Finance H-1B Sponsorship Jobs in Illinois
Illinois is one of the most active states for finance H-1B visa sponsorship, anchored by Chicago's dense concentration of major employers. Banks like JPMorgan Chase, BMO, and Northern Trust, alongside trading firms such as CME Group and Citadel, regularly file H-1B petitions for roles in financial analysis, risk management, and quantitative research across the Chicago metro area.
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Get Access To All JobsINTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
BASIC QUALIFICATIONS
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
- Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Sets and accomplishes goals, achieving whatever one sets their mind to
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently and is comfortable engaging all clients
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
- Likes to learn, adapts to new information and seeks the right solutions for clients
- Efficiently manages time and capacity
- Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
PREFERRED QUALIFICATIONS
- Strong computer skills with an ability to multitask in a demanding environment
- Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
- Obtained insurance licenses
SKILLS
- Account Management
- Advisory
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Active Listening
- Attention to Detail
- Client Solutions Advisory
- Issue Management
- Pipeline Management
- Causation Analysis
- Client Management
- Policies, Procedures, and Guidelines
- Risk Management
- Written Communications
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SHIFT
1st shift (United States of America)
HOURS PER WEEK:
40
INTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
- Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
BASIC QUALIFICATIONS
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
- Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Sets and accomplishes goals, achieving whatever one sets their mind to
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently and is comfortable engaging all clients
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
- Likes to learn, adapts to new information and seeks the right solutions for clients
- Efficiently manages time and capacity
- Thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
PREFERRED QUALIFICATIONS
- Strong computer skills with an ability to multitask in a demanding environment
- Minimum of three years of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
- Obtained insurance licenses
SKILLS
- Account Management
- Advisory
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Active Listening
- Attention to Detail
- Client Solutions Advisory
- Issue Management
- Pipeline Management
- Causation Analysis
- Client Management
- Policies, Procedures, and Guidelines
- Risk Management
- Written Communications
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SHIFT
1st shift (United States of America)
HOURS PER WEEK:
40
H-1B Finance Job Roles in Illinois
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Search Finance Jobs in IllinoisFinance H-1B Sponsorship Jobs in Illinois: Frequently Asked Questions
Which finance companies in Illinois sponsor H-1B visas?
Chicago is home to some of the most active H-1B visa sponsors in finance. Northern Trust, BMO Harris, JPMorgan Chase, and Morningstar have consistent H-1B filing histories for finance roles. Trading and fintech firms including CME Group, Citadel, and Discover Financial Services also appear regularly in Department of Labor disclosure data for Illinois-based petitions.
Which cities in Illinois have the most finance H-1B sponsorship jobs?
Chicago accounts for the overwhelming majority of finance H-1B sponsorship activity in Illinois, particularly in the Loop, River North, and West Loop financial districts. Naperville and Schaumburg have a smaller but notable presence, primarily through back-office and operations roles at regional bank branches and insurance companies headquartered in Chicago's suburbs.
What types of finance roles typically qualify for H-1B sponsorship in Illinois?
Roles that consistently qualify include financial analysts, quantitative analysts, risk managers, compliance officers, investment associates, and actuaries, as each typically requires a bachelor's degree or higher in a specific field like finance, economics, mathematics, or actuarial science. General administrative or sales-oriented finance roles are less likely to meet the specialty occupation standard USCIS applies.
How do I find finance H-1B sponsorship jobs in Illinois?
Migrate Mate filters job listings specifically by visa type and industry, making it straightforward to browse finance roles where Illinois employers have indicated H-1B sponsorship. Rather than manually checking company career pages or DOL disclosure data, Migrate Mate surfaces relevant postings in banking, investment management, and fintech across the Chicago metro and the broader Illinois market.
Are there any Illinois-specific considerations for H-1B sponsorship in finance?
Illinois does not impose state-level visa sponsorship requirements, but Chicago's finance sector is highly competitive, and employers at large institutions often have established immigration counsel and structured sponsorship processes. Firms in commodities trading and derivatives, sectors concentrated in Chicago due to CME Group's presence, tend to be familiar with H-1B sponsorship for quantitative and technology-oriented finance roles.
What is the prevailing wage for H-1B finance jobs in Illinois?
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.