Investment Management Jobs in Oregon with Green Card Sponsorship
Oregon's investment management sector, anchored by employers in Portland and Eugene including firms managing public pension assets and independent registered investment advisers, actively sponsors international professionals for Green Card positions. Roles in portfolio analysis, risk management, and wealth advisory are among those where Oregon firms have demonstrated willingness to support permanent residency sponsorship.
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Get Access To All JobsLocation: Beaverton, OR
Requisition ID: 2026-120516
Category: Retail Branch
Position type: Regular
Pay range: USD $26.39 - $43.51 / Hour
Application deadline: 2026-04-08
Your opportunity
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
Required Qualifications:
- 1+ years of Client/Customer Service experience
Preferred Qualifications:
- Previous experience in Financial Services/Wealth Management and/or closely related industry.
- While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
- Ability to handle client needs with tact and diplomacy
- Outstanding written and oral communication skills
- Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
- Ability to build and maintain good cross-enterprise working relationships
- Basic understanding of brokerage regulations and rules that govern client accounts
- May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive:
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: Beaverton, OR
Requisition ID: 2026-120516
Category: Retail Branch
Position type: Regular
Pay range: USD $26.39 - $43.51 / Hour
Application deadline: 2026-04-08
Your opportunity
As a Client Relationship Specialist (CRS), you have the opportunity to bring your passion for customer service to a role and a firm that will champion your growth in the financial services industry. You’ll play a critical role in the operational success of this local Schwab branch, under the guidance of your Client Relationship Manager and Branch Manager, both of whom you will assist to help deliver an unparalleled client experience. Development and growth are at the core of this role. In the Branch Network at Schwab, you have both a clear growth path as well as endless opportunities to challenge yourself and deepen your expertise. Although licensing isn’t required for the role, Schwab will support you to become licensed in the Series 7 and 63/66 if that is in line with your career goals. If you are looking for a step into the financial services industry that allows you to work with clients, expand your knowledge, and build a life-long career, this may be the opportunity for you.
Required Qualifications:
- 1+ years of Client/Customer Service experience
Preferred Qualifications:
- Previous experience in Financial Services/Wealth Management and/or closely related industry.
- While licensing is preferred, it is not required for this role, Charles Schwab will support employees in this role in obtaining and/or holding the Series 7 and 63/66 licenses
- Ability to handle client needs with tact and diplomacy
- Outstanding written and oral communication skills
- Experience working independently and effectively as part of a team, while handling multiple tasks and responsibilities simultaneously
- Ability to build and maintain good cross-enterprise working relationships
- Basic understanding of brokerage regulations and rules that govern client accounts
- May be asked to become a Notary
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive:
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Job Roles in Investment Management in Oregon
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Get Access To All JobsFrequently Asked Questions
Which investment management companies sponsor Green Card visas in Oregon?
Portland-based firms are the primary source of Green Card sponsorship in Oregon's investment management sector. Companies managing institutional assets, public employee retirement funds, and independent registered investment advisers operating in the Pacific Northwest have historically filed employer-sponsored permanent residency petitions. Larger asset managers and wealth management subsidiaries of national financial institutions with Oregon offices are also among the more active sponsors, particularly for senior analytical and portfolio management roles.
Which cities in Oregon have the most investment management Green Card sponsorship jobs?
Portland accounts for the large majority of investment management Green Card sponsorship activity in Oregon, as the state's financial services hub concentrating institutional asset managers, private wealth firms, and financial advisory offices. Eugene has a smaller but active presence, partly through connections to the University of Oregon's endowment and affiliated financial services. Smaller markets like Bend have growing wealth management practices but significantly less Green Card sponsorship activity compared to Portland.
What types of investment management roles typically qualify for Green Card sponsorship in Oregon?
Roles that consistently attract Green Card sponsorship in Oregon's investment management industry include portfolio managers, quantitative analysts, fixed income analysts, risk management specialists, and compliance officers. These positions typically require a bachelor's degree or higher in finance, economics, mathematics, or a related field, and often involve responsibilities sufficiently specialized to support an employer-sponsored petition. Entry-level generalist roles are less commonly sponsored; sponsorship is more common for mid-to-senior level positions requiring demonstrated expertise.
How do I find investment management Green Card sponsorship jobs in Oregon?
Migrate Mate is built specifically for international job seekers and filters investment management roles in Oregon by visa sponsorship type, including Green Card sponsorship. Rather than sifting through general job listings where sponsorship details are buried or absent, Migrate Mate surfaces roles where employers have indicated willingness to sponsor permanent residency. Filtering by Oregon and the investment and asset management category gives you a focused list of relevant opportunities without the noise.
Are there any Oregon-specific considerations for Green Card sponsorship in investment management?
Oregon does not impose state-level restrictions on employer-sponsored Green Card petitions, so the process follows standard federal pathways, most commonly EB-2 or EB-3 through PERM labor certification. One practical consideration is that Oregon's investment management market is smaller than major financial centers, meaning fewer firms have established immigration infrastructure or prior experience sponsoring Green Cards. Candidates benefit from targeting firms with existing international hires or documented sponsorship history, as those employers are more likely to have counsel and processes already in place.
What is the prevailing wage for Green Card investment management jobs in Oregon?
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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