Financial Planning Associate Visa Sponsorship Jobs in Texas
Financial planning associate visa sponsorship jobs in Texas are concentrated in Dallas-Fort Worth, Houston, and Austin, where major financial firms including Fidelity Investments, Charles Schwab, and American Airlines Federal Credit Union maintain large advisory teams. Texas's finance sector draws international talent through H-1B visa sponsorship and F-1 OPT, with wealth management and investment planning roles growing steadily across the state.
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Purpose and Job Summary
ORIX USA (“ORIX”) is seeking a Senior Analyst to support the development and execution of the annual budget, periodic forecasts, and long-range planning processes. This position will prepare financial analyses and management reporting, develop scenario models, support monthly executive and Board presentations, evaluate business performance, and partner with business leaders on cost management and other strategic initiatives.
Essential Duties & Responsibilities
- Work closely with the business units and departments to facilitate financial forecast preparation
- Assist with monthly forecast presentations and other executive presentation requests
- Create and analyze monthly, quarterly, and annual variance and profitability analyses
- Partnership with Accounting during the monthly close and reporting cycle
- Develop integrated revenue/expense analyses, projections, reports, and presentations
- Provide analytical support to assist with the development of financial plans and various scenario analyses
- Perform ad/hoc financial modeling analysis using data to drive insights
- Implement process and technology changes including process development, communication and training
- Assist with special projects as needed, providing answers on a timely basis to a variety of financial questions
Contacts
This position has frequent contact with all levels of employees and management, and will be expected to professionally communicate internally, and potentially externally, with individuals at various levels of an organization.
Education, Skills, & Experience
- Bachelor’s degree from accredited four-year university in finance, accounting, or related field required
- Strong accounting/financial modeling and analytical skills supported by a high proficiency in Microsoft Excel, Word and PowerPoint
- Strong verbal and written communication skills that support a collegial and collaborative working style
- Ability to create and develop complex financial models including management of detailed assumptions
- Ability to summarize detailed information at a level appropriate for executive communication
- Flexibility and ability to plan, organize, and prioritize assignments, and to meet critical and established deadlines; Ability to manage multiple assignments simultaneously
- Ability to learn quickly and demonstrated ability to work independently and as part of a high-performing team
- Self-starter, executes with a sense of urgency and delivers high-quality results within compressed timelines
- Enjoys a dynamic, changing environment
- Creative problem solver
- Strong financial acumen with a working knowledge of financial statements, financial metrics and KPIs
- Basic understanding of accounting systems, principles, practices and procedures
- Able to understand complex transactions and have a desire to learn new processes
- Professional business image and excellent command of the English language, both verbally and in writing
- Sound business judgment and decision-making abilities
Life at ORIX
We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.
You Time
We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.
Family Care
Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.
Flexible Work Arrangements
ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.
ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.
Financial Planning Associate Job Roles in Texas
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Search Financial Planning Associate Jobs in TexasFinancial Planning Associate Jobs in Texas: Frequently Asked Questions
Which companies sponsor visas for financial planning associates in Texas?
Large financial services firms with Texas operations are the most active sponsors for financial planning associate roles. Fidelity Investments and Charles Schwab have significant presences in Dallas and San Antonio respectively. Major banks such as JPMorgan Chase, Wells Fargo, and Bank of America also sponsor associates in Houston and Dallas. Regional wealth management firms and insurance companies with advisory divisions round out the sponsoring employer pool across the state.
Which visa types realistically fit financial planning associate roles in Texas?
Financial planning associate roles typically require a bachelor's degree in finance, economics, or a related field, making them eligible for H-1B classification as a specialty occupation. F-1 students can work in these roles during their 12-month OPT period, provided the work relates to their field of study. Candidates from Australia may qualify for the E-3 visa, while nationals of Chile or Singapore may use the H-1B1 visa. Employer-sponsored green cards through the EB-2 or EB-3 category are also a path for longer-term positions.
Which cities in Texas have the most financial planning associate sponsorship jobs?
Dallas-Fort Worth leads Texas for financial planning associate sponsorship activity, anchored by headquarters and large regional offices for major brokerages, insurance firms, and wealth management companies. Houston is a strong second, driven by its energy sector wealth management needs and concentration of private banking operations. Austin is an emerging market, with growing fintech and financial services firms adding advisory roles. San Antonio has a notable presence due to USAA and other financial institutions headquartered there.
How to find financial planning associate visa sponsorship jobs in Texas?
Migrate Mate is the most direct way to find financial planning associate roles in Texas where employers have a verified history of visa sponsorship. You can search specifically for Texas-based positions and filter by role type, which saves time compared to manually screening general job listings. Migrate Mate surfaces employers with documented LCA filing records, so you can focus your applications on firms that have sponsored roles like financial planning associates before.
Are there state-specific factors that affect visa sponsorship for financial planning associates in Texas?
Texas has no state income tax, which makes compensation packages attractive to international hires and can motivate employers to invest in sponsorship costs. The state's large university system, including UT Austin, Texas A&M, and SMU, produces a steady pipeline of finance graduates who enter the workforce on OPT, giving employers familiarity with the sponsorship process. Texas-based financial firms also benefit from a lower cost of doing business, which can make H-1B sponsorship more financially accessible for mid-size employers than in higher-cost states.
What is the prevailing wage for sponsored financial planning associate jobs in Texas?
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.