Investment Management Visa Sponsorship Jobs in Rhode Island
Rhode Island's investment management sector centers around Providence and Newport, with established firms like Amica Mutual Insurance and newer wealth management boutiques seeking international talent. The state's proximity to Boston's financial district creates opportunities for portfolio managers, research analysts, and compliance specialists requiring visa sponsorship.
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Planning and Advice Associate
As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, services, and planning tools. You will develop relationship‑building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.
Key Responsibilities
- As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.
- Guide clients using Fidelity’s planning tools, research, and investment solutions.
- Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
- Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
- Discuss market trends, investment concepts, and financial planning strategies.
- Manage and prioritize your day using Salesforce and internal systems.
Skills & Expertise
- Strong client relationship and consultative experience.
- Experience with inbound/outbound warm leads and customer engagement.
- Interest or knowledge in financial services and retirement planning.
- Strong communication, technology, and time-management skills.
- Ability and flexibility to work in a “hybrid” work setting, both at home and in office.
- Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire.
Licensing & Development
- Paid support to obtain SIE, Series 7, and Series 66.
- Tuition reimbursement available for future credentials.
Our Investments in You
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed):
- Maternal and Parental Leave
- Tuition Reimbursement
- Student Loan Assistance
- 401(K) 7% match
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Paid Time off
- Backup Dependent Care
- Charitable match
- Concierge Services
Sound too good to be true? See for yourself and learn more about our benefits offerings:
- Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
- Click here for a local news story about how we are helping our employees pay back their student loan debt (opens in a new tab)
Certifications
- Series 07 - FINRA
- Series 66 - FINRA
Category
Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description
Planning and Advice Associate
As a Planning and Advice Associate, you serve as a trusted partner for our workplace and personal investment customers. You will engage in inbound and outbound conversations, provide guidance on retirement and/or investment needs, and help clients navigate Fidelity’s products, services, and planning tools. You will develop relationship‑building, planning, and service to sales skills through a structured development path with comprehensive training and licensing support.
Key Responsibilities
- As part of the Planning and Advice inbound and outbound call team, you will start your journey in our multi-stage development to a career in planning and advice where you will build relationships with 401(k) workplace participants and/or personal investment clients through planning and advice conversations.
- Guide clients using Fidelity’s planning tools, research, and investment solutions.
- Handle inbound service and consultative calls; conduct outbound outreach through warm opportunities and/or appointments.
- Introduce customers to appropriate business partners and set targeted planning appointments to help people create their path to financial well-being.
- Discuss market trends, investment concepts, and financial planning strategies.
- Manage and prioritize your day using Salesforce and internal systems.
Skills & Expertise
- Strong client relationship and consultative experience.
- Experience with inbound/outbound warm leads and customer engagement.
- Interest or knowledge in financial services and retirement planning.
- Strong communication, technology, and time-management skills.
- Ability and flexibility to work in a “hybrid” work setting, both at home and in office.
- Aptitude to complete FINRA SIE, Series 7 and Series 66 upon hire.
Licensing & Development
- Paid support to obtain SIE, Series 7, and Series 66.
- Tuition reimbursement available for future credentials.
Our Investments in You
Our benefits programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed):
- Maternal and Parental Leave
- Tuition Reimbursement
- Student Loan Assistance
- 401(K) 7% match
- Health Insurance
- Dental Insurance
- Vision Insurance
- Disability Insurance
- Paid Time off
- Backup Dependent Care
- Charitable match
- Concierge Services
Sound too good to be true? See for yourself and learn more about our benefits offerings:
- Click to hear from a few of our associates about the outstanding benefits Fidelity offers: Benefits at Fidelity Investments (opens in a new tab)
- Click here for a local news story about how we are helping our employees pay back their student loan debt (opens in a new tab)
Certifications
- Series 07 - FINRA
- Series 66 - FINRA
Category
Sales
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Roles in Investment Management in Rhode Island
See all 123+ Investment Management Rhode Island jobs
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Get Access To All JobsFrequently Asked Questions
Which cities in Rhode Island have the most investment management sponsorship jobs?
Providence dominates investment management sponsorship opportunities, housing major firms like Amica Mutual Insurance and regional wealth management companies. Newport follows with private wealth firms and family offices. Warwick and Cranston offer additional positions at smaller asset management boutiques and insurance companies with investment arms.
Which investment management companies sponsor visas in Rhode Island?
Amica Mutual Insurance leads visa sponsorship for investment roles in Rhode Island, particularly for portfolio managers and analysts. Regional wealth management firms like Graystone Consulting and smaller family offices in Newport also sponsor H-1B visas for specialized positions like quantitative analysts and compliance officers requiring specific expertise.
How to find investment management visa sponsorship jobs in Rhode Island?
Migrate Mate specializes in investment management visa sponsorship opportunities throughout Rhode Island. The platform filters positions by visa sponsorship status and connects candidates with firms in Providence, Newport, and surrounding areas that actively sponsor H-1B, O-1, and other work visas for investment professionals.
Which visa types are most common for investment management roles in Rhode Island?
H-1B visas dominate investment management sponsorship in Rhode Island, particularly for research analysts, portfolio managers, and quantitative roles requiring specialized degrees. O-1 visas appear for senior portfolio managers with exceptional track records. E-3 visas serve Australian nationals in analyst positions at major firms.
What are the prevailing wage requirements for investment management roles in Rhode Island?
Investment management prevailing wages in Rhode Island vary by experience and role complexity. Entry-level analyst positions typically meet Level I wage requirements, while senior portfolio managers and directors qualify for Level III or IV. Providence metropolitan area wages generally align with Boston market rates for comparable positions.
What is the prevailing wage for sponsored investment management 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.
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