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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At Legacy Capital Group, we believe anything is possible with the right financial plan. Through our customized financial planning, we equip our clients to achieve goals beyond what they can imagine. They gain peace of mind in the present, clarity of vision for the future, and the promise of legacy for generations to come.
Our team is looking for a strategic individual who thrives in a fast-paced, team-focused work environment to join us as a Client Service & Investment Operations. This role serves as a primary link between our internal departments, corporate home office and the clients we serve. Successful completion of tasks and responsibilities will help foster and develop impactful, enduring client relationships. This position is located in the Northwestern Mutual – Edina office, located at 3600 Minnesota Drive, Suite 600 Edina, MN 55435, with working hours between 8:00 AM – 4:00 PM.
Responsibilities include but are not limited to:
- Own end-to-end investment operations for a team of four financial advisors and support staff, ensuring smooth, timely delivery of services.
- Open and track new investment accounts; prepare and implement account paperwork; process check deposits; manage client rollovers; and monitor money transfers to ensure accuracy and timeliness.
- Oversee client onboarding and ongoing documentation, maintaining accuracy and consistency across all client files throughout the lifecycle.
- Serve as the team’s knowledge advocate: collaborate with internal teams on system enhancements, product updates, and compliance opportunities or changes.
- Identify, analyze, and resolve escalated operational issues and exceptions; implement durable solutions and process improvements.
- Contribute to a culture of continuous improvement through data-driven insights and feedback from the advisory team.
Qualifications
- Bachelor’s degree in business, finance, or a related field (preferred) or equivalent experience
- 5+ years of experience in investment operations or financial services support, preferred
- Active licenses: SIE, Series 6, and Series 63 (or equivalent), preferred
- Proficiency with investment operations platforms, data management, and standard office software (e.g., Excel, CRM systems, workflow tools). Ability to learn new technology quickly.
- Excellent organizational skills with exceptional attention to detail and the ability to prioritize multiple deadlines in a fast-paced environment.
- Strong analytical, problem-solving, and communication skills; capable of identifying root causes and implementing sustainable solutions.
- Proactive, autonomous mindset with a true team-player attitude; comfortable collaborating across departments.
Compensation and Benefits:
- Salary range: $70,000–$85,000 (commensurate with experience and licensure), plus discretionary bonus
- Hybrid work schedule (Edina office; 3-4 days/week on-site)
- Medical and long-term disability insurance
- 401(k) enrollment with employer matching contributions
- Generous PTO and paid holidays
Apply today to become a part of our team at Legacy Capital Group and help our clients achieve their financial goals while creating peace of mind.
Legacy Capital Group is a marketing name for doing business as representatives of Northwestern Mutual. Legacy Capital Group is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.

At Legacy Capital Group, we believe anything is possible with the right financial plan. Through our customized financial planning, we equip our clients to achieve goals beyond what they can imagine. They gain peace of mind in the present, clarity of vision for the future, and the promise of legacy for generations to come.
Our team is looking for a strategic individual who thrives in a fast-paced, team-focused work environment to join us as a Client Service & Investment Operations. This role serves as a primary link between our internal departments, corporate home office and the clients we serve. Successful completion of tasks and responsibilities will help foster and develop impactful, enduring client relationships. This position is located in the Northwestern Mutual – Edina office, located at 3600 Minnesota Drive, Suite 600 Edina, MN 55435, with working hours between 8:00 AM – 4:00 PM.
Responsibilities include but are not limited to:
- Own end-to-end investment operations for a team of four financial advisors and support staff, ensuring smooth, timely delivery of services.
- Open and track new investment accounts; prepare and implement account paperwork; process check deposits; manage client rollovers; and monitor money transfers to ensure accuracy and timeliness.
- Oversee client onboarding and ongoing documentation, maintaining accuracy and consistency across all client files throughout the lifecycle.
- Serve as the team’s knowledge advocate: collaborate with internal teams on system enhancements, product updates, and compliance opportunities or changes.
- Identify, analyze, and resolve escalated operational issues and exceptions; implement durable solutions and process improvements.
- Contribute to a culture of continuous improvement through data-driven insights and feedback from the advisory team.
Qualifications
- Bachelor’s degree in business, finance, or a related field (preferred) or equivalent experience
- 5+ years of experience in investment operations or financial services support, preferred
- Active licenses: SIE, Series 6, and Series 63 (or equivalent), preferred
- Proficiency with investment operations platforms, data management, and standard office software (e.g., Excel, CRM systems, workflow tools). Ability to learn new technology quickly.
- Excellent organizational skills with exceptional attention to detail and the ability to prioritize multiple deadlines in a fast-paced environment.
- Strong analytical, problem-solving, and communication skills; capable of identifying root causes and implementing sustainable solutions.
- Proactive, autonomous mindset with a true team-player attitude; comfortable collaborating across departments.
Compensation and Benefits:
- Salary range: $70,000–$85,000 (commensurate with experience and licensure), plus discretionary bonus
- Hybrid work schedule (Edina office; 3-4 days/week on-site)
- Medical and long-term disability insurance
- 401(k) enrollment with employer matching contributions
- Generous PTO and paid holidays
Apply today to become a part of our team at Legacy Capital Group and help our clients achieve their financial goals while creating peace of mind.
Legacy Capital Group is a marketing name for doing business as representatives of Northwestern Mutual. Legacy Capital Group is not a registered investment adviser, broker-dealer, insurance agency or federal savings bank. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company (NM) and its subsidiaries in Milwaukee, WI.
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 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.
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