Investment Management H-1B Sponsorship Jobs in Idaho
H-1B visa sponsorship jobs in investment management are limited in Idaho, but opportunities exist through regional wealth management firms, financial advisory practices, and asset management companies operating in Boise and the Treasure Valley. Firms serving Idaho's growing high-net-worth population and agricultural investment sectors occasionally sponsor H-1B workers for specialized analytical and portfolio management roles.
Find Investment Management JobsOverview
Showing 5 of 18+ Investment Management H-1B Sponsorship Jobs in Idaho
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all Investment Management H-1B Sponsorship Jobs in Idaho
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Management H-1B Sponsorship Jobs in Idaho.
Get Access To All JobsAt Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
Do you love client service and work that requires excellent attention to detail? Do you want to make a real difference in people’s lives? Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. The paraplanner will primarily assist financial advisors and associate financial advisors with client service and financial planning workflow. Create and deliver an exceptional client experience that differentiates our practice. This position will consistently follow high standards of business and professional ethics while following legal and regulatory requirements.
This position allows the advisor the assurance they to know that their practice is being maintained and supported within Ameriprise Financial guidelines.
Position Functions:
- Maintain client management system
- Call clients and prospects to set up appointments
- Respond to client requests, coordinate/track projects and manage business-as-usual projects such as setting and preparing for annual reviews
- Attend, participate in and/or conduct client meetings as needed
- Write notes or letters to clients on personal letterhead of administrative nature and handle client appreciation – “surprise and delight!”
- Coordinate client appreciation events and seminars
- Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings when licensed
- Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables when licensed
- Provide insight and recommendations to effectively use key marketing tools (MOD, Go Social, Advisor website, etc.) that help grow our practice
- Complete transaction requests as directed by financial advisors and associate financial advisors
- Maintain files and records in accordance with the records retention policy
- Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties assigned by the advisors.
Key Traits of a Successful Paraplanner:
- Friendly, polite and clear phone manner
- Exceptional attention to detail and organization
- Strong organizational and computer skills
- Effective communication with clients and other advisors/staff
- Effective and efficient time management
- Ability to multi-task
- Ability to adhere to rules and regulations as stated and required by advisors and Ameriprise Financial
- Ability to support and provide guidance for compliance within the advisor’s practice
- Positive attitude and sincere willingness to learn and grow
Education and Other Designations:
- College degree or higher
- 2+ years of similar experience
- Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses.
Pay:
- Excellent pay correlating to qualifications and experience with potential for bonuses.
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.
This position is with an Ameriprise Financial Franchise owner.
Job Description
Do you love client service and work that requires excellent attention to detail? Do you want to make a real difference in people’s lives? Step into an instrumental role. Help conduct the smooth operation of a fast-paced and friendly financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. The paraplanner will primarily assist financial advisors and associate financial advisors with client service and financial planning workflow. Create and deliver an exceptional client experience that differentiates our practice. This position will consistently follow high standards of business and professional ethics while following legal and regulatory requirements.
This position allows the advisor the assurance they to know that their practice is being maintained and supported within Ameriprise Financial guidelines.
Position Functions:
- Maintain client management system
- Call clients and prospects to set up appointments
- Respond to client requests, coordinate/track projects and manage business-as-usual projects such as setting and preparing for annual reviews
- Attend, participate in and/or conduct client meetings as needed
- Write notes or letters to clients on personal letterhead of administrative nature and handle client appreciation – “surprise and delight!”
- Coordinate client appreciation events and seminars
- Prepare preliminary financial planning recommendations and initial product solutions for advisor review and use in client meetings when licensed
- Develop portfolio/robust product solution recommendations that will fit the client’s risk tolerance and time frame as well as develop appropriate product deliverables when licensed
- Provide insight and recommendations to effectively use key marketing tools (MOD, Go Social, Advisor website, etc.) that help grow our practice
- Complete transaction requests as directed by financial advisors and associate financial advisors
- Maintain files and records in accordance with the records retention policy
- Responsibilities and time allocation will change over time to meet the needs of the practice and can include other duties assigned by the advisors.
Key Traits of a Successful Paraplanner:
- Friendly, polite and clear phone manner
- Exceptional attention to detail and organization
- Strong organizational and computer skills
- Effective communication with clients and other advisors/staff
- Effective and efficient time management
- Ability to multi-task
- Ability to adhere to rules and regulations as stated and required by advisors and Ameriprise Financial
- Ability to support and provide guidance for compliance within the advisor’s practice
- Positive attitude and sincere willingness to learn and grow
Education and Other Designations:
- College degree or higher
- 2+ years of similar experience
- Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses.
Pay:
- Excellent pay correlating to qualifications and experience with potential for bonuses.
Full-Time/Part-Time
Full time
Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.
We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.
H-1B Investment Management Job Roles in Idaho
See all Investment Management H-1B Jobs in Idaho
Sign up for free to filter by visa type, set job alerts, and find employers with verified sponsorship history.
Search Investment Management Jobs in IdahoInvestment Management H-1B Sponsorship Jobs in Idaho: Frequently Asked Questions
Which investment management companies sponsor H-1B visas in Idaho?
Idaho's investment management H-1B visa sponsors are concentrated among regional wealth management firms, bank trust departments, and financial advisory companies headquartered in Boise. Employers like Zions Bancorporation affiliates and national firms with Idaho offices have filed H-1B Labor Condition Applications for investment-related roles. Sponsorship activity is modest compared to major financial centers, so researching DOL LCA disclosure data for Idaho filings is the most reliable way to identify active sponsors.
Which cities in Idaho have the most investment management H-1B sponsorship jobs?
Boise accounts for the majority of investment management H-1B sponsorship activity in Idaho, as it is the state's primary financial hub and home to most registered investment advisers and wealth management firms. Idaho Falls and Coeur d'Alene have smaller but present financial services communities. Candidates should focus their search on the Boise-Nampa metropolitan area, where employer density and H-1B filing history are meaningfully higher than elsewhere in the state.
What types of investment management roles typically qualify for H-1B sponsorship?
Roles that routinely qualify for H-1B sponsorship in investment management include portfolio analysts, quantitative analysts, financial analysts, research analysts, and compliance specialists, since these positions generally require a bachelor's degree or higher in a specific field such as finance, economics, mathematics, or statistics. Generalist client-facing roles or positions where any bachelor's degree is accepted regardless of field are less likely to meet the specialty occupation standard USCIS requires for H-1B approval.
How do I find investment management H-1B sponsorship jobs in Idaho?
Migrate Mate is built specifically for international job seekers and filters investment management roles by visa sponsorship type, including H-1B, so you can search Idaho opportunities without sifting through positions that don't offer sponsorship. Because Idaho's investment management market is smaller than coastal hubs, setting up alerts and checking Migrate Mate regularly is useful, as sponsored roles appear less frequently and can move quickly once posted.
Are there any Idaho-specific considerations for H-1B sponsorship in investment management?
Idaho's investment management sector is largely driven by wealth management for agricultural landowners, real estate investors, and the technology workforce concentrated in the Boise metro. This means H-1B demand tends to favor analysts with backgrounds in alternative assets, agricultural finance, or technology-sector equity analysis. Idaho has no state income tax on wages earned outside the state but does tax wages earned within it, which is a practical consideration for candidates relocating from abroad or from no-income-tax states.
What is the prevailing wage for H-1B investment management jobs in Idaho?
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.