Financial Advisor Jobs in USA with Visa Sponsorship
Financial advisors qualify for H-1B visa and E-3 visa sponsorship as a specialty occupation requiring finance, economics, or business degrees. Banks, investment firms, and wealth management companies regularly sponsor international candidates with relevant educational backgrounds and experience in portfolio management, financial planning, or investment analysis. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsWe’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.
Job description
New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long-term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds.
As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:
- Highly self-motivated and self-disciplined with the ability to work effectively and independently
- Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
- Fearless, positive attitude and willingness to be accountable for results
- Organized, detail-oriented and excellent time-management skills
- Desire for continuous learning
- Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
Why New York Life?
From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.
Our extensive, agent-focused resources include:
- Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path
- The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales
- Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support
- Dedicated underwriters who work diligently on cases
- Committed managers who don’t sell; instead they’re dedicated to helping you succeed
- A team of highly-trained, experienced product consultants to support your client acquisition needs
- Significant income potential
- Substantial benefits, including a defined benefit pension plan and 401k1
About New York Life
We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency
EOE M/F/D/V/SO
SMRU 1708927 (Exp.07.01.2019)
1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.
We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.
Job description
New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long-term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds.
As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:
- Highly self-motivated and self-disciplined with the ability to work effectively and independently
- Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
- Fearless, positive attitude and willingness to be accountable for results
- Organized, detail-oriented and excellent time-management skills
- Desire for continuous learning
- Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
Why New York Life?
From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.
Our extensive, agent-focused resources include:
- Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path
- The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales
- Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support
- Dedicated underwriters who work diligently on cases
- Committed managers who don’t sell; instead they’re dedicated to helping you succeed
- A team of highly-trained, experienced product consultants to support your client acquisition needs
- Significant income potential
- Substantial benefits, including a defined benefit pension plan and 401k1
About New York Life
We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency
EOE M/F/D/V/SO
SMRU 1708927 (Exp.07.01.2019)
1 The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.
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Get Access To All JobsTips for Finding Financial Advisor Jobs
Target investment firms and wealth managers
Large investment firms like Charles Schwab, Fidelity, and Edward Jones frequently sponsor H-1B visas. These companies value international perspectives in global markets and have established immigration processes for qualified candidates.
Highlight quantitative skills and certifications
Emphasize CFA, FRM, or CFP certifications alongside your degree. Financial modeling, risk analysis, and portfolio optimization skills strengthen your specialty occupation case for visa sponsorship approval.
Focus on institutional roles over retail
Institutional advisory positions at pension funds, endowments, or corporate treasury departments typically offer stronger sponsorship prospects than retail branch positions requiring local client relationship management.
Research bank visa filing history
Check H-1B disclosure data to identify banks with strong sponsorship track records. JPMorgan Chase, Goldman Sachs, and Morgan Stanley consistently file H-1B petitions for advisory roles.
Demonstrate specialized market knowledge
Showcase expertise in specific markets, asset classes, or financial instruments. International market knowledge, derivatives expertise, or ESG investing specialization can differentiate your application from domestic candidates.
Consider fintech and robo-advisor companies
Technology-driven financial services companies like Betterment, Wealthfront, and robo-advisor platforms often sponsor visas for advisors with both finance knowledge and technical analytical skills.
Financial Advisor jobs are hiring across the US. Find yours.
Find Financial Advisor JobsFrequently Asked Questions
Do financial advisors qualify for H-1B visa sponsorship?
Yes, financial advisors qualify for H-1B sponsorship as a specialty occupation requiring a bachelor's degree in finance, economics, business, or related field. You'll need to demonstrate that your role involves complex financial analysis, portfolio management, or investment strategy requiring specialized knowledge.
What degree do I need for financial advisor visa sponsorship?
You need a bachelor's degree in finance, economics, business administration, accounting, or mathematics. Some employers accept related fields like statistics or engineering if combined with relevant financial certifications like CFA or relevant work experience in financial services.
Which financial companies sponsor the most H-1B visas?
Major banks and investment firms lead H-1B sponsorship including JPMorgan Chase, Goldman Sachs, Morgan Stanley, Bank of America, and Wells Fargo. Asset management companies like BlackRock, Vanguard, and Fidelity also regularly sponsor international financial advisors with specialized skills.
Can I get sponsored as a financial advisor without Series licenses?
Yes, you can get initial H-1B sponsorship without Series licenses, but most employers expect you to obtain required licenses like Series 7 and 66 within your first year. Some companies sponsor candidates specifically to help them complete licensing requirements.
Do financial advisory roles at small firms qualify for sponsorship?
Smaller firms can sponsor H-1B visas, but they're less likely due to cost and complexity. Focus on roles involving quantitative analysis, institutional clients, or specialized financial products rather than general retail advisory positions requiring primarily local client relationships.
What is the prevailing wage requirement for sponsored Financial Advisor jobs?
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.
How to find Financial Advisor jobs with visa sponsorship?
Use Migrate Mate to find Financial Advisor positions with visa sponsorship across investment firms, banks, and wealth management companies. These roles typically qualify for H-1B, O-1, or L-1 visas depending on your experience level. Focus your search on large financial institutions and international advisory firms that regularly sponsor visas for qualified finance professionals with relevant certifications and experience.
See which Financial Advisor employers are hiring and sponsoring visas right now.
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