Investment Visa Sponsorship Jobs in California
Investment roles in California attract strong international hiring, with major employers like BlackRock, Wells Fargo, and Fidelity Investments operating across San Francisco, Los Angeles, and San Jose. The state's concentration of venture capital, private equity, and asset management firms makes it one of the most active markets for visa-sponsored investment positions in the country.
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Get Access To All JobsUpland, CA
Requisition ID 2026-124449
Category Financial Planning
Position type Regular
Pay range USD $30.10 - $49.71 / Hour
Application deadline 2026-08-06
Your opportunity
At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.
As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are motivated to learn, comfortable taking initiative, and excited to grow through hands-on experience.
You’ll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. This is a role where curiosity, effort, and coachability matter just as much as prior experience.
- Active listening and thoughtful questioning to align solutions to client goals
- Build relationship management skills through timely, accurate, client-focused support
- Manage priorities effectively across outreach, follow-up, and administrative work
- Demonstrate resilience and motivation in achieving individual and team goals
- Collaborate with Financial Consultants and branch leaders to enhance client experience
- Take ownership of your learning, results, and professional growth
Why you’re set up for success:
Schwab Training and Development
Start with Wealth Management University—a four-week, live virtual program designed to build your foundation for success. Afterward, continue your development through hands-on training and mentorship in your branch, partnering with your manager, peers, and mentors for guidance aligned to your goals.
Career Pathing
The Investment Consultant role provides a strong foundation for growth, with a clear path to a Financial Consultant position for those looking to deepen client relationships, business development skills, and financial expertise. Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. You’ll be supported by leaders who invest in your growth and continuous development over time.
Competitive Compensation
In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
What you have
The expertise you bring:
- A valid and active FINRA Series 7 license required
- Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred
The skills you bring:
Motivation
Demonstrate strong ownership, persistence, and drive in achieving goals. Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and contribute to client and business outcomes.
Adaptability
Actively seek, receive, and feedback to strengthen performance. Adapt to evolving client needs, business priorities, and new information with a flexible, solutions-oriented approach.
Time Management
Effectively prioritize and manage multiple responsibilities, including client outreach, follow-ups, and ongoing development. Stay organized and focused in a fast-paced environment to meet deadlines and deliver consistent results.
Influencing Others
Use active listening and thoughtful questioning to understand client needs and identify appropriate solutions. Communicate clearly and persuasively to build trust, align on next steps, and guide client decisions.
Entrepreneurial Orientation
Take initiative to identify opportunities, expand client relationships, and contribute to business growth. Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Upland, CA
Requisition ID 2026-124449
Category Financial Planning
Position type Regular
Pay range USD $30.10 - $49.71 / Hour
Application deadline 2026-08-06
Your opportunity
At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.
As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are motivated to learn, comfortable taking initiative, and excited to grow through hands-on experience.
You’ll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. This is a role where curiosity, effort, and coachability matter just as much as prior experience.
- Active listening and thoughtful questioning to align solutions to client goals
- Build relationship management skills through timely, accurate, client-focused support
- Manage priorities effectively across outreach, follow-up, and administrative work
- Demonstrate resilience and motivation in achieving individual and team goals
- Collaborate with Financial Consultants and branch leaders to enhance client experience
- Take ownership of your learning, results, and professional growth
Why you’re set up for success:
Schwab Training and Development
Start with Wealth Management University—a four-week, live virtual program designed to build your foundation for success. Afterward, continue your development through hands-on training and mentorship in your branch, partnering with your manager, peers, and mentors for guidance aligned to your goals.
Career Pathing
The Investment Consultant role provides a strong foundation for growth, with a clear path to a Financial Consultant position for those looking to deepen client relationships, business development skills, and financial expertise. Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. You’ll be supported by leaders who invest in your growth and continuous development over time.
Competitive Compensation
In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
What you have
The expertise you bring:
- A valid and active FINRA Series 7 license required
- Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred
The skills you bring:
Motivation
Demonstrate strong ownership, persistence, and drive in achieving goals. Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and contribute to client and business outcomes.
Adaptability
Actively seek, receive, and feedback to strengthen performance. Adapt to evolving client needs, business priorities, and new information with a flexible, solutions-oriented approach.
Time Management
Effectively prioritize and manage multiple responsibilities, including client outreach, follow-ups, and ongoing development. Stay organized and focused in a fast-paced environment to meet deadlines and deliver consistent results.
Influencing Others
Use active listening and thoughtful questioning to understand client needs and identify appropriate solutions. Communicate clearly and persuasively to build trust, align on next steps, and guide client decisions.
Entrepreneurial Orientation
Take initiative to identify opportunities, expand client relationships, and contribute to business growth. Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Investment Job Roles in California
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Search Investment Jobs in CaliforniaInvestment Jobs in California: Frequently Asked Questions
Which companies sponsor visas for investment roles in California?
Large financial institutions and asset managers with California offices are the most consistent sponsors for investment roles. Firms like BlackRock, Vanguard, Fidelity Investments, JPMorgan Asset Management, and Goldman Sachs regularly file H-1B visa petitions for analysts, portfolio managers, and quantitative researchers. Venture capital and private equity firms also sponsor, though less frequently than publicly traded financial institutions with established HR infrastructure.
Which visa types are most common for investment roles in California?
The H-1B is the most common visa category for investment professionals in California, covering roles like financial analyst, portfolio analyst, and quantitative researcher that require at least a bachelor's degree in a specialized field such as finance, economics, or mathematics. Candidates with advanced degrees may see stronger petition outcomes. The O-1A is an option for investment professionals with exceptional recognition, though it requires substantial documented achievement.
Which cities in California have the most investment sponsorship jobs?
San Francisco and its surrounding Bay Area lead California for sponsored investment positions, driven by the concentration of venture capital, fintech, and asset management firms. Los Angeles is the second-largest market, with strength in private equity and real estate investment. San Jose attracts quantitative and technology-focused investment roles. Smaller but active markets include Palo Alto, Menlo Park, and San Diego, particularly for early-stage and growth equity roles.
How to find investment visa sponsorship jobs in California?
Migrate Mate filters investment roles in California specifically by visa sponsorship history, so you can browse positions from employers who have actively sponsored international candidates rather than sorting through listings where sponsorship is unconfirmed. California's investment market spans traditional finance, fintech, and venture-backed firms, so filtering by sub-sector on Migrate Mate helps narrow results to the segment that matches your background in portfolio analysis, research, or capital markets.
Are there state-specific considerations for investment visa sponsorship in California?
California employers sponsoring H-1B workers for investment roles must meet Department of Labor prevailing wage requirements, which reflect the state's high cost of living and tend to be among the highest in the country. California also has a large pipeline of international finance and economics graduates from UC Berkeley, UCLA, and USC, which influences the candidate pool employers draw from. Investment roles at registered investment advisers may also require FINRA licensing, regardless of visa status.
What is the prevailing wage for sponsored investment 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.