Financial Consultant Jobs in USA with Visa Sponsorship
Financial Consultant roles qualify for H-1B visa and E-3 visa sponsorship as specialty occupations requiring a bachelor's degree in finance, accounting, or economics. Employers across consulting firms, banks, and investment management actively sponsor candidates for this role. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsJob Description:
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We’re Looking For
- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
- Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Being coachable, collaborative, and curious are your "go to" attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, you take initiative and exceed customer expectations
- Extensive knowledge of investment solutions
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
- Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
- Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
- Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
- You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Job Description:
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We’re Looking For
- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
- Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Being coachable, collaborative, and curious are your "go to" attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, you take initiative and exceed customer expectations
- Extensive knowledge of investment solutions
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
- Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
- Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
- Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
- You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
See all 1,249+ Financial Consultant jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Consultant roles.
Get Access To All JobsTips for Finding Visa Sponsorship as a Financial Consultant
Target consulting firms and financial services employers
Large consulting firms and financial institutions file the most H-1B petitions for financial consultants. Focus your search on employers with a documented history of sponsorship rather than smaller boutique firms that rarely navigate the process.
Confirm your degree field aligns with the role
USCIS requires a direct relationship between your degree and the position. A finance, accounting, economics, or business analytics degree supports most financial consultant petitions. A degree in an unrelated field can trigger a Request for Evidence.
Bring the LCA into the conversation early
Your employer must file a Labor Condition Application with the Department of Labor before your H-1B petition can proceed. Asking about this early signals you understand the process and helps identify whether HR is genuinely prepared to sponsor.
Australian nationals should prioritize the E-3 visa
The E-3 visa is available exclusively to Australians, requires no lottery, and can be renewed indefinitely. Financial consultant roles qualify as specialty occupations, making the E-3 one of the most practical sponsorship paths for Australian candidates.
Frame your CPA or CFA credentials as sponsorship leverage
Professional certifications like the CPA or CFA demonstrate specialized expertise that strengthens your petition. Employers are more confident sponsoring candidates whose qualifications reduce the risk of a USCIS denial or Request for Evidence.
Use Migrate Mate to find employers who are already sponsoring
Migrate Mate filters financial consultant roles by employers actively open to visa sponsorship, saving you the time of researching each company individually. Applying through a sponsorship-focused job board significantly improves your chances of reaching a productive conversation.
Financial Consultant jobs are hiring across the US. Find yours.
Find Financial Consultant JobsFrequently Asked Questions
Does financial consultant qualify as a specialty occupation for H-1B purposes?
Yes. Financial consultant roles consistently qualify as specialty occupations because they require theoretical and practical application of finance, accounting, or economics at the bachelor's level or higher. USCIS expects the employer to demonstrate that the specific duties require this specialized knowledge, so job descriptions that vaguely list general advisory tasks without a clear degree requirement can create problems at adjudication.
What degree do I need to get sponsored for a financial consultant role?
A bachelor's degree in finance, accounting, economics, business administration, or a closely related quantitative field is the standard requirement. A degree in an unrelated discipline, even if you have relevant experience, may not satisfy USCIS's specialty occupation standard. In that case, the 3-for-1 rule applies: three years of specialized work experience can substitute for one year of formal education, but documentation requirements are significantly higher.
Which types of employers sponsor financial consultants most often?
Management consulting firms, investment banks, Big Four accounting practices, and regional financial institutions file the highest volumes of H-1B petitions for financial consultant roles. Corporate treasury and FP&A departments at large public companies are also active sponsors. Smaller independent advisory firms sponsor far less frequently. Browsing open roles on Migrate Mate lets you filter directly for employers with active sponsorship programs, which is the most efficient way to identify realistic targets.
Can I switch employers mid-status and maintain my H-1B as a financial consultant?
Yes. H-1B portability allows you to start working for a new employer as soon as that employer files a cap-exempt transfer petition, without waiting for approval, provided your current H-1B was approved and you have not accrued unlawful status. The new employer must still file a new LCA and petition. The financial consultant duties at the new role must also qualify as a specialty occupation, which is typically straightforward if the core work is the same.
How does the H-1B lottery affect my chances of getting sponsored as a financial consultant?
USCIS received approximately 442,000 H-1B registrations in FY 2025 for 85,000 available slots, producing a selection rate near 25%. Financial consultants are not exempt from the lottery unless the sponsoring employer is a university or qualifying nonprofit. Australian nationals can bypass this entirely using the E-3 visa, which has a 10,500 annual cap that has never been exhausted. If you hold an Australian passport, the E-3 is almost always the more reliable path.
What is the prevailing wage requirement for sponsored Financial Consultant 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.
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