Paraplanner Jobs in USA with Visa Sponsorship
Paraplanner roles in the U.S. qualify as specialty occupations under the H-1B visa, making employer sponsorship a realistic path for candidates with a finance or financial planning degree. Firms with active LCA filing history sponsor paraplanners year-round, with no lottery-free alternatives like the E-3 visa available to Australian citizens.
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Get Access To All JobsINTRODUCTION
Lead with Purpose. Partner with Impact.
At U.S. Financial Services we are a boutique wealth management firm providing highly personalized financial planning and investment advisory services to individuals and families. Our firm emphasizes long-term client relationships, thoughtful advice, and professional development. We are growing and seeking a motivated Paraplanner who aspires to become a CFP® professional and build a long-term career in wealth management.
The Paraplanner will support Lead Advisors in the delivery of comprehensive financial planning and wealth management services. This role is ideal for someone early in their financial planning career who is detail-oriented and committed to pursuing the CFP® designation. You will gain hands-on exposure to real client situations and structured mentorship from experienced advisors.
What you’ll Do:
- Assist advisors with the preparation and implementation of comprehensive financial plans
- Gather, input, and maintain client financial data across planning and portfolio systems
- Develop planning analyses including cash flow, retirement projections, tax planning, insurance reviews, and estate planning support
- Prepare client meeting materials, presentations, and follow-up action items
- Conduct financial research and scenario analysis as requested by advisors
- Participate in client meetings over time, with increasing responsibility as skills develop
- Ensure accuracy, confidentiality, and compliance with firm policies and regulatory standards
What You Bring:
- Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
- Strong desire to pursue the CFP® certification (actively enrolled or planning to enroll preferred)
- Ideal candidate will have 2+ years of experience in financial planning, wealth management, or financial services
- Exceptional attention to detail and analytical skills
- Strong written and verbal communication skills
- Proficiency with Microsoft Excel and Word; familiarity with eMoney financial planning software a plus
- Ability to manage multiple tasks in a fast-paced, collaborative environment
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
INTRODUCTION
Lead with Purpose. Partner with Impact.
At U.S. Financial Services we are a boutique wealth management firm providing highly personalized financial planning and investment advisory services to individuals and families. Our firm emphasizes long-term client relationships, thoughtful advice, and professional development. We are growing and seeking a motivated Paraplanner who aspires to become a CFP® professional and build a long-term career in wealth management.
The Paraplanner will support Lead Advisors in the delivery of comprehensive financial planning and wealth management services. This role is ideal for someone early in their financial planning career who is detail-oriented and committed to pursuing the CFP® designation. You will gain hands-on exposure to real client situations and structured mentorship from experienced advisors.
What you’ll Do:
- Assist advisors with the preparation and implementation of comprehensive financial plans
- Gather, input, and maintain client financial data across planning and portfolio systems
- Develop planning analyses including cash flow, retirement projections, tax planning, insurance reviews, and estate planning support
- Prepare client meeting materials, presentations, and follow-up action items
- Conduct financial research and scenario analysis as requested by advisors
- Participate in client meetings over time, with increasing responsibility as skills develop
- Ensure accuracy, confidentiality, and compliance with firm policies and regulatory standards
What You Bring:
- Bachelor’s degree in Finance, Economics, Accounting, Business, or a related field
- Strong desire to pursue the CFP® certification (actively enrolled or planning to enroll preferred)
- Ideal candidate will have 2+ years of experience in financial planning, wealth management, or financial services
- Exceptional attention to detail and analytical skills
- Strong written and verbal communication skills
- Proficiency with Microsoft Excel and Word; familiarity with eMoney financial planning software a plus
- Ability to manage multiple tasks in a fast-paced, collaborative environment
Internal Application Policy:
Internal applicants must be in good standing and have a minimum of 1 year of service with Kestra. Internal applicants must also have a minimum of 1 year service in current role unless approved by EVP.
Benefits to support you:
- Competitive pay and benefits with a large employer (over 1600 employees nationwide)
- 401(k), health insurance, and a competitive benefits package
- Work in a supportive, collaborative environment committed to professional excellence
- Help clients navigate meaningful financial decisions with confidence
- Opportunities for training, development, and long-term growth within the firm
- Tuition reimbursement for qualified expenses
Kestra Values:
Our Mission is Powering Financial Independence, enabling the growth and success of investing clients and the advisors who serve them. We do that by living our values: Serve, Make it Happen, and One team.
Apply Today
Lead with purpose. Apply now and help shape the future of Kestra.
Disclosure By applying to a job at Kestra Financial, Inc., you are agreeing to the following statements:
- You acknowledge that if hired, Kestra Financial, Inc. may, obtain and use background information concerning your credit, character, general reputation, personal characteristics, work habits, performance and experience for evaluation for your potential employment.
- It is the policy of Kestra Financial to ensure equal employment opportunity without discrimination or harassment on the basis of race, color, religion, sex, sexual orientation, gender, identity or expression, age, disability, marital status, citizenship, national origin, genetic information, or any other characteristic protected by law. Kestra Financial prohibits any such discrimination or harassment.
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Get Access To All JobsTips for Finding Paraplanner Jobs
Frame your CFP education credentials precisely
U.S. paraplanner roles typically require a bachelor's in finance, financial planning, or a closely related field for H-1B specialty occupation status. If your degree is in a broader field like business, document how your coursework directly maps to financial planning to preempt an RFE.
Target RIA firms over large broker-dealers
Registered Investment Advisers with fee-only models tend to have smaller, specialist teams where paraplanner skill sets are harder to replace locally. These firms are more likely to view LCA sponsorship as a retention investment than a compliance burden.
Search verified LCA sponsors on Migrate Mate
Use Migrate Mate to find U.S. financial planning firms with confirmed LCA filing history for paraplanner and financial analyst roles. That filing record tells you the firm has gone through the DOL certification process before, reducing your risk of a first-time refusal.
Benchmark your offer against OFLC Wage Search
Before accepting an offer, look up the prevailing wage for your role and metro area using the OFLC Wage Search. Your employer's LCA must certify a wage at or above that level, and an offer below it will fail DOL certification even if both sides agree.
Get your CFP board eligibility confirmed early
Many U.S. paraplanner job descriptions list CFP candidacy or eligibility as a requirement. Confirm with the CFP Board whether your foreign degree qualifies before interviews, since employers sponsoring H-1B status will also want assurance you can sit for the exam.
Ask about premium processing during offer negotiation
Standard H-1B adjudication can take several months. If your offer has a start date tied to a client onboarding cycle or fiscal year, ask your employer to elect premium processing through USCIS so your petition is reviewed within the published business-day window.
Frequently Asked Questions
Does a paraplanner role qualify as a specialty occupation for H-1B purposes?
Yes, paraplanner positions generally qualify when the employer requires at least a bachelor's degree in financial planning, finance, or a related field. The key is that the degree requirement must be specific to the role, not just any bachelor's degree. Firms that require CFP candidacy or a finance-focused curriculum strengthen the specialty occupation argument significantly.
Which visa types are available to foreign paraplanners seeking U.S. jobs?
The H-1B is the primary path for most nationalities. Australian citizens can also apply for the E-3, which has a separate annual cap of 10,500 and has never been fully used, making it a faster and more predictable option. Chilean and Singaporean nationals may qualify for the H-1B1 visa. TN visa status does not cover paraplanner roles, as the occupation is not on the USMCA profession list.
How do I find financial planning firms that have sponsored visa holders before?
Migrate Mate lists employers with verified LCA filing history for financial planning and analyst roles, so you can focus your search on firms that have already navigated the DOL certification process. This is a faster filter than applying broadly and discovering sponsorship willingness only after an interview.
Will a three-year Australian bachelor's degree satisfy the H-1B specialty occupation requirement?
USCIS generally accepts a three-year Australian bachelor's degree as equivalent to a U.S. four-year degree for specialty occupation purposes, particularly when the degree is in a directly related field like financial planning or commerce. A credential evaluation from a recognized body can formally document that equivalency and reduce the chance of an RFE on educational qualifications.
Can a paraplanner change employers while on H-1B status?
Yes. Under H-1B portability rules, you can start work with a new employer once the new I-129 petition has been filed with USCIS, without waiting for approval. The new employer must file a fresh LCA with the DOL and submit the petition before your first day, so coordinating the timing between your departure and their filing is essential.
What is the prevailing wage requirement for sponsored Paraplanner 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.