Investment Management Visa Sponsorship Jobs in Montana
Montana's investment management sector is centered in Billings and Missoula, with regional offices of national firms like D.A. Davidson & Co., Glacier Bancorp, and First Interstate Bank. These companies regularly sponsor H-1B visa and other work visas for portfolio managers, research analysts, and compliance specialists, particularly those with CFA credentials or specialized expertise in energy and agricultural investments.
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Get Access To All JobsLocation: United States - Montana
Job Type: Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a client associate to:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
Your team
You’ll be working in the Seattle office, supporting a Wealth Management team in the Pacific Northwest market. We serve individuals and families with significant means, helping them grow and preserve their wealth while making their fullest impact in life. As a bespoke service business, this position is critical for delivering sophisticated service with accuracy and the utmost care.
Your expertise
- series 7 and 66 licenses (for registered CSAs only)
- ideally 1-3 years of experience in client service, within the finance sector
- bachelor degree preferred, focusing on Business or Finance
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Location: United States - Montana
Job Type: Full Time
Your role
Are you truly service oriented? Do you know how to take care of people?
We're looking for a client associate to:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
Your team
You’ll be working in the Seattle office, supporting a Wealth Management team in the Pacific Northwest market. We serve individuals and families with significant means, helping them grow and preserve their wealth while making their fullest impact in life. As a bespoke service business, this position is critical for delivering sophisticated service with accuracy and the utmost care.
Your expertise
- series 7 and 66 licenses (for registered CSAs only)
- ideally 1-3 years of experience in client service, within the finance sector
- bachelor degree preferred, focusing on Business or Finance
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Investment Management Job Roles in Montana
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Search Investment Management Jobs in MontanaInvestment Management Jobs in Montana: Frequently Asked Questions
Which investment management companies in Montana sponsor work visas?
D.A. Davidson & Co., headquartered in Great Falls, is Montana's largest investment firm and sponsors H-1B visas for research analysts and portfolio managers. Glacier Bancorp and First Interstate Bank also sponsor visas for investment professionals at their Montana headquarters. Regional offices of firms like Edward Jones and Raymond James in Billings and Missoula occasionally sponsor experienced advisors and analysts.
What visa types are most common for investment management jobs in Montana?
H-1B visas dominate investment management sponsorship in Montana, particularly for research analysts, portfolio managers, and quantitative analysts. L-1 visas are used when national firms transfer experienced professionals to Montana offices. O-1 visas are rare but possible for internationally recognized fund managers or those with exceptional track records in specialized areas like energy or agricultural investing.
How to find investment management visa sponsorship jobs in Montana?
Start by browsing investment management positions on Migrate Mate, which filters specifically for visa sponsorship opportunities in Montana. Focus on Billings and Missoula where most firms are located. Target established regional players like D.A. Davidson, Glacier Bancorp, and First Interstate Bank, which have consistent sponsorship histories. Consider specializing in sectors important to Montana's economy like energy, mining, or agricultural investments to stand out.
Which Montana cities have the most investment management visa sponsorship opportunities?
Billings leads with the highest concentration of investment firms and regional bank headquarters offering sponsorship opportunities. Missoula follows as the second-largest market, housing branch offices of national firms. Great Falls, home to D.A. Davidson's headquarters, offers specialized opportunities. Bozeman has emerging fintech and investment advisory roles, while smaller cities like Helena and Kalispell have limited but occasionally available positions with local banks and wealth management firms.
Are there specific requirements for investment management visa sponsorship in Montana?
Montana employers typically require CFA designation or progress toward it for analyst and portfolio manager roles. Energy and agricultural investment expertise is highly valued given Montana's resource-based economy. Prevailing wage requirements are generally lower than coastal markets, making sponsorship more feasible for smaller Montana firms. Many positions require Series 7, 66, or other FINRA licenses, though some employers will sponsor the licensing process for qualified international candidates.
What is the prevailing wage for sponsored investment management jobs in Montana?
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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