Investment Associate Green Card Jobs
Investment Associate roles at U.S. private equity, venture capital, and asset management firms regularly sponsor foreign professionals through the PERM labor certification process, leading to EB-2 or EB-3 green card approval. Sponsorship typically requires a bachelor's or master's degree in finance, economics, or a related field and a confirmed full-time offer.
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Get Access To All JobsJOB DESCRIPTION
The Investment Associate is an integral member of the Financial Advisor’s team. An Investment Associate works in close partnership with the Financial Advisor(s) in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. The ideal candidate has a strong understanding of market conditions and global economic outlook.
Job Responsibilities:
- Advise on portfolio construction including overall asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction with or by direction of the Financial Advisor
- Market and implement complex investment solutions in accordance with High-Net-Worth clients’ investment objectives
- Identify and develop new business opportunities from existing client base
- Attend product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services
- Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
- Develops marketing strategy and builds presentations on behalf of the Financial Advisor(s)
- Ad Hoc service requests as needed on behalf of the team/clients
Required qualifications, capabilities, and skills:
- 5 plus years’ experience in Financial Services industry
- FINRA Series 7 and 66 licenses required for the position: preferred upon hiring but must be obtained within 180 days of hire
- Bachelor's degree or equivalent experience required
- Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
- Proactively identify and deliver appropriate solutions that address the needs of our clients
- Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
Preferred qualifications, capabilities, and skills:
- Certified Public Accountant designation
- Able to adapt and stay abreast of changing technology and regulatory policies
- Highly proficient user of Word, PowerPoint and Excel
About us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
JOB DESCRIPTION
The Investment Associate is an integral member of the Financial Advisor’s team. An Investment Associate works in close partnership with the Financial Advisor(s) in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. The ideal candidate has a strong understanding of market conditions and global economic outlook.
Job Responsibilities:
- Advise on portfolio construction including overall asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction with or by direction of the Financial Advisor
- Market and implement complex investment solutions in accordance with High-Net-Worth clients’ investment objectives
- Identify and develop new business opportunities from existing client base
- Attend product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services
- Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
- Develops marketing strategy and builds presentations on behalf of the Financial Advisor(s)
- Ad Hoc service requests as needed on behalf of the team/clients
Required qualifications, capabilities, and skills:
- 5 plus years’ experience in Financial Services industry
- FINRA Series 7 and 66 licenses required for the position: preferred upon hiring but must be obtained within 180 days of hire
- Bachelor's degree or equivalent experience required
- Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
- Proactively identify and deliver appropriate solutions that address the needs of our clients
- Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
Preferred qualifications, capabilities, and skills:
- Certified Public Accountant designation
- Able to adapt and stay abreast of changing technology and regulatory policies
- Highly proficient user of Word, PowerPoint and Excel
About us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
See all 1,142+ Investment Associate jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Associate roles.
Get Access To All JobsTips for Finding Green Card Sponsorship as an Investment Associate
Document your CFA progress before applying
PERM filings for Investment Associate roles increasingly list the CFA as a preferred qualification. Having Levels I or II completed strengthens your credential alignment with the job description and reduces the risk of a DOL audit challenge.
Target firms with dedicated immigration infrastructure
Mid-to-large asset managers and established PE firms typically have in-house HR teams familiar with PERM timelines. Boutique firms often lack this, so your first sponsor conversation should probe whether they've filed EB-2 or EB-3 petitions before.
Search verified green card sponsors on Migrate Mate
Use Migrate Mate to filter Investment Associate openings by employers with active PERM filing history. This narrows your search to firms that have already navigated the DOL certification process for this role type.
Align your resume to the PERM job description
DOL requires that your qualifications match the minimum requirements in the certified PERM posting. Any credential you list that exceeds those minimums can complicate the labor certification, so work with your employer to draft the job description accurately from the start.
Confirm your EB-2 or EB-3 classification early
Investment Associate roles can qualify under either category depending on whether the employer requires a master's degree or equivalent. USCIS evaluates this at the I-140 stage, so clarify your classification with the sponsoring employer before PERM is filed.
Account for PERM audit delays in your timeline planning
DOL audits a significant share of PERM applications in finance roles. If you're on a time-limited work authorization, factor in an additional six to twelve months beyond standard PERM processing when deciding whether to accept a sponsorship offer.
Investment Associate jobs are hiring across the US. Find yours.
Find Investment Associate JobsInvestment Associate Green Card Sponsorship: Frequently Asked Questions
Does an Investment Associate role qualify for EB-2 or EB-3 green card sponsorship?
Both categories are possible. EB-2 applies if the employer requires a master's degree or equivalent for the role. EB-3 covers positions that require at least a bachelor's degree. Most Investment Associate postings qualify under one of these, and USCIS evaluates the specific job requirements at the I-140 petition stage rather than at PERM.
How does PERM green card sponsorship differ from H-1B for an Investment Associate?
PERM leads to permanent residency rather than temporary work authorization, so there's no expiration or renewal cycle once you receive your green card. Unlike the H-1B, EB-3 sponsorship has no lottery, and there's no annual cap on approvals for many countries. The tradeoff is timeline: PERM plus I-140 plus adjustment of status typically runs two to four years before a final decision.
What credentials should I have before pursuing green card sponsorship as an Investment Associate?
A bachelor's or master's degree in finance, economics, accounting, or a related quantitative field is the baseline. CFA enrollment, prior internship experience at a financial institution, and proficiency with financial modeling tools strengthen both your candidacy and your PERM job description alignment. USCIS and DOL both scrutinize whether your credentials match the certified position's stated minimum requirements.
Where can I find Investment Associate jobs that sponsor green cards?
Migrate Mate lets you search Investment Associate openings specifically filtered to employers with PERM and employment-based green card filing history. This saves time compared to approaching firms cold, since many financial firms sponsor selectively and don't advertise their willingness to file PERM publicly in job postings.
Can I switch employers during the green card process for an Investment Associate role?
You can change employers after your I-140 is approved and you've accumulated 180 days of pending adjustment of status, using portability rules under AC21. The new role must be in the same or a similar occupational classification. For Investment Associate roles, a move within finance to a comparable position generally satisfies this requirement, but you should confirm the classification match with your new employer's immigration counsel.
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