Investment Visa Sponsorship Jobs in Minnesota
Minnesota's investment sector spans asset management firms in Minneapolis, financial services giants like U.S. Bancorp and Ameriprise Financial, and a growing fintech scene in the Twin Cities. International candidates pursuing investment roles, from portfolio analysis to wealth management, will find active visa sponsorship activity concentrated in Minneapolis and Saint Paul.
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Get Access To All JobsINTRODUCTION
Our team is seeking an ambitious individual who thrives in a fast-paced, team-focused work environment to join us as an Investment Specialist. This role serves as a primary link between internal departments, our corporate home office, and the clients we serve. Successful completion of responsibilities in this role enables the team to focus on revenue-generating activities while fostering and maintaining impactful, enduring client relationships.
ROLE AND RESPONSIBILITIES
Specific responsibilities may include but are not limited to:
INVESTMENT OPERATIONS
- Provide business operations and administrative support to a team of financial advisors and support staff
- Open and track new investment accounts and prepare onboarding paperwork
- Rollovers
- Asset transfers
- ACH/SRS maintenance
- Check processing
- Process deposits, redemptions, and withdrawals
- Required Minimum Distributions (RMDs)
- Track money movement including rollovers and transfers
- Place trades, log checks and orders, and process ACH and wire transactions
- Account maintenance across advisory, brokerage, annuities, SMAs, and Private Client Services
- Monitor and optimize client portfolio expenses, including aggregated pricing
- Maintain accurate and up-to-date client documentation throughout the lifecycle
- Maintain compliant electronic client files, compliance files, and transaction logs
CASE PREP SUPPORT
- Prepare or collaborate to develop integrated pre-sale packages for Financial Representatives
- Compile meeting kits for client meetings and reviews
PERFORMANCE SKILLS
- High sense of urgency with strong attention to detail and organizational skills
- Track activities through CRM systems
- Strong analytical and problem-solving skills for resolving complex issues
- Self-motivated with a high level of initiative and autonomy with the ability to follow through in a timely manner
- Team-oriented with a collaborative mindset
BASIC QUALIFICATIONS
- Bachelor’s degree
- Life, Accident, Health & Long-Term Care licensed (or able to obtain within 90 days)
- FINRA Series SIE, 6, and 63 (or able to obtain within 90 days)
- Financial services or insurance experience preferred
- Experience in administrative support or customer service
- Excellent written and verbal communication skills
- Ability to work independently with minimal supervision
- Proficiency with Microsoft Office and data entry
- Strong organizational and time-management skills
- High level of accuracy and attention to detail
- Proactive mindset and ability to anticipate needs
- Commitment to delivering exceptional client experience
BENEFITS
- Health insurance
- Dental insurance
- Vision Insurance
- Group Long-term disability income plan
- Group Life Insurance
- 401(k) with match
- Paid holidays and paid personal time off
- Starting salary $55-65k
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Retirement plan
- Vision insurance
Application Question(s):
- Do you have any licensure that are listed in the job description?
- Why are you interested in applying?
LOCATION
Work Location: In person
INTRODUCTION
Our team is seeking an ambitious individual who thrives in a fast-paced, team-focused work environment to join us as an Investment Specialist. This role serves as a primary link between internal departments, our corporate home office, and the clients we serve. Successful completion of responsibilities in this role enables the team to focus on revenue-generating activities while fostering and maintaining impactful, enduring client relationships.
ROLE AND RESPONSIBILITIES
Specific responsibilities may include but are not limited to:
INVESTMENT OPERATIONS
- Provide business operations and administrative support to a team of financial advisors and support staff
- Open and track new investment accounts and prepare onboarding paperwork
- Rollovers
- Asset transfers
- ACH/SRS maintenance
- Check processing
- Process deposits, redemptions, and withdrawals
- Required Minimum Distributions (RMDs)
- Track money movement including rollovers and transfers
- Place trades, log checks and orders, and process ACH and wire transactions
- Account maintenance across advisory, brokerage, annuities, SMAs, and Private Client Services
- Monitor and optimize client portfolio expenses, including aggregated pricing
- Maintain accurate and up-to-date client documentation throughout the lifecycle
- Maintain compliant electronic client files, compliance files, and transaction logs
CASE PREP SUPPORT
- Prepare or collaborate to develop integrated pre-sale packages for Financial Representatives
- Compile meeting kits for client meetings and reviews
PERFORMANCE SKILLS
- High sense of urgency with strong attention to detail and organizational skills
- Track activities through CRM systems
- Strong analytical and problem-solving skills for resolving complex issues
- Self-motivated with a high level of initiative and autonomy with the ability to follow through in a timely manner
- Team-oriented with a collaborative mindset
BASIC QUALIFICATIONS
- Bachelor’s degree
- Life, Accident, Health & Long-Term Care licensed (or able to obtain within 90 days)
- FINRA Series SIE, 6, and 63 (or able to obtain within 90 days)
- Financial services or insurance experience preferred
- Experience in administrative support or customer service
- Excellent written and verbal communication skills
- Ability to work independently with minimal supervision
- Proficiency with Microsoft Office and data entry
- Strong organizational and time-management skills
- High level of accuracy and attention to detail
- Proactive mindset and ability to anticipate needs
- Commitment to delivering exceptional client experience
BENEFITS
- Health insurance
- Dental insurance
- Vision Insurance
- Group Long-term disability income plan
- Group Life Insurance
- 401(k) with match
- Paid holidays and paid personal time off
- Starting salary $55-65k
Pay: $55,000.00 - $65,000.00 per year
Benefits:
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Paid time off
- Parental leave
- Retirement plan
- Vision insurance
Application Question(s):
- Do you have any licensure that are listed in the job description?
- Why are you interested in applying?
LOCATION
Work Location: In person
Investment Job Roles in Minnesota
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Search Investment Jobs in MinnesotaInvestment Jobs in Minnesota: Frequently Asked Questions
Which companies sponsor visas for investment roles in Minnesota?
Ameriprise Financial, U.S. Bancorp, and Allianz Life Insurance of North America are among the larger Minnesota-based financial firms with documented H-1B visa sponsorship histories for investment and finance roles. Regional asset managers and institutional investment divisions at these companies regularly file Labor Condition Applications for positions in portfolio management, investment analysis, and financial advisory functions.
Which visa types are most common for investment roles in Minnesota?
The H-1B is the most common visa for investment professionals in Minnesota, covering roles like financial analyst, portfolio manager, and quantitative analyst that qualify as specialty occupations requiring a relevant bachelor's degree or higher. Candidates with advanced credentials may also encounter EB-2 green card sponsorship from larger firms. Australians in investment roles may be eligible for the E-3 visa as an alternative to the H-1B lottery.
Which cities in Minnesota have the most investment sponsorship jobs?
Minneapolis and Saint Paul account for the vast majority of investment visa sponsorship activity in Minnesota. The Minneapolis central business district and surrounding suburbs host the headquarters of Ameriprise, U.S. Bancorp, and numerous regional investment advisory firms. Rochester sees some financial services hiring tied to its healthcare economy, but the Twin Cities metro is by far the primary concentration for sponsored investment roles in the state.
How to find investment visa sponsorship jobs in Minnesota?
Migrate Mate filters job listings specifically by visa sponsorship availability, making it straightforward to identify Minnesota-based investment roles where employers are actively sponsoring international candidates. Because sponsorship is confirmed at the listing level, you avoid the common frustration of applying to roles only to learn late in the process that the employer does not sponsor visas. Search investment, asset management, and financial analyst roles filtered to Minnesota on Migrate Mate.
Are there any state-specific considerations for investment visa sponsorship in Minnesota?
Minnesota's investment hiring is heavily tied to its concentration of insurance, asset management, and banking headquarters in the Twin Cities. Employers filing H-1B petitions for investment roles must pay Department of Labor prevailing wages specific to the Minneapolis-Saint Paul-Bloomington metropolitan area, which reflect local market rates rather than national averages. The University of Minnesota and Carlson School of Management also feed a pipeline of international graduate students who pursue sponsorship through OPT before transitioning to H-1B status.
What is the prevailing wage for sponsored investment jobs in Minnesota?
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.