Financial Planner Jobs in USA with Visa Sponsorship
Financial Planner roles qualify for H-1B visa sponsorship as a specialty occupation requiring a finance, economics, or business degree. Employers file a Labor Condition Application before you can start, and many firms with active LCA histories sponsor both initial status and green card pathways through EB-2 or EB-3.
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Get Access To All JobsBenefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - Puget Sound!
Leverage Your Healthcare Background for a Rewarding Career:
- Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
- Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
- Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
- A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Our offices are located at:
- Seattle: 601 Union St. #2500, Seattle, WA. 98101
- Bellevue: 10655 NE 4th St. Ste. 900, Bellevue, WA. 98004
- Tacoma: 1201 Pacific Avenue Ste. #500 Tacoma, WA 98402
Meet Our Team:
Josh Johnston, Managing Partner (MP):
- Time with NM: 8 years.
- Prior Experience: Background in wholesale business, managing sales for domestic brick-and-mortar retailers as well as international distribution within a baby furniture company.
- Passionate About: Spending time with and raising his four children. He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family.
Blake Ozuna, District Director (DD):
- Time with NM: 9 years.
- Prior Experience: Began as an intern during his junior year of college and transitioned into a full-time advisor role, building his career with Northwestern Mutual since.
- Passionate About: Being intentional with his time outside of work. He is an avid runner, golfer, and sports fan, closely following the Seattle Mariners, Tottenham Hotspur, and Washington State athletics. He also enjoys trying new restaurants and experiences with his wife, Anna.
Thomas Steingrebe, Managing Director (MD):
- Time with NM: 5 years.
- Prior Experience: Joined Northwestern Mutual directly out of college with the goal of building his own financial planning practice. Drawn to the firm’s integrated planning approach and client-first focus, he was motivated by the opportunity to make a meaningful impact and build something for his future and family.
- Passionate About: Golfing, exploring new food experiences, and spending quality time with his family.
Victoria Nenchev, Managing Director (MD):
- Time with NM: 5 years.
- Prior Experience: Spent 8 years at a previous firm building her own practice and developing new advisors. Prior to her financial career, she was a collegiate athlete and trained for the Olympic trials.
- Passionate About: Spending time with her two young children, staying active both in and out of the gym, and enjoying live music with friends.
Key Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications
- Education: A bachelor's degree.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Willingness to obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Position Perks:
- Performance-based compensation with uncapped earning potential:
- Average vs Top 25%
- Year 1 | $76,000 - $193,000
- Year 3 | $103,000 - $202,000
- Year 5 | $139,000 - $289,000
- Year 10 | $234,000 - $490,000
- Year 15 | $341,000 - $790,000
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Josh Johnston is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
Benefits:
- Retirement
- Bonus based on performance
- Company parties
- Dental insurance
- Flexible schedule
- Health insurance
- Opportunity for advancement
- Training & development
- Vision insurance
Transition Your Healthcare Expertise into Financial Services with Northwestern Mutual - Puget Sound!
Leverage Your Healthcare Background for a Rewarding Career:
- Build Direct Client Relationships: Professionals from healthcare are drawn to financial services because it allows them to work directly with clients, offering personalized advice rather than working through intermediaries.
- Make a Meaningful Impact: Use your knowledge and experience in healthcare to guide clients through critical life stages. Whether it’s helping individuals plan for medical expenses, retirement, or higher education, your insights can help clients secure their financial futures and improve their lives.
- Unlimited Growth Potential: As healthcare professionals understand the complexities of life’s important decisions, they know that each life stage brings new financial planning needs. Your ambition, dedication, and expertise will determine how far you can go in this fulfilling career.
- A Rewarding Career Path: Transition to a career where you can build long-term relationships, create meaningful outcomes for your clients, and make a lasting impact, all while using your healthcare expertise to navigate the financial landscape.
Our offices are located at:
- Seattle: 601 Union St. #2500, Seattle, WA. 98101
- Bellevue: 10655 NE 4th St. Ste. 900, Bellevue, WA. 98004
- Tacoma: 1201 Pacific Avenue Ste. #500 Tacoma, WA 98402
Meet Our Team:
Josh Johnston, Managing Partner (MP):
- Time with NM: 8 years.
- Prior Experience: Background in wholesale business, managing sales for domestic brick-and-mortar retailers as well as international distribution within a baby furniture company.
- Passionate About: Spending time with and raising his four children. He enjoys cigars and artisan spirits, traveling both domestically and internationally to explore new cultures and natural beauty, and shopping at farmers markets and cooking seasonal meals with his family.
Blake Ozuna, District Director (DD):
- Time with NM: 9 years.
- Prior Experience: Began as an intern during his junior year of college and transitioned into a full-time advisor role, building his career with Northwestern Mutual since.
- Passionate About: Being intentional with his time outside of work. He is an avid runner, golfer, and sports fan, closely following the Seattle Mariners, Tottenham Hotspur, and Washington State athletics. He also enjoys trying new restaurants and experiences with his wife, Anna.
Thomas Steingrebe, Managing Director (MD):
- Time with NM: 5 years.
- Prior Experience: Joined Northwestern Mutual directly out of college with the goal of building his own financial planning practice. Drawn to the firm’s integrated planning approach and client-first focus, he was motivated by the opportunity to make a meaningful impact and build something for his future and family.
- Passionate About: Golfing, exploring new food experiences, and spending quality time with his family.
Victoria Nenchev, Managing Director (MD):
- Time with NM: 5 years.
- Prior Experience: Spent 8 years at a previous firm building her own practice and developing new advisors. Prior to her financial career, she was a collegiate athlete and trained for the Olympic trials.
- Passionate About: Spending time with her two young children, staying active both in and out of the gym, and enjoying live music with friends.
Key Responsibilities:
- Client Consultation: Engage with clients to understand their financial goals, aspirations, and concerns.
- Financial Planning: Develop comprehensive financial plans that include investments, insurance, and retirement.
- Insurance Solutions: Recommend and implement insurance strategies to protect clients' assets and income.
- Ongoing Support: Monitor clients' financial plans and provide regular updates, adjusting strategies as needed to meet changing circumstances.
- Networking: Build and maintain a network of clients through referrals, community involvement, and professional associations.
Qualifications
- Education: A bachelor's degree.
- Experience: Previous experience in financial services, insurance or business development is beneficial but not required.
- Skills: Strong interpersonal and communication skills, analytical thinking, and the ability to build trust and rapport with clients.
- Licenses: Willingness to obtain necessary licenses, such as Series 6, 63, and state insurance licenses (training and sponsorship available).
Position Perks:
- Performance-based compensation with uncapped earning potential:
- Average vs Top 25%
- Year 1 | $76,000 - $193,000
- Year 3 | $103,000 - $202,000
- Year 5 | $139,000 - $289,000
- Year 10 | $234,000 - $490,000
- Year 15 | $341,000 - $790,000
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
- Ongoing professional development
- Local culture of support and positive recognition
Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI. Josh Johnston is a Managing Partner for NM and is not in legal partnership with NM, or its subsidiaries.
See all 30+ Financial Planner Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Planner roles.
Get Access To All JobsTips for Finding Visa Sponsorship as a Financial Planner
Match your degree to the role
Financial Planner is a specialty occupation, so your degree field matters. A finance, economics, accounting, or business degree directly tied to financial planning strengthens your H-1B petition and reduces the risk of a Request for Evidence from USCIS.
Check prevailing wage before negotiating
Your employer must pay at least the DOL prevailing wage for your location and experience level. Run your title and metro area through the OFLC Wage Search before accepting an offer so you know the wage floor they're legally required to meet.
Target RIA and wealth management firms with LCA history
Registered investment advisers and fee-only planning firms that have filed LCAs before are far more likely to understand the sponsorship process. Use Migrate Mate to find employers with verified LCA filing history for financial planning roles.
Get your CFP or Series licenses before applying
Many Financial Planner positions require a CFP designation or Series 65 or 66 license. Having these credentials before you apply signals immediate productivity to employers and removes a common objection to sponsoring an international candidate.
Ask about PERM sponsorship during the offer stage
If you want a path to permanent residence, ask whether the employer has sponsored EB-2 or EB-3 green cards for financial planning roles before. PERM labor certification timelines can run 18 months or more, so starting the conversation at the offer stage matters.
Understand your 60-day grace period between jobs
If you lose or leave an H-1B employer, you have a 60-day grace period to find a new sponsoring employer and have a new petition filed. For Financial Planners, that window is tight if you're also completing registration transfers or client transition requirements.
Frequently Asked Questions
Does a Financial Planner role qualify as a specialty occupation for the H-1B?
Yes. Financial Planner roles consistently qualify as specialty occupations because the position typically requires a bachelor's degree or higher in finance, economics, accounting, or a closely related field. USCIS evaluates whether the specific role at your employer genuinely requires that degree, so a detailed job description tying planning duties to your degree field strengthens the petition.
Which visa types can financial planners use to work in the U.S.?
H-1B is the most common path for Financial Planners. Australian nationals can use the E-3 visa, which has a separate cap and no lottery. Chilean and Singaporean nationals may qualify for the H-1B1 visa. TN visa is not available for Financial Planner roles, as the USMCA profession list does not include that occupation. Each option requires employer sponsorship and a qualifying specialty occupation.
How do I find employers who sponsor Financial Planner visa applications?
Migrate Mate lists employers with verified sponsorship history for financial planning and advisory roles, so you can focus your applications on firms already familiar with the LCA and H-1B process rather than cold-pitching companies that have never sponsored before.
Does a 3-year Australian bachelor's degree in finance qualify for H-1B or E-3 sponsorship?
Generally yes. USCIS and U.S. consular officers typically recognize a three-year Australian bachelor's degree as equivalent to a U.S. four-year degree for specialty occupation purposes, particularly in fields like finance and economics. A credential evaluation from a NACES-member organization can formally document that equivalency and reduce the risk of an RFE on your petition.
Can a Financial Planner pursue a green card through employer sponsorship?
Yes. Most Financial Planners pursue an EB-2 or EB-3 green card through employer-sponsored PERM labor certification. The employer must demonstrate through a recruitment process that no qualified U.S. worker is available for the role. For candidates from India or China, per-country priority date backlogs can extend the wait significantly, so starting early matters.
What is the prevailing wage requirement for sponsored Financial Planner 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.