Financial Planning Jobs in USA with Visa Sponsorship
Financial planning roles rank among the more sponsorship-friendly finance positions in the U.S. Employers filing H-1B visa and E-3 visa petitions regularly cite financial analyst and financial planner titles. A bachelor's degree in finance, economics, or a related field is the standard credential requirement for visa eligibility. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsINTRODUCTION
Thank you for considering Progyny! We are recruiting for a Senior Manager, Financial Planning and Analysis for our Company. You will be supporting a team that provides forward-looking financial analysis and insights that support decision making and helps ensure alignment of planned actions and targets to company goals. This role is an integral member of the finance team and will partner cross functionally across the organization. The successful candidate will be an excellent communicator and will be skilled at building strong relationships across functions and levels throughout the organization and marshaling those resources to get things done. Not satisfied with a quick answer, they will demonstrate the professional curiosity to dig a bit deeper into the true driver of a situation.
ROLE AND RESPONSIBILITIES
What You’ll Do…
- Key contributor to the annual operating budget process and periodic forecasting process.
- Proficiency in variance analysis, with the ability to identify key drivers and clearly communicate financial impacts, risks, and actionable insights to stakeholders.
- Contribute to internal management financial reporting and presentations for the CFO, Executive Management team, and the Board of Directors.
- Experience supporting the development of long-range business plans, translating strategic priorities into financial forecasts, scenarios, and actionable recommendations.
- Own, maintain, and improve internal models, dashboards, and analyses.
- Optimize and maintain critical and sensitive data models.
- Identify and analyze operational problems and recommend effective solutions.
- Work closely with cross-functional teams on complex ad hoc projects and reporting.
BASIC QUALIFICATIONS
About You…
- 7-10 years of progressive experience in financial planning & analysis (preferably with a combination of financial accounting and reporting experience).
- Publicly traded company experience strongly preferred.
- Bachelor's degree in Accounting or Finance related - MBA is a plus.
- Plans and aligns: Skilled at planning and prioritizing work to meet commitments aligned with organizational goals. Ability to break down objectives into appropriate initiatives and actions with relevant milestones and can anticipate and adjust when needed.
- Communicates Effectively: Strong communicator and listener who is adept at developing and delivering complex information clearly and concisely. Comfortable in a variety of settings: one-on-one, small, and large groups, and at various levels.
- Technical Proficiency: Advanced Excel and Power BI skills together with strong data query experience and the ability to manipulate and interpret large sets of data. Knowledge of generally accepted accounting principles and financial statement presentation is a must.
- Situational adaptability and resourcefulness
- Continuous improvement mindset
- Experience with financial planning software use and/or implementation
ABOUT PROGYNY
Progyny (Nasdaq: PGNY) is a global leader in women’s health and family building solutions, trusted by the nation’s leading employers, health plans and benefit purchasers. We envision a world where everyone can realize dreams of family and ideal health. Our outcomes prove that comprehensive, inclusive and intentionally designed solutions simultaneously benefit employers, patients and physicians. Our benefits solution empowers patients with concierge support, coaching, education, and digital tools; provides access to a premier network of fertility and women's health specialists who use the latest science and technologies; drives optimal clinical outcomes; and reduces healthcare costs. Our mission is to empower healthier, supported journeys through transformative fertility, family building and women’s health benefits. Headquartered in New York City, Progyny has been recognized for its leadership and growth as a TIME100 Most Influential Company, CNBC Disruptor 50, Modern Healthcare's Best Places to Work in Healthcare, Forbes' Best Employers, Financial Times Fastest Growing Companies, Inc. 5000, Inc. Power Partners, and Crain's Fast 50 for NYC.
OUR PERKS
- Family friendly benefits: Paid family and parental leave, preconception, fertility and family building benefits (including egg freezing, IVF, and adoption support), family and pet care fund, and Parents’ Employee Affiliation Group
- Menopause and midlife care
- Health, dental, vision and life insurance options for employees and family
- Free in-person, virtual and text-based mental health and wellness support
- Paid time off, including vacation, sick leave, personal days and summer flex time
- Company equity
- Bonus program
- 401(k) plan with company match
- Access to on-demand legal and financial advice
- Learning and development programs to help you grow professionally and a mentorship program
- Company social events to include annual volunteer day and donation matching
- Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY office
COMPENSATION
In compliance with New York City's Wage Transparency Law, the annual salary range for NYC-based applicants is: $140,000 - $155,000. There are a variety of factors that go into determining a salary range, including but not limited to external market benchmark data, geographic location, and years of experience sought/required. Progyny offers a total compensation package comprised of base salary, cash bonus, and equity.
Progyny is proud to be an Equal Opportunity and Affirmative Action employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, age, genetic information, marital status, pregnancy or related condition, status as a protected veteran, criminal history consistent with legal requirements or any other basis protected by law. If you are an individual with a disability and need assistance or an accommodation during the recruiting process, please send an e-mail to apply@progyny.com.
INTRODUCTION
Thank you for considering Progyny! We are recruiting for a Senior Manager, Financial Planning and Analysis for our Company. You will be supporting a team that provides forward-looking financial analysis and insights that support decision making and helps ensure alignment of planned actions and targets to company goals. This role is an integral member of the finance team and will partner cross functionally across the organization. The successful candidate will be an excellent communicator and will be skilled at building strong relationships across functions and levels throughout the organization and marshaling those resources to get things done. Not satisfied with a quick answer, they will demonstrate the professional curiosity to dig a bit deeper into the true driver of a situation.
ROLE AND RESPONSIBILITIES
What You’ll Do…
- Key contributor to the annual operating budget process and periodic forecasting process.
- Proficiency in variance analysis, with the ability to identify key drivers and clearly communicate financial impacts, risks, and actionable insights to stakeholders.
- Contribute to internal management financial reporting and presentations for the CFO, Executive Management team, and the Board of Directors.
- Experience supporting the development of long-range business plans, translating strategic priorities into financial forecasts, scenarios, and actionable recommendations.
- Own, maintain, and improve internal models, dashboards, and analyses.
- Optimize and maintain critical and sensitive data models.
- Identify and analyze operational problems and recommend effective solutions.
- Work closely with cross-functional teams on complex ad hoc projects and reporting.
BASIC QUALIFICATIONS
About You…
- 7-10 years of progressive experience in financial planning & analysis (preferably with a combination of financial accounting and reporting experience).
- Publicly traded company experience strongly preferred.
- Bachelor's degree in Accounting or Finance related - MBA is a plus.
- Plans and aligns: Skilled at planning and prioritizing work to meet commitments aligned with organizational goals. Ability to break down objectives into appropriate initiatives and actions with relevant milestones and can anticipate and adjust when needed.
- Communicates Effectively: Strong communicator and listener who is adept at developing and delivering complex information clearly and concisely. Comfortable in a variety of settings: one-on-one, small, and large groups, and at various levels.
- Technical Proficiency: Advanced Excel and Power BI skills together with strong data query experience and the ability to manipulate and interpret large sets of data. Knowledge of generally accepted accounting principles and financial statement presentation is a must.
- Situational adaptability and resourcefulness
- Continuous improvement mindset
- Experience with financial planning software use and/or implementation
ABOUT PROGYNY
Progyny (Nasdaq: PGNY) is a global leader in women’s health and family building solutions, trusted by the nation’s leading employers, health plans and benefit purchasers. We envision a world where everyone can realize dreams of family and ideal health. Our outcomes prove that comprehensive, inclusive and intentionally designed solutions simultaneously benefit employers, patients and physicians. Our benefits solution empowers patients with concierge support, coaching, education, and digital tools; provides access to a premier network of fertility and women's health specialists who use the latest science and technologies; drives optimal clinical outcomes; and reduces healthcare costs. Our mission is to empower healthier, supported journeys through transformative fertility, family building and women’s health benefits. Headquartered in New York City, Progyny has been recognized for its leadership and growth as a TIME100 Most Influential Company, CNBC Disruptor 50, Modern Healthcare's Best Places to Work in Healthcare, Forbes' Best Employers, Financial Times Fastest Growing Companies, Inc. 5000, Inc. Power Partners, and Crain's Fast 50 for NYC.
OUR PERKS
- Family friendly benefits: Paid family and parental leave, preconception, fertility and family building benefits (including egg freezing, IVF, and adoption support), family and pet care fund, and Parents’ Employee Affiliation Group
- Menopause and midlife care
- Health, dental, vision and life insurance options for employees and family
- Free in-person, virtual and text-based mental health and wellness support
- Paid time off, including vacation, sick leave, personal days and summer flex time
- Company equity
- Bonus program
- 401(k) plan with company match
- Access to on-demand legal and financial advice
- Learning and development programs to help you grow professionally and a mentorship program
- Company social events to include annual volunteer day and donation matching
- Flex days (3 days a week in the office) and onsite meals and snacks for employees reporting into our NY office
COMPENSATION
In compliance with New York City's Wage Transparency Law, the annual salary range for NYC-based applicants is: $140,000 - $155,000. There are a variety of factors that go into determining a salary range, including but not limited to external market benchmark data, geographic location, and years of experience sought/required. Progyny offers a total compensation package comprised of base salary, cash bonus, and equity.
Progyny is proud to be an Equal Opportunity and Affirmative Action employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce. All qualified applicants will receive consideration for employment without regard to race, creed, color, religion, sex, sexual orientation, gender identity or expression, national origin, disability, age, genetic information, marital status, pregnancy or related condition, status as a protected veteran, criminal history consistent with legal requirements or any other basis protected by law. If you are an individual with a disability and need assistance or an accommodation during the recruiting process, please send an e-mail to apply@progyny.com.
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Get Access To All JobsTips for Finding Financial Planning Jobs
Target fee-only and RIA firms
Registered Investment Advisors and fee-only planning firms hire internationally and are comfortable with visa sponsorship. They tend to have straightforward hiring processes and value credentials like CFP over immigration status concerns.
Get your CFP designation moving
The CFP credential significantly strengthens your sponsorship case. Employers treat it as proof of specialized knowledge, which supports the specialty occupation argument USCIS requires to approve an H-1B or E-3 petition for this role.
Frame your degree field precisely
USCIS requires your degree to relate directly to the role. Finance, economics, accounting, and mathematics all qualify. A general business degree may require additional documentation to demonstrate how it connects to financial planning specifically.
Emphasize client-facing and analytical scope
Job descriptions that emphasize portfolio analysis, retirement modeling, and tax planning strategies strengthen the specialty occupation argument. Roles framed as purely administrative or sales-focused are harder to sponsor under H-1B or E-3 requirements.
Ask about sponsorship before interviews
Raise visa sponsorship early in the process, ideally in the initial outreach message. Financial planning firms that sponsor regularly will confirm quickly. Those that hesitate rarely proceed, saving you time to focus on receptive employers.
Use Migrate Mate to find sponsoring employers
Migrate Mate lists financial planning jobs from employers with confirmed sponsorship history. Filtering by visa type lets you focus applications on firms already comfortable with H-1B or E-3 processes, which improves response rates significantly.
Frequently Asked Questions
Does financial planning qualify as a specialty occupation for H-1B purposes?
Yes, financial planning generally qualifies as a specialty occupation when the role requires a bachelor's degree or higher in finance, economics, accounting, or a related field. USCIS has approved H-1B visa petitions for financial planners and financial analysts consistently. The key is that the job description must require a specific degree, not just any bachelor's degree. Roles framed around general business development or sales carry more risk of a challenge.
What degree do I need for a sponsored financial planning role?
A bachelor's degree in finance, economics, accounting, mathematics, or a closely related quantitative field is the standard requirement. General business degrees can qualify but sometimes require a detailed explanation of how the coursework relates to the specific planning role. Graduate degrees in financial planning or an MBA with a finance concentration strengthen your case. The CFP designation is not a degree substitute but adds weight to the specialty occupation argument.
How likely is it that a financial planning employer will sponsor my visa?
Sponsorship rates in financial planning are moderate compared to technology. Large wealth management firms, banks, and RIA firms with established HR infrastructure are the most likely sponsors. Smaller boutique practices often lack the resources or familiarity with the process to sponsor. DOL disclosure data shows financial analyst and financial planner titles appear regularly in H-1B LCA filings, so willing employers do exist. Migrate Mate filters specifically for financial planning roles from employers with sponsorship history.
Can an Australian citizen get E-3 visa sponsorship for a financial planning role?
Yes. Financial planning roles that meet the specialty occupation standard qualify for E-3 visa sponsorship, which is available exclusively to Australian citizens. The employer files a Labor Condition Application with the Department of Labor certifying that the position meets prevailing wage requirements. E-3 visas have a 10,500 annual allocation that has never been fully used, so there is no lottery and approvals happen year-round. Your degree must align with the financial planning role to satisfy the specialty occupation requirement.
Does having a CFP improve my chances of visa sponsorship approval?
Indirectly, yes. The CFP credential signals that you hold specialized knowledge in financial planning, which reinforces the specialty occupation argument that USCIS evaluates during H-1B or E-3 petition adjudication. It does not replace the degree requirement, and USCIS does not treat it as a formal educational credential. However, employers see CFP holders as higher-value hires worth the administrative effort of sponsorship, which improves your chances of finding a willing sponsor in the first place.
What is the prevailing wage requirement for sponsored Financial Planning 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.