Investment Consultant Visa Sponsorship Jobs in New York
Investment consultant visa sponsorship jobs in New York put you at the center of the world's largest financial market. Major employers like BlackRock, JPMorgan Chase, Goldman Sachs, and boutique advisory firms across Manhattan and Midtown actively hire international candidates. New York's concentration of asset managers, wealth management firms, and institutional investors makes it the most active state for this role.
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Get Access To All JobsINTRODUCTION
An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development, maintenance and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor team they join.
Responsibilities:
- Advise clients in accordance with the Team's agreed upon strategy
- Analyze investment opportunities and client needs, and recommend appropriate strategies
- Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
- Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
- Comply with all industry rules and regulations
- Additional tasks as needed
MINIMUM QUALIFICATIONS
- Track record of successful work experience for a period of three to five years
- Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy
- Ability to communicate effectively with co-workers and clients
- Excellent written and oral communication skills
- MBA from top 10 business school
- Five years of business experience and proven success in a previous career
- Military background and experience
Morgan Stanley Smith Barney is an equal opportunity employer committed to diversifying its workforce
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $100,000 and $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
INTRODUCTION
An Investment Consultant - Relationship Manager on a Financial Advisor team is responsible for the development, maintenance and oversight of relationships with new and existing clients. The Relationship Manager combines personal skills with all the resources of Morgan Stanley Smith Barney for the purpose of helping clients realize their financial goals. In collaboration with the Financial Advisor Team, Relationship Managers are responsible for assessing a client's circumstances and objectives, and based on those, go on to provide individualized, highly strategic Investment consulting. Relationship Managers have access to a full range of wealth building, managing and preserving services throughout the Firm that they will offer to the clients of the Financial Advisor team they join.
Responsibilities:
- Advise clients in accordance with the Team's agreed upon strategy
- Analyze investment opportunities and client needs, and recommend appropriate strategies
- Maintain and develop client relationships by developing strategies to meet their financial goals through the use of financial planning and wealth management
- Prepare and deliver presentations/seminars to clients and prospects for business development purposes, as needed
- Comply with all industry rules and regulations
- Additional tasks as needed
MINIMUM QUALIFICATIONS
- Track record of successful work experience for a period of three to five years
- Active Series 7, 63 and 65 or Series 7 and 66, or successful completion of Series 7 and Series 66 exams within the time frame provided by applicable company policy
- Ability to communicate effectively with co-workers and clients
- Excellent written and oral communication skills
- MBA from top 10 business school
- Five years of business experience and proven success in a previous career
- Military background and experience
Morgan Stanley Smith Barney is an equal opportunity employer committed to diversifying its workforce
WHAT YOU CAN EXPECT FROM MORGAN STANLEY:
At Morgan Stanley, we raise, manage and allocate capital for our clients – helping them reach their goals. We do it in a way that’s differentiated – and we’ve done that for 90 years. Our values - putting clients first, doing the right thing, leading with exceptional ideas, committing to diversity and inclusion, and giving back - aren’t just beliefs, they guide the decisions we make every day to do what's best for our clients, communities and more than 80,000 employees in 1,200 offices across 42 countries. At Morgan Stanley, you’ll find an opportunity to work alongside the best and the brightest, in an environment where you are supported and empowered. Our teams are relentless collaborators and creative thinkers, fueled by their diverse backgrounds and experiences. We are proud to support our employees and their families at every point along their work-life journey, offering some of the most attractive and comprehensive employee benefits and perks in the industry. There’s also ample opportunity to move about the business for those who show passion and grit in their work.
Expected base pay rates for the role will be between $100,000 and $165,000 per year at the commencement of employment. However, base pay if hired will be determined on an individualized basis and is only part of the total compensation package, which, depending on the position, may also include commission earnings, incentive compensation, discretionary bonuses, other short and long-term incentive packages, and other Morgan Stanley sponsored benefit programs.
Morgan Stanley is an equal opportunity employer committed to building and maintaining a workforce that is diverse in experience and background. Our recruiting efforts reflect our strong commitment to a culture of inclusion, where individuals are hired, developed, and advanced based on their skills and talents.
Our workforce reflects a broad cross-section of the global communities in which we operate, bringing a variety of backgrounds, talents, perspectives, and experiences.
Investment Consultant Job Roles in New York
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Search Investment Consultant Jobs in New YorkInvestment Consultant Jobs in New York: Frequently Asked Questions
Which companies sponsor visas for investment consultants in New York?
Large financial institutions with established immigration programs are the most consistent sponsors for investment consultant roles in New York. BlackRock, JPMorgan Chase, Goldman Sachs, Morgan Stanley, and Merrill Lynch regularly file H-1B visa petitions for this occupation. Mid-size asset managers and registered investment advisors in Midtown Manhattan also sponsor, though their filing history varies. Reviewing DOL Labor Condition Application disclosure data helps identify which firms have sponsored comparable roles recently.
Which visa types realistically fit investment consultant roles in New York?
Investment consultant roles typically qualify as specialty occupations requiring a bachelor's degree in finance, economics, or a related field, making H-1B the primary pathway. Australian nationals can pursue the E-3 visa, which has no lottery and renews indefinitely every two years. Chilean and Singaporean nationals may qualify under H-1B1 visa. F-1 students can work via OPT while pursuing full-time employment. For senior roles with demonstrated exceptional ability, the O-1A is another option worth exploring with an immigration attorney.
How to find investment consultant visa sponsorship jobs in New York?
Migrate Mate lists New York employers with verified visa sponsorship history for investment consultant roles, so you can focus your search on firms that have demonstrated willingness to sponsor international candidates. New York's financial district, Midtown Manhattan, and emerging hubs like Hudson Yards concentrate the highest density of relevant postings. Filtering by role and location on Migrate Mate saves significant time compared to manually screening general job boards.
Which cities in New York have the most investment consultant sponsorship jobs?
Manhattan accounts for the overwhelming majority of investment consultant sponsorship activity in New York, driven by the concentration of Wall Street firms, asset managers, and private banks in the Financial District and Midtown. White Plains and Stamford-adjacent Westchester County have a secondary cluster of wealth management and advisory offices. Buffalo and Albany have smaller but active financial services markets, primarily through regional banks and credit unions with more limited international hiring.
Are there state-specific factors that affect visa sponsorship for investment consultants in New York?
New York's financial services industry operates under both federal and state regulatory oversight, and many investment consultant roles require FINRA licensing such as the Series 65 or Series 7. Employers sponsoring H-1B or E-3 workers must file a Labor Condition Application certifying the prevailing wage, which in New York's high-cost metro areas tends to reflect competitive compensation benchmarks. New York University, Columbia, and Fordham produce strong finance graduate pipelines that some firms use as entry points for international hires on OPT.
What is the prevailing wage for sponsored investment consultant jobs in New York?
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.