Investment Visa Sponsorship Jobs in New Jersey
New Jersey's investment sector spans asset management firms in Jersey City's financial district, private equity groups along the Route 1 corridor, and institutional investors tied to New York City's markets. Major employers including BlackRock, Prudential Financial, and Fidelity have a significant presence here, making the state one of the more active markets for investment visa sponsorship on the East Coast.
See All Investment JobsOverview
Showing 5 of 90+ Investment Jobs in New Jersey with Visa Sponsorship jobs
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 90+ Investment Jobs in New Jersey with Visa Sponsorship
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Jobs in New Jersey with Visa Sponsorship.
Get Access To All JobsINTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being an inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow, and make an impact, along with the power to make a difference. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self-directed accounts, chat functionality, and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career.
Investment Specialist Trainee (responsibilities):
- Identifies clients’ needs and finds proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Receives training through the licensing/study program, ultimately earning SIE, S7, and S66 certifications
- Focuses daily on service to sales with existing Merrill clients
- Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals
BASIC QUALIFICATIONS
You’re the kind of person that:
- Is client-focused with a passion for excellence and a positive team attitude.
- Is self-motivated, goal-oriented, and has the ability to multitask in a fast-moving, performance-based environment.
- Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
- Is an effective communicator with an aptitude for sales and relationship management.
- Has strong computer skills.
- Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66.
- Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.
- Is ambitious, disciplined, hardworking, resilient, and willing to learn.
PREFERRED QUALIFICATIONS
You’ll be even more prepared if you have:
- A bachelor’s degree, or 1-2 years of experience in a performance-based environment.
- The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses.
- Leadership capabilities.
Skills Used in this Role:
- Establishing Trust
- Customer Service
- Overcoming Objections
- Consulting
- Risk Management
- Organization
- Critical Thinking
- Conflict Resolution
- Building Rapport
- Active Listening
- Customer Focus
- Analytical Thinking
Additional Skills:
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Oral Communications
- Prioritization
- Active Listening
- Decision Making
- Emotional Intelligence
- Result Orientation
- Written Communications
- Account Management
- Adaptability
- Client Experience Branding
- Coaching
- Referral Identification
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
INTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being an inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being. Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization. Working at Bank of America will give you a great career with opportunities to learn, grow, and make an impact, along with the power to make a difference. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for providing phone-based services to relationship jobs where the representative is expected to take several inbound service calls daily to solve for financial needs. Key responsibilities include deepening relationships by referring clients to specialized sales teams and serving as a central entry point into a fully licensed financial services career. Job expectations include managing products, trading in self-directed accounts, and maintaining knowledge on chat functionality and a wide variety of products.
This role is responsible for phone-based service to relationship role where the representative is expected to take 20 to 30 inbound service calls daily to solve for financial needs. These individuals are trained on managed products, trading in self-directed accounts, chat functionality, and 529 products over a 12-month timeframe. During these interactions with our clients, these individuals will have opportunities to deepen relationships by referring clients to specialized sales teams. The role acts as a central entry point into a fully licensed financial services career.
Investment Specialist Trainee (responsibilities):
- Identifies clients’ needs and finds proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Receives training through the licensing/study program, ultimately earning SIE, S7, and S66 certifications
- Focuses daily on service to sales with existing Merrill clients
- Provides exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals
BASIC QUALIFICATIONS
You’re the kind of person that:
- Is client-focused with a passion for excellence and a positive team attitude.
- Is self-motivated, goal-oriented, and has the ability to multitask in a fast-moving, performance-based environment.
- Has the ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams.
- Is an effective communicator with an aptitude for sales and relationship management.
- Has strong computer skills.
- Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66.
- Wants to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication.
- Is ambitious, disciplined, hardworking, resilient, and willing to learn.
PREFERRED QUALIFICATIONS
You’ll be even more prepared if you have:
- A bachelor’s degree, or 1-2 years of experience in a performance-based environment.
- The Security Industry Essentials (SIE) or other financial services licenses and interest in pursuing the Series 7, and/or the Series 66 licenses.
- Leadership capabilities.
Skills Used in this Role:
- Establishing Trust
- Customer Service
- Overcoming Objections
- Consulting
- Risk Management
- Organization
- Critical Thinking
- Conflict Resolution
- Building Rapport
- Active Listening
- Customer Focus
- Analytical Thinking
Additional Skills:
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Oral Communications
- Prioritization
- Active Listening
- Decision Making
- Emotional Intelligence
- Result Orientation
- Written Communications
- Account Management
- Adaptability
- Client Experience Branding
- Coaching
- Referral Identification
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Investment Job Roles in New Jersey
See all 90+ Investment Jobs in New Jersey
Sign up for free to filter by visa type, set job alerts, and find employers with verified sponsorship history.
Search Investment Jobs in New JerseyInvestment Jobs in New Jersey: Frequently Asked Questions
Which companies sponsor visas for investment roles in New Jersey?
Prudential Financial, BlackRock, Fidelity Investments, and Vanguard have New Jersey offices with documented H-1B sponsorship histories for investment analysts, portfolio managers, and quantitative researchers. Larger asset managers and insurance-linked investment arms tend to have dedicated immigration support teams, making them more reliable sponsors than smaller boutique firms.
Which visa types are most common for investment roles in New Jersey?
The H-1B is the most common visa for investment professionals in New Jersey, covering roles like financial analyst, portfolio manager, and quantitative analyst that require at least a bachelor's degree in a specific field. The O-1A is an option for candidates with exceptional research or performance records. Candidates with advanced degrees may also qualify for the EB-2 green card pathway through their sponsoring employer.
Which cities in New Jersey have the most investment sponsorship jobs?
Jersey City is the primary hub, with its proximity to Wall Street making it a natural base for asset managers, trading firms, and investment banks. Newark and Parsippany also have concentrations of financial services employers, including insurance-linked investment divisions. Princeton attracts quantitative and research-focused investment roles connected to the university and nearby pharma-adjacent funds.
How to find investment visa sponsorship jobs in New Jersey?
Migrate Mate filters job listings specifically by visa sponsorship availability, so you can search investment roles in New Jersey without sifting through positions that don't sponsor. The platform includes roles from asset managers, private equity firms, and financial services companies active in the state. Filtering by role type and location helps narrow results to employers with a track record of sponsoring international candidates.
Are there any state-specific considerations for investment visa sponsorship in New Jersey?
New Jersey investment roles are benchmarked against prevailing wage levels set by the Department of Labor, which reflect the competitive compensation in the greater New York metropolitan area. Employers filing Labor Condition Applications must meet those wage thresholds. Candidates from Rutgers, Princeton, and NJIT are active in the regional pipeline for quantitative and analytical investment positions that commonly attract sponsorship.
What is the prevailing wage for sponsored investment jobs in New Jersey?
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.
See which investment employers are hiring and sponsoring visas in New Jersey right now.
Search Investment Jobs in New Jersey