Investment Management E-3 Sponsorship Jobs in South Carolina
Investment management E-3 visa sponsorship jobs in South Carolina are concentrated in Columbia and Charleston, where firms including Truist Wealth, First Reliance Bancshares, and South State Bank's wealth divisions support institutional and private client portfolios. Australian professionals in portfolio analysis, research, and client advisory roles will find the state's growing financial services sector actively seeking qualified candidates.
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Get Access To All JobsLocation: Mt Pleasant, South Carolina
Job Type: Part Time
Your role
Are you highly motivated and experienced? Do you thrive in a fast-paced, client-focused environment and are passionate about delivering exceptional service to high-net-worth individuals and their families? We're looking for a Client Associate to join our team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a dynamic group. Your key responsibilities will be:
- Act as a relationship manager for top tier clients, ensuring a high touch, personalized experience while proactively anticipating client needs.
- Collaborate closely with team members to deliver seamless client service and support internal operational workflows.
- Manage and coordinate client meeting calendars, including scheduling, confirmations, and follow ups.
- Oversee all aspects of client onboarding, account maintenance, and service requests with precision, responsiveness, and confidentiality.
- Maintain accurate, organized, and up to date client records and documentation.
Your team
You’ll be based in our Mount Pleasant office in Charleston, SC. We pride ourselves on delivering thoughtful advice—one family at a time. Everyone on the team plays a vital role in our success and is genuinely valued for their contributions.
Your expertise
- Exceptional interpersonal, communication, and organizational skills.
- Proficiency with Microsoft Office Suite systems.
- High level of professionalism, discretion, and care when handling sensitive client information.
- Licensing Requirements: SIE, Series 7, and Series 66 (or willing to obtain)
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
Location: Mt Pleasant, South Carolina
Job Type: Part Time
Your role
Are you highly motivated and experienced? Do you thrive in a fast-paced, client-focused environment and are passionate about delivering exceptional service to high-net-worth individuals and their families? We're looking for a Client Associate to join our team who has a strong professional presence that can confidently represent the team, build trusted relationships, and collaborate effectively within a dynamic group. Your key responsibilities will be:
- Act as a relationship manager for top tier clients, ensuring a high touch, personalized experience while proactively anticipating client needs.
- Collaborate closely with team members to deliver seamless client service and support internal operational workflows.
- Manage and coordinate client meeting calendars, including scheduling, confirmations, and follow ups.
- Oversee all aspects of client onboarding, account maintenance, and service requests with precision, responsiveness, and confidentiality.
- Maintain accurate, organized, and up to date client records and documentation.
Your team
You’ll be based in our Mount Pleasant office in Charleston, SC. We pride ourselves on delivering thoughtful advice—one family at a time. Everyone on the team plays a vital role in our success and is genuinely valued for their contributions.
Your expertise
- Exceptional interpersonal, communication, and organizational skills.
- Proficiency with Microsoft Office Suite systems.
- High level of professionalism, discretion, and care when handling sensitive client information.
- Licensing Requirements: SIE, Series 7, and Series 66 (or willing to obtain)
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
How we hire
We may request you to complete one or more assessments during the application process. Learn more.
Join us
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
E-3 Investment Management Job Roles in South Carolina
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Search Investment Management Jobs in South CarolinaInvestment Management E-3 Sponsorship Jobs in South Carolina: Frequently Asked Questions
Which investment management companies sponsor E-3 visas in South Carolina?
South Carolina's E-3 sponsoring employers in investment management tend to be regional banks with wealth management arms, registered investment advisers, and insurance-affiliated asset managers. Firms like South State Bank, Truist Wealth, and independent RIAs based in Columbia and Charleston have hired international professionals in portfolio and advisory roles. Sponsorship activity varies by firm size and current headcount needs, so checking Labor Condition Application filing history is the most reliable verification method.
Which cities in South Carolina have the most investment management E-3 sponsorship jobs?
Columbia, as the state capital and home to the University of South Carolina's business community, hosts the highest concentration of investment management employers. Charleston's expanding financial district has also attracted wealth management offices and fintech-adjacent asset managers. Greenville, the state's fastest-growing metro, has seen growth in corporate finance and family office activity, making it a secondary market worth monitoring for E-3 sponsorship opportunities in investment management.
What types of investment management roles typically qualify for E-3 sponsorship?
Roles that consistently qualify include portfolio analyst, equity research associate, fixed income analyst, financial adviser, compliance analyst, and risk management specialist. Each position must meet the E-3 specialty occupation standard, requiring at least a bachelor's degree in a directly related field such as finance, economics, accounting, or mathematics. Generalist titles like 'financial representative' may face scrutiny if the employer cannot demonstrate the role requires a specific degree field.
How do I find investment management E-3 sponsorship jobs in South Carolina?
Migrate Mate is built specifically for this search, filtering investment management roles by E-3 sponsorship history so you see employers who have filed Labor Condition Applications for the visa category. This removes the guesswork of cold-applying to firms that have never sponsored. Within Migrate Mate, you can narrow results to South Carolina cities and investment management job types, focusing your applications on employers with a documented track record of E-3 filings.
Are there state-specific considerations for E-3 sponsorship in South Carolina's investment management industry?
South Carolina does not impose additional state-level licensing requirements unique to E-3 holders, but investment management professionals typically need FINRA registrations such as the Series 65 or Series 66, which require employer sponsorship independent of the visa process. Australian candidates should confirm their degree equivalency is documented before applying, as South Carolina wealth management employers may request credential evaluations. The state's relatively lower cost of operations means smaller RIAs can realistically support sponsorship, not only large institutions.
What is the prevailing wage for E-3 investment management jobs in South Carolina?
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.