Investment Management Visa Sponsorship Jobs in Oklahoma
Oklahoma's investment management sector offers visa sponsorship opportunities primarily in Oklahoma City and Tulsa, where energy-focused asset managers and pension funds like the Oklahoma Public Employees Retirement System create demand for international talent. The state's low cost of living and energy sector expertise make it attractive for investment professionals.
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Get Access To All JobsINTRODUCTION
As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
- Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
- Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
- Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
- Effectively work with your team and available resources in support of our clients, executing client requests and updating information
- Active participant in obtaining new clients in partnership with strategic relationships and community networks
- Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates
QUALIFICATIONS
- Bachelor’s degree required
- 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
- Series 65, CFP or CFA required
SKILLS & KNOWLEDGE
- Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
- Previous experience with high net worth or ultra-high net worth clients
- Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
- Highly effective interpersonal, relationship management and communication skills
- Demonstrated talent development experience, training new staff, mentoring interns, etc.
- Excellent organizational and time management skills in a high energy environment to manage multiple priorities
- Strong attention to detail
Note: All Wealth Advisors must have a clean U4 with no disclosures.
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
EOE M/F/D/V
INTRODUCTION
As a wealth advisor you will work directly with the wealth management team to create comprehensive wealth plans that include a coordinated financial strategy that aligns with each client’s goals and values. Our focus is to partner with clients to create a strategy for today and beyond. A successful wealth advisor will be a thoughtful listener, have a strong team mentality and be driven to grow professionally and personally.
Responsibilities
- Work with wealth advisor team to provide comprehensive wealth management advice to high net worth clients
- Prepare thoughtful, customized comprehensive financial plans and portfolios by conducting research and analysis of potential client solutions
- Cultivate and lead client relationships to ensure we are meeting and addressing client questions and needs
- Effectively work with your team and available resources in support of our clients, executing client requests and updating information
- Active participant in obtaining new clients in partnership with strategic relationships and community networks
- Commitment to continuing education, training and talent development at all levels, trains and mentors new associate wealth advisors and client service associates
QUALIFICATIONS
- Bachelor’s degree required
- 5+ years’ experience working in a financial planning, accounting, legal or other organization that provides relevant experience
- Series 65, CFP or CFA required
SKILLS & KNOWLEDGE
- Wealth management experience with fee-based consulting, tax, mutual funds, money manager programs, insurance and financial planning
- Previous experience with high net worth or ultra-high net worth clients
- Mastery of various financial planning and investment software products (eMoney, MoneyGuide Pro)
- Highly effective interpersonal, relationship management and communication skills
- Demonstrated talent development experience, training new staff, mentoring interns, etc.
- Excellent organizational and time management skills in a high energy environment to manage multiple priorities
- Strong attention to detail
Note: All Wealth Advisors must have a clean U4 with no disclosures.
We welcome your interest in being a part of our firm. We believe in giving associates progressive opportunities, actively nurturing professional growth and giving back to the community. We are dedicated to building a diverse culture where everyone has the support they need to achieve their career goals. We offer an innovative workplace and a culture that fosters camaraderie, teamwork and work-life balance.
By submitting your application, you agree to the collection and use of your personal information as described in our Employee and Applicant Privacy Notice.
EOE M/F/D/V
Investment Management Job Roles in Oklahoma
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Search Investment Management Jobs in OklahomaInvestment Management Jobs in Oklahoma: Frequently Asked Questions
Which investment management companies sponsor visas in Oklahoma?
Major visa sponsors include the Oklahoma Public Employees Retirement System, Teachers' Retirement System of Oklahoma, and energy-focused investment firms in Oklahoma City and Tulsa. Regional banks like BancFirst and Arvest Bank also sponsor investment professionals. Energy sector asset managers are particularly active sponsors given Oklahoma's oil and gas industry concentration.
How to find investment management visa sponsorship jobs in Oklahoma?
Use Migrate Mate to search specifically for investment management positions in Oklahoma that offer visa sponsorship. Filter by Oklahoma cities like Oklahoma City and Tulsa, and focus on energy sector asset managers, pension funds, and regional financial institutions that have established sponsorship programs for international investment professionals.
Which cities in Oklahoma have the most investment management sponsorship jobs?
Oklahoma City leads with the highest concentration of investment management visa sponsorship opportunities, particularly in energy sector asset management and state pension fund administration. Tulsa follows as the second-largest market, hosting regional investment firms and energy-focused funds. Other cities like Norman and Stillwater have limited opportunities.
Which visa types are most common for investment management roles in Oklahoma?
H-1B visas are most common for investment analyst, portfolio manager, and research positions requiring bachelor's degrees in finance or economics. O-1 visas apply to senior portfolio managers with exceptional track records. L-1 visas are used when international investment firms transfer experienced professionals to their Oklahoma operations.
What are the prevailing wage requirements for investment management positions in Oklahoma?
Investment management prevailing wages in Oklahoma are generally lower than major financial centers but competitive within the region. Entry-level analysts typically meet H-1B wage requirements, while senior portfolio managers and research directors command wages well above the prevailing wage floor, making visa sponsorship economically viable for employers.
What is the prevailing wage for sponsored 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.