Investment Specialist Visa Sponsorship Jobs in Florida
Investment specialist visa sponsorship jobs in Florida span Miami's international finance corridor, Tampa's growing wealth management sector, and Orlando's expanding financial services hubs. Major employers including Raymond James, Edward Jones, and Wells Fargo Advisors maintain active Florida presences. Roles typically require a finance or economics degree, making H-1B visa sponsorship the most common pathway for international candidates.
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Get Access To All JobsLocation: Orlando, FL
Requisition ID 2026-127945
Category Financial Planning
Position type Regular
Pay range USD $33.17 - $43.27 / Hour
Application deadline 2026-11-06
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
As a Senior Specialist in Fixed Income Service, you will support clients in making informed investment decisions by providing guidance, education, and solutions across fixed income products. You’ll handle inbound client conversations, provide consultative support aligned to client goals, and execute a combination of solicited and unsolicited fixed income trades. You’ll develop expertise across investments including U.S. Treasuries, certificates of deposit, municipal bonds, corporate bonds, government agency bonds, and preferred securities.
This role can help build a strong foundation for a career in wealth management. Through client conversations and exposure to fixed income and portfolio-related topics, you’ll deepen your investment knowledge and strengthen skills in understanding financial goals, explaining complex concepts, assessing needs and risk, and guiding investment decisions. It’s an ideal next step for someone who values continuous learning and wants to grow within financial services and wealth management.
What you have
Required Qualifications
- Consultative Communication: Ability to explain complex financial concepts clearly and build trust with clients.
- Problem Solving: Proven ability to resolve challenging client situations and de-escalate when necessary, using empathy, active listening, and professionalism.
- Critical Thinking: Ability to evaluate client needs, assess risk, and identify appropriate solutions.
- Coachability: Demonstrates openness to feedback, learning agility, and a commitment to continuous improvement.
Additional Requirements
- Active FINRA Series 7 license
- Active FINRA Series 63 or 66 license
- Experience interacting with clients in a proactive, consultative service environment
- Strong time management, attention to detail, and risk awareness when executing trades
Preferred Qualifications
- Bachelor’s degree or equivalent professional experience
- Experience with fixed income products, including Treasuries, municipals, corporates, CDs, and ETFs
- Experience or interest in conducting portfolio-related and investment planning conversations, with a desire to continue developing broader wealth management knowledge and capabilities
- Experience working in a collaborative, team-based environment
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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
Requisition ID 2026-127945
Category Financial Planning
Position type Regular
Pay range USD $33.17 - $43.27 / Hour
Application deadline 2026-11-06
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
We believe in the importance of in-office collaboration and fully intend for the selected candidate for this role to work on site in the specified location(s).
As a Senior Specialist in Fixed Income Service, you will support clients in making informed investment decisions by providing guidance, education, and solutions across fixed income products. You’ll handle inbound client conversations, provide consultative support aligned to client goals, and execute a combination of solicited and unsolicited fixed income trades. You’ll develop expertise across investments including U.S. Treasuries, certificates of deposit, municipal bonds, corporate bonds, government agency bonds, and preferred securities.
This role can help build a strong foundation for a career in wealth management. Through client conversations and exposure to fixed income and portfolio-related topics, you’ll deepen your investment knowledge and strengthen skills in understanding financial goals, explaining complex concepts, assessing needs and risk, and guiding investment decisions. It’s an ideal next step for someone who values continuous learning and wants to grow within financial services and wealth management.
What you have
Required Qualifications
- Consultative Communication: Ability to explain complex financial concepts clearly and build trust with clients.
- Problem Solving: Proven ability to resolve challenging client situations and de-escalate when necessary, using empathy, active listening, and professionalism.
- Critical Thinking: Ability to evaluate client needs, assess risk, and identify appropriate solutions.
- Coachability: Demonstrates openness to feedback, learning agility, and a commitment to continuous improvement.
Additional Requirements
- Active FINRA Series 7 license
- Active FINRA Series 63 or 66 license
- Experience interacting with clients in a proactive, consultative service environment
- Strong time management, attention to detail, and risk awareness when executing trades
Preferred Qualifications
- Bachelor’s degree or equivalent professional experience
- Experience with fixed income products, including Treasuries, municipals, corporates, CDs, and ETFs
- Experience or interest in conducting portfolio-related and investment planning conversations, with a desire to continue developing broader wealth management knowledge and capabilities
- Experience working in a collaborative, team-based environment
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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 Specialist Job Roles in Florida
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Search Investment Specialist Jobs in FloridaInvestment Specialist Jobs in Florida: Frequently Asked Questions
Which companies sponsor visas for investment specialists in Florida?
Florida-based financial firms with documented H-1B sponsorship history for investment and financial analyst roles include Raymond James Financial, headquartered in St. Petersburg, along with large national institutions like Wells Fargo, JPMorgan Chase, and Morgan Stanley operating across Miami, Tampa, and Jacksonville. Regional wealth management firms and insurance-linked investment divisions also sponsor, particularly for candidates with CFA credentials or advanced finance degrees.
Which visa types realistically fit investment specialist roles in Florida?
Investment specialist roles qualify as specialty occupations because they typically require a bachelor's degree in finance, economics, or a related field. H-1B is the primary pathway, subject to an annual cap and selection process. Australian nationals can pursue the E-3 visa, which has a separate cap and no lottery. Chilean and Singaporean nationals may qualify under H-1B1 visa. F-1 students can work via OPT while pursuing full-time sponsorship. TN visa does not cover investment specialist roles.
Which cities in Florida have the most investment specialist sponsorship jobs?
Miami leads Florida for investment specialist sponsorship opportunities, driven by its concentration of international banks, private equity offices, and Latin American wealth management activity. Tampa follows, anchored by Raymond James and a growing fintech sector. Jacksonville hosts several major bank operations centers. Orlando and Boca Raton also see activity, particularly from insurance-affiliated investment firms and regional broker-dealers serving Florida's large retiree population.
How to find investment specialist visa sponsorship jobs in Florida?
Migrate Mate lists Florida employers with verified visa sponsorship history for investment and financial advisory roles, searchable by city and role type. Because not every investment firm advertises sponsorship willingness upfront, filtering by employers with active H-1B or E-3 visa LCA filing history saves significant time. Migrate Mate's database focuses specifically on sponsoring employers, making it more targeted than a general job search for international candidates.
Are there state-specific factors that affect visa sponsorship for investment specialists in Florida?
Florida's lack of state income tax attracts high-net-worth clients and encourages firms to expand their investment advisory headcount, which can support sponsorship decisions. Miami's status as a hub for Latin American capital flows creates demand for bilingual investment specialists with international finance backgrounds. Florida also hosts several large university finance programs, including at the University of Florida and University of Miami, that create local pipelines connecting international graduates to sponsoring employers.
What is the prevailing wage for sponsored investment specialist 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.