Investment Specialist Visa Sponsorship Jobs in Arizona
Investment specialist visa sponsorship jobs in Arizona are concentrated in Phoenix's growing financial services sector, with employers like Charles Schwab, Fidelity Investments, and Vanguard operating major regional offices. Scottsdale's wealth management firms and Tempe's fintech companies add further opportunities for internationally qualified candidates seeking sponsored roles in portfolio management, financial advisory, and client investment services.
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Get Access To All JobsINTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
- Identifies clients’ needs and finds proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Focuses daily on service to sales with existing Merrill clients
- Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals
BASIC QUALIFICATIONS
- Client-focused with a passion for excellence and a positive team attitude
- Self-motivated, goal-oriented and can multitask in a fast moving, performance-based environment
- Ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Effective communicator with an aptitude for sales and relationship management
- Strong computer skills
- Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66
- Desire to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
- Ambitious, disciplined, hardworking, resilient and willing to learn
PREFERRED QUALIFICATIONS
- Bachelor’s Degree in related field or 1+ years of experience in a performance-based environment
- FINRA Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or the Series 66 licenses
- Leadership capabilities
SKILLS
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Oral Communications
- Prioritization
- Active Listening
- Decision Making
- Emotional Intelligence
- Result Orientation
- Written Communications
- Account Management
- Adaptability
- Client Experience Branding
- Coaching
- Referral Identification
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
INTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
- Identifies clients’ needs and finds proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Focuses daily on service to sales with existing Merrill clients
- Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support the financial goals
BASIC QUALIFICATIONS
- Client-focused with a passion for excellence and a positive team attitude
- Self-motivated, goal-oriented and can multitask in a fast moving, performance-based environment
- Ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Effective communicator with an aptitude for sales and relationship management
- Strong computer skills
- Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66
- Desire to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
- Ambitious, disciplined, hardworking, resilient and willing to learn
PREFERRED QUALIFICATIONS
- Bachelor’s Degree in related field or 1+ years of experience in a performance-based environment
- FINRA Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7 and/or the Series 66 licenses
- Leadership capabilities
SKILLS
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Oral Communications
- Prioritization
- Active Listening
- Decision Making
- Emotional Intelligence
- Result Orientation
- Written Communications
- Account Management
- Adaptability
- Client Experience Branding
- Coaching
- Referral Identification
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
Investment Specialist Job Roles in Arizona
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Search Investment Specialist Jobs in ArizonaInvestment Specialist Jobs in Arizona: Frequently Asked Questions
Which companies sponsor visas for investment specialists in Arizona?
Major financial services firms with Arizona operations are the most active sponsors for investment specialist roles. Charles Schwab's Phoenix campus, Fidelity Investments' Scottsdale office, and Vanguard's presence in the region have all filed for specialty occupation visas for finance professionals. Regional banks, registered investment advisors, and insurance-linked asset managers in the Phoenix metro also sponsor H-1B visa petitions for qualified candidates with relevant finance degrees.
Which visa types realistically fit investment specialist roles in Arizona?
Investment specialist roles typically qualify as specialty occupations requiring a bachelor's degree in finance, economics, or a related field, making H-1B the primary pathway. H-1B1 visa is available for Chilean and Singaporean nationals. Australian nationals can pursue the E-3 visa, which carries no lottery. Eligible candidates on F-1 OPT can work while employers pursue sponsorship. A green card through the EB-2 or EB-3 employment-based category is a longer-term option requiring PERM labor certification.
Which cities in Arizona have the most investment specialist sponsorship jobs?
Phoenix and Scottsdale together account for the large majority of investment specialist sponsorship activity in Arizona. Phoenix hosts headquarters and regional operations for major brokerages and financial institutions, while Scottsdale is a hub for wealth management firms and registered investment advisors serving high-net-worth clients. Tempe, home to Arizona State University and several fintech employers, is a secondary market worth monitoring, particularly for analytically focused investment roles.
How to find investment specialist visa sponsorship jobs in Arizona?
Migrate Mate lists Arizona employers with verified visa sponsorship history for investment specialist roles, letting you search by city and role type without manually sifting through general job boards. Because investment specialist positions require demonstrated specialty occupation status, focusing on employers with an established H-1B or E-3 visa filing record in finance is a practical starting point. Migrate Mate surfaces that filing history directly, making it easier to identify which Arizona employers have sponsored comparable roles before.
Are there state-specific factors that affect investment specialist sponsorship in Arizona?
Arizona's financial services sector has expanded significantly as firms relocated or opened major operations in the Phoenix metro, partly due to lower operating costs compared to coastal cities. This growth has increased the pool of employers willing to sponsor internationally qualified investment professionals. Arizona State University's finance programs also create a local talent pipeline that some firms extend to international graduates on OPT. Securities licensing requirements, such as FINRA Series 65 or 66, apply regardless of visa status and are worth factoring into your timeline.
What is the prevailing wage for sponsored investment specialist 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.