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
The Financial Planning Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
- Provide reporting, planning, forecasting and analysis for all investment products, including capital markets, Global Managed Investments, and Tailored Portfolio Group
- Review and analyze financials during monthly close
- Perform ad hoc analysis for new business initiatives, working closely with the business areas and product groups, and support project launch and execution
- Produce monthly & quarterly Management Reports related to investment products for Private Bank NA organization
- Produce and deliver reporting that clearly communicate the financial performance of the business. Design performance indicators and metrics that facilitate transparency and measure the effectiveness of sales and product teams
- Coordinate the production of the annual budget in alignment with the strategy of the business. Preparation of quarterly forecasts and monthly P&L estimates
- Assess process improvement opportunities that enhance the efficiency of the financial reporting cycle while also increasing the informative value of the content provided to senior management
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
QUALIFICATIONS
- 5-8 years of experience
- Strong interpersonal skills. Must have a balance of assertiveness and discretion to be a credible and sought after resource. Must have the confidence to stand up to pressure and the credibility to influence others. Flexibility to be effective and persuasive with all levels of management. Level-headed in a crisis. Ability to build key relationships with finance and other professionals. Ability to influence people and empower team members to be proactive and focused on partnerships and results
- Must be able to present technical matters in a way that is meaningful to the audience; dynamic organization requires pro-activity in ensuring targets are met and projects accomplished
- Demonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making
- Broad and deep understanding of accounting principles and corporate finance concepts
- Highly motivated, participative team player with a change agent mentality that can provide financial leadership
- Excellent PC skills with ability to design and maintain complex financial models and to drive high quality financial presentations
Education:
- Bachelor's/University degree or equivalent experience
JOB FAMILY GROUP:
Private Client Coverage
JOB FAMILY:
Financial Planning Services
TIME TYPE:
Full time
PRIMARY LOCATION:
Los Angeles California United States
PRIMARY LOCATION FULL TIME SALARY RANGE:
$115,200.00 - $172,800.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
MOST RELEVANT SKILLS
Please see the requirements listed above.
OTHER RELEVANT SKILLS
For complementary skills, please see above and/or contact the recruiter.
ANTICIPATED POSTING CLOSE DATE:
jun 19, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
INTRODUCTION
The Financial Planning Analyst is a seasoned professional role. Applies in-depth disciplinary knowledge, contributing to the development of new techniques and the improvement of processes and work-flow for the area or function. Integrates subject matter and industry expertise within a defined area. Requires in-depth understanding of how areas collectively integrate within the sub-function as well as coordinate and contribute to the objectives of the function and overall business. Evaluates moderately complex and variable issues with substantial potential impact, where development of an approach/taking of an action involves weighing various alternatives and balancing potentially conflicting situations using multiple sources of information. Requires good analytical skills in order to filter, prioritize and validate potentially complex and dynamic material from multiple sources. Strong communication and diplomacy skills are required. Regularly assumes informal/formal leadership role within teams. Involved in coaching and training of new recruits. Significant impact in terms of project size, geography, etc. by influencing decisions through advice, counsel and/or facilitating services to others in area of specialization. Work and performance of all teams in the area are directly affected by the performance of the individual.
Responsibilities:
- Provide reporting, planning, forecasting and analysis for all investment products, including capital markets, Global Managed Investments, and Tailored Portfolio Group
- Review and analyze financials during monthly close
- Perform ad hoc analysis for new business initiatives, working closely with the business areas and product groups, and support project launch and execution
- Produce monthly & quarterly Management Reports related to investment products for Private Bank NA organization
- Produce and deliver reporting that clearly communicate the financial performance of the business. Design performance indicators and metrics that facilitate transparency and measure the effectiveness of sales and product teams
- Coordinate the production of the annual budget in alignment with the strategy of the business. Preparation of quarterly forecasts and monthly P&L estimates
- Assess process improvement opportunities that enhance the efficiency of the financial reporting cycle while also increasing the informative value of the content provided to senior management
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
QUALIFICATIONS
- 5-8 years of experience
- Strong interpersonal skills. Must have a balance of assertiveness and discretion to be a credible and sought after resource. Must have the confidence to stand up to pressure and the credibility to influence others. Flexibility to be effective and persuasive with all levels of management. Level-headed in a crisis. Ability to build key relationships with finance and other professionals. Ability to influence people and empower team members to be proactive and focused on partnerships and results
- Must be able to present technical matters in a way that is meaningful to the audience; dynamic organization requires pro-activity in ensuring targets are met and projects accomplished
- Demonstrated analytical skills including the ability to synthesize quantitative and qualitative data to draw conclusions and assist on decision making
- Broad and deep understanding of accounting principles and corporate finance concepts
- Highly motivated, participative team player with a change agent mentality that can provide financial leadership
- Excellent PC skills with ability to design and maintain complex financial models and to drive high quality financial presentations
Education:
- Bachelor's/University degree or equivalent experience
JOB FAMILY GROUP:
Private Client Coverage
JOB FAMILY:
Financial Planning Services
TIME TYPE:
Full time
PRIMARY LOCATION:
Los Angeles California United States
PRIMARY LOCATION FULL TIME SALARY RANGE:
$115,200.00 - $172,800.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
MOST RELEVANT SKILLS
Please see the requirements listed above.
OTHER RELEVANT SKILLS
For complementary skills, please see above and/or contact the recruiter.
ANTICIPATED POSTING CLOSE DATE:
jun 19, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
See all 336+ Financial Planning Jobs
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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.