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 SUMMARY
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients.
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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Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
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Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
-
Assist clients with trades, requests for information, research, account problems, etc.
-
Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
-
Participate in the preparation for and delivery of client presentations and engagements.
-
Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
-
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.
-
Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
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4 years professional experience, including 1 year of experience in the securities industry.
-
FINRA Series 7 and 66.
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Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.
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Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
-
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
- Willingness to pursue additional credentials in the wealth and investment fields.
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.
EEO is the Law E-Verify IER Right to Work
JOB SUMMARY
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients.
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.
-
Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
-
Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
-
Assist clients with trades, requests for information, research, account problems, etc.
-
Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
-
Participate in the preparation for and delivery of client presentations and engagements.
-
Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
-
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.
-
Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
-
4 years professional experience, including 1 year of experience in the securities industry.
-
FINRA Series 7 and 66.
-
Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.
-
Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
-
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
- Willingness to pursue additional credentials in the wealth and investment fields.
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.
EEO is the Law E-Verify IER Right to Work
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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.
Frequently 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 visa 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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