Investment Management OPT Jobs in Florida
Florida's investment management sector spans Miami's international asset managers, Orlando's growing financial services firms, and Tampa Bay's wealth management hubs, all of which have hired F-1 OPT candidates in analyst, portfolio research, and client services roles. Firms like Raymond James, Fidelity, and BlackRock maintain Florida operations that have supported OPT authorization in the past.
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Get Access To All JobsABOUT ROCKEFELLER CAPITAL MANAGEMENT
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.
POSITION
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Generate expense reports for submission using Concur
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Support marketing efforts by promoting client seminars and events
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
- Oversee client insurance and annuities processes
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
QUALIFICATIONS
- 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 strongly preferred, and if not, willing to obtain
- BA/BS degree
SKILLS
- Strong client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
- Experience with eMoney financial planning software a plus
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
ABOUT ROCKEFELLER CAPITAL MANAGEMENT
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 35 markets throughout the United States, as well as an office in London. The Firm oversees $228 billion in client assets as of July 31, 2026.
POSITION
A Private Advisor team within our Rockefeller Global Family Office business unit is seeking a motivated individual to join its growing team as a Client Associate. The Client Associate will work with our Private Advisor team members and will interact directly with high-net-worth clients. The ideal candidate will be the face of the practice and is thorough in their work, operates with a high attention to detail, has strong communication, organization, time management and problem-solving skills, and is driven to develop and grow in their role.
Responsibilities
- Account opening and maintenance
- Transferring assets and money movement
- Completing investment subscription documents
- Cash management & RMDs
- Assisting with client online access
- Responding to account activity and statement inquiries
- Managing life events
- Administrative work as needed
- Provide top quality service to clients and complete administration of client accounts
- Handle operational aspects of client accounts including reporting on account holdings and investment performance, posting daily cash activity, and entering trade instructions
- Generate expense reports for submission using Concur
- Process new accounts and account maintenance, by obtaining all necessary approvals and ensuring all client documentation is returned, completed and approved
- Process all client cashiering requests (money market redemptions, wires, checks, journals, check deposits, etc.)
- Support marketing efforts by promoting client seminars and events
- Offer administrative and office management support to the team
- Prepare client correspondence, obtain necessary management approvals, and transmit
- Review daily activity and reconcile current client activity, funds transfers and previous day’s activity and trades against various clearing firm systems to ensure accuracy
- Oversee client insurance and annuities processes
- Assist in preparation of key documents, PowerPoint presentations and reports for client meetings
- Attend client meetings as necessary and present client performance
- Complete necessary filing and maintain client files
- Attend compliance and continuing education training sessions as required by regulatory agencies and the firm
- Additional duties as assigned
QUALIFICATIONS
- 1-3 years prior client service experience within financial industry, or equivalent experience, preferred
- Series 7 & 66 strongly preferred, and if not, willing to obtain
- BA/BS degree
SKILLS
- Strong client facing, interpersonal, organizational, and client service skills
- Detail-oriented with ability to prioritize and organize workflow
- Ability to work in a fast-paced, high intensity work environment as well as manage multiple tasks effectively with frequent interruptions
- Strong Microsoft Office skills including Excel & PowerPoint
- Experience with eMoney financial planning software a plus
Rockefeller & Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, “Rockefeller”) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (“protected characteristics”).
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.
OPT Investment Management Job Roles in Florida
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Search Investment Management Jobs in FloridaInvestment Management OPT Sponsorship Jobs in Florida: Frequently Asked Questions
Which investment management companies sponsor F-1 OPT visas in Florida?
Florida-based and nationally operating firms with significant Florida presence, including Raymond James Financial (headquartered in St. Petersburg), Fidelity Investments (Jacksonville and Miami offices), BlackRock, and T. Rowe Price, have historically employed F-1 OPT workers in investment management roles. Larger asset managers and broker-dealers tend to have established OPT onboarding processes compared to smaller independent advisory firms.
Which cities in Florida have the most investment management F-1 OPT sponsorship jobs?
Miami is Florida's most active city for investment management hiring, particularly for international finance roles given its Latin American and European client base. Tampa and St. Petersburg follow closely, driven by Raymond James and a growing concentration of wealth management firms. Orlando and Jacksonville also offer opportunities, especially at firms with national operations that maintain regional back-office and analyst teams in those metros.
What types of investment management roles typically qualify for F-1 OPT sponsorship?
Roles that align closely with finance, economics, accounting, or business degree programs tend to qualify under OPT's degree-related employment requirement. Common examples include investment analyst, portfolio analyst, equity research associate, fund operations analyst, and financial planning associate. The key requirement is that the role directly relates to your field of study, which your employer and you are responsible for documenting accurately for USCIS purposes.
How do I find investment management F-1 OPT sponsorship jobs in Florida?
Migrate Mate aggregates investment management positions in Florida that are filtered specifically for F-1 OPT candidates, saving you the time of manually verifying whether a firm supports OPT authorization. You can filter by city, role type, and visa category to find positions in Miami, Tampa, or other Florida metros. Migrate Mate also provides employer sponsorship history, which helps you prioritize firms with a track record of supporting international candidates.
Are there any Florida-specific or industry-specific considerations for F-1 OPT in investment management?
Florida's investment management industry has a notably international character, particularly in Miami, where many firms manage assets for Latin American and Caribbean clients. This can make bilingual candidates with finance backgrounds especially competitive. From an OPT compliance standpoint, FINRA-licensed roles may require additional credentialing timelines that could overlap with your OPT authorization window, so it is worth clarifying licensing expectations with prospective employers during the interview process.