Investment Management H-1B Sponsorship Jobs in Florida
H-1B visa sponsorship jobs in investment management are concentrated in Miami, Tampa, and Orlando, where firms like BlackRock, Vanguard, and Raymond James have significant operations. Florida's growing wealth management sector and its position as a gateway to Latin American capital markets make it a consistent source of H-1B filings for portfolio analysts, quantitative researchers, and compliance specialists.
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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.
H-1B Investment Management Job Roles in Florida
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Search Investment Management Jobs in FloridaInvestment Management H-1B Sponsorship Jobs in Florida: Frequently Asked Questions
Which investment management companies sponsor H-1B visas in Florida?
Florida-based firms with a record of H-1B visa filings in investment management include Raymond James Financial, headquartered in St. Petersburg, along with regional offices of BlackRock, Fidelity Investments, and Franklin Templeton. Larger custodial and wealth management platforms operating out of Miami and Tampa also appear regularly in Department of Labor LCA disclosure data for investment-related specialty occupation roles.
Which cities in Florida have the most investment management H-1B sponsorship jobs?
Miami leads the state for investment management H-1B activity, driven by its concentration of hedge funds, private equity firms, and international asset managers. Tampa and St. Petersburg follow closely, anchored by Raymond James and a cluster of institutional asset managers. Orlando has a smaller but growing presence, primarily through wealth management and financial planning firms serving the region's expanding population.
What types of investment management roles typically qualify for H-1B sponsorship?
Roles that consistently qualify include portfolio analyst, quantitative analyst, risk analyst, compliance analyst, and financial engineer, as each typically requires a bachelor's degree or higher in a specific field such as finance, economics, mathematics, or computer science. General relationship manager or sales-oriented positions are less likely to qualify if the employer cannot demonstrate that a specific degree in a relevant discipline is a standard requirement for the role.
How do I find investment management H-1B sponsorship jobs in Florida?
Migrate Mate is built specifically for this search. You can filter by visa type, state, and industry to surface investment management roles in Florida where employers have a documented history of H-1B sponsorship. This saves significant time compared to reviewing general job postings, where sponsorship eligibility is rarely stated clearly. Migrate Mate also provides context on employer sponsorship patterns to help you prioritize applications.
Are there any Florida-specific considerations for H-1B sponsorship in investment management?
Florida has no state income tax, which affects how compensation packages are structured at investment management firms, but it does not change federal H-1B requirements. One relevant consideration is that many Miami-area firms serve international clients and may prefer candidates with foreign language skills or cross-border market experience, which can strengthen a specialty occupation argument. Employers still must meet all standard H-1B prevailing wage and Labor Condition Application requirements regardless of state.
What is the prevailing wage for H-1B investment management jobs in Florida?
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.