H-1B Visa Investment Jobs
Investment roles in asset management, private equity, and corporate finance regularly appear on H-1B visa LCA filings, with employers sponsoring analysts, associates, and portfolio managers. Specialty occupation status depends on demonstrating that the role requires a bachelor's degree or higher in finance, economics, or a directly related field.
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What is the opportunity?
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Partner with FA to prospect for new clients using various techniques such as cold calling, asking for referrals, executing mailings and marketing materials, making presentations and conducting networking forums.
- Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes.
- Provide a high level of service to clients by understanding their investment objectives, tolerance for risk, financial situation and by promptly responding to their needs.
- Research and review investments to meet clients’ investment goals.
- Enter trades, open new accounts and gather assets.
- Research complex problems in accounts and deliver an effective and acceptable resolution.
- Assist others in the branch by acting as a resource in the areas of training, coaching and mentoring.
What do you need to succeed?
Must-have
- 5+ years of Registered Client Associate experience or related industry experience
- Series 7 and 66 (or 63/65) plus state licenses or ability to promptly become registered in states consistent with those of FA
- Advanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulations
- Computer proficiency
- Strong customer service skills with the ability to continually maintain and build relationships, attention to detail, outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environment
Nice-to-have
- Bachelor’s degree
- Salesforce experience
- Knowledge of Money Guide Pro planning software
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
- Leaders who support your development through coaching and managing opportunities.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Opportunities to do challenging work.
- Opportunities to build close relationships with clients.
The expected salary range for this particular position is $50,000 - $80,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities
Additional Job Details
Address: 2215 PERRY GREEN WAY:ROCKFORD
City: Rockford
Country: United States of America
Work hours/week: 40
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-11-02
Application Deadline: 2026-11-09
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
Job Description
What is the opportunity?
Join a growing team and use your analytical and communication skills as well as industry knowledge to help clients obtain their financial goals and plan for the future. You will work closely with one or more Financial Advisors (FA) and help them grow their business, educate clients regarding products and services, monitor client activity and performance, communicate investment strategy, and gather information for wealth planning.
At RBC Wealth Management, your career progression matters to us. We offer training, development and learning resources so you continue to grow your career in a way that matters to you.
What will you do?
- Partner with FA to prospect for new clients using various techniques such as cold calling, asking for referrals, executing mailings and marketing materials, making presentations and conducting networking forums.
- Identify business development opportunities with the goal of increasing revenue, enhancing client relationships and streamlining day-to-day processes.
- Provide a high level of service to clients by understanding their investment objectives, tolerance for risk, financial situation and by promptly responding to their needs.
- Research and review investments to meet clients’ investment goals.
- Enter trades, open new accounts and gather assets.
- Research complex problems in accounts and deliver an effective and acceptable resolution.
- Assist others in the branch by acting as a resource in the areas of training, coaching and mentoring.
What do you need to succeed?
Must-have
- 5+ years of Registered Client Associate experience or related industry experience
- Series 7 and 66 (or 63/65) plus state licenses or ability to promptly become registered in states consistent with those of FA
- Advanced understanding of the stock market, investments and retirement plans and working knowledge of fixed income products, equities, mutual funds, insurance, annuities and applicable compliance rules and regulations
- Computer proficiency
- Strong customer service skills with the ability to continually maintain and build relationships, attention to detail, outstanding written and verbal communication and problem solving skills, and ability to navigate multiple demands in a fast-paced, deadline-oriented environment
Nice-to-have
- Bachelor’s degree
- Salesforce experience
- Knowledge of Money Guide Pro planning software
What’s in it for you?
We thrive on the challenge to be our best, progressive thinking to keep growing, and working together to deliver trusted advice to help our clients thrive and communities prosper. We care about each other, reaching our potential, making a difference to our communities, and achieving success that is mutual.
- A comprehensive Total Rewards Program include competitive compensation and flexible benefits, such as 401(k) program with company-matching contributions, health, dental, vision, life, disability insurance, and paid-time off.
- Leaders who support your development through coaching and managing opportunities.
- Ability to make a difference and lasting impact.
- Work in a dynamic, collaborative, progressive, and high-performing team.
- Opportunities to do challenging work.
- Opportunities to build close relationships with clients.
The expected salary range for this particular position is $50,000 - $80,000, depending on your experience, skills, and registration status, market conditions and business needs.
You have the potential to earn more through RBC’s discretionary variable compensation program which gives you an opportunity to increase your total compensation, provided the business meets its performance targets and you meet your individual goals.
RBC’s compensation philosophy and principles recognize the importance of a highly qualified global workforce and plays a critical role in attracting, engaging and retaining talent that:
- Drives RBC’s high-performance culture
- Enables collective achievement of our strategic goals
- Generates sustainable shareholder returns and above market shareholder value
Job Skills
Customer Knowledge, Customer Service, Customer Service Management, Group Problem Solving, Identifying Sales Opportunities, Interpersonal Relationship Management, Oral Communications, Perseverance and Follow-Through, Product Services, Sales Activities
Additional Job Details
Address: 2215 PERRY GREEN WAY:ROCKFORD
City: Rockford
Country: United States of America
Work hours/week: 40
Employment Type: Full time
Platform: WEALTH MANAGEMENT
Job Type: Regular
Pay Type: Salaried
Posted Date: 2026-11-02
Application Deadline: 2026-11-09
Note: Applications will be accepted until 11:59 PM on the day prior to the application deadline date above
Our Employment Opportunities
At RBC, we are guided by living shared values of Client First, Integrity, Collaboration, Respect and Excellence and winning together as One RBC. We believe an inclusive workplace that has diverse perspectives is core to our continued growth as one of the largest and most successful banks in the world. Maintaining a workplace where our employees feel supported to perform at their best, effectively collaborate, drive innovation, and grow professionally helps to bring our Purpose to life and create value for our clients and communities. RBC strives to deliver this through policies and programs intended to foster a workplace based on respect, belonging and opportunity for all.
Join our Talent Community
Stay in-the-know about great career opportunities at RBC. Sign up and get customized info on our latest jobs, career tips and Recruitment events that matter to you.
Expand your limits and create a new future together at RBC. Find out how we use our passion and drive to enhance the well-being of our clients and communities at jobs.rbc.com.
RBC is presently inviting candidates to apply for this existing vacancy. Applying to this posting allows you to express your interest in this current career opportunity at RBC. Qualified applicants may be contacted to review their resume in more detail.
See all 2,920+ H-1B Visa Investment Jobs
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Get Access To All JobsTips for Finding H-1B Visa Sponsorship in Investment
Match your degree to the role
USCIS requires a direct relationship between your field of study and the investment role. A finance or economics degree maps cleanly, but a general business degree may trigger an RFE. Pull the O*NET profile for your target job title to confirm the accepted degree fields before applying.
Check LCA filings by occupation code
DOL assigns SOC codes to every H-1B LCA. Investment analyst and portfolio manager roles file under different codes, which affects prevailing wage levels. Search the OFLC Wage Search by SOC code and metro area to verify your offer meets the required wage tier before your employer files.
Target firms with cap-exempt sponsorship history
Some investment roles are housed at universities, hospital endowments, or nonprofit research funds, which are cap-exempt H-1B employers. These organizations can file outside the annual lottery, giving you a path to H-1B status without competing for an 85,000-slot cap.
Use Migrate Mate to find verified sponsors
Filter your investment job search on Migrate Mate by employers with active H-1B LCA filing history. This surfaces asset managers, banks, and private equity firms that have recently sponsored roles matching your occupation code, so you're not guessing at sponsorship willingness.
Get your Series licenses in order early
Many buy-side and sell-side investment roles require FINRA Series 63, 65, or 7 licenses. Employers often make H-1B sponsorship contingent on obtaining these licenses within a set period. Confirm the licensing timeline with your employer during offer negotiation so it doesn't stall your I-129 filing.
Negotiate premium processing into your offer
Standard H-1B adjudication can take several months. For investment roles with defined start dates tied to analyst or associate program cohorts, ask the employer to include USCIS premium processing in the sponsorship package. This reduces adjudication to 15 business days and protects your program start date.
H-1B Visa Investment: Frequently Asked Questions
Do investment roles qualify as H-1B specialty occupations?
Yes, provided the position requires at least a bachelor's degree in a specific field such as finance, economics, accounting, or a related discipline. Roles like investment analyst, portfolio manager, and financial engineer consistently qualify. Generalist roles where any bachelor's degree is acceptable are harder to support, so your employer's H-1B petition should tie the job duties directly to the degree field.
Which employers in investment most commonly sponsor H-1B visas?
Asset management firms, investment banks, hedge funds, private equity firms, and corporate treasury departments are frequent H-1B sponsors for investment roles. Endowments and foundations attached to universities can also sponsor and may qualify as cap-exempt institutions. Migrate Mate lets you search for investment employers by verified LCA filing history, so you can focus on firms with a demonstrated track record of sponsorship.
How does the H-1B prevailing wage requirement affect investment job offers?
DOL requires your employer to pay the prevailing wage for your occupation and location before certifying the LCA. Investment roles in New York or San Francisco carry higher wage floors than the same title in smaller markets. Use the OFLC Wage Search to look up the Level I through Level IV wages for your SOC code and metro area before evaluating an offer, since a below-prevailing offer cannot be corrected after the LCA is filed.
Can I switch investment employers on an H-1B?
Yes. H-1B portability under AC21 lets you change employers after your I-129 has been pending for at least 180 days, or once it's approved, as long as the new role is in the same or a substantially similar occupational classification. For investment roles, moving from equity research at one bank to a comparable analyst role at another generally qualifies, but a move into a structurally different function may require a new petition.
What documentation does an investment employer need to file an H-1B petition?
Your employer needs a certified LCA from DOL, which requires specifying the SOC code, wage level, and work location. They'll also need evidence that the role is a specialty occupation, which typically includes the job description, the degree requirement, and your academic credentials. If your investment role spans multiple client sites, the LCA must cover each worksite location, and your employer may need to post public access file notices at each one.