Investment Consultant Visa Sponsorship Jobs in New Jersey
Investment consultant visa sponsorship jobs in New Jersey are concentrated along the Route 1 corridor and in Jersey City, where firms like Prudential Financial, BlackRock, and Vanguard's regional offices operate. The state's proximity to New York City and its dense financial services sector make it one of the stronger markets for internationally sponsored finance roles on the East Coast.
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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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
- Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
- Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
BASIC QUALIFICATIONS
- Series 7 and 66 (or both the 63 and 65) is required; if 66 is not currently held, must be obtained within 90 days
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with strong follow-up skills
- Strong interpersonal skills
- Ability to multitask in a dynamic environment
- Basic knowledge of the organization, products and/or services
- Knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
PREFERRED QUALIFICATIONS
- Call center experience
- Previous brokerage experience
- 1+ years of financial industry experience
Skills
- Account Management
- Advisory
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Active Listening
- Attention to Detail
- Client Solutions Advisory
- Issue Management
- Pipeline Management
- Causation Analysis
- Client Management
- Policies, Procedures, and Guidelines
- Risk Management
- Trading
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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for providing prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
- Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
- Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
BASIC QUALIFICATIONS
- Series 7 and 66 (or both the 63 and 65) is required; if 66 is not currently held, must be obtained within 90 days
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with strong follow-up skills
- Strong interpersonal skills
- Ability to multitask in a dynamic environment
- Basic knowledge of the organization, products and/or services
- Knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
PREFERRED QUALIFICATIONS
- Call center experience
- Previous brokerage experience
- 1+ years of financial industry experience
Skills
- Account Management
- Advisory
- Client Experience Branding
- Customer and Client Focus
- Oral Communications
- Active Listening
- Attention to Detail
- Client Solutions Advisory
- Issue Management
- Pipeline Management
- Causation Analysis
- Client Management
- Policies, Procedures, and Guidelines
- Risk Management
- Trading
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Investment Consultant Job Roles in New Jersey
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Search Investment Consultant Jobs in New JerseyInvestment Consultant Jobs in New Jersey: Frequently Asked Questions
Which companies sponsor visas for investment consultants in New Jersey?
Prudential Financial, headquartered in Newark, is among the most active sponsors for finance and investment roles in New Jersey. Other consistent sponsors include BlackRock, Vanguard, Goldman Sachs, and Morgan Stanley, which maintain significant operations in Jersey City and Princeton. Regional wealth management firms and insurance-linked investment divisions also sponsor, though less frequently than the larger asset managers.
Which visa types realistically fit investment consultant roles in New Jersey?
Investment consultant roles typically qualify as specialty occupations requiring a bachelor's degree in finance, economics, or a related field, making the H-1B visa the most common path. Australian nationals may qualify for the E-3 visa, and Chilean and Singaporean nationals may qualify for the H-1B1 visa, both of which require a Labor Condition Application filed by the employer. F-1 students may work through OPT while pursuing full sponsorship. A green card through EB-2 or EB-3 is a longer-term option for qualified candidates.
Which cities in New Jersey have the most investment consultant sponsorship jobs?
Jersey City leads by volume, driven by its financial district directly across from Lower Manhattan, where major banks and asset managers concentrate back-office and advisory operations. Newark is a secondary hub anchored by Prudential Financial's headquarters. Princeton and the Route 1 corridor attract investment consulting roles tied to insurance, asset management, and institutional advisory firms. Parsippany also sees activity from financial services companies with regional headquarters there.
How to find investment consultant visa sponsorship jobs in New Jersey?
Migrate Mate lists investment consultant roles in New Jersey with verified sponsorship history, so you can focus on employers who have actively filed for finance positions rather than applying speculatively. The platform is searchable by role and location, making it straightforward to identify which New Jersey-based firms are currently hiring internationally sponsored candidates for investment consulting work.
Are there state-specific factors that affect visa sponsorship for investment consultants in New Jersey?
New Jersey's financial services sector benefits from its position within the broader New York metropolitan area, which means many employers file LCAs covering both states. Investment consultant roles may require FINRA licensing, such as Series 65 or Series 7, which are independent of immigration status but can affect hiring timelines. Candidates should confirm licensing eligibility early, as some employers factor credentialing lead times into their sponsorship decisions.
What is the prevailing wage for sponsored investment consultant 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.