Investment Consultant Visa Sponsorship Jobs in Florida
Investment consultant visa sponsorship jobs in Florida are concentrated in Miami, Tampa, and Orlando, where major financial firms including Raymond James, Ameriprise Financial, and Edward Jones maintain active hiring operations. Florida's status as a gateway for Latin American capital and wealth management activity creates steady demand for internationally trained investment professionals seeking H-1B visa and other specialty occupation sponsorship.
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Get Access To All JobsLocation: Tampa, FL
Requisition ID 2026-129888
Category Retail Branch
Position type Regular
Pay range USD $27.40 - $39.28 / Hour
Application deadline 2026-11-13
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:
- Currently hold or obtain, under a condition of employment, the FINRA Series 7 license required.
- Currently hold or obtain, under a condition of employment, 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: Own goals with persistence, drive, and a growth mindset focused on continuous improvement and business impact.
Adaptability: Feedback quickly and adjust to changing client needs, priorities, and information with a flexible, solutions-focused approach.
Time Management: Prioritize outreach, follow-up, development, and daily responsibilities to stay organized and deliver consistent results.
Influencing Others: Use active listening, thoughtful questions, and clear communication to build trust and guide client decisions.
Entrepreneurial Orientation: Take initiative to grow client relationships, pursue opportunities, and navigate challenges with resilience and resourcefulness.
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.
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: Tampa, FL
Requisition ID 2026-129888
Category Retail Branch
Position type Regular
Pay range USD $27.40 - $39.28 / Hour
Application deadline 2026-11-13
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:
- Currently hold or obtain, under a condition of employment, the FINRA Series 7 license required.
- Currently hold or obtain, under a condition of employment, 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: Own goals with persistence, drive, and a growth mindset focused on continuous improvement and business impact.
Adaptability: Feedback quickly and adjust to changing client needs, priorities, and information with a flexible, solutions-focused approach.
Time Management: Prioritize outreach, follow-up, development, and daily responsibilities to stay organized and deliver consistent results.
Influencing Others: Use active listening, thoughtful questions, and clear communication to build trust and guide client decisions.
Entrepreneurial Orientation: Take initiative to grow client relationships, pursue opportunities, and navigate challenges with resilience and resourcefulness.
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.
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 Consultant Job Roles in Florida
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Search Investment Consultant Jobs in FloridaInvestment Consultant Jobs in Florida: Frequently Asked Questions
Which companies in Florida sponsor visas for investment consultants?
Raymond James Financial, headquartered in St. Petersburg, is one of Florida's largest sponsors for investment-related specialty occupations. Wealth management firms along Miami's Brickell Avenue corridor, including regional offices of Morgan Stanley and Wells Fargo Advisors, also have sponsorship histories for roles requiring a finance or economics degree. Boutique registered investment advisors in Tampa and Orlando occasionally sponsor for senior consultant positions as well.
What visa types realistically fit investment consultant roles in Florida?
The H-1B is the most common path, since investment consultant roles at the professional level qualify as specialty occupations requiring a bachelor's degree in finance, economics, or a related field. Employers file a Labor Condition Application with DOL and an I-129 petition with USCIS. The H-1B1 visa applies to Chilean and Singaporean nationals. The E-3 visa covers Australian nationals. A green card via EB-2 or EB-3 is possible after several years of sponsored employment. OPT allows F-1 students to work temporarily without employer-filed petitions.
How to find investment consultant visa sponsorship jobs in Florida?
Migrate Mate lists Florida employers with verified visa sponsorship histories for investment consultant roles, letting you search specifically within cities like Miami, Tampa, and Orlando. Because the platform focuses on employers who have demonstrated sponsorship activity, it filters out postings from firms unlikely to support work authorization. This saves significant time compared to applying broadly and discovering sponsorship availability only late in the hiring process.
Which Florida cities have the most investment consultant sponsorship jobs?
Miami leads due to its concentration of international private banks, family offices, and cross-border wealth management firms serving Latin American clients, making it particularly receptive to multilingual investment professionals. Tampa is home to Raymond James and a growing fintech sector that supports advisory roles. Orlando's financial services market is smaller but expanding. Fort Lauderdale and West Palm Beach also host several registered investment advisors and brokerage offices that hire at the consultant level.
Are there state-specific factors that affect visa sponsorship for investment consultants in Florida?
Florida's large international population and position as a hub for cross-border capital flows mean that bilingual or internationally credentialed investment professionals are in demand, particularly in Miami. Florida does not impose a state income tax, which some employers factor into compensation benchmarking for prevailing wage compliance under H-1B LCA filings. Florida State University, the University of Florida, and the University of Miami all produce finance graduates who enter the OPT pipeline and may transition to employer-sponsored status at Florida-based advisory firms.
What is the prevailing wage for sponsored investment consultant 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.