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.
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Get Access To All JobsINTRODUCTION
Citi Personal Wealth Management (CPWM) provides investment services to clients with brokerage accounts in all stages of wealth, domestic or abroad. Whether our clients prefer to invest on their own, with an advisor, or a combination of both, Citi Personal Wealth Management can provide strategies to help them meet their goals. As a Investment Account Support Specialist SAFE Act within Citi Wealth Investment Services, you will be responsible for handling end-to-end brokerage account servicing and trading requests for high net worth clients in a contact center setting for domestic and international clients who choose to make investment decisions on their own. In depth training and resources will be provided to ensure you are fully equipped to successfully handle all our clients’ varying needs. We pride ourselves on our inclusive team culture, flexibility, and client-first approach.
Responsibilities:
- Serve as the primary point of contact in providing a world-class experience for HNW and affluent clients with self-directed investment relationships with Citi
- Identify, build and deepen relationships to gain incremental wallet share of the HNW/Ultra HNW and Affluent segment through superior customer experience.
- Provide quarterly value-added engagement with clients - High touch, remote, consistent communication, access to virtual seminars, etc.
- Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Wealth Solutions Advisors, Small Business Partners, Relationship Manager, etc.)
- Anticipate the complex financial needs of the client and educate on solutions available at Citi through a wide range of products, services and tools
- Assist self-directed retail clients with placing unsolicited trades for Stocks, Mutual Funds, ETFs, Brokerage CDs, Treasuries, and other Fixed Income products. Trades may include more complex investing solutions including margin and options.
- Complete account maintenance requests and other service inquiries while ensuring KYC/AML and other compliance norms are adhered to.
- Resolve customer complaints according to FINRA policy while promoting utmost customer satisfaction.
- Manage client follow-up and collaborating with various departments to resolve client issues, fulfill business needs, and achieve client satisfaction goals.
- Provide guidance to clients regarding asset movement, (ACATS), forms processing, account conversions, rollovers and more.
- Utilize various web-based systems to include Salesforce, DocuSign, Lexis Nexus, and more.
Qualifications
- 5-8 years of experience, preferred to have 3 years of Investment industry experience
- A coachable mindset, who are willing to grow and improve professionally and contribute to the overall success of the team.
- An ability to retain knowledge and support a wide array of products and services
- An ability to work independently as well as in a team setting
- Experience in a proactive, successful sales and service role in the financial services industry
- Takes ownership of effort, performance, and making a positive team impact
- Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
- Strong understanding of investment account products and services
- Series 7 & 63 (Required) In addition, Series 66 (Preferred)
Education:
- Bachelor's/University degree or equivalent experience
Job Family Group: Private Client Coverage
Job Family: Financial Planning Services
Time Type: Full time
Primary Location: Jacksonville Florida United States
Primary Location Full Time Salary Range: $96,960.00 - $145,440.00 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: Jun 02, 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
Citi Personal Wealth Management (CPWM) provides investment services to clients with brokerage accounts in all stages of wealth, domestic or abroad. Whether our clients prefer to invest on their own, with an advisor, or a combination of both, Citi Personal Wealth Management can provide strategies to help them meet their goals. As a Investment Account Support Specialist SAFE Act within Citi Wealth Investment Services, you will be responsible for handling end-to-end brokerage account servicing and trading requests for high net worth clients in a contact center setting for domestic and international clients who choose to make investment decisions on their own. In depth training and resources will be provided to ensure you are fully equipped to successfully handle all our clients’ varying needs. We pride ourselves on our inclusive team culture, flexibility, and client-first approach.
Responsibilities:
- Serve as the primary point of contact in providing a world-class experience for HNW and affluent clients with self-directed investment relationships with Citi
- Identify, build and deepen relationships to gain incremental wallet share of the HNW/Ultra HNW and Affluent segment through superior customer experience.
- Provide quarterly value-added engagement with clients - High touch, remote, consistent communication, access to virtual seminars, etc.
- Refer opportunities to segment partners where appropriate (including, but not limited to Lending Consultants and Wealth Solutions Advisors, Small Business Partners, Relationship Manager, etc.)
- Anticipate the complex financial needs of the client and educate on solutions available at Citi through a wide range of products, services and tools
- Assist self-directed retail clients with placing unsolicited trades for Stocks, Mutual Funds, ETFs, Brokerage CDs, Treasuries, and other Fixed Income products. Trades may include more complex investing solutions including margin and options.
- Complete account maintenance requests and other service inquiries while ensuring KYC/AML and other compliance norms are adhered to.
- Resolve customer complaints according to FINRA policy while promoting utmost customer satisfaction.
- Manage client follow-up and collaborating with various departments to resolve client issues, fulfill business needs, and achieve client satisfaction goals.
- Provide guidance to clients regarding asset movement, (ACATS), forms processing, account conversions, rollovers and more.
- Utilize various web-based systems to include Salesforce, DocuSign, Lexis Nexus, and more.
Qualifications
- 5-8 years of experience, preferred to have 3 years of Investment industry experience
- A coachable mindset, who are willing to grow and improve professionally and contribute to the overall success of the team.
- An ability to retain knowledge and support a wide array of products and services
- An ability to work independently as well as in a team setting
- Experience in a proactive, successful sales and service role in the financial services industry
- Takes ownership of effort, performance, and making a positive team impact
- Must be a self-starter, problem solver and a goal-oriented team player able to work without direction
- Strong understanding of investment account products and services
- Series 7 & 63 (Required) In addition, Series 66 (Preferred)
Education:
- Bachelor's/University degree or equivalent experience
Job Family Group: Private Client Coverage
Job Family: Financial Planning Services
Time Type: Full time
Primary Location: Jacksonville Florida United States
Primary Location Full Time Salary Range: $96,960.00 - $145,440.00 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: Jun 02, 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
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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.