Investment Analyst Visa Sponsorship Jobs in Massachusetts
Massachusetts is one of the strongest states for investment analyst visa sponsorship, with major financial firms, asset managers, and institutional investors concentrated in Boston's financial district and along Route 128. Top employers include Fidelity Investments, State Street, Wellington Management, and Putnam Investments, all with established international hiring track records.
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Get Access To All JobsLocation: Chestnut Hill, MA
Requisition ID 2026-128804
Category Retail Branch
Position type Regular
Pay range USD $68,300.00 - $103,400.00 / Year
Application deadline 2026-11-02
Your opportunity
Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.
Why you’re set up for success
You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve.
- Schwab Training and Development
To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.
- Career Pathing
As your career evolves, Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community.
You'll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time.
- Competitive Compensation
This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time.
What you have
The expertise you bring:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) as it will be required during your tenure on the job
- Obtaining or acquiring Life & Health Insurance as it will be required during your tenure on the job
- CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)
The skills you bring:
- Business Development
Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.
Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management.
- Relationship Building
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by using a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients’ progress toward achieving their goals.
- Investment Strategies and Financial Planning
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
Ability to adapt and implement change as the market and business conditions evolve.
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: Chestnut Hill, MA
Requisition ID 2026-128804
Category Retail Branch
Position type Regular
Pay range USD $68,300.00 - $103,400.00 / Year
Application deadline 2026-11-02
Your opportunity
Schwab’s branch team is at the heart of our commitment to helping clients own their financial futures. As a Financial Consultant, you’ll combine planning expertise with a thoughtful approach to holistic financial guidance including investing, retirement readiness, and education goals—serving as a trusted partner who guides clients through life’s financial decisions with clarity and empathy.
Why you’re set up for success
You’ll start with a book of existing Schwab clients, giving you a strong foundation to build lasting relationships and grow your practice. Your relationship-building and communication skills will help deepen client connections and create meaningful impacts into the lives of the people and communities you serve.
- Schwab Training and Development
To set you up for success, you’ll complete our comprehensive training through Wealth Management University, a four-week virtual experience led by live facilitators, followed by an immersive weeklong bootcamp to connect with peers and learn from experts.
After completing Wealth Management University, your individualized development continues through hands-on training and mentorship within your branch. You’ll collaborate closely with your branch manager, experienced peers, and dedicated mentors who provide guidance tailored to your unique background and career goals.
- Career Pathing
As your career evolves, Schwab’s four-level Financial Consultant track offers a clear path for advancement, recognition, and leadership—empowering you to shape your future and make a difference for yourself, your clients, and your community.
You'll be supported by leaders who champion your development, invest in continuous learning, and empower you to expand your skills and responsibilities over time.
- Competitive Compensation
This position offers a competitive base salary complemented by a performance-driven incentive plan, providing unlimited earning potential from day one. As you continue to build relationships and grow your book of business, your compensation will increase—rewarding your commitment and tenure in the role with greater earning opportunities over time.
What you have
The expertise you bring:
- A valid and active FINRA Series 7 license required
- Obtaining or acquiring FINRA Series 66 (63/65) as it will be required during your tenure on the job
- Obtaining or acquiring Life & Health Insurance as it will be required during your tenure on the job
- CFP® Certification is a plus. (If you have not obtained the CFP designation yet, we encourage your professional development with Tuition Reimbursement and our internal CFP Cohort Program)
The skills you bring:
- Business Development
Proactively engage in warm outreach to existing and prospective clients, maintaining consistent sales activity to grow the book of business and strengthen client relationships.
Passion for community engagement to share and engage clients in discussion about market conditions, sound investing principles, and ideal wealth and long-term investment strategies for their personal situation.
Desire to provide outstanding investor experience in addition to furthering your own professional development in Wealth Management.
- Relationship Building
Ability to build strong relationships, engage and encourage trust, and deepen the client relationship by using a focused client communication strategy, and exceeding client expectations.
Strong candidates will also learn to leverage our team of Schwab specialists, Schwab advice guidelines, your knowledge of the markets, and your ability to inspire action to help your clients’ progress toward achieving their goals.
- Investment Strategies and Financial Planning
Openness to manage wealth on behalf of our clients including: Retirement Planning, Education Planning, Investment Management, Banking & Lending Management, Insurance & Risk Management, and Estate Planning.
Ability to adapt and implement change as the market and business conditions evolve.
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 Analyst Job Roles in Massachusetts
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Search Investment Analyst Jobs in MassachusettsInvestment Analyst Jobs in Massachusetts: Frequently Asked Questions
Which companies sponsor visas for investment analysts in Massachusetts?
Boston-based firms with consistent investment analyst sponsorship histories include Fidelity Investments, State Street Corporation, Wellington Management, Putnam Investments, and GMO. Major banks with Massachusetts operations, such as Bank of America and Morgan Stanley, also sponsor investment analyst roles. Private equity and venture capital firms in the Boston area sponsor less frequently but do file for senior analysts with specialized quantitative or sector expertise.
Which visa types are most common for investment analyst roles in Massachusetts?
The H-1B visa is the most common visa for investment analysts in Massachusetts, as the role typically qualifies as a specialty occupation requiring at least a bachelor's degree in finance, economics, or a related field. Candidates from Australia may pursue the E-3 visa. Those with Canadian or Mexican citizenship may qualify under the TN visa. Highly accomplished analysts may qualify for the O-1A based on extraordinary ability.
Which cities in Massachusetts have the most investment analyst sponsorship jobs?
Boston accounts for the overwhelming majority of investment analyst sponsorship jobs in Massachusetts, driven by its concentration of asset managers, mutual fund companies, and institutional investors in the Financial District and Back Bay. Cambridge also has demand, particularly from endowment offices and venture-adjacent firms. Waltham and Burlington, along the Route 128 corridor, host regional offices of larger financial institutions that occasionally hire sponsored analysts.
How to find investment analyst visa sponsorship jobs in Massachusetts?
Migrate Mate is the most direct way to find investment analyst visa sponsorship jobs in Massachusetts. The platform filters job listings specifically to roles where employers have a documented sponsorship history, saving you the step of screening out firms that don't sponsor. You can filter by state and role to surface Massachusetts-based investment analyst positions from asset managers, banks, and institutional investors actively open to international candidates.
Are there any state-specific considerations for investment analysts seeking sponsorship in Massachusetts?
Massachusetts has a deep pipeline of international finance talent through institutions like Harvard, MIT, and Boston University, which means sponsored analysts often arrive through OPT before transitioning to H-1B. The state's financial sector is heavily regulated, so roles in portfolio management or securities research require careful job description alignment to meet specialty occupation standards. The prevailing wage requirement applies statewide and is benchmarked to Massachusetts market rates, which reflect the Boston metro cost of living.
What is the prevailing wage for sponsored investment analyst jobs in Massachusetts?
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.