Investment Visa Sponsorship Jobs in North Carolina
North Carolina's investment sector spans Charlotte's major financial institutions, the Research Triangle's asset management firms, and Raleigh's growing fintech scene. Employers like Bank of America, Wells Fargo, and various private equity and wealth management firms in the state regularly sponsor skilled investment professionals for H-1B and other work visas.
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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 is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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 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.
Responsibilities:
- Identifies clients’ needs and finds proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- 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 the financial goals
BASIC QUALIFICATIONS
- Client-focused with a passion for excellence and a positive team attitude
- Self-motivated, goal-oriented and can multitask in a fast moving, performance-based environment
- Ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Effective communicator with an aptitude for sales and relationship management
- Strong computer skills
- Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66
- Desire to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
- Ambitious, disciplined, hardworking, resilient and willing to learn
PREFERRED QUALIFICATIONS
- Bachelor’s Degree in related field or 1+ years of experience in a performance-based environment
- FINRA 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
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Verbal 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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
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 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.
Responsibilities:
- Identifies clients’ needs and finds proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- 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 the financial goals
BASIC QUALIFICATIONS
- Client-focused with a passion for excellence and a positive team attitude
- Self-motivated, goal-oriented and can multitask in a fast moving, performance-based environment
- Ability to identify clients’ needs and find proper solutions to meet those needs by referring sales opportunities to specialist and sales teams
- Effective communicator with an aptitude for sales and relationship management
- Strong computer skills
- Is prepared to pass licensing exams – Security Industry Essentials (SIE) and Series 7 and Series 66
- Desire to establish a long-term career in the financial services industry at a fast-growing company that rewards hard work and dedication
- Ambitious, disciplined, hardworking, resilient and willing to learn
PREFERRED QUALIFICATIONS
- Bachelor’s Degree in related field or 1+ years of experience in a performance-based environment
- FINRA 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
- Attention to Detail
- Critical Thinking
- Customer and Client Focus
- Verbal 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 North Carolina
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Search Investment Jobs in North CarolinaInvestment Jobs in North Carolina: Frequently Asked Questions
Which companies sponsor visas for investment roles in North Carolina?
Charlotte-based Bank of America and Wells Fargo are among the most active H-1B sponsors for investment and finance roles in North Carolina. Regional asset managers, private equity firms, and fintech companies in the Research Triangle area also file sponsorships. Large financial institutions tend to have established immigration programs and sponsor roles in portfolio management, investment analysis, and financial advisory functions.
Which visa types are most common for investment professionals in North Carolina?
The H-1B is the most common visa for investment roles in North Carolina, covering positions like investment analyst, portfolio manager, and quantitative researcher that require a specialized bachelor's degree or higher. The O-1A is an option for professionals with demonstrated extraordinary achievement in finance or investment management. Australians may qualify for the E-3 visa, which follows a similar process to the H-1B but outside the annual lottery.
Which cities in North Carolina have the most investment sponsorship jobs?
Charlotte is the clear center of investment sponsorship activity in North Carolina, home to major bank headquarters and a dense concentration of wealth management and capital markets firms. The Research Triangle, covering Raleigh, Durham, and Chapel Hill, has growing fintech and investment management presence, partly driven by proximity to Duke University and UNC. Winston-Salem also has some financial services activity through firms like Truist Financial.
How to find investment visa sponsorship jobs in North Carolina?
Migrate Mate is built specifically for international candidates seeking visa sponsorship and filters investment roles by state, including North Carolina. You can browse positions at Charlotte's financial institutions and Triangle-area investment firms that have a verified history of H-1B sponsorship. Filtering by role type and location on Migrate Mate narrows results to employers actively hiring for investment functions with sponsorship support.
Are there any state-specific considerations for investment visa sponsorship in North Carolina?
North Carolina investment roles sponsored under the H-1B require employers to file a Labor Condition Application with the Department of Labor, certifying that the offered wage meets the prevailing wage for the specific position and location. Charlotte and the Research Triangle have different prevailing wage levels, so the same title can carry different requirements depending on worksite. North Carolina universities, particularly UNC and Duke, supply a pipeline of OPT-eligible graduates who often transition into sponsored investment roles locally.
What is the prevailing wage for sponsored investment jobs in North Carolina?
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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