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 is core to how we drive Responsible Growth. This includes our commitment to being 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 prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
- Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
- Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
- Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
- Deliver exceptional service to clients by answering general account inquiries
- Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
- Assist clients with brokerage consumer website usage and navigation
- Educate potential and existing clients about investment products, services and trading strategies
- Research and resolve client requests
- Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
BASIC QUALIFICATIONS
- Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with good follow-up skills
- Strong interpersonal skills
- Ability to multi-task in a dynamic environment
- Requires basic knowledge of the organization, products and/or services
- Requires knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Must be technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Must be flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
PREFERRED QUALIFICATIONS
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
Skills
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
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 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 prospects and self-directed investors with financial assistance by identifying broader product and service solutions that meet their investment and saving needs. Key responsibilities include applying knowledge of investments, products, financial markets, policies, procedures, and processes to the client's investment needs. Job expectations include owning the management, research, and communication process of resolving client issues and achieving high client satisfaction and relationship deepening through a disciplined and responsible approach. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
The registered Investment Consultant II demonstrates knowledge of investments and financial markets and assists clients with their servicing and trading needs through inbound and outbound phone interactions. The Investment Consultant II will own the management, research, and communication of resolution to client issues while demonstrating expert knowledge of policies, procedures and processes. The role is responsible for achievement of high client satisfaction and relationship deepening through a disciplined and responsible approach.
Responsibilities:
- Provides prospects and self-directed investors with financial guidance and assistance based on their needs to deepen existing relationships
- Educates potential and existing clients about investment products, services, and trading strategies offered by the bank
- Delivers on performance goals by uncovering additional client needs, deepening existing relationships, and referring clients to business counterparts
- Deliver exceptional service to clients by answering general account inquiries
- Accurately execute and confirm trade orders as well as a variety of securities transactions initiated by self-directed clients
- Assist clients with brokerage consumer website usage and navigation
- Educate potential and existing clients about investment products, services and trading strategies
- Research and resolve client requests
- Maintain current knowledge of Merrill products, policies, and services while keeping abreast of financial markets and regulations
BASIC QUALIFICATIONS
- Series 7, and 66 or equivalent (if not currently held, Series 66 must be obtained within 90 days)
- Demonstrated passion and interest in financial markets
- Excellent customer service skills with the ability to actively listen to clients and demonstrate empathy
- Strong analytical and organizational skills
- Detail oriented, with good follow-up skills
- Strong interpersonal skills
- Ability to multi-task in a dynamic environment
- Requires basic knowledge of the organization, products and/or services
- Requires knowledge of financial markets and trading strategies
- Excellent verbal and written communication skills
- Proven ability to meet and exceed productivity and performance goals
- Must be technologically savvy and able to quickly learn new systems
- Ability to adapt and seek solutions for customers in a fast-paced environment
- Must be flexible to work assigned shift within center hours of operation
- Strong desire for point of call resolution
- Focus on client satisfaction
PREFERRED QUALIFICATIONS
- Call center experience is preferred but not required
- Previous Brokerage experience is a plus
- 1+ years of financial industry experience
Skills
Account Management
Advisory
Client Experience Branding
Customer and Client Focus
Oral Communications
Active Listening
Attention to Detail
Client Solutions Advisory
Issue Management
Pipeline Management
Causation Analysis
Client Management
Policies, Procedures, and Guidelines
Risk Management
Trading
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.