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 JobsAdvisor-Financial Management
Job Description
Overview
Possesses a high ability to analyze complex financial data to drive operation improvement and/or subject matter expert knowledge in one or more key financial subject areas. Advises business units of financial performance and impact of decisions. This position works closely with executive leadership within specific business units to determine their financial objectives, risk tolerance, income, expenses and assets. Position exhibits expertise in the area they serve to advise leaders of areas in scope. Utilizing their expertise, they coordinate and support the system financial team in providing actionable information (including analysis, reporting, pro formas) to support operational and strategic decision making. Provides analytical and consultative support to departmental and service line management and key stakeholders. Analyzes diverse sets of data including financial, operational, clinical and economic, to support strategic and operational decisions. Interprets financial or other information on costs, prices, expenses, revenues and various clinical and operational measures to make recommendations to senior management. Conducts and documents complex analysis projects. Develops analysis of economic indicators in order to prepare forecasts and analyze the organization's short, medium, and long term position. Provides technical support on complex analysis projects. This position is largely an individual contributor role.
BASIC QUALIFICATIONS
- Bachelor's Degree is required.
- Requires 5-7 years of relevant experience.
- Degree in Finance or related field a plus.
- Relevant experience considered is financial or operational analysis.
- Requires analytical experience working with complex data sets.
- Requires proficiency in the use of Microsoft Office products/applications; strong Microsoft Excel experience required; relational database and financial or operational modeling experience a plus.
We are an equal opportunity employer. IU Health does not discriminate on the basis of race, color, religion, sex, sexual orientation, age, disability, genetic information, veteran status, national origin, gender identity and/or expression, marital status or any other characteristic protected by federal, state or local law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Indiana University Health is Indiana’s most comprehensive health system, with 15 hospitals and nearly 40,000 team members serving Hoosiers across the state. Our partnership with the Indiana University School of Medicine gives our team members access to the very latest science and the very best training, advancing care for all. We’re looking for team members who share the things that matter most to us. People who are inspired by challenging and meaningful work for the good of every patient. People who are compassionate and serve with a purpose. People who aspire to excellence every day. People who are always ready to apply themselves.
Advisor-Financial Management
Job Description
Overview
Possesses a high ability to analyze complex financial data to drive operation improvement and/or subject matter expert knowledge in one or more key financial subject areas. Advises business units of financial performance and impact of decisions. This position works closely with executive leadership within specific business units to determine their financial objectives, risk tolerance, income, expenses and assets. Position exhibits expertise in the area they serve to advise leaders of areas in scope. Utilizing their expertise, they coordinate and support the system financial team in providing actionable information (including analysis, reporting, pro formas) to support operational and strategic decision making. Provides analytical and consultative support to departmental and service line management and key stakeholders. Analyzes diverse sets of data including financial, operational, clinical and economic, to support strategic and operational decisions. Interprets financial or other information on costs, prices, expenses, revenues and various clinical and operational measures to make recommendations to senior management. Conducts and documents complex analysis projects. Develops analysis of economic indicators in order to prepare forecasts and analyze the organization's short, medium, and long term position. Provides technical support on complex analysis projects. This position is largely an individual contributor role.
BASIC QUALIFICATIONS
- Bachelor's Degree is required.
- Requires 5-7 years of relevant experience.
- Degree in Finance or related field a plus.
- Relevant experience considered is financial or operational analysis.
- Requires analytical experience working with complex data sets.
- Requires proficiency in the use of Microsoft Office products/applications; strong Microsoft Excel experience required; relational database and financial or operational modeling experience a plus.
We are an equal opportunity employer. IU Health does not discriminate on the basis of race, color, religion, sex, sexual orientation, age, disability, genetic information, veteran status, national origin, gender identity and/or expression, marital status or any other characteristic protected by federal, state or local law. We will ensure that individuals with disabilities are provided reasonable accommodation to participate in the job application or interview process, to perform essential job functions, and to receive other benefits and privileges of employment. Please contact us to request accommodation.
Indiana University Health is Indiana’s most comprehensive health system, with 15 hospitals and nearly 40,000 team members serving Hoosiers across the state. Our partnership with the Indiana University School of Medicine gives our team members access to the very latest science and the very best training, advancing care for all. We’re looking for team members who share the things that matter most to us. People who are inspired by challenging and meaningful work for the good of every patient. People who are compassionate and serve with a purpose. People who aspire to excellence every day. People who are always ready to apply themselves.
See all 887+ Financial Advisor Jobs
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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.
Frequently Asked Questions
Do financial advisors qualify for H-1B visa sponsorship?
Yes, financial advisors qualify for H-1B visa 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 visa, 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.