Investment Associate Visa Sponsorship Jobs in Massachusetts
Massachusetts is one of the most active states for investment associate hiring, with major financial institutions, private equity firms, and venture capital funds concentrated in Boston's Financial District and Cambridge. Firms like Wellington Management, Fidelity Investments, and State Street regularly hire for investment associate roles, and many have established H-1B visa sponsorship 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 Associate Job Roles in Massachusetts
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Search Investment Associate Jobs in MassachusettsInvestment Associate Jobs in Massachusetts: Frequently Asked Questions
Which companies sponsor visas for investment associates in Massachusetts?
Several large asset managers and financial institutions in Massachusetts have consistent H-1B sponsorship histories for investment associate roles. Wellington Management, Fidelity Investments, State Street, and Putnam Investments are among the more active sponsors in Boston. Venture capital and private equity firms in Cambridge and the Seaport District also hire internationally, though sponsorship availability varies significantly by firm size and structure.
Which visa types are most common for investment associate roles in Massachusetts?
The H-1B is the most common visa for investment associates in Massachusetts, given that the role typically requires a bachelor's degree or higher in finance, economics, or a related field, meeting the specialty occupation standard. Candidates with an MBA from a Massachusetts university may have OPT available as a bridge. The O-1A is an option for candidates with exceptional track records, though it requires substantial documentation.
Which cities in Massachusetts have the most investment associate sponsorship jobs?
Boston concentrates the majority of investment associate sponsorship opportunities in Massachusetts, particularly in the Financial District, Back Bay, and the Seaport District. Cambridge has a smaller but active cluster tied to venture capital and growth equity firms, often connected to the MIT and Harvard ecosystems. Worcester and other secondary cities have limited activity in this role category compared to Greater Boston.
How to find investment associate visa sponsorship jobs in Massachusetts?
Migrate Mate filters investment associate jobs in Massachusetts specifically by visa sponsorship, so you're not sorting through postings from employers who won't sponsor. Because Boston's financial sector includes both large institutions and smaller funds, sponsorship willingness varies considerably. Searching on Migrate Mate lets you focus your outreach on firms that have already indicated they sponsor international candidates for investment associate positions.
Are there any Massachusetts-specific considerations for investment associates seeking visa sponsorship?
Massachusetts has a high concentration of graduate finance programs at Harvard, MIT Sloan, and Boston University, which means firms here are accustomed to recruiting internationally and understand OPT-to-H-1B transitions. The state's strong CFA exam participation culture also means credential-based hiring is common. However, smaller private equity and hedge fund structures sometimes lack the HR infrastructure to sponsor visas, so firm size matters when targeting sponsors.
What is the prevailing wage for sponsored investment associate 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.