Financial Representative Jobs in USA with Visa Sponsorship
Financial Representative roles attract H-1B visa and E-3 visa sponsorship from banks, insurance carriers, and wealth management firms. Most positions require a finance-related bachelor's degree to qualify as a specialty occupation, and FINRA licensing (Series 6, 63, or 65) is typically expected alongside the visa petition. For detailed occupation requirements, see the O*NET profile.
Find Financial Representative JobsOverview
Showing 5 of 994+ Financial Representative jobs
See all 994+ Financial Representative Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Representative roles.
Get Access To All JobsJob Title: Client Financial Services - Cash Posting (Remote)
Location: Remote (Springfield, Missouri)
Department: Client Financial & Benefit Advocacy Services
Employment Type: Full-time
Schedule: Monday - Friday, 8:00 A.M. - 5:00 P.M.
Job Summary:
Join Burrell Behavioral Health as a Client Financial Services Representative - Cash Posting and help support quality client care through accurate, timely financial processing. In this remote role, you will post and reconcile client and insurance payments, resolve account discrepancies, and collaborate with a compassionate team committed to serving our communities. If you are detail-oriented, organized, and knowledgeable about insurance billing and collections, we invite you to bring your financial services experience to our team.
This position offers…
- Employee Assistance Program – 24/7 counseling services, legal assistance, & financial consultation for you and your household at no cost
- Mileage Reimbursement – Company paid for work functions requiring travel
- Employee Discounts – Hotels, Theme Parks & Attractions, College Tuition
- Workplace Culture - An environment cultivating employee wellbeing, valuing each individual's humanity, and actively promoting a healthy, joyful workforce
- Additional Perks & Benefits - Scroll down to bottom of this post to learn more
Key Responsibilities:
- Post client and insurance payments accurately and efficiently.
- Reconcile accounts and research payment variances to identify and resolve discrepancies.
- Enter and maintain financial information with a high level of accuracy and attention to detail.
- Respond to account-related inquiries and provide professional, service-focused support.
- Collaborate with team members and other departments to resolve payment and account issues.
- Organize financial records and manage multiple priorities while meeting established deadlines.
- Use Microsoft Excel, accounting software, and other financial tools to support daily cash-posting activities.
Education, Experience, and/or Credential Qualifications:
- High school diploma or GED.
- Experience or knowledge of insurance billing and collection practices.
- Knowledge of electronic funds transfers (EFTs), explanations of benefits (EOBs), and basic medical and insurance terminology.
Additional Qualifications:
- Cash-posting or accounts-receivable experience preferred.
- Familiarity with CPT and ICD-10 coding.
- Strong attention to detail, data-entry, communication, customer-service, problem-solving, and organizational skills.
- Familiarity with Microsoft Excel and accounting software.
Position Perks & Benefits:
-
Paid time off: full-time employees receive an attractive time off package to balance your work and personal life
-
Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more
-
Top-notch training: initial, ongoing, comprehensive, and supportive
-
Career mobility: advancement opportunities/promoting from within
-
Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness.
Brightli is on a Mission:
A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.
As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.
We are an Equal Employment Opportunity Employer.
Burrell Behavioral Health is a Smoke and Tobacco Free Workplace.
Job Title: Client Financial Services - Cash Posting (Remote)
Location: Remote (Springfield, Missouri)
Department: Client Financial & Benefit Advocacy Services
Employment Type: Full-time
Schedule: Monday - Friday, 8:00 A.M. - 5:00 P.M.
Job Summary:
Join Burrell Behavioral Health as a Client Financial Services Representative - Cash Posting and help support quality client care through accurate, timely financial processing. In this remote role, you will post and reconcile client and insurance payments, resolve account discrepancies, and collaborate with a compassionate team committed to serving our communities. If you are detail-oriented, organized, and knowledgeable about insurance billing and collections, we invite you to bring your financial services experience to our team.
This position offers…
- Employee Assistance Program – 24/7 counseling services, legal assistance, & financial consultation for you and your household at no cost
- Mileage Reimbursement – Company paid for work functions requiring travel
- Employee Discounts – Hotels, Theme Parks & Attractions, College Tuition
- Workplace Culture - An environment cultivating employee wellbeing, valuing each individual's humanity, and actively promoting a healthy, joyful workforce
- Additional Perks & Benefits - Scroll down to bottom of this post to learn more
Key Responsibilities:
- Post client and insurance payments accurately and efficiently.
- Reconcile accounts and research payment variances to identify and resolve discrepancies.
- Enter and maintain financial information with a high level of accuracy and attention to detail.
- Respond to account-related inquiries and provide professional, service-focused support.
- Collaborate with team members and other departments to resolve payment and account issues.
- Organize financial records and manage multiple priorities while meeting established deadlines.
- Use Microsoft Excel, accounting software, and other financial tools to support daily cash-posting activities.
Education, Experience, and/or Credential Qualifications:
- High school diploma or GED.
- Experience or knowledge of insurance billing and collection practices.
- Knowledge of electronic funds transfers (EFTs), explanations of benefits (EOBs), and basic medical and insurance terminology.
Additional Qualifications:
- Cash-posting or accounts-receivable experience preferred.
- Familiarity with CPT and ICD-10 coding.
- Strong attention to detail, data-entry, communication, customer-service, problem-solving, and organizational skills.
- Familiarity with Microsoft Excel and accounting software.
Position Perks & Benefits:
-
Paid time off: full-time employees receive an attractive time off package to balance your work and personal life
-
Employee benefits package: full-time employees receive health, dental, vision, retirement, life, & more
-
Top-notch training: initial, ongoing, comprehensive, and supportive
-
Career mobility: advancement opportunities/promoting from within
-
Welcoming, warm, supportive: a work culture & environment that promotes your well-being, values you as human being, and encourages your health and happiness.
Brightli is on a Mission:
A mission to improve client care, reduce the financial burden of community mental health centers by sharing resources, a mission to have a larger voice in advocacy to increase access to mental health and substance user care in our communities, and a mission to evolve the behavioral health industry to better meet the needs of our clients.
As a behavioral and community mental health provider, we prioritize fostering a culture of belonging and connection within our workforce. We encourage applications from individuals with varied backgrounds and experiences, as we believe that a rich tapestry of perspectives strengthens our mission. If you are passionate about empowering local communities and creating an environment where everyone feels valued and supported, we invite you to join our mission-driven organization dedicated to cultivating an authentic workplace.
We are an Equal Employment Opportunity Employer.
Burrell Behavioral Health is a Smoke and Tobacco Free Workplace.
See all 994+ Financial Representative Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Representative roles.
Get Access To All JobsTips for Finding Financial Representative Jobs
Target employers with active LCA filings
Large financial institutions like JPMorgan Chase, Northwestern Mutual, and Prudential have consistent LCA filing histories for Financial Representative roles, signaling established sponsorship processes rather than one-off arrangements that can fall apart mid-application.
Confirm your degree matches the role
USCIS requires a direct relationship between your degree field and the job. A finance, economics, or business degree supports most Financial Representative petitions. A general arts degree, even with strong sales experience, creates specialty occupation challenges that can trigger an RFE.
Get FINRA licensing underway early
Many employers won't initiate H-1B sponsorship until you hold a Series 6 or Series 65 license. Sitting for exams before your job search, or immediately after an offer, removes a common bottleneck that delays petition filing by weeks or months.
Distinguish yourself on compliance and regulatory knowledge
Financial Representatives working in broker-dealer or RIA settings need SEC and FINRA compliance fluency. Highlighting regulatory knowledge in your resume signals you're operationally ready on day one, which reduces employer hesitation about the cost and effort of sponsorship.
Understand the E-3 advantage if you're Australian
Australian nationals can pursue E-3 sponsorship for Financial Representative roles without entering the H-1B lottery. The E-3 has no annual cap, processes consularly in Australia in two to four weeks, and can be renewed indefinitely in two-year increments.
Frame your value around a book of business or client segment
Employers sponsor visas when the candidate solves a specific business problem. If you bring a bilingual client capability, international network, or expertise in a niche product line, that specificity gives hiring managers a concrete case to bring to legal and finance teams.
Frequently Asked Questions
Do Financial Representative jobs qualify for H-1B sponsorship?
Yes, but approval depends on how the role is structured. USCIS requires Financial Representative positions to qualify as specialty occupations, meaning the job must normally require a bachelor's degree in a specific field like finance, economics, or accounting. Roles framed around general sales or client acquisition without a clear degree requirement are more likely to face RFEs or denials, so job title and job description alignment matters significantly.
Which visa categories apply to Financial Representative roles?
H-1B visa is the most common pathway for Financial Representatives, requiring employer sponsorship and lottery selection. Australian nationals can use the E-3 visa, which bypasses the lottery entirely and processes much faster. Candidates already holding TN visa status (Canadian or Mexican nationals) may also qualify if the role maps cleanly to a covered TN profession. Browse Financial Representative openings on Migrate Mate to identify which employers are actively sponsoring each visa type.
Does a Financial Representative need a finance degree specifically?
Not necessarily finance specifically, but the degree must relate directly to the role. Economics, accounting, business administration with a finance concentration, and financial planning degrees all typically support a specialty occupation finding. A general business degree with no finance coursework is riskier. Some employers supplement weaker degree matches with a professional evaluation letter from a credential assessment service to strengthen the petition.
How does FINRA licensing interact with visa sponsorship timing?
Sponsorship and licensing often create a timing conflict. You need employment to sit for certain FINRA exams, but some employers want licensing before filing the visa petition. The most practical resolution is to negotiate a conditional start date or a pre-offer exam arrangement. Series 65 is state-administered and can be taken without employer sponsorship, making it a good credential to obtain before your job search.
Are independent contractor or commission-only Financial Representative roles sponsorable?
Commission-only and independent contractor arrangements are generally not sponsorable under H-1B, which requires an employer-employee relationship with the petitioning company. Roles where the company controls your schedule, tools, and work product qualify. Purely commission-based 1099 arrangements do not. If a Financial Representative offer is structured as independent contracting, clarify employment classification before pursuing sponsorship, as USCIS will scrutinize the arrangement carefully.
What is the prevailing wage requirement for sponsored Financial Representative 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.