Financial Professional Jobs in USA with Visa Sponsorship
Financial professionals, including analysts, advisors, planners, and managers, regularly secure H-1B visa and E-3 visa sponsorship. Roles requiring a bachelor's degree in finance, accounting, or economics qualify as specialty occupations, making sponsorship straightforward for most positions at banks, asset managers, and financial services firms. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsAdvisor Assist Financial Professional (HYBRID OR REMOTE)
Primary Location: UNITED STATES-Remote
Other Locations: UNITED STATES-NY-Syracuse, UNITED STATES-UT-Salt Lake City
Organization: Equitable
Schedule: Full-time
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives—a mission we’ve honed since 1859.
Invest In Your Potential! At Equitable Advisors, you’ll find an environment where you are encouraged to think boldly, collaborate deeply, and continuously develop your skills while helping others achieve financial confidence and security. We are committed to helping you achieve more from your professional journey by cultivating an open, collaborative environment where innovation is encouraged, and growth is supported.
Begin your career as a Financial Professional on our Advisor Assist team, in a salaried role designed to build the foundational skills and expertise necessary for long-term success in an entrepreneurial, client-focused profession.
The Advisor Assist Financial Professional is a key member of Equitable’s centralized Advisor Assist team, providing dedicated operational and licensed client service support to 14th edition Financial Advisors in the branches. This role is designed to enhance advisor capacity by managing new business processing, client service requests, and practice management activities. The role focuses on delivering high-quality client experience, ensuring operational efficiency, and enabling advisors to focus on client acquisition and practice growth.
What You’ll Be Doing
New Business & Application Processing:
- Prepare, review, and submit new business applications (insurance, advisory, and investment products) in alignment with Equitable policies and compliance standards.
- Ensure all applications are complete, accurate, and “in good order” prior to submission.
- Track case status and proactively follow up with underwriting and operations to resolve outstanding requirements.
- Provide timely updates to advisors and support transparency throughout the submission life cycle.
Client Service & Account Support:
- Act as a primary point of contact for client servicing needs, including account maintenance, beneficiary updates, transfers, withdrawals, and general inquiries.
- Execute service requests in accordance with firm policies, regulatory requirements, and service level expectations.
- Maintain accurate and up-to-date client records within firm systems.
- Support client review preparation, including gathering account data and preparing meeting materials.
Client Communication & Advisor Support:
- Conduct outbound and inbound client calls to support service needs, appointment confirmation, and follow-up activities.
- Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve.
- Coordinate and schedule client meetings, annual reviews, and advisor follow-ups.
- Prepare meeting agendas, documentation, and post-meeting action items.
- Partner closely with assigned advisors to understand their practice needs and preferences.
Advisor Assist & Operational Excellence:
- Operate within Equitable’s Advisor Assist framework, leveraging centralized processes, workflows, and service models.
- Manage task queues and workflows to ensure timely and efficient completion of activities.
- Collaborate with internal teams (Operations, Compliance, Underwriting, Service Centers) to drive resolution and efficiency.
- Support audit readiness and adhere to Equitable’s compliance, supervision, and documentation standards.
This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake City, UT; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.
The base salary for this position is $55,000. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring
Required Qualifications
- Bachelor's degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial services.
- FINRA Series 7, 63 and 65 (or equivalent Series 66) registrations, active; or ability to obtain within 12 months of hire.
- Resident State Life and Variable Insurance Licenses within 30 days of hire.
- 2+ years experience of success in sales.
Preferred Qualifications
- Thorough knowledge in product, including proprietary and non-proprietary, and investment products offered through LPL as well as Salesforce and ClientWorks systems.
- Proven experience in building and managing customer relationships, with a focus on trust, service excellence, and long-term engagement.
- Strong research and analytical capabilities, with the ability to interpret information and support sound client recommendations.
- Excellent interpersonal and communication skills, enabling you to connect effectively with clients, team members, and partners.
Skills
Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.
About Equitable
At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.
Advisor Assist Financial Professional (HYBRID OR REMOTE)
Primary Location: UNITED STATES-Remote
Other Locations: UNITED STATES-NY-Syracuse, UNITED STATES-UT-Salt Lake City
Organization: Equitable
Schedule: Full-time
About the Role
At Equitable, we help clients secure their financial well-being so they can pursue long and fulfilling lives—a mission we’ve honed since 1859.
Invest In Your Potential! At Equitable Advisors, you’ll find an environment where you are encouraged to think boldly, collaborate deeply, and continuously develop your skills while helping others achieve financial confidence and security. We are committed to helping you achieve more from your professional journey by cultivating an open, collaborative environment where innovation is encouraged, and growth is supported.
Begin your career as a Financial Professional on our Advisor Assist team, in a salaried role designed to build the foundational skills and expertise necessary for long-term success in an entrepreneurial, client-focused profession.
The Advisor Assist Financial Professional is a key member of Equitable’s centralized Advisor Assist team, providing dedicated operational and licensed client service support to 14th edition Financial Advisors in the branches. This role is designed to enhance advisor capacity by managing new business processing, client service requests, and practice management activities. The role focuses on delivering high-quality client experience, ensuring operational efficiency, and enabling advisors to focus on client acquisition and practice growth.
What You’ll Be Doing
New Business & Application Processing:
- Prepare, review, and submit new business applications (insurance, advisory, and investment products) in alignment with Equitable policies and compliance standards.
- Ensure all applications are complete, accurate, and “in good order” prior to submission.
- Track case status and proactively follow up with underwriting and operations to resolve outstanding requirements.
- Provide timely updates to advisors and support transparency throughout the submission life cycle.
Client Service & Account Support:
- Act as a primary point of contact for client servicing needs, including account maintenance, beneficiary updates, transfers, withdrawals, and general inquiries.
- Execute service requests in accordance with firm policies, regulatory requirements, and service level expectations.
- Maintain accurate and up-to-date client records within firm systems.
- Support client review preparation, including gathering account data and preparing meeting materials.
Client Communication & Advisor Support:
- Conduct outbound and inbound client calls to support service needs, appointment confirmation, and follow-up activities.
- Identify new opportunities in partnership with clients as their financial goals, priorities, and life circumstances evolve.
- Coordinate and schedule client meetings, annual reviews, and advisor follow-ups.
- Prepare meeting agendas, documentation, and post-meeting action items.
- Partner closely with assigned advisors to understand their practice needs and preferences.
Advisor Assist & Operational Excellence:
- Operate within Equitable’s Advisor Assist framework, leveraging centralized processes, workflows, and service models.
- Manage task queues and workflows to ensure timely and efficient completion of activities.
- Collaborate with internal teams (Operations, Compliance, Underwriting, Service Centers) to drive resolution and efficiency.
- Support audit readiness and adhere to Equitable’s compliance, supervision, and documentation standards.
This position offers a flexible work schedule: it may be fully remote/hybrid. If you are located near one of our offices (e.g., Salt Lake City, UT; New York, NY; Syracuse, NY), a hybrid schedule with 2–3 days on-site per week is expected to foster collaboration and connection.
The base salary for this position is $55,000. This role is eligible for variable compensation.
For eligible employees, Equitable provides a full range of benefits. This includes medical, dental, vision, a 401(k) plan, and paid time off. For detailed descriptions of these benefits, please reference the link below.
Equitable Pay and Benefits: Equitable Total Rewards Program
What You Will Bring
Required Qualifications
- Bachelor's degree or equivalent professional experience that demonstrates strong foundational skills and a commitment to growing your career in financial services.
- FINRA Series 7, 63 and 65 (or equivalent Series 66) registrations, active; or ability to obtain within 12 months of hire.
- Resident State Life and Variable Insurance Licenses within 30 days of hire.
- 2+ years experience of success in sales.
Preferred Qualifications
- Thorough knowledge in product, including proprietary and non-proprietary, and investment products offered through LPL as well as Salesforce and ClientWorks systems.
- Proven experience in building and managing customer relationships, with a focus on trust, service excellence, and long-term engagement.
- Strong research and analytical capabilities, with the ability to interpret information and support sound client recommendations.
- Excellent interpersonal and communication skills, enabling you to connect effectively with clients, team members, and partners.
Skills
Cross-Selling: Knowledge of organizational strategies, tools and techniques for understanding the needs of customers; ability to utilize these to create additional sales.
Effective Communications: Understanding of effective communication concepts, tools and techniques; ability to effectively transmit, receive, and accurately interpret ideas, information, and needs through the application of appropriate communication behaviors.
Sales Proposals and Presentations: Knowledge of sales processes, tools, and techniques; ability to prepare and present formal recommendations for how the organization can meet the customer's needs.
Sales Scoping and Qualification: Knowledge of sales scoping and qualification techniques and skills; ability to identify and qualify potential sales opportunities for the organization.
About Equitable
At Equitable, we’re a team committed to helping our clients secure their financial well-being so that they can pursue long and fulfilling lives.
We turn challenges into opportunities by thinking, working, and leading differently – where everyone is a leader. We encourage every employee to leverage their unique talents to become a force for good at Equitable and in their local communities.
We are continuously investing in our people by offering growth, internal mobility, comprehensive compensation and benefits to support overall well-being, flexibility, and a culture of collaboration and teamwork.
We are looking for talented, dedicated, purposeful people who want to make an impact. Join Equitable and pursue a career with purpose. Click Careers at Equitable to learn more.
Equitable is committed to providing equal employment opportunities to our employees, applicants and candidates based on individual qualifications, without regard to race, color, religion, gender, gender identity and expression, age, national origin, mental or physical disabilities, sexual orientation, veteran status, genetic information or any other class protected by federal, state and local laws.
NOTE: Equitable participates in the E-Verify program.
If reasonable accommodation is needed to participate in the job application or interview process or to perform the essential job functions of this position, please contact Human Resources at (212) 314-2211 or email us at TalentAcquisition@equitable.com.
See all 1,484+ Financial Professional Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Professional roles.
Get Access To All JobsTips for Finding Financial Professional Jobs
Target employers with a proven H-1B track record
Large banks, asset managers, and consulting firms like JPMorgan, Goldman Sachs, and Deloitte file hundreds of H-1B petitions annually. Their established immigration infrastructure means faster processing and fewer documentation hurdles than smaller firms.
Make your degree-to-role alignment explicit
USCIS scrutinizes whether your degree field directly relates to the position. A finance degree supports analyst and advisor roles cleanly. If your degree is in a adjacent field, document how coursework maps to the specific job duties in your offer letter.
Understand that the LCA is the employer's responsibility
Before filing your H-1B petition, your employer must certify a Labor Condition Application with the DOL confirming the offered wage meets prevailing wage levels for the role and location. This is their process, not yours, but knowing it helps you ask the right questions.
Australian citizens should prioritize the E-3 visa
The E-3 bypasses the H-1B lottery entirely and renews in two-year increments indefinitely. Financial analyst and advisor roles qualify as specialty occupations, and the 10,500 annual cap has never been filled, meaning approval is nearly guaranteed for qualified applicants.
Get licensed before or during your job search
CFA, Series 7, Series 63, and CFP credentials signal long-term commitment to U.S. financial markets and reduce employer hesitation about sponsorship costs. FINRA licenses also demonstrate you can work independently, which strengthens the business case for sponsorship.
Frame sponsorship as a low-friction process in interviews
Many hiring managers overestimate cost and complexity. Financial roles at established firms often cost under $5,000 in total legal and filing fees. Coming prepared with a clear, factual summary of what sponsorship involves can move a hesitant employer toward yes.
Frequently Asked Questions
Do financial professional roles qualify as H-1B specialty occupations?
Yes. Financial analyst, financial advisor, portfolio manager, and similar roles qualify as specialty occupations because they typically require at least a bachelor's degree in finance, accounting, economics, or a related field. Generalist roles where any degree satisfies the requirement can be harder to support, so the job description's stated degree requirement matters significantly.
Which visa is better for Australian financial professionals, H-1B or E-3?
The E-3 visa is the stronger option for Australians. It has no lottery, renews indefinitely in two-year increments, and the 10,500 annual cap has never been exhausted. Financial roles qualify as specialty occupations under E-3 on the same criteria as H-1B visa, so eligible Australians can secure sponsorship without competing in a randomized selection process.
How do I find financial employers willing to sponsor visas?
Migrate Mate is built specifically for this, every role on the platform is pre-vetted for visa sponsorship willingness. Large financial institutions like banks, insurance companies, and asset managers are among the most active H-1B sponsors nationally, but Migrate Mate surfaces mid-sized and regional firms that sponsor less visibly as well.
Does having a CFA or CFP improve my chances of getting sponsored?
Credentials like the CFA, CFP, or CPA don't change visa eligibility directly, but they reduce employer hesitation. A sponsored hire represents a multi-year commitment from the employer. Holding a recognized professional credential signals stability and specialized expertise, which makes the sponsorship investment easier to justify internally, especially at firms without a high-volume immigration program.
Can I switch financial employers while on an H-1B?
Yes, through H-1B portability. If you've been in valid H-1B status for at least 180 days and your new employer files an H-1B transfer petition before your current status expires, you can begin working for the new employer once the petition is received by USCIS. You don't need to wait for approval, but the new role must also qualify as a specialty occupation.
What is the prevailing wage requirement for sponsored Financial Professional 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.