Strong analytical curiosity, sound judgment, and a solutions-oriented mindset.
- High level of accuracy and attention to detail when working with financial data and models.
- Ownership mentality and enthusiasm for contributing to a growing organization and a lean, collaborative team.
- Ability to move between detailed analysis and broader strategic considerations.
- Comfort interacting with executives and colleagues across multiple functions and levels of the organization.
- Adaptability, initiative, and the ability to perform effectively in a fast-paced environment.
- Professionalism, integrity, and discretion when handling confidential business and financial information.
CERTIFICATIONS, LICENSES, AND/OR REGISTRATIONS:
- None required.
LOCATION and COMPENSATION:
This role will be based in New York, NY.
This role will be hybrid (3x a week in the office).
Base salary is expected to be $100,000 - $150,000 with the opportunity for incentive compensation including bonus compensation. Salary may vary based on work experience, market conditions, location, and qualifications/training.
Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.
Overview:
At Oceanview Life and Annuity Company, we are more than a financial services provider – We are a team dedicated to empowering individuals on their journey toward a financially secure retirement. Founded in 2018 and backed by Bayview Asset Management – A leading investment firm with approximately $49.7 Billion in assets under management as of September 30, 2026 – We have rapidly grown to over $19.5 Billion in consolidated assets as of September 30, 2026.
Our mission is rooted in simplicity and transparency. We offer straightforward annuity solutions and personalized service, allowing our clients to make confident decisions about their financial futures. Recognized for our financial strength with an “A” (Excellent) rating from A.M. Best, we provide the stability and trust our clients and employees can rely on.
Why join Oceanview?
* Impactful work: Contribute to a company that genuinely makes a difference in people’s lives by simplifying retirement planning and providing peace of mind.
* Growth and innovation: Be part of a rapidly expanding organization that encourages innovation and values your ideas.
* Collaborative environment: Work alongside a team of seasoned asset managers and financial experts who are committed to excellence and professional development.
* Commitment to excellence: Join a company that prides itself on financial strength, competitive rates, and personalized solutions tailored to clients’ unique needs.
* Strong partnerships: Engage with a broad network of over 24,000 agents, independent marketing organizations, banks and broker-dealers.
At Oceanview, we believe that our employees are our greatest asset. We are committed to fostering a supportive and dynamic work environment where you can thrive both personally and professionally. If you are passionate about making a meaningful impact and advancing your career in the financial services industry, we invite you to explore opportunities with us.
Position Summary:
Oceanview Life and Annuity Company is seeking an analytical and highly motivated Associate, Strategy and Financial Planning to report directly to the CFO and work closely with the CEO on financial planning, forecasting, and strategic initiatives, including mergers and acquisitions (M&A).
The Associate will maintain and enhance the Company's financial projections, develop budgets and scenario analyses, and evaluate financial performance to provide actionable insights to the CFO, CEO, senior management, and Board of Directors. The role will also play an integral part in evaluating M&A opportunities, capital raising, new business initiatives, competitive research, and other high-priority strategic projects.
This is an opportunity to directly influence Oceanview's strategic direction and key business decisions while gaining broad exposure to its financial and operational activities. The Associate will have regular interaction with executive leadership and collaborate with teams across Oceanview and Bayview Asset Management, with additional opportunities for exposure to Controller and Treasury functions.
Responsibilities:
Financial Planning, Forecasting & Analysis:
- Maintain and update the Company’s financial projections and underlying financial models, ensuring accuracy, consistency, and alignment with business assumptions.
- Support annual budgeting and periodic forecasting processes, including coordination of inputs and analysis of key financial drivers.
- Develop alternative scenarios, sensitivity analyses, and financial forecasts to evaluate potential business outcomes and strategic decisions.
- Analyze actual financial results against budgets and forecasts, identify key variances, and communicate findings and implications to senior management.
- Prepare financial analyses and decision-support materials for the CFO, CEO, and Board of Directors.
Corporate Strategy, M&A & Special Projects:
- Support the evaluation of potential mergers, acquisitions, partnerships, capital raising opportunities, and new business initiatives through financial modeling, research, and analysis.
- Conduct market, industry, product, and competitive research to inform strategic planning and business development decisions.
- Partner with cross-functional project teams to assess strategic alternatives, financial implications, and execution considerations.
- Participate in discussions with senior management regarding business performance, strategic priorities, and growth opportunities.
Executive Reporting & Cross-Functional Collaboration:
- Develop and review presentations, analyses, and supporting materials for internal leadership, the Board of Directors, and external stakeholders.
- Translate complex financial information into clear, concise, and actionable insights for financial and non-financial audiences.
- Collaborate with Finance, Accounting, Treasury, and other teams to validate assumptions, gather information, and improve planning processes.
- Identify opportunities to enhance financial models, reporting processes, and analytical capabilities as the business grows.
WHAT WE’RE LOOKING FOR:
- Bachelor’s degree in Finance, Accounting, Economics, Business, or a related field.
- 1–3 years of relevant experience in corporate finance, financial planning and analysis, accounting, investment banking, equity research, or a related analytical role.
- Strong foundation in financial statements, accounting principles, and financial modeling, with the ability to build and interpret integrated financial projections.
- Advanced proficiency in Microsoft Excel and strong working knowledge of Microsoft PowerPoint.
- Demonstrated ability to analyze financial information, assess assumptions, and develop well-supported recommendations.
- Strong written and verbal communication skills, including the ability to present findings clearly to senior stakeholders.
- Ability to work independently, manage multiple priorities, and escalate key questions or risks appropriately.
- Experience with M&A analysis, valuation, insurance, or financial services is a plus.
SKILLS FOR SUCCESS:
- Strong analytical curiosity, sound judgment, and a solutions-oriented mindset.
- High level of accuracy and attention to detail when working with financial data and models.
- Ownership mentality and enthusiasm for contributing to a growing organization and a lean, collaborative team.
- Ability to move between detailed analysis and broader strategic considerations.
- Comfort interacting with executives and colleagues across multiple functions and levels of the organization.
- Adaptability, initiative, and the ability to perform effectively in a fast-paced environment.
- Professionalism, integrity, and discretion when handling confidential business and financial information.
CERTIFICATIONS, LICENSES, AND/OR REGISTRATIONS:
- None required.
LOCATION and COMPENSATION:
This role will be based in New York, NY.
This role will be hybrid (3x a week in the office).
Base salary is expected to be $100,000 - $150,000 with the opportunity for incentive compensation including bonus compensation. Salary may vary based on work experience, market conditions, location, and qualifications/training.
Oceanview is an Equal Employment Opportunity employer. All aspects of consideration for employment and employment with the Company are governed on the basis of merit, competence and qualifications without regard to race, color, religion, sex, national origin, age, disability, veteran status, sexual orientation, or any other category protected by federal, state, or local law.
Financial Planning Associate Job Roles in New York
See all Financial Planning Associate Jobs in New York
Sign up for free to filter by visa type, set job alerts, and find employers with verified sponsorship history.
Search Financial Planning Associate Jobs in New YorkFinancial Planning Associate Jobs in New York: Frequently Asked Questions
Which companies sponsor visas for financial planning associates in New York?
Large financial services firms with established H-1B sponsorship programs in New York include JPMorgan Chase, Goldman Sachs, Morgan Stanley, Merrill Lynch, and UBS. Regional wealth management firms and insurance-affiliated planning groups also sponsor, though less frequently. Firms with dedicated compliance and HR infrastructure are generally better positioned to manage the sponsorship process for associate-level hires.
Which visa types realistically fit financial planning associate roles in New York?
The H-1B is the primary visa for financial planning associates, as the role qualifies as a specialty occupation requiring a bachelor's degree in finance, economics, or a related field. The employer files a Labor Condition Application and I-129 petition. H-1B1 visa applies to Chilean and Singaporean nationals. The E-3 visa applies to Australian nationals. F-1 students may work under OPT while seeking H-1B sponsorship. Green card sponsorship via EB-2 or EB-3 is possible after initial H-1B status.
Which cities in New York have the most financial planning associate sponsorship jobs?
Manhattan accounts for the overwhelming majority of sponsored financial planning associate positions in New York, driven by the density of investment banks, asset managers, and wealth advisory firms in Midtown and the Financial District. White Plains and Melville on Long Island have smaller but active clusters tied to regional insurance and wealth management operations. Albany sees limited sponsorship activity, mostly from larger regional employers.
How to find financial planning associate visa sponsorship jobs in New York?
Migrate Mate lists financial planning associate roles from New York employers with verified visa sponsorship history, so you can focus your search on companies that have sponsored similar positions before. Filtering by role and location on Migrate Mate surfaces active listings without requiring you to manually screen each employer for sponsorship willingness. This is especially useful in New York, where sponsoring and non-sponsoring firms often post identical-looking job ads.
Are there any New York-specific factors that affect visa sponsorship for financial planning associates?
New York's concentration of FINRA-regulated firms means many financial planning associate roles require Series 65, 66, or 7 licensing, which international candidates must obtain after hire. Some employers factor licensing timelines into sponsorship decisions. New York's large university pipeline, particularly from NYU, Columbia, and Fordham, also means firms are familiar with sponsoring recent graduates on OPT before transitioning them to H-1B status.
What is the prevailing wage for sponsored financial planning associate 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.