Investment Management H-1B1 Chile Sponsorship Jobs in California
Investment management H-1B1 Chile sponsorship jobs in California are concentrated in San Francisco, Los Angeles, and San Jose, where firms such as BlackRock, Vanguard, and Pacific Investment Management Company (PIMCO) maintain significant operations. Chilean nationals with backgrounds in portfolio analysis, quantitative research, or asset management can find specialty occupation roles across the state's deep capital markets sector.
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Get Access To All JobsINTRODUCTION
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Wealth Strategy Associate to:
- assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- develop customized asset allocation strategies and investment solutions for clients
- provide support for client relationship building and business development activities
- perform business analytics as needed to support financial advisors in the growth of the business
- analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
THE TEAM
You will be working in the Financial Services team in Brea and Pasadena. Your working location will be based in Brea, CA. We help high net worth and ultra-high net worth individuals and families meet their financial goals through Financial Advisors who deliver products and services specifically designed for them.
YOUR SKILLS AND EXPERIENCE
- SIE, Series 7 and 66 licenses
- ideally 3-5 years of experience in client service, within the finance sector
- bachelor's or master’s degree or equivalent, focusing on finance
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
- mandarin is a plus
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
HOW WE HIRE
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - California - Brea min USD 70000 - max USD 95000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
INTRODUCTION
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Wealth Strategy Associate to:
- assist financial advisors in client conversations, providing analytic information and aiming to understand the client’s goals
- develop customized asset allocation strategies and investment solutions for clients
- provide support for client relationship building and business development activities
- perform business analytics as needed to support financial advisors in the growth of the business
- analyze and interpret portfolio performance reviews and make recommendations to financial advisors for potential change
THE TEAM
You will be working in the Financial Services team in Brea and Pasadena. Your working location will be based in Brea, CA. We help high net worth and ultra-high net worth individuals and families meet their financial goals through Financial Advisors who deliver products and services specifically designed for them.
YOUR SKILLS AND EXPERIENCE
- SIE, Series 7 and 66 licenses
- ideally 3-5 years of experience in client service, within the finance sector
- bachelor's or master’s degree or equivalent, focusing on finance
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
- mandarin is a plus
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
HOW WE HIRE
This role requires an assessment on application. Learn more about how we hire: www.ubs.com/global/en/careers/experienced-professionals.html
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - California - Brea min USD 70000 - max USD 95000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
H-1B1 Chile Investment Management Job Roles in California
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Search Investment Management Jobs in CaliforniaInvestment Management H-1B1 Chile Sponsorship Jobs in California: Frequently Asked Questions
Which investment management companies sponsor H-1B1 Chile visas in California?
California-based firms with established investment management operations and documented H-1B1 visa sponsorship activity include BlackRock, PIMCO, Franklin Templeton, Wells Fargo Asset Management, and Charles Schwab Investment Management. Large custodian banks and hedge funds headquartered in San Francisco and Los Angeles also appear in DOL Labor Condition Application filings for investment and asset management roles. Sponsorship patterns vary by firm size, hiring cycle, and role type.
Which cities in California have the most investment management H-1B1 Chile sponsorship jobs?
San Francisco and its surrounding Bay Area account for a large share of California's investment management sponsorship activity, driven by asset managers, private equity firms, and quantitative hedge funds. Los Angeles follows closely, with notable concentration in Century City and downtown. San Diego is a secondary market with firms like Brandes Investment Partners, while Sacramento hosts state pension fund operations with periodic professional hiring.
What types of investment management roles typically qualify for H-1B1 Chile sponsorship?
Roles that commonly meet the H-1B1 visa specialty occupation standard in investment management include portfolio analyst, quantitative researcher, risk analyst, fixed income associate, investment operations specialist, and financial engineer. Each position must demonstrably require a bachelor's degree or higher in a directly related field such as finance, economics, mathematics, or engineering. Generalist roles without a clearly required degree field are less likely to qualify.
How do I find investment management H-1B1 Chile sponsorship jobs in California?
Migrate Mate filters job listings specifically by visa type and state, so you can search investment management roles in California that are open to H-1B1 Chile sponsorship without manually screening hundreds of postings. The platform surfaces employers with verified LCA filing history in asset management, making it straightforward to identify firms that have sponsored comparable roles. Narrowing by city and job function helps prioritize opportunities that match your specific background in portfolio analysis, research, or operations.
Are there California-specific considerations for H-1B1 Chile sponsorship in investment management?
California's strict worker classification and wage laws mean employers must ensure H-1B1 visa prevailing wage determinations align with state compensation norms, which can differ from national averages given the state's cost of living. Registered investment advisers operating in California are also subject to California Department of Financial Protection and Innovation oversight, which may shape how firms structure qualifying specialty occupation roles. Chilean nationals should confirm their employer has experience filing LCAs in California specifically.
What is the prevailing wage for H-1B1 Chile investment management jobs in California?
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.