Investment Visa Sponsorship Jobs in Arizona
Arizona's investment sector spans financial advisory firms, private equity, wealth management, and fintech companies concentrated in Phoenix and Scottsdale. Major employers including JPMorgan Chase, Charles Schwab, and Vanguard maintain significant Arizona operations and have sponsored visas for investment professionals. The state's growing financial services hub makes it an active market for international candidates seeking sponsorship.
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GENERAL FUNCTION:
Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Achieving sales goals while serving the clients' best interests.
- Plan and conduct individual and group coaching sessions with retail bank employees.
- Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
- Handle daily client needs and problems and prioritize and delegate tasks to resolve.
- Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
- Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
- Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
- Ability to delegate tasks and follow-through.
- Prepare necessary internal reports for sales tracking.
- Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
- Conduct internal and external seminars to focus on business development and growth.
- Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.
- Serves as a coach and mentor for licensed bank employees.
- Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
- Guide and promote progress toward established goals for team.
- Recognize and reward achievement of goals.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- Prior Brokerage Industry Experience.
- Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required.
- Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
- Ability to motivate others in a team environment.
- Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
- Demonstrated ability to simplify and communicate complex financial concepts.
- Proven experience in building strong internal and external client relationships.
- Highly developed knowledge of the securities business, investment products and financial solutions.
- Highly developed sales and presentation skills.
- Travel required within assigned territory.
LOCATION - Phoenix, Arizona 85085
Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page or by consulting with your talent acquisition partner.
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Make banking a Fifth Third better®
We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Accountable for overall production, coaching, training, and developing a team of licensed retail bankers. May handle large book of clients with more complex financial profiles. Accountable for sales of full range of securities products and achieve targeted securities fee income goals within assigned territory. Design and customize coaching sessions to train bankers on investment strategies and product solutions. Conduct solo and joint appointments with bankers and assist them in efficiently identifying potential clients and providing solutions that align with client needs, financial goals and objectives. Maintain presence within the bank to develop strong relationships and credibility with internal and external clients.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
- Achieving sales goals while serving the clients' best interests.
- Plan and conduct individual and group coaching sessions with retail bank employees.
- Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers.
- Handle daily client needs and problems and prioritize and delegate tasks to resolve.
- Post-appointment follow-up to maintain relationships and develop referrals from existing client base.
- Manage sales planning for self and for team to drive sales, and achieve designated goals, client experience and financial results.
- Maintain comprehensive knowledge of all financial products through self-study, periodicals, and appropriate coursework.
- Ability to delegate tasks and follow-through.
- Prepare necessary internal reports for sales tracking.
- Coordinate and communicate with team on daily basis to insure accurate completion of accountabilities.
- Conduct internal and external seminars to focus on business development and growth.
- Prioritize client needs and introduce services of other Fifth Third Bank employees, i.e. loans, estate planning, deposits.
- Serves as a coach and mentor for licensed bank employees.
- Thoroughly organize, share and prepare licensed bankers with tools and skills needed to be successful.
- Guide and promote progress toward established goals for team.
- Recognize and reward achievement of goals.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
- Prior Brokerage Industry Experience.
- Series 7, 66 (or 63 and 65) and appropriate state required insurance licenses (exception: 7 and 63 in Michigan and Ohio) are required. Variable Annuity license is required.
- Motivated by commission sales, recognition programs, and internal sales competition among co-workers.
- Ability to motivate others in a team environment.
- Ability to transfer knowledge through highly developed coaching and teaching skills, can relay complex products and processes.
- Demonstrated ability to simplify and communicate complex financial concepts.
- Proven experience in building strong internal and external client relationships.
- Highly developed knowledge of the securities business, investment products and financial solutions.
- Highly developed sales and presentation skills.
- Travel required within assigned territory.
LOCATION - Phoenix, Arizona 85085
Compensation for this position is largely incentive-based. Incentive compensation is combined with either a base salary or a draw to determine total cash compensation, and incentive compensation is based upon company, line of business and/or individual performance. More information can be obtained upon request.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page or by consulting with your talent acquisition partner.
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes – no matter how they are submitted – will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.
Investment Job Roles in Arizona
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Search Investment Jobs in ArizonaInvestment Jobs in Arizona: Frequently Asked Questions
Which companies sponsor visas for investment roles in Arizona?
Several large financial institutions with Arizona operations have a documented history of visa sponsorship for investment professionals. JPMorgan Chase, Charles Schwab, and Vanguard all maintain major campuses in the Phoenix metro area. Regional asset managers, private equity firms, and insurance-linked investment companies in Scottsdale also appear in Department of Labor disclosure data as H-1B visa sponsors for finance and investment positions.
Which visa types are most common for investment roles in Arizona?
The H-1B is the most common visa category for investment analysts, portfolio managers, and financial advisors in Arizona, as these roles typically require a bachelor's degree or higher in finance, economics, or a related field, satisfying the specialty occupation standard. Candidates with Indian or Chinese nationality may also encounter EB-2 or EB-3 green card sponsorship timelines. Australians may be eligible for the E-3 visa, which follows a similar employer-sponsored process.
Which cities in Arizona have the most investment sponsorship jobs?
Phoenix and Scottsdale account for the large majority of investment-related visa sponsorship activity in Arizona. Scottsdale in particular has a dense concentration of wealth management firms, registered investment advisors, and fintech companies. Tempe, home to a substantial financial services presence, is another active hiring area. Tucson sees less sponsorship activity for investment roles but has some presence tied to the University of Arizona's finance programs.
How to find investment visa sponsorship jobs in Arizona?
Migrate Mate is built specifically for international candidates and filters investment jobs in Arizona by visa sponsorship eligibility, so you are not sorting through listings that won't support your visa. You can search by role type, city, and visa category to find positions at firms actively hiring sponsored candidates. Reviewing Department of Labor LCA disclosure data alongside Migrate Mate listings can help you confirm which Arizona employers have filed for investment roles recently.
Are there state-specific considerations for investment sponsorship jobs in Arizona?
Arizona does not impose state-level licensing requirements that are unique to international candidates, but investment roles often require FINRA licenses such as the Series 7 or Series 65, which are federally regulated. Employers sponsoring H-1B workers must pay the prevailing wage as determined by the Department of Labor for the specific occupation and metropolitan area, which in Phoenix-Scottsdale reflects a competitive financial services market. Arizona State University and the University of Arizona also generate a pipeline of finance graduates that some employers consider for sponsorship.
What is the prevailing wage for sponsored investment jobs in Arizona?
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.