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 JobsLocation: Orlando, FL ; Charlotte, NC
Requisition ID: 2026-121928
Category: Executive
Position type: Regular
Pay range: USD $225,000.00 - $375,000.00 / Year
Application deadline: 2026-06-05
Your opportunity
Managing Director & Divisional Leader_Schwab Wealth Advisory
Role Overview:
Schwab Wealth Advisory is Schwab’s premier fee-based wealth management offering that provides clients with a personal relationship, specialized service, and ongoing advice grounded in Schwab’s approach to core wealth management topics.
Schwab Wealth Advisory helps clients achieve their financial goals through proactive wealth management solutions built on a financial plan and a disciplined investment methodology. The Divisional Leader plays a key role in scaling the business, deepening client relationships, and making it easier to do business with Schwab.
This leader oversees multiple geographies within the region and partners with Regional Leaders to strengthen Schwab’s presence in local markets. As a leader of leaders, the Divisional Leader aligns teams around growth and client outcomes while building capability through coaching, performance management, and employee engagement. Strong virtual leadership is essential to support geographically dispersed teams.
Key Outcomes:
- Lead with strong organizational, people leadership, and wealth management expertise to align teams and deliver growth, retention, financial planning penetration, and CPS results.
- Drive operational excellence through process improvement, innovation, and continuous improvement that increase efficiency and enhance the client experience.
- Define and execute a multi-year roadmap of capabilities and experiences that strengthen Schwab’s competitive position and meet evolving client needs.
- Build high-performing leaders-of-leaders through coaching, mentoring, and development in practice management, wealth management, relationship management, communication, influence, and change leadership.
- Translate strategy for senior leaders, proactively manage risks and issues, and deliver results with integrity and clarity.
- Build strong partnerships across the firm, especially with branch leaders and cross-functional teams, to advance the Schwab Wealth Advisory value proposition and improve efficiency, productivity, and scale.
- Represent Schwab Wealth Advisory’s needs and perspectives and provide leaders with clear updates and support for their organizations.
- Anticipate business needs and shape plans and deployment strategies that elevate priorities and support scalable execution.
What you have
Required Skills & Experience:
- Bachelor’s degree.
- Active FINRA Series 7.
- Active FINRA Series 66 and 9/10; 120-day condition of employment may be considered.
- CFP® or CFA®; 24-month condition of employment may be considered.
- 10+ years in securities or financial services, including leading people leaders; business development preferred.
- Ability to influence, engage, and build consensus across executives, peers, and frontline employees.
- Recognized leader with a strong performance record and success leading and coaching people leaders.
- Strong problem-solving, critical thinking, and attention to detail.
- Strong public speaking and presentation skills.
- Drives accountability for teamwork, collaboration, and results.
- Strong organizational skills and ability to manage multiple priorities.
- Comfortable with ambiguity and leading change.
- Strong discernment and understanding of the Branch Network, Client Service & Support, and Investor Development Team.
- Ability to travel 25–30% and be based in-region or a central supporting location.
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
Location: Orlando, FL ; Charlotte, NC
Requisition ID: 2026-121928
Category: Executive
Position type: Regular
Pay range: USD $225,000.00 - $375,000.00 / Year
Application deadline: 2026-06-05
Your opportunity
Managing Director & Divisional Leader_Schwab Wealth Advisory
Role Overview:
Schwab Wealth Advisory is Schwab’s premier fee-based wealth management offering that provides clients with a personal relationship, specialized service, and ongoing advice grounded in Schwab’s approach to core wealth management topics.
Schwab Wealth Advisory helps clients achieve their financial goals through proactive wealth management solutions built on a financial plan and a disciplined investment methodology. The Divisional Leader plays a key role in scaling the business, deepening client relationships, and making it easier to do business with Schwab.
This leader oversees multiple geographies within the region and partners with Regional Leaders to strengthen Schwab’s presence in local markets. As a leader of leaders, the Divisional Leader aligns teams around growth and client outcomes while building capability through coaching, performance management, and employee engagement. Strong virtual leadership is essential to support geographically dispersed teams.
Key Outcomes:
- Lead with strong organizational, people leadership, and wealth management expertise to align teams and deliver growth, retention, financial planning penetration, and CPS results.
- Drive operational excellence through process improvement, innovation, and continuous improvement that increase efficiency and enhance the client experience.
- Define and execute a multi-year roadmap of capabilities and experiences that strengthen Schwab’s competitive position and meet evolving client needs.
- Build high-performing leaders-of-leaders through coaching, mentoring, and development in practice management, wealth management, relationship management, communication, influence, and change leadership.
- Translate strategy for senior leaders, proactively manage risks and issues, and deliver results with integrity and clarity.
- Build strong partnerships across the firm, especially with branch leaders and cross-functional teams, to advance the Schwab Wealth Advisory value proposition and improve efficiency, productivity, and scale.
- Represent Schwab Wealth Advisory’s needs and perspectives and provide leaders with clear updates and support for their organizations.
- Anticipate business needs and shape plans and deployment strategies that elevate priorities and support scalable execution.
What you have
Required Skills & Experience:
- Bachelor’s degree.
- Active FINRA Series 7.
- Active FINRA Series 66 and 9/10; 120-day condition of employment may be considered.
- CFP® or CFA®; 24-month condition of employment may be considered.
- 10+ years in securities or financial services, including leading people leaders; business development preferred.
- Ability to influence, engage, and build consensus across executives, peers, and frontline employees.
- Recognized leader with a strong performance record and success leading and coaching people leaders.
- Strong problem-solving, critical thinking, and attention to detail.
- Strong public speaking and presentation skills.
- Drives accountability for teamwork, collaboration, and results.
- Strong organizational skills and ability to manage multiple priorities.
- Comfortable with ambiguity and leading change.
- Strong discernment and understanding of the Branch Network, Client Service & Support, and Investor Development Team.
- Ability to travel 25–30% and be based in-region or a central supporting location.
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
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.