Investment Visa Sponsorship Jobs in Tennessee
Tennessee's investment sector spans Nashville's rapidly expanding finance and private equity firms, Memphis's commercial banking institutions, and Knoxville's regional investment advisories. Major employers including Pinnacle Financial Partners, Raymond James affiliates, and AllianceBernstein's Nashville hub regularly recruit internationally for portfolio management, financial analysis, and wealth management roles that qualify for visa sponsorship.
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Get Access To All JobsLocation: Franklin, TN
Requisition ID 2026-126607
Category Retail Branch
Position type Regular
Pay range USD $27.40 - $45.14 / Hour
Application deadline 2026-09-25
Your opportunity
At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.
As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are motivated to learn, comfortable taking initiative, and excited to grow through hands-on experience. You’ll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. This is a role where curiosity, effort, and coachability matter just as much as prior experience.
- Active listening and thoughtful questioning to align solutions to client goals
- Build relationship management skills through timely, accurate, client-focused support
- Manage priorities effectively across outreach, follow-up, and administrative work
- Demonstrate resilience and motivation in achieving individual and team goals
- Collaborate with Financial Consultants and branch leaders to enhance client experience
- Take ownership of your learning, results, and professional growth
Why you’re set up for success:
Schwab Training and Development Start with Wealth Management University—a four-week, live virtual program designed to build your foundation for success. Afterward, continue your development through hands-on training and mentorship in your branch, partnering with your manager, peers, and mentors for guidance aligned to your goals.
Career Pathing The Investment Consultant role provides a strong foundation for growth, with a clear path to a Financial Consultant position for those looking to deepen client relationships, business development skills, and financial expertise. Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. You’ll be supported by leaders who invest in your growth and continuous development over time.
Competitive Compensation In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
What you have
The expertise you bring:
- A valid and active FINRA Series 7 license required
- Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred
The skills you bring:
- Motivation: Own goals with persistence, drive, and a growth mindset focused on continuous improvement and business impact.
- Adaptability: Feedback quickly and adjust to changing client needs, priorities, and information with a flexible, solutions-focused approach.
- Time Management: Prioritize outreach, follow-up, development, and daily responsibilities to stay organized and deliver consistent results.
- Influencing Others: Use active listening, thoughtful questions, and clear communication to build trust and guide client decisions.
- Entrepreneurial Orientation: Take initiative to grow client relationships, pursue opportunities, and navigate challenges with resilience and resourcefulness.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: Franklin, TN
Requisition ID 2026-126607
Category Retail Branch
Position type Regular
Pay range USD $27.40 - $45.14 / Hour
Application deadline 2026-09-25
Your opportunity
At Schwab, you’ll make an impact on your career while helping clients take ownership of their financial futures. In a collaborative, inclusive environment, you’ll build meaningful relationships, grow your skills, and contribute to a client-first culture that drives innovation.
As an Investment Consultant (IC) in Schwab’s Branch Network, you’ll take a critical first step on the path toward becoming a Financial Consultant. This role is designed for individuals who are motivated to learn, comfortable taking initiative, and excited to grow through hands-on experience. You’ll develop core consulting skills through proactive client outreach, needs-based conversations, and solution positioning—while learning alongside experienced Financial Consultants who provide coaching, mentoring, and real-time feedback. This is a role where curiosity, effort, and coachability matter just as much as prior experience.
- Active listening and thoughtful questioning to align solutions to client goals
- Build relationship management skills through timely, accurate, client-focused support
- Manage priorities effectively across outreach, follow-up, and administrative work
- Demonstrate resilience and motivation in achieving individual and team goals
- Collaborate with Financial Consultants and branch leaders to enhance client experience
- Take ownership of your learning, results, and professional growth
Why you’re set up for success:
Schwab Training and Development Start with Wealth Management University—a four-week, live virtual program designed to build your foundation for success. Afterward, continue your development through hands-on training and mentorship in your branch, partnering with your manager, peers, and mentors for guidance aligned to your goals.
Career Pathing The Investment Consultant role provides a strong foundation for growth, with a clear path to a Financial Consultant position for those looking to deepen client relationships, business development skills, and financial expertise. Schwab also supports a “choose your own adventure” approach—empowering you to explore leadership, expanded branch roles, or opportunities across service and support teams. You’ll be supported by leaders who invest in your growth and continuous development over time.
Competitive Compensation In addition to base pay, this role offers bonus and incentive opportunities tied to performance.
What you have
The expertise you bring:
- A valid and active FINRA Series 7 license required
- Currently hold or obtain the FINRA Series 66 (63/65) license and Life & Health Insurance, both of which are required for this role.
- Relevant experience in financial services or a similar client-facing, sales, or advisory environment preferred
The skills you bring:
- Motivation: Own goals with persistence, drive, and a growth mindset focused on continuous improvement and business impact.
- Adaptability: Feedback quickly and adjust to changing client needs, priorities, and information with a flexible, solutions-focused approach.
- Time Management: Prioritize outreach, follow-up, development, and daily responsibilities to stay organized and deliver consistent results.
- Influencing Others: Use active listening, thoughtful questions, and clear communication to build trust and guide client decisions.
- Entrepreneurial Orientation: Take initiative to grow client relationships, pursue opportunities, and navigate challenges with resilience and resourcefulness.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Investment Job Roles in Tennessee
See all 91+ Investment Jobs in Tennessee
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Search Investment Jobs in TennesseeInvestment Jobs in Tennessee: Frequently Asked Questions
Which companies in Tennessee sponsor visas for investment roles?
AllianceBernstein, which relocated its headquarters to Nashville, is among the most active sponsors for investment and financial analysis roles in the state. Pinnacle Financial Partners, Avenue Bank, and regional offices of firms like Morgan Stanley and Raymond James have also supported H-1B visa sponsorship for roles in portfolio management, investment research, and wealth advisory. Sponsorship availability varies by role seniority and business need.
Which visa types are most common for investment professionals in Tennessee?
The H-1B is the primary visa category for investment professionals in Tennessee, covering roles such as financial analyst, portfolio manager, and investment associate that require at least a bachelor's degree in a relevant field like finance, economics, or accounting. Some senior professionals with exceptional records in investment management may qualify for the O-1A. Candidates with a Canadian or Mexican citizenship background may also explore the TN visa under the economist or financial analyst categories.
Which cities in Tennessee have the most investment visa sponsorship jobs?
Nashville leads the state by a significant margin, driven by AllianceBernstein's corporate presence and a growing concentration of private equity, venture, and wealth management firms. Memphis has a secondary cluster tied to commercial banking and institutional investment, with employers like First Horizon Bank. Knoxville and Chattanooga have smaller but active markets, particularly within regional investment advisory and financial planning firms serving growing corporate bases.
How to find investment visa sponsorship jobs in Tennessee?
Migrate Mate filters investment roles specifically to employers with a documented history of visa sponsorship, which removes the guesswork of cold-applying to firms that may not support international candidates. For Tennessee, searches on Migrate Mate can be narrowed to Nashville, Memphis, and other cities, surfacing open positions in portfolio management, financial analysis, and wealth advisory at sponsors active in the state. Creating a profile also helps match your background to relevant openings.
Are there any Tennessee-specific considerations for investment role visa sponsorship?
Tennessee has no state income tax on wages, which affects prevailing wage benchmarking and overall compensation structures at Tennessee-based firms compared to high-tax states. Employers filing Labor Condition Applications for H-1B investment roles must meet DOL prevailing wage requirements for the specific metropolitan statistical area, so Nashville, Memphis, and Knoxville each have distinct wage floors. AllianceBernstein's presence has also made Vanderbilt University and its finance program a notable pipeline for internationally recruited talent entering the state.
What is the prevailing wage for sponsored investment jobs in Tennessee?
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.