Financial Services Associate Jobs in USA with Visa Sponsorship
Financial Services Associate roles in banking, brokerage, and asset management regularly attract H-1B visa and TN visa sponsorship from mid-size firms and large institutions alike. A finance or business degree in a directly related field is the core eligibility anchor, and employers typically file LCAs well before your start date.
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Get Access To All JobsINTRODUCTION
Perfect for the Service-Minded Professional
This is an exceptional growth opportunity for someone with the skills of a concierge, loves problem solving, likes every day being different and is passionate about taking advantage of professional development opportunities.
WHO YOU ARE… (IDEAL PROFILE & BACKGROUND)
- You have the skills of a concierge to provide clients with an exceptional experience.
- You’re a caring individual with excellent communication skills, strong attention to detail, a robust follow through mindset, along with a desire to continually learn and grow.
- You have a great attitude about doing whatever it takes to get the job done, covering the details, supporting the team and keep everything running smoothly.
- You like being part of a high performing team that’s making a profound difference in the lives of clients and their families who you’ll grow to know well.
QUALIFICATIONS
- Must be a very warm, capable well-organized individual who can provide a concierge experience for our clients.
- Strong written and oral communication skills to manage a lot of client communications.
- Well organized with solid follow-up skills to ensure requests are executed.
- Solid problem solver with a strong desire to continually improve and streamline operations.
- We’d like to invest in someone that wants to pursue opportunities for professional development in licensing/designations/certifications to best serve our clients and grow a highly rewarding career.
- Tech-savvy individual that can manage our internal programs once trained.
SERVING CLIENTS
- Much of your day will involve interacting with clients to address questions, process their requests, and gather/submit forms electronically to execute client investment transactions.
- Take on more complex questions, research solutions etc. as you achieve higher levels of knowledge, experience, and licensing/designations.
- Work closely and effectively with the Financial Advisor to keep him well informed of upcoming commitments and responsibilities, while following up appropriately to keep things on schedule.
REWARDS
- Compensation Package – Attractive starting salary with definite growth opportunities.
- Career Path at Top Workplace – We’ll invest in you to gain higher levels of licensing/designations to advance your career in a positive, highly supportive environment.
- Client Engagement – You will build some genuinely special relationships and have a profound impact on their lives.
COMPENSATION
- Job Type: Full-time
- Pay: Starting hourly wage from $60,000-$70,000 per year for licensed and experienced candidates seeking to fill a senior administrative assistant position & starting hourly wage from $50,000-$60,000 per year for unlicensed candidates seeking to fill a junior administrative assistant position
- Schedule: Monday through Friday
- Work Location: In person and occasional remote
BENEFITS
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
Education
- Associate (Preferred)
Experience
- Customer service: 1 year (Preferred)
LANGUAGE
- English (Preferred)
ABILITY TO COMMUTE
- Orlando, FL 32801 (Required)
ABILITY TO RELOCATE
- Orlando, FL 32801: Relocate before starting work (Required)
WORK LOCATION
- In person
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
INTRODUCTION
Perfect for the Service-Minded Professional
This is an exceptional growth opportunity for someone with the skills of a concierge, loves problem solving, likes every day being different and is passionate about taking advantage of professional development opportunities.
WHO YOU ARE… (IDEAL PROFILE & BACKGROUND)
- You have the skills of a concierge to provide clients with an exceptional experience.
- You’re a caring individual with excellent communication skills, strong attention to detail, a robust follow through mindset, along with a desire to continually learn and grow.
- You have a great attitude about doing whatever it takes to get the job done, covering the details, supporting the team and keep everything running smoothly.
- You like being part of a high performing team that’s making a profound difference in the lives of clients and their families who you’ll grow to know well.
QUALIFICATIONS
- Must be a very warm, capable well-organized individual who can provide a concierge experience for our clients.
- Strong written and oral communication skills to manage a lot of client communications.
- Well organized with solid follow-up skills to ensure requests are executed.
- Solid problem solver with a strong desire to continually improve and streamline operations.
- We’d like to invest in someone that wants to pursue opportunities for professional development in licensing/designations/certifications to best serve our clients and grow a highly rewarding career.
- Tech-savvy individual that can manage our internal programs once trained.
SERVING CLIENTS
- Much of your day will involve interacting with clients to address questions, process their requests, and gather/submit forms electronically to execute client investment transactions.
- Take on more complex questions, research solutions etc. as you achieve higher levels of knowledge, experience, and licensing/designations.
- Work closely and effectively with the Financial Advisor to keep him well informed of upcoming commitments and responsibilities, while following up appropriately to keep things on schedule.
REWARDS
- Compensation Package – Attractive starting salary with definite growth opportunities.
- Career Path at Top Workplace – We’ll invest in you to gain higher levels of licensing/designations to advance your career in a positive, highly supportive environment.
- Client Engagement – You will build some genuinely special relationships and have a profound impact on their lives.
COMPENSATION
- Job Type: Full-time
- Pay: Starting hourly wage from $60,000-$70,000 per year for licensed and experienced candidates seeking to fill a senior administrative assistant position & starting hourly wage from $50,000-$60,000 per year for unlicensed candidates seeking to fill a junior administrative assistant position
- Schedule: Monday through Friday
- Work Location: In person and occasional remote
BENEFITS
- Health insurance
- Paid time off
- Professional development assistance
- Retirement plan
Education
- Associate (Preferred)
Experience
- Customer service: 1 year (Preferred)
LANGUAGE
- English (Preferred)
ABILITY TO COMMUTE
- Orlando, FL 32801 (Required)
ABILITY TO RELOCATE
- Orlando, FL 32801: Relocate before starting work (Required)
WORK LOCATION
- In person
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc.
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Get Access To All JobsTips for Finding Visa Sponsorship as a Financial Services Associate
Align your degree to the role
Specialty occupation status requires a bachelor's degree in a field directly related to the job. A degree in finance, economics, or accounting anchors your H-1B petition more cleanly than a general business degree, so frame your transcript accordingly when applying.
Check prevailing wage tiers before negotiating
Your employer's LCA must certify a wage at or above the DOL prevailing wage for your location and role. Run the OFLC Wage Search for your specific metro area before accepting an offer so you know the wage floor going in.
Target FINRA-registered firms with LCA history
Broker-dealers and registered investment advisers that already hold FINRA licenses operate in a heavily compliance-driven environment and are more accustomed to immigration paperwork. Use Migrate Mate to find Financial Services Associate roles at employers with verified LCA sponsorship history.
Prepare Series licensing documentation early
Many Financial Services Associate roles require FINRA Series 7 or Series 63 licenses. If you hold equivalent certifications from your home country, document the equivalency in writing before interviews so compliance teams can confirm sponsorship eligibility without delay.
Ask HR about cap-exempt entity affiliations
Some financial services employers, particularly those affiliated with universities, government-sponsored enterprises, or nonprofit research arms, qualify as cap-exempt H-1B petitioners. That means no lottery and no April filing deadline, so confirm your prospective employer's status before the offer stage.
File the LCA at least 30 days before your start date
DOL requires the LCA to be certified before USCIS will accept your I-129 petition. Build a buffer of at least 30 days between your expected certification date and your planned start so a brief DOL review delay doesn't push back your first day.
Frequently Asked Questions
Which visa types commonly sponsor Financial Services Associate roles?
H-1B is the most common path because finance and business roles generally meet the specialty occupation definition. Canadian and Mexican nationals can pursue TN status under the economist or accountant categories if the role fits. Australians may qualify for the E-3 visa, which has no lottery and a separate annual cap. All three require a job offer and employer sponsorship.
Does a Financial Services Associate role qualify as a specialty occupation?
USCIS evaluates specialty occupation case by case, but Financial Services Associate positions that require a bachelor's degree in finance, economics, accounting, or a closely related field generally qualify. Roles that accept any bachelor's degree regardless of field face greater scrutiny, so the job description should specify the required degree field rather than list broad alternatives.
What degree do I need to get sponsored for a Financial Services Associate position?
A bachelor's degree in finance, economics, accounting, or business administration with a finance concentration is the most defensible credential. Degrees in mathematics or statistics also support sponsorship when the role involves quantitative analysis. A general liberal arts degree without a finance component makes the specialty occupation argument harder to sustain and may trigger a Request for Evidence from USCIS.
How do I find Financial Services Associate jobs that offer visa sponsorship?
Migrate Mate lists Financial Services Associate openings at employers with verified sponsorship history, so you're not guessing which firms will actually file. Filtering by role and location shows which employers have an active track record, which saves time compared to applying broadly and asking about sponsorship late in the process.
Can I transfer my H-1B to a new financial services employer if I change jobs?
Yes. Under H-1B portability rules, you can start working for a new employer once they file your transfer petition with USCIS, as long as your previous H-1B was lawfully approved and you haven't fallen out of status. The new employer must file a fresh LCA at the prevailing wage for the new location and role, and your specialty occupation documentation starts fresh with each transfer.
What is the prevailing wage requirement for sponsored Financial Services Associate 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.