Investment Management H-1B Sponsorship Jobs in Oklahoma
H-1B visa sponsorship investment management jobs in Oklahoma are concentrated in Oklahoma City and Tulsa, where firms like BOK Financial and BOKF manage significant institutional assets. The state's energy sector drives demand for analysts and portfolio managers with specialized financial expertise, making it a practical market for H-1B candidates in asset and wealth management.
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Get Access To All JobsAssociate Financial Planner (Oklahoma City, OK)
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies, and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As an Associate Financial Planner, you’ll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues.
Responsibilities:
- Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis
- Prepares presentations, research, and supporting materials for client meetings and reviews
- Conducts assessments of clients and prospects’ evolving financial planning needs through proactively taking initiative to uncover new financial planning opportunities
- Provides reports including minimum distributions, performance, billing, insurance policies, and tax consequences
- Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals
- Provides high-level contact with clients crafted to maintain and improve the client relationship
- Maintains a proven understanding of the industry, products, and trends
Requirements:
- Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment
- FINRA Series 65 Required
- Bachelor’s degree in business or finance; or equivalent proven experience
- Certified Financial Planner designation preferred
- Financial Services & insurance sales experience preferred
- Good understanding of finance and investment markets/securities
- Attention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilities
- Ability to prioritize and address multiple projects and meet deadlines is crucial
- Strong interpersonal, verbal, and written communication skills
- Detailed knowledge of MS Outlook, Word, and Excel is a must
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $83,500 to $111,300. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30), we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.
1 The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.
2 Edelman Financial Engines data, as of September 30, 2025.
Associate Financial Planner (Oklahoma City, OK)
At Edelman Financial Engines (EFE), our purpose is to guide people with the financial advice they need to thrive.
We believe that every dollar saved represents a lifetime of hard work and aspirations, and every dollar invested has a job to do for our clients. That’s why we are committed to managing our clients’ investments by truly understanding them as people first and then delivering advice, strategies, and solutions to help them feel confident about the plans they are making, whether for today, tomorrow, or in the great unknown future. Our goal is to build long-term relationships based on respect, integrity, and a belief that our responsibility is to help people make smart investment decisions in every stage of their lives.
Our culture is grounded in our CORE values: Client First, One Team, Respectful Candor, and Endless Curiosity. These values guide everything we do, for our clients and each other. We are committed to moving forward together. If you are inspired by purpose-driven work and a collaborative, values-led culture, we invite you to explore a career with us.
As an Associate Financial Planner, you’ll serve to assist Financial Planners in ensuring client happiness while following all regulatory issues.
Responsibilities:
- Performs financial planning analyses for clients including, but not limited to retirement, investments, estate, tax, education funding, real estate, and risk management needs analysis
- Prepares presentations, research, and supporting materials for client meetings and reviews
- Conducts assessments of clients and prospects’ evolving financial planning needs through proactively taking initiative to uncover new financial planning opportunities
- Provides reports including minimum distributions, performance, billing, insurance policies, and tax consequences
- Calculates required minimum distributions, income needs, tax consequences, and contributions/withdrawals
- Provides high-level contact with clients crafted to maintain and improve the client relationship
- Maintains a proven understanding of the industry, products, and trends
Requirements:
- Minimum 1-3 years of financial services industry experience required, specifically in a broker/dealer or registered investment advisor environment
- FINRA Series 65 Required
- Bachelor’s degree in business or finance; or equivalent proven experience
- Certified Financial Planner designation preferred
- Financial Services & insurance sales experience preferred
- Good understanding of finance and investment markets/securities
- Attention to detail, ability to coordinate work, and follow-up skills are crucial to the successful performance of position responsibilities
- Ability to prioritize and address multiple projects and meet deadlines is crucial
- Strong interpersonal, verbal, and written communication skills
- Detailed knowledge of MS Outlook, Word, and Excel is a must
Edelman Financial Engines takes a market-based approach to pay. The expected base salary range for this role nationally is $83,500 to $111,300. However, final base pay will be carefully determined based on several factors, including responsibilities, job-related skills, relevant experience, geographic location, and market conditions. Additionally, this role may be eligible for other forms of compensation and benefits, such as a discretionary bonus, health, dental and other wellness plans, and 401(k) contributions.
Your recruiter can share more about the specific benefits eligible for this role during the hiring process.
About Edelman Financial Engines
Since 1986, Edelman Financial Engines has been committed to always acting in the best interests of our clients. We were founded on the belief that all investors – not just the wealthy – deserve access to personal, comprehensive financial planning and investment advice. Recognized by Barron’s as a top RIA firm for eight years in a row (awarded each September (2018-2025) based on prior 12-month data through June 30), we support more than 1.27 million clients across 140+ offices nationwide and manage over $324 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client’s situation and goals are unique, and the powerful fusion of high-tech and high touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves.
For more information, please visit EdelmanFinancialEngines.com.
© 2026 Edelman Financial Engines, LLC. Edelman Financial Engines® is a registered trademark of Edelman Financial Engines, LLC. All advisory services provided by Financial Engines Advisors L.L.C., a federally registered investment advisor. Certain services provided on an educational and guidance basis only. Results are not guaranteed.
For California residents, please see the link for the Privacy Notice for Candidates. California law requires that we provide you this notice about the collection and use of your personal information. Please read it carefully.
Edelman Financial Engines encourages success based on our individual merits and abilities without regard to race, color, religion, creed, sex, gender identity or expression, sexual orientation, pregnancy; marital, domestic partner or civil union status; national origin, citizenship, ancestry, ethnic heritage, genetic information, age, legally recognized disability, military service or veteran status.
Accommodations are modifications or adjustments to the hiring process that would enable you to fully participate in that process. If you need assistance to accommodate a disability, you may request one at any time by either contacting your recruiter or efetalentacquisition@edelmanfinancialengines.com.
1 The Barron’s Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking. The 2018 ranking refers to Edelman Financial Services, LLC, which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of 12th.
2 Edelman Financial Engines data, as of September 30, 2025.
H-1B Investment Management Job Roles in Oklahoma
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Search Investment Management Jobs in OklahomaInvestment Management H-1B Sponsorship Jobs in Oklahoma: Frequently Asked Questions
Which investment management companies sponsor H-1B visas in Oklahoma?
BOK Financial and its subsidiary BOKF are among the most active institutional employers in Oklahoma's investment management sector with documented H-1B visa sponsorship history. Larger national asset managers with Oklahoma offices, such as Charles Schwab and Fidelity, have also sponsored H-1B workers in financial roles. Smaller registered investment advisors and wealth management boutiques sponsor less frequently, as the process requires dedicated HR and legal resources.
Which cities in Oklahoma have the most investment management H-1B sponsorship jobs?
Oklahoma City and Tulsa account for the large majority of investment management H-1B sponsorship activity in the state. Oklahoma City, as the state capital and primary financial hub, hosts the headquarters of several major financial institutions. Tulsa has a strong concentration of energy-related investment and asset management firms tied to the oil and gas sector, making both cities the most productive areas to target for H-1B-sponsored roles.
What types of investment management roles typically qualify for H-1B sponsorship?
Roles that consistently qualify include financial analyst, portfolio analyst, investment research analyst, quantitative analyst, risk analyst, and compliance analyst positions. These roles require a bachelor's degree or higher in finance, economics, mathematics, or a related field, which satisfies the H-1B specialty occupation requirement. Generalist roles where no specific degree field is required are less likely to qualify, so job title and stated degree requirements in the offer letter matter significantly.
How do I find investment management H-1B sponsorship jobs in Oklahoma?
Migrate Mate is built specifically for international candidates seeking H-1B sponsorship and lets you filter investment management jobs by state, including Oklahoma. Rather than sorting through postings that rarely mention sponsorship, Migrate Mate surfaces roles from employers with documented H-1B filing histories in asset and wealth management. Focusing your search on Oklahoma City and Tulsa within the platform gives you the most relevant results for this specific market.
Are there any state-specific considerations for H-1B sponsorship in Oklahoma's investment management sector?
Oklahoma's investment management market is heavily influenced by the energy industry, so candidates with experience in energy finance, commodities analysis, or natural resources portfolio management have a practical advantage with local employers. The overall number of H-1B filings in Oklahoma is lower than in major coastal markets, meaning competition for available sponsored roles can be intense. Candidates should also confirm that any employer is registered with the SEC or relevant regulators, as this correlates with the organizational capacity to manage H-1B petitions.
What is the prevailing wage for H-1B investment management jobs in Oklahoma?
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.