Investment Visa Sponsorship Jobs in South Carolina
South Carolina's investment sector spans financial services firms in Charlotte's extended metro, wealth management offices in Greenville and Columbia, and growing fintech operations tied to the state's expanding business corridor. Employers like Milliken, Nephros, and regional bank holding companies have sponsored H-1B visa and O-1 visas for investment analysts, portfolio managers, and financial research professionals.
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Get Access To All JobsLead with Purpose, Unlock Your Team’s Passion
At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our employees.
If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.
Job Overview:
LPL Financial Research is a team that provides market insights, asset allocation, and model portfolios to our independent advisors. Our mission is to be a trusted partner to our advisors who provide investors with choices to help meet their financial goals. In this endeavor, our sole motivation is to provide stellar investment management advice — as a partner for those advisors who manage client assets themselves or as a portfolio manager for those advisors who want to leverage our experience.
LPL is seeking a Senior Consultant to lead one of its OCIO teams. The team is dedicated to helping build and maintain a robust investment process and investment operating mechanism within an advisor’s practice. Services delivered will focus on investment governance, investment policy, portfolio construction, and aligning investment process/outcomes with the sales and service functionality of the advisor practice.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Responsibilities:
- Provide advisors with consultative, objective advice, along with highly customized investment solutions, to help them achieve their business objectives.
- Lead portfolio design and asset allocation frameworks.
- Ensure portfolios align with IPS constraints and risk objectives.
- Oversee junior portfolio managers and investment analysts.
- Support client reviews in coordination with advisors.
- Support the LPL Sales Enablement process meeting with prospective clients.
- Draw upon previous experience in a OCIO consulting role and drive advisor adoption for the firm’s services.
Requirements
- 5+ years providing investment consulting services
- Bachelor's degree
Core Competencies:
- Demonstrated interest in investments
- Analytical and quantitative skills
- Demonstrated leadership, integrity, and initiative
- Demonstrated command of written communication and strong business writing skills
- Ability and willingness to engage in conversation with internal and external parties
- Ability to work both independently and in a team under tight deadlines
Preferences:
- CFA designation preferred
- Ability to obtain Series 7 and 66 within one year of employment or CFA designation.
Pay Range:
$150,792.00 - $251,320.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
Lead with Purpose, Unlock Your Team’s Passion
At LPL, people leaders hold the key to the employee experience — shaping culture, driving performance, and guiding individuals to new heights. Because when that happens, we all win – clients, LPL, and most importantly our employees.
If you're ready to lead with intention and discover what’s possible, LPL Financial invites you to apply today.
Job Overview:
LPL Financial Research is a team that provides market insights, asset allocation, and model portfolios to our independent advisors. Our mission is to be a trusted partner to our advisors who provide investors with choices to help meet their financial goals. In this endeavor, our sole motivation is to provide stellar investment management advice — as a partner for those advisors who manage client assets themselves or as a portfolio manager for those advisors who want to leverage our experience.
LPL is seeking a Senior Consultant to lead one of its OCIO teams. The team is dedicated to helping build and maintain a robust investment process and investment operating mechanism within an advisor’s practice. Services delivered will focus on investment governance, investment policy, portfolio construction, and aligning investment process/outcomes with the sales and service functionality of the advisor practice.
What are we looking for?
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.
Responsibilities:
- Provide advisors with consultative, objective advice, along with highly customized investment solutions, to help them achieve their business objectives.
- Lead portfolio design and asset allocation frameworks.
- Ensure portfolios align with IPS constraints and risk objectives.
- Oversee junior portfolio managers and investment analysts.
- Support client reviews in coordination with advisors.
- Support the LPL Sales Enablement process meeting with prospective clients.
- Draw upon previous experience in a OCIO consulting role and drive advisor adoption for the firm’s services.
Requirements
- 5+ years providing investment consulting services
- Bachelor's degree
Core Competencies:
- Demonstrated interest in investments
- Analytical and quantitative skills
- Demonstrated leadership, integrity, and initiative
- Demonstrated command of written communication and strong business writing skills
- Ability and willingness to engage in conversation with internal and external parties
- Ability to work both independently and in a team under tight deadlines
Preferences:
- CFA designation preferred
- Ability to obtain Series 7 and 66 within one year of employment or CFA designation.
Pay Range:
$150,792.00 - $251,320.00
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
Investment Job Roles in South Carolina
See all 35+ Investment Jobs in South Carolina
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Search Investment Jobs in South CarolinaInvestment Jobs in South Carolina: Frequently Asked Questions
Which companies sponsor visas for investment roles in South Carolina?
Regional banks, asset management firms, and insurance companies headquartered in South Carolina have a documented history of H-1B sponsorship for investment professionals. Institutions such as South State Bank, First Reliance Bancshares, and the investment arms of larger insurers based in Columbia and Greenville regularly file Labor Condition Applications for roles including financial analysts, portfolio associates, and investment research specialists.
Which visa types are most common for investment roles in South Carolina?
The H-1B is the most frequently used visa for investment professionals in South Carolina, covering roles like financial analyst, investment analyst, and portfolio manager that qualify as specialty occupations requiring a relevant bachelor's degree or higher. The O-1A applies to candidates with extraordinary ability in finance or investment research. Candidates from Australia may pursue the E-3 visa, and Canadian or Mexican nationals may qualify under the TN visa in the economics or accountant categories.
Which cities in South Carolina have the most investment sponsorship jobs?
Columbia, as the state capital and home to several bank holding companies and financial institutions, sees the highest concentration of investment-related sponsorship activity. Greenville has grown significantly as a business hub with wealth management and private equity presence. Charleston's expanding professional services sector also generates demand for investment analysts, particularly within firms serving the region's growing real estate and corporate finance markets.
How to find investment visa sponsorship jobs in South Carolina?
Migrate Mate filters job listings specifically to show roles where employers have a verified history of visa sponsorship, making it far more efficient than browsing general job postings. For investment roles in South Carolina, you can narrow results by location and job category to surface analyst, portfolio, and financial research positions at firms that have previously filed H-1B or other work visa petitions with the Department of Labor.
Are there state-specific considerations for investment professionals seeking visa sponsorship in South Carolina?
South Carolina does not impose additional state-level licensing requirements specific to visa holders, but investment professionals in certain roles may need FINRA registrations such as the Series 65 or Series 7, which are federally administered. Prevailing wage requirements under the H-1B program apply based on the specific metropolitan statistical area, so roles in Columbia, Greenville, and Charleston are benchmarked to their respective regional wage data published by the Department of Labor.
What is the prevailing wage for sponsored investment 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.