Financial Services Representative Jobs in USA with Visa Sponsorship
Financial Services Representatives handle client accounts, regulatory compliance, and investment products at banks, credit unions, and investment firms. These roles typically qualify for H-1B visa sponsorship when requiring specialized finance degrees and analytical skills. Most positions need bachelor's degrees in finance, economics, or business administration. For detailed occupation requirements, see the O*NET profile.
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Get Access To All JobsINTRODUCTION
If you're seeking more than just a job, join Heights Finance and kickstart your career!
Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 – Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
As a Financial Service Representative, you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job—it’s a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let’s achieve success together!
-
Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
-
Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
-
Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
-
Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
-
Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
-
Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
QUALIFICATIONS
We’re looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
-
Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
-
Sales Mindset: Confidence in promoting products and services that meet customer needs.
-
Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
-
Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
-
Adaptability: Willingness to learn new systems and processes in a dynamic environment.
-
Team Player: A collaborative spirit with a desire to contribute to team success.
-
Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
-
Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required—we’ll train the right candidate!
Work Location: 114 South Courtney Street, Rhinelander, WI 54501
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $15.75 - $22.25
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company’s 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
LI-Onsite
HeightsFinance
HFCLP
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money®, LendDirect®, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com, @curo.com, @first-heritage.com, @heightsfinance.com, and @cashmoney.ca.
INTRODUCTION
If you're seeking more than just a job, join Heights Finance and kickstart your career!
Are you ready to make a difference in the world of consumer finance? At Heights Finance, a proud member of the Attain Finance family, we bring over 50 years of expertise in providing credit solutions across the U.S. and Canada. Our deep roots in the financial industry have empowered us to develop convenient, easily accessible financial services that meet our customers' growing needs.
Join a leading consumer credit lender that thrives on innovation and collaboration, where your contributions are truly valued. As part of Attain Finance, our portfolio includes distinguished brands like Cash Money®, LendDirect®, Heights Finance. Each brand is constantly evolving to better serve our customers.
Be part of a dynamic team that is shaping the future of consumer finance. Apply today!
Stories of Success
"I joined Heights Finance in 2010 as a CSR, with no prior experience in finance. Little did I know that this role would pave the way for a fulfilling career! Heights Finance genuinely values its team members and takes pride in promoting from within. Today, I am proud to serve as a District Manager, a position I moved into in 2021 – Also, a testament to the growth opportunities the company provides. The company offers excellent benefits, a set schedule that promotes work-life balance, and supportive leadership that ensures every team member feels valued. The company also fosters an open culture, encouraging team members to share their ideas and suggestions. I truly love working here and am grateful for the incredible opportunities Heights Finance has provided."
~ Ashley S., District Manager - Alabama
"Since joining Heights Finance as a Branch Manager in 2013, I have enjoyed the benefit of internal transitions and promotions on multiple occasions. Transitioning from my original branch to a larger branch in a different demographic, to a middle-sized branch in a combination of demographics, assisted me with being prepared to take the next step in my career. As a result of these experiences, I was qualified for a District Manager position in 2021. In 2024, I made a career change and with the support of my VPO, I was able to move into an Operations Trainer. During each transition, my supervisors worked to ensure I had the training, tools, and support needed to be successful and the level of camaraderie amongst my peers was unparalleled."
~ Jessica W., Operations Trainer - United States
Responsibilities
As a Financial Service Representative, you’ll be at the heart of our customer experience—delivering exceptional service, building lasting relationships, and helping individuals secure the financial solutions they need. This is more than just a job—it’s a chance to grow your career, make a difference, and be rewarded for your success.
If you're a motivated, customer-focused professional with a passion for helping others and a drive to succeed, we want to hear from you. Join our team and let’s achieve success together!
-
Deliver Exceptional Service: Provide outstanding support to both new and existing customers, guiding them through the loan process with care and professionalism.
-
Drive Sales Growth: Use consultative sales techniques to educate customers on financial products and services, identifying opportunities to upsell and cross-sell.
-
Engage Customers: Manage inbound calls with confidence and make proactive outbound calls to attract new business and promote our offerings.
-
Support Delinquency Management: Collaborate with customers on past-due accounts, offering solutions and working toward resolution.
-
Learn and Grow: Participate in a hands-on training program with one-on-one mentoring to build your skills and confidence.
-
Ensure Compliance: Follow all regulatory guidelines and company policies to protect customer information and company assets.
This is your opportunity to build a rewarding career with a company that values your contributions and supports your growth.
QUALIFICATIONS
We’re looking for individuals who are passionate about customer service, eager to learn, and ready to grow in a fast-paced, team-oriented environment.
-
Customer Focus: A genuine desire to help others and provide top-tier service in every interaction.
-
Sales Mindset: Confidence in promoting products and services that meet customer needs.
-
Strong Communication: Excellent verbal and written communication skills, with the ability to build rapport quickly.
-
Problem-Solving Skills: Ability to think on your feet and offer creative solutions to customer challenges.
-
Adaptability: Willingness to learn new systems and processes in a dynamic environment.
-
Team Player: A collaborative spirit with a desire to contribute to team success.
-
Educational Background: High School diploma or equivalent required; college coursework or degree is a plus.
-
Industry Experience: Experience in customer service, sales, or consumer finance is preferred but not required—we’ll train the right candidate!
Work Location: 114 South Courtney Street, Rhinelander, WI 54501
Hours: Full Time - Monday through Friday, 8:30am to 5:30pm with evenings and weekends based on business needs/peak seasons
Hourly: $15.75 - $22.25
The base hourly range represents the low and high end of the anticipated hourly range for this position based on the state average. The actual base hourly offered for this full-time position will be determined by various factors, including but not limited to, location, skills, knowledge, competencies, and experience.
All full-time employees are eligible for benefits, starting day one: Paid Time Off, Medical, Dental, Vision and other voluntary coverages. You will also be eligible to participate in the company’s 401(K) program with company match, 30 days post hire, starting on the 1st of the month.
Other company perks include access to the Employee Assistance Program, Emergency Relief Fund, Diversity and Inclusion Council, Tuition Reimbursement, Leadership Development Programs, and potential to earn through the Monthly Bonus Program.
This employer participates in E-Verify for US-based hires.
LI-Onsite
HeightsFinance
HFCLP
Key Words: Customer Service, Loans, Financial Services, Lending, Retail, Office, Bank Teller, Sales, Collections
EEO Statement
Attain Finance Supports Equal Employment Opportunity. CURO (dba Cash Money®, LendDirect®, and Heights Finance) is committed to a policy of providing equal employment opportunity to all qualified employees and applicants. This commitment is reflected in all aspects of our daily operations. We do not discriminate on the basis of race, color, sex, religion, national origin, marital status, age, disability, veteran status, or genetic information in any personnel practice, including recruitment, hiring, training, compensation, promotion, and discipline. Additionally, we do not discriminate based on any other characteristic protected by applicable state/provincial or local law where a particular employee works. In addition, it is the policy of Attain Finance to provide reasonable accommodation to qualified employees who have protected disabilities to the extent required by federal law and any state/provincial law where a particular employee works.
Notice to Attain Finance job applicants: Attain Finance will never ask for your personal banking information, transfer of funds, a credit card, or for you to purchase any equipment to process a job application or for training. Authorized Attain Finance representatives' email addresses will end in @attainfinance.com, @curo.com, @first-heritage.com, @heightsfinance.com, and @cashmoney.ca.
See all 393+ Financial Services Representative jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Services Representative roles.
Get Access To All JobsTips for Finding Financial Services Representative Jobs
Target firms with established compliance teams
Large financial institutions like JPMorgan Chase, Bank of America, and Wells Fargo regularly sponsor H-1B visas for regulatory compliance and risk management roles requiring specialized knowledge.
Highlight your regulatory knowledge
Emphasize experience with FINRA, SEC regulations, or international banking standards. Compliance-focused roles strengthen the specialty occupation requirement for visa petitions.
Consider credit union opportunities
Credit unions often need representatives with bilingual skills and cultural knowledge for diverse member bases, creating stronger cases for international talent sponsorship.
Focus on analytical and advisory positions
Roles involving financial analysis, portfolio management, or client advisory services have stronger H-1B approval rates than basic teller or customer service positions.
Research state licensing requirements early
Many financial services roles require Series 7, Series 66, or state insurance licenses. Factor exam preparation time into your job search timeline.
Network through professional associations
Join CFA Institute, FPA, or local financial planning associations. Many sponsoring employers actively recruit through professional networks and industry events.
Financial Services Representative jobs are hiring across the US. Find yours.
Find Financial Services Representative JobsFrequently Asked Questions
Do financial services representatives qualify for H-1B sponsorship?
Yes, but it depends on job complexity and degree requirements. Roles involving financial analysis, regulatory compliance, or portfolio management typically qualify. Basic customer service or teller positions may not meet specialty occupation standards. The employer must demonstrate the role requires specialized knowledge and a relevant bachelor's degree.
What degree do I need for financial services H-1B sponsorship?
Most sponsored positions require bachelor's degrees in finance, economics, accounting, business administration, or mathematics. Some roles accept related fields like statistics or computer science if the job involves quantitative analysis. The degree field must directly relate to the specific job duties described in the H-1B petition.
Which financial companies sponsor H-1B visas most frequently?
Major banks like JPMorgan Chase, Bank of America, Citigroup, and Wells Fargo sponsor hundreds of H-1B workers annually. Investment firms like Goldman Sachs, Morgan Stanley, and BlackRock also sponsor frequently. Credit unions and regional banks sponsor less often but may have less competition for available positions.
Can I work in financial services on other visa types?
Yes, several alternatives exist. E-3 visa holders (Australians) can work in qualifying financial roles. L-1 transfers work for international banks. O-1 visas apply to recognized experts in financial analysis or risk management. TN visa covers some economist and management consultant roles for Canadians and Mexicans.
How to find Financial Services Representative jobs with visa sponsorship?
To find Financial Services Representative jobs with visa sponsorship, use Migrate Mate, which specializes in connecting international candidates with sponsoring employers. Focus on large banks, investment firms, insurance companies, and fintech startups that commonly sponsor H-1B, L-1, and O-1 visas for financial professionals. These employers often need multilingual representatives to serve diverse client bases and are willing to sponsor qualified international candidates.
Do I need financial licenses before applying for sponsorship?
Not typically required upfront, but helpful for strengthening your application. Series 7, Series 66, CFA, or FRM certifications demonstrate specialized knowledge. Many employers sponsor the visa first, then support license preparation. However, having licenses can differentiate you from other candidates and improve approval odds.
What is the prevailing wage requirement for sponsored Financial Services 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.
See which Financial Services Representative employers are hiring and sponsoring visas right now.
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