H-2B Visa Investment Jobs
Investment jobs with H-2B visa sponsorship are available through U.S. firms that hire seasonal analysts, research associates, and client-facing staff for peak periods. Employers must secure DOL labor certification before filing, and the 66,000 annual visa cap fills fast, so early positioning matters.
Find H-2B Visa Investment JobsOverview
Showing 5 of 14+ Investment jobs
See all Investment Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment roles.
Get Access To All JobsINTRODUCTION
The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi’s Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.
Responsibilities:
- Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients.
- Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
- Directly responsible for providing timely responses to client service requests, received via telephone or email.
- Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process.
- Handles all inquiries/requests related to banking and/or investment operations – including placing unsolicited securities trades (Series 7 & 63 required).
- Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
- Ensures that KYC/AML and other compliance norms are strictly adhered to.
- Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities.
- Builds a rapport with back-office staff and seeks out highest level of support from those teams.
- Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.
- Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested.
- Accountable for identifying prospective clients interested in becoming new clients.
- Responsible for executing specific client contact campaigns as defined by Sales Management/Segments.
- Responsible for proactively contacting clients to identify needs and deepen relationships.
- Complete all required trainings pertaining to the function in a timely manner.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
QUALIFICATIONS
- 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
- Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
- Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
- Excellent verbal and written communication skills. Ability to communicate at a professional level.
- Positive and can-do attitude.
- Excellent people skills and ability to work in a team environment.
- Capable of working independently within established procedures and make decisions without manager approval.
- Able to perform multiple functions with a high degree of accuracy.
- Strong desire to create a top-notch client experience with every client every day.
- Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team.
- Ability to support a diverse array of products and services.
- Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
- US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred
Education:
- Bachelor’s/University degree, Master’s degree preferred
JOB FAMILY GROUP:
Consumer Sales
JOB FAMILY:
Telesales
TIME TYPE:
PRIMARY LOCATION:
Jacksonville Florida United States
PRIMARY LOCATION FULL TIME SALARY RANGE:
$62,620.00 - $87,380.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
MOST RELEVANT SKILLS
Please see the requirements listed above.
OTHER RELEVANT SKILLS
For complementary skills, please see above and/or contact the recruiter.
ANTICIPATED POSTING CLOSE DATE:
Feb 18, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
INTRODUCTION
The Intermediate Associate Telesales Representative is a Client Service and Sales support position, fully responsible for servicing and supporting internal and/or external clients primarily through inbound and outbound phone calls and adhering to Know-Your-Customer (KYC) and Anti-Money Laundering (AML) procedures for Citi’s Investment and/or Banking clients. Position is responsible for providing best in class service on Banking and/or Investment inquiries, and ensuring risk is prudently managed.
Responsibilities:
- Fully accountable for servicing and supporting Citi’s Investment and/or Banking clients.
- Able to clearly articulate business value proposition, matching clients with the correct set of products and services.
- Directly responsible for providing timely responses to client service requests, received via telephone or email.
- Provides exceptional support and issue resolution– all client issues will be owned end to end by the associate and will be treated with a closed loop process.
- Handles all inquiries/requests related to banking and/or investment operations – including placing unsolicited securities trades (Series 7 & 63 required).
- Ensures customer claims and complaints are handled in accordance with FINRA and firm policy.
- Ensures that KYC/AML and other compliance norms are strictly adhered to.
- Builds a rapport with clients; utilizes Salesforce regularly for communication of issues/tasks/opportunities.
- Builds a rapport with back-office staff and seeks out highest level of support from those teams.
- Provides timely feedback to senior management to identify client pain points and barriers to exceptional service; offers suggestions on process improvement.
- Responsible for responding to client requests for investment products, referring clients to Financial Advisors, if requested.
- Accountable for identifying prospective clients interested in becoming new clients.
- Responsible for executing specific client contact campaigns as defined by Sales Management/Segments.
- Responsible for proactively contacting clients to identify needs and deepen relationships.
- Complete all required trainings pertaining to the function in a timely manner.
- Appropriately assess risk when business decisions are made, demonstrating particular consideration for the firm's reputation and safeguarding Citigroup, its clients and assets, by driving compliance with applicable laws, rules and regulations, adhering to Policy, applying sound ethical judgment regarding personal behavior, conduct and business practices, and escalating, managing and reporting control issues with transparency.
QUALIFICATIONS
- 2-5 years of experience in Client Service and/or Sales within financial services (banking, insurance, investments) preferred.
- Prior work experience in a related job that would provide a comprehensive understanding of activities, policies, procedures, and concepts of the work area.
- Understanding of multiple products across business lines combined with exceptional networking and relationship building skills.
- Excellent verbal and written communication skills. Ability to communicate at a professional level.
- Positive and can-do attitude.
- Excellent people skills and ability to work in a team environment.
- Capable of working independently within established procedures and make decisions without manager approval.
- Able to perform multiple functions with a high degree of accuracy.
- Strong desire to create a top-notch client experience with every client every day.
- Open to receiving feedback on a frequent basis, continuous feedback will be crucial to the success of the team.
- Ability to support a diverse array of products and services.
- Knowledge of Microsoft Office (Excel, Outlook, and Word) preferred.
- US Registered FINRA Series 7 & 63 Required. In addition, Series 66/65 preferred
Education:
- Bachelor’s/University degree, Master’s degree preferred
JOB FAMILY GROUP:
Consumer Sales
JOB FAMILY:
Telesales
TIME TYPE:
PRIMARY LOCATION:
Jacksonville Florida United States
PRIMARY LOCATION FULL TIME SALARY RANGE:
$62,620.00 - $87,380.00
In addition to salary, Citi’s offerings may also include, for eligible employees, discretionary and formulaic incentive and retention awards. Citi offers competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Citi also offers paid time off packages, including planned time off (vacation), unplanned time off (sick leave), and paid holidays. For additional information regarding Citi employee benefits, please visit citibenefits.com. Available offerings may vary by jurisdiction, job level, and date of hire.
MOST RELEVANT SKILLS
Please see the requirements listed above.
OTHER RELEVANT SKILLS
For complementary skills, please see above and/or contact the recruiter.
ANTICIPATED POSTING CLOSE DATE:
Feb 18, 2026
Citi is an equal opportunity employer, and qualified candidates will receive consideration without regard to their race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other characteristic protected by law.
If you are a person with a disability and need a reasonable accommodation to use our search tools and/or apply for a career opportunity review Accessibility at Citi. View Citi’s EEO Policy Statement and the Know Your Rights poster.
See all H-2B Visa Investment Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new H-2B Visa Investment Jobs.
Get Access To All JobsTips for Finding Investment Jobs
Verify your role qualifies as temporary
H-2B visa covers positions tied to a genuine seasonal or peak-load need, not permanent headcount. Before applying anywhere, confirm the investment firm can document that the role is time-limited, because USCIS will scrutinize the employer's temporary need statement closely.
Search H-2B sponsors on Migrate Mate
Use Migrate Mate to filter investment employers with verified H-2B filing history. DOL disclosure data shows which firms have actually sponsored these roles before, saving you from targeting companies that have never navigated the certification process.
Target firms with peak-season business cycles
Investment firms that handle tax season filings, fiscal year-end reporting, or summer trading surges have the strongest case for a temporary need. Focus your outreach on these cyclical windows, since the DOL certification requires employers to prove the workload spike is recurring and time-bound.
Pull prevailing wage data before negotiating
Run your specific job title and county through the OFLC Wage Search before any offer conversation. The employer's LCA must certify your wage meets the DOL prevailing rate, and knowing the figure in advance helps you evaluate whether an offer will pass certification.
Apply in the fall to beat the January cap rush
The summer half of the 66,000-cap fills within days of January 1 each year. Employers filing for summer investment roles need to start the DOL temporary labor certification at least 60 to 75 days before their target start date, so initiate conversations with potential sponsors no later than October.
Prepare a role-specific credentials package
Gather your finance degree transcripts, CFA or Series exam results, and any professional references that speak to analytical or client-service work. H-2B petitions don't require a specialty occupation degree, but documentation showing your fit for the specific investment role strengthens the employer's supporting evidence for USCIS.
Frequently Asked Questions
How do I find investment jobs that offer H-2B visa sponsorship?
Migrate Mate is the most direct way to search: it filters employers by verified H-2B filing history, so you only see investment firms that have actually sponsored workers through the DOL certification process. General job boards don't surface visa type data, which means you'd otherwise have to contact each employer individually to confirm sponsorship willingness.
How does the H-2B annual cap affect my timeline for investment roles?
USCIS issues only 66,000 H-2B visas per fiscal year, split into two allotments of 33,000 for the summer and winter halves. Summer investment roles are especially competitive because employers must file by early January to have any chance at the summer allotment, and cap numbers are often exhausted within the first few days. Starting your employer outreach in October or November gives the employer time to complete the 60-to-75-day DOL certification process before the filing window opens.
Does the investment role I'm applying for need to be classified as a specialty occupation?
No. Unlike the H-1B visa, the H-2B visa doesn't require a specialty occupation or a specific degree. The employer instead must demonstrate a genuine temporary or seasonal need for the position. That said, you'll still want documentation of relevant credentials, such as finance coursework, analytical certifications, or professional references, to support the employer's petition with USCIS.
What happens if my H-2B employer's temporary labor certification is denied by the DOL?
A DOL denial means the employer can't file the I-129 petition with USCIS, and the sponsorship process stops there. Denials often result from incomplete recruitment documentation, failure to show a genuine temporary need, or a wage offer below the prevailing rate from the OFLC Wage Search. Employers can refile with corrected documentation, but this resets the timeline and may push the start date past the relevant cap allotment window.