Financial Associate Visa Sponsorship Jobs in Pennsylvania
Financial associate visa sponsorship jobs in Pennsylvania are concentrated in Philadelphia's banking corridor and Pittsburgh's growing finance sector, with major employers like PNC Financial Services, Vanguard, Lincoln Financial Group, and Comcast's corporate finance division actively hiring. International candidates pursuing H-1B visa, OPT, or green card pathways find steady demand across wealth management, investment operations, and corporate finance functions statewide.
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Get Access To All JobsJob Description
The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance with clients and completing client service requests. This individual also conducts securities transactions, holds educational branch meetings as required, communicates effectively within team and management and submits required reports in a timely fashion as requested. An Associate Financial Advisor should be in good standing in their community.
Essential Functions
- Assist with setting personal goals and targets and meet and/or exceed annual production guidelines
- Maximize technology tools available and provide required reporting on a timely basis
- Cultivate potential referrals from existing clients, Retail offices, Northwest's departments and centers of influence in the community
- Complete financial profiles and accurately analyze customer needs and recommend products and services accordingly, taking into account all suitable alternatives
- Perform presentations, meetings, account reviews and seminars with prospects and/or clients; coordinate customer documentation and agreements; correspond as necessary
- Monitor client accounts and transactions on an ongoing basis
- Cross sell other Northwest products and services and provide branch training on a periodic basis
- Recommend new marketing initiatives / potential new business opportunities / improvements to internal procedures
- Ensure compliance with Northwest Investment Services and broker dealer policies and procedures; obtain continuing education, as required
- Ensure compliance with FINRA/SEC regulations and requirements (licensed representatives)
- Conduct securities buying and selling as directed by client (licensed representatives)
- Review financial/investment markets daily
- Establish a presence with your community
- Minimize departmental non-payroll costs
- Sit in Northwest Bank branch offices assigned by Regional Sales Manager
Additional Essential Functions
- Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
- Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
- Work as part of a team
- Work with on-site equipment
Safety and Health for those without supervisory duties
- Abide by the rules of the safety and loss prevention program
- Perform work tasks in a safe manner
- Report any and all injuries to supervisor
- Know what to do in case of an emergency
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
2 - 3 years relevant experience
General Employee Knowledge, Skills, And Abilities
- Ability to establish effective working relationships among team members and participate in solving problems and making decisions
- Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
- Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
- Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
- Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills And Abilities
- Ability to analyze financial data
- Knowledge of mutual funds, stocks and bonds
- Knowledge of investment markets, general economic fundamentals and available products and services
- Knowledge of Custodian Accounts
- Knowledge in Investments, IRA’s and Estates
- Knowledge of Fiduciary, ERISA and brokerage account types
- Knowledge of Employee Benefits
Licenses and Certifications
- Series 7 In relevant states Upon Hire
- Life/Acc/Health In relevant states Upon Hire
- Series 63 In relevant states Upon Hire
- Series 65 In relevant states Upon Hire Or Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Location:
PA0137 Bridgeville, PA
0224 Washington, PA
0258 Bellevue, PA
0273 Cranberry Township
Job Description
The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance with clients and completing client service requests. This individual also conducts securities transactions, holds educational branch meetings as required, communicates effectively within team and management and submits required reports in a timely fashion as requested. An Associate Financial Advisor should be in good standing in their community.
Essential Functions
- Assist with setting personal goals and targets and meet and/or exceed annual production guidelines
- Maximize technology tools available and provide required reporting on a timely basis
- Cultivate potential referrals from existing clients, Retail offices, Northwest's departments and centers of influence in the community
- Complete financial profiles and accurately analyze customer needs and recommend products and services accordingly, taking into account all suitable alternatives
- Perform presentations, meetings, account reviews and seminars with prospects and/or clients; coordinate customer documentation and agreements; correspond as necessary
- Monitor client accounts and transactions on an ongoing basis
- Cross sell other Northwest products and services and provide branch training on a periodic basis
- Recommend new marketing initiatives / potential new business opportunities / improvements to internal procedures
- Ensure compliance with Northwest Investment Services and broker dealer policies and procedures; obtain continuing education, as required
- Ensure compliance with FINRA/SEC regulations and requirements (licensed representatives)
- Conduct securities buying and selling as directed by client (licensed representatives)
- Review financial/investment markets daily
- Establish a presence with your community
- Minimize departmental non-payroll costs
- Sit in Northwest Bank branch offices assigned by Regional Sales Manager
Additional Essential Functions
- Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
- Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
- Work as part of a team
- Work with on-site equipment
Safety and Health for those without supervisory duties
- Abide by the rules of the safety and loss prevention program
- Perform work tasks in a safe manner
- Report any and all injuries to supervisor
- Know what to do in case of an emergency
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. 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.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
2 - 3 years relevant experience
General Employee Knowledge, Skills, And Abilities
- Ability to establish effective working relationships among team members and participate in solving problems and making decisions
- Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
- Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
- Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
- Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills And Abilities
- Ability to analyze financial data
- Knowledge of mutual funds, stocks and bonds
- Knowledge of investment markets, general economic fundamentals and available products and services
- Knowledge of Custodian Accounts
- Knowledge in Investments, IRA’s and Estates
- Knowledge of Fiduciary, ERISA and brokerage account types
- Knowledge of Employee Benefits
Licenses and Certifications
- Series 7 In relevant states Upon Hire
- Life/Acc/Health In relevant states Upon Hire
- Series 63 In relevant states Upon Hire
- Series 65 In relevant states Upon Hire Or Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Location:
PA0137 Bridgeville, PA
0224 Washington, PA
0258 Bellevue, PA
0273 Cranberry Township
Financial Associate Job Roles in Pennsylvania
See all Financial Associate Jobs in Pennsylvania
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Search Financial Associate Jobs in PennsylvaniaFinancial Associate Jobs in Pennsylvania: Frequently Asked Questions
Which companies sponsor visas for financial associates in Pennsylvania?
PNC Financial Services and Vanguard are among Pennsylvania's most active visa sponsors for financial associate roles, alongside Lincoln Financial Group, SEI Investments, and Comcast's corporate finance team. Large accounting and professional services firms with Pennsylvania offices, including those serving the Philadelphia and Pittsburgh markets, also have established sponsorship programs for qualified international candidates in finance support roles.
Which visa types realistically fit financial associate roles in Pennsylvania?
Financial associate roles typically qualify as specialty occupations requiring a bachelor's degree in finance, accounting, economics, or a related field, making H-1B the most common path. F-1 students can work through OPT during or after their degree. Green card sponsorship via EB-2 or EB-3 is available from employers willing to pursue PERM labor certification. Chilean and Singaporean nationals may also qualify under H-1B1 visa.
Which cities in Pennsylvania have the most financial associate sponsorship jobs?
Philadelphia generates the largest share of financial associate sponsorship activity in Pennsylvania, anchored by its concentration of banks, asset managers, and insurance firms along Market Street and in the suburbs. Pittsburgh is a secondary hub driven by PNC's headquarters and a growing fintech presence. King of Prussia and Malvern, home to Vanguard and several fund administrators, also produce consistent sponsorship opportunities for international candidates.
How to find financial associate visa sponsorship jobs in Pennsylvania?
Migrate Mate lists Pennsylvania financial associate roles specifically filtered to employers with verified visa sponsorship history, covering Philadelphia, Pittsburgh, and surrounding markets. Searching by role and state on Migrate Mate surfaces positions at banks, asset managers, and corporate finance teams that have actively filed for work visas, saving significant time compared to manually screening general job postings for sponsorship eligibility.
Are there state-specific factors that affect financial associate sponsorship in Pennsylvania?
Pennsylvania's finance sector benefits from a strong university pipeline, with Wharton, Carnegie Mellon's Tepper School, and Temple University supplying international finance graduates who commonly enter the job market on OPT. Philadelphia's status as a major insurance and asset management hub means roles at firms like Lincoln Financial and SEI Investments often come with established international hiring processes, particularly for fund operations and investment analysis positions.
What is the prevailing wage for sponsored financial associate jobs in Pennsylvania?
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.