Investment Visa Sponsorship Jobs in Rhode Island
Rhode Island's investment sector is anchored by financial services firms in Providence, including Amica Mutual, Textron Financial, and Fidelity's regional offices, alongside university-affiliated endowment and research finance roles at Brown University and URI. Employers in this space actively sponsor H-1B visas for qualified investment analysts, portfolio managers, and financial research professionals.
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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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ABOUT THE ROLE
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 find 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
- Oral 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 and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits. We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve. Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ABOUT THE ROLE
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 find 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
- Oral 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 Rhode Island
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Search Investment Jobs in Rhode IslandInvestment Jobs in Rhode Island: Frequently Asked Questions
Which companies sponsor visas for investment roles in Rhode Island?
Providence-based employers with documented H-1B sponsorship history in finance and investment include Amica Mutual, Textron, and regional offices of larger asset management firms. Brown University and the University of Rhode Island also sponsor visas for finance and investment research positions. Sponsorship activity is concentrated in Providence, where the state's financial services industry is headquartered.
Which visa types are most common for investment roles in Rhode Island?
The H-1B is the most common visa for investment analysts, portfolio managers, and quantitative finance roles in Rhode Island, as these positions typically require at least a bachelor's degree in a specific field. O-1A visas are an option for candidates with an exceptional track record in investment research or asset management. Candidates with an employer already filing for permanent residence may also encounter EB-2 or EB-3 pathways.
Which cities in Rhode Island have the most investment sponsorship jobs?
Providence accounts for the large majority of investment sponsorship opportunities in Rhode Island. It is home to the state's major insurance holding companies, regional bank headquarters, and university finance departments. East Providence and Warwick have a smaller share of financial services offices. Outside Providence, sponsorship activity in investment roles drops off considerably given the state's compact geography.
How to find investment visa sponsorship jobs in Rhode Island?
Migrate Mate filters job listings specifically for visa sponsorship, making it straightforward to browse investment roles in Rhode Island without sifting through positions that won't support work authorization. You can search by role type within Rhode Island and see which employers have active openings for analysts, portfolio associates, and related investment positions. It is one of the most direct ways to identify sponsoring employers in this market.
Are there state-specific considerations for investment sponsorship jobs in Rhode Island?
Rhode Island is a small state with a concentrated financial services sector, so the number of active sponsoring employers at any given time is more limited than in larger markets. Brown University's finance and economics departments serve as a meaningful pipeline, and candidates with graduate degrees in quantitative fields tend to be more competitive for the available roles. Prevailing wage requirements under the H-1B apply statewide and are benchmarked to Providence metropolitan area data.
What is the prevailing wage for sponsored investment jobs in Rhode Island?
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.