Investment Consultant Visa Sponsorship Jobs in Illinois
Investment consultant visa sponsorship jobs in Illinois are concentrated in Chicago's financial district, home to firms like Northern Trust, Morningstar, and William Blair. The city's depth in asset management, wealth advisory, and institutional investing creates consistent demand for credentialed consultants, with additional opportunities in suburban hubs like Naperville and Schaumburg.
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Get Access To All JobsThe Opportunity
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. We are proud of our employee-owned culture, built on collaboration and shared success, empowering our professionals to develop meaningful relationships, pursue growth opportunities and make a lasting impact for our clients and communities. Mesirow has been named one of the Best Places to Work in Chicago by Crain’s Chicago Business multiple times and is one of Barron’s Top 100 RIA firms.
The Mesirow Fiduciary Solutions division provides fiduciary partnership, investment management, asset allocation, and guaranteed retirement income product allocation services to institutional clients in the financial services industry, primarily in the defined contribution space.
Mesirow Fiduciary Solutions division is seeking a highly motivated, detail-oriented Investment Consultant to join our team in our Chicago headquarters. The ideal candidate thrives in a fast-paced, dynamic environment and is eager to develop a broad skill set. In this role, the Investment Consultant will conduct in-depth investment research and data analysis, collaborate with peers and senior leadership, and deliver exceptional service to our institutional clients. At the outset, the Investment Consultant will focus on building a strong foundation in our reporting and technology systems, as well as our due diligence process, through rigorous on-the-job learning. As proficiency develops and the Consultant demonstrates the ability to manage projects independently with minimal oversight, responsibilities will expand to include greater client-facing engagement and opportunities for project leadership.
Responsibilities:
Client team
- Serve on institutional client teams, creating and reviewing recurring client reports.
- Build long-term client relationships by demonstrating credibility through a thorough understanding of our workflows.
- Contribute to recurring client calls and quarterly investment review calls, covering investment strategies and the market environment.
- Lead the completion of ad-hoc requests from our sales team, interacting with prospective and existing institutional clients.
- Participate in additional client projects.
Investment due diligence
- Develop a deep understanding of the team’s investment methodology.
- Conduct in-depth quantitative and qualitative investment research of mutual funds, collective investment trusts, and other investment types commonly used for retirement investing.
- Learn and independently use reporting and research tools.
- Stay current on market events and industry trends.
Other
- Play a meaningful role in the quarterly reporting cycle by developing a thorough understanding of internal systems and processes.
- Collaborate with others on the Investment Consulting team and the Technology team to test new systems and enhancements.
- Manage ad-hoc projects and contribute to team initiatives.
Requirements
- Bachelor’s or Master’s degree in finance, economics, mathematics, statistics, or a related field
- CFA designation or progress towards CFA designation preferred.
- 1 – 5 years’ experience in investment consulting, retirement planning, or a related investment field (internship counts). Compensation is variable and commensurate with education level and experience.
- Strong attention to detail, ability to meet deadlines, and proficiency in handling large data sets independently and accurately.
- Demonstrated passion, intellectual curiosity, and a collaborative, positive attitude.
- Ability to take direction and proactively follow through on tasks.
- Intermediate to advanced Excel skills required; familiarity with investment databases (e.g., Morningstar Direct) preferred but not required.
- Excellent organizational, time management, prioritization, research, and collaboration skills, with the ability to process information quickly.
- Series 7 and 66 Licenses required within one year of start date.
Ability to work onsite at our Chicago office, which adheres to a hybrid schedule.
In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $70,000 and $120,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which also provides the opportunity for a performance-based bonus and the Mesirow benefit program.
EOE
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
The Opportunity
Mesirow is an independent, employee-owned financial services firm founded in 1937. Headquartered in Chicago, with offices around the world, we serve clients through a personal, custom approach to reaching financial goals and acting as a force for social good. With capabilities spanning Private Capital & Currency, Capital Markets & Investment Banking, and Advisory Services, we invest in what matters: our clients, our communities and our culture. We are proud of our employee-owned culture, built on collaboration and shared success, empowering our professionals to develop meaningful relationships, pursue growth opportunities and make a lasting impact for our clients and communities. Mesirow has been named one of the Best Places to Work in Chicago by Crain’s Chicago Business multiple times and is one of Barron’s Top 100 RIA firms.
The Mesirow Fiduciary Solutions division provides fiduciary partnership, investment management, asset allocation, and guaranteed retirement income product allocation services to institutional clients in the financial services industry, primarily in the defined contribution space.
Mesirow Fiduciary Solutions division is seeking a highly motivated, detail-oriented Investment Consultant to join our team in our Chicago headquarters. The ideal candidate thrives in a fast-paced, dynamic environment and is eager to develop a broad skill set. In this role, the Investment Consultant will conduct in-depth investment research and data analysis, collaborate with peers and senior leadership, and deliver exceptional service to our institutional clients. At the outset, the Investment Consultant will focus on building a strong foundation in our reporting and technology systems, as well as our due diligence process, through rigorous on-the-job learning. As proficiency develops and the Consultant demonstrates the ability to manage projects independently with minimal oversight, responsibilities will expand to include greater client-facing engagement and opportunities for project leadership.
Responsibilities:
Client team
- Serve on institutional client teams, creating and reviewing recurring client reports.
- Build long-term client relationships by demonstrating credibility through a thorough understanding of our workflows.
- Contribute to recurring client calls and quarterly investment review calls, covering investment strategies and the market environment.
- Lead the completion of ad-hoc requests from our sales team, interacting with prospective and existing institutional clients.
- Participate in additional client projects.
Investment due diligence
- Develop a deep understanding of the team’s investment methodology.
- Conduct in-depth quantitative and qualitative investment research of mutual funds, collective investment trusts, and other investment types commonly used for retirement investing.
- Learn and independently use reporting and research tools.
- Stay current on market events and industry trends.
Other
- Play a meaningful role in the quarterly reporting cycle by developing a thorough understanding of internal systems and processes.
- Collaborate with others on the Investment Consulting team and the Technology team to test new systems and enhancements.
- Manage ad-hoc projects and contribute to team initiatives.
Requirements
- Bachelor’s or Master’s degree in finance, economics, mathematics, statistics, or a related field
- CFA designation or progress towards CFA designation preferred.
- 1 – 5 years’ experience in investment consulting, retirement planning, or a related investment field (internship counts). Compensation is variable and commensurate with education level and experience.
- Strong attention to detail, ability to meet deadlines, and proficiency in handling large data sets independently and accurately.
- Demonstrated passion, intellectual curiosity, and a collaborative, positive attitude.
- Ability to take direction and proactively follow through on tasks.
- Intermediate to advanced Excel skills required; familiarity with investment databases (e.g., Morningstar Direct) preferred but not required.
- Excellent organizational, time management, prioritization, research, and collaboration skills, with the ability to process information quickly.
- Series 7 and 66 Licenses required within one year of start date.
Ability to work onsite at our Chicago office, which adheres to a hybrid schedule.
In accordance with the Illinois Pay Transparency Law, the anticipated hiring base salary for the role will be between $70,000 and $120,000 per year. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which also provides the opportunity for a performance-based bonus and the Mesirow benefit program.
EOE
Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Investment Consultant Job Roles in Illinois
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Search Investment Consultant Jobs in IllinoisInvestment Consultant Jobs in Illinois: Frequently Asked Questions
Which visa types realistically fit investment consultant roles in Illinois?
Investment consultant roles typically qualify as specialty occupations requiring a bachelor's degree in finance, economics, or a related field, making the H-1B visa the primary path. Australian nationals can pursue the E-3 visa, and Chilean and Singaporean nationals may use the H-1B1 visa. F-1 students may work via OPT while seeking employer sponsorship. A green card through EB-2 or EB-3 is also an option for longer-term permanent residence.
Which companies sponsor visas for investment consultants in Illinois?
Chicago-based firms with consistent investment consulting hiring and visa sponsorship history include Northern Trust, Morningstar, Nuveen, William Blair, and Baird. Large national banks with major Illinois operations, such as BMO and JPMorgan Chase, also sponsor investment professionals. Consulting firms like Aon and Envestnet, both headquartered in Chicago, regularly hire investment consultants and have filed LCAs for similar specialty occupation roles.
How to find investment consultant visa sponsorship jobs in Illinois?
Migrate Mate lists Illinois employers with verified visa sponsorship history for investment consultant roles, so you can focus your search on firms that have already demonstrated willingness to sponsor. Filtering by city lets you target Chicago's Loop and River North financial corridors specifically. Because sponsorship history is verified through DOL filing data, you avoid applying to employers who lack a track record of supporting international hires in this role category.
Which cities in Illinois have the most investment consultant sponsorship jobs?
Chicago accounts for the large majority of investment consultant sponsorship activity in Illinois, driven by its concentration of asset managers, wealth management firms, and financial institutions in the Loop and River North neighborhoods. Suburbs with notable financial services presence include Naperville, Oak Brook, and Schaumburg, where regional offices of national firms operate. Smaller markets like Peoria and Rockford have limited sponsorship activity for this role.
Are there state-specific factors that affect visa sponsorship for investment consultants in Illinois?
Illinois does not impose additional state-level licensing requirements specific to visa sponsorship, but investment consultants often need FINRA registrations such as Series 65 or 66, which apply regardless of immigration status. Chicago's status as a Midwest financial hub means employers are generally familiar with H-1B and E-3 processes. The University of Chicago, Northwestern, and University of Illinois produce finance graduates who feed local employer pipelines, increasing employer familiarity with international hiring in this field.
What is the prevailing wage for sponsored investment consultant 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.