Finance H-1B Sponsorship Jobs in Pennsylvania
Pennsylvania's finance sector spans Philadelphia's banking corridor and Pittsburgh's growing financial services market, with major employers like Vanguard, Lincoln Financial, and PNC Bank regularly filing H-1B visa petitions for roles in investment management, risk analysis, and financial technology. International finance professionals targeting H-1B sponsorship will find concentrated opportunities across both metros.
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INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
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Regular or Temporary:
Regular
Language Fluency:
English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Actively source, deepen, grow and retain client relationships by providing distinctive and personalized investment advice, covering a wide range of products and solutions that are driven by clients' individual goals, risk tolerances and best interests. Advises clients and prospective clients with a focus on analyzing objectives and risk tolerance to determine which financial strategies and solutions best meet the client's needs.
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.
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Deliver personalized investment solutions to help clients work toward their long-term financial goals.
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Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service.
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Develop and maintain a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals, ensuring alignment to the client segmentation model and the client's best interests.
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Utilize a consultative sales process to partner with clients to review investment plans on a regular basis.
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Lead overall client relationship management strategies to deepen client connections and loyalty.
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Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.
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Remain knowledgeable of and familiar with all products currently offered by Truist Wealth and complete continuing education requirements.
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Establish strong partnerships with Wealth and Commercial teams and other internal business partners to uncover and ensure unmet client financial needs are fulfilled.
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Conduct investment product educational seminars for clients and prospects.
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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.
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Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
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FINRA Series 7, 66 (63 and 65 in lieu of 66) licenses.
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Applicable state health and life insurance licenses.
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Securities sales and client relationship management experience.
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Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
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Competent skills in Microsoft Office software products.
Preferred Qualifications:
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Additional credentials such as the Certified Financial Planner Designation (CFP), CIMA, etc.
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Banking experience helpful.
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.
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H-1B Finance Job Roles in Pennsylvania
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Search Finance Jobs in PennsylvaniaFinance H-1B Sponsorship Jobs in Pennsylvania: Frequently Asked Questions
Which finance companies in Pennsylvania sponsor H-1B visas?
Several large Pennsylvania-based financial firms have established H-1B visa sponsorship histories. Vanguard in Malvern is among the most active, regularly sponsoring roles in quantitative analysis, portfolio management, and technology. PNC Bank in Pittsburgh files petitions for finance and risk roles. Lincoln Financial Group in Radnor and Susquehanna International Group in Bala Cynwyd also appear in Department of Labor LCA disclosure data for H-1B positions.
Which cities in Pennsylvania have the most finance H-1B sponsorship jobs?
Philadelphia and its surrounding suburbs, particularly the Main Line corridor including Malvern and Radnor, concentrate the majority of Pennsylvania's finance H-1B sponsorship activity. Vanguard's headquarters and several insurance and asset management firms anchor that region. Pittsburgh is a secondary hub, driven largely by PNC Bank and regional financial services employers. Smaller markets like Harrisburg and Allentown have limited finance H-1B activity by comparison.
What types of finance roles typically qualify for H-1B sponsorship in Pennsylvania?
Roles that require at least a bachelor's degree in a specific field generally qualify as specialty occupations under H-1B rules. In Pennsylvania's finance sector, this includes quantitative analysts, financial analysts, risk managers, compliance officers, investment analysts, and actuaries. Fintech roles combining finance with software engineering or data science also qualify frequently. Front-office positions where a generalist degree would suffice, such as some sales roles, are less commonly sponsored.
How do I find finance H-1B sponsorship jobs in Pennsylvania?
Migrate Mate filters job listings specifically by visa sponsorship type, so you can search for finance H-1B roles in Pennsylvania without sorting through positions that don't sponsor. The platform surfaces roles from employers with documented H-1B filing histories, which is particularly useful in Pennsylvania's finance market where sponsorship activity is concentrated among a defined set of larger institutions rather than spread broadly across smaller firms.
Are there any Pennsylvania-specific considerations for H-1B sponsorship in finance?
Pennsylvania does not impose state-level requirements on top of the federal H-1B process, but the finance industry itself adds complexity. Roles at broker-dealers or investment advisers may require FINRA licensing, and some licenses have residency or status conditions worth reviewing with an immigration attorney. Additionally, Pennsylvania's finance sector is heavily weighted toward asset management and insurance rather than investment banking, which shapes which roles and employers actively sponsor.
What is the prevailing wage for H-1B finance 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.