Investment Management OPT Jobs in Washington
Washington state is a strong market for investment management F-1 OPT sponsorship, with Seattle home to major employers including Russell Investments, Parametric Portfolio Associates, and Washington Capital Management. Bellevue and Redmond add additional opportunities through the region's deep financial services and technology-finance crossover. Roles in portfolio analysis, quantitative research, and fund operations are among the most active for OPT candidates.
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Get Access To All JobsBusiness Development Associate
Barnum Financial - West Division
Job Description
This position will allow you to leverage your personal drive, your people skills, and your commitment, to make a positive impact on the lives of our clients. As a Business Development Associate, you will develop the knowledge and skills needed to provide important guidance to people looking to protect and build their wealth and take the needed steps to enjoy a secure financial future.
We are a growth and results-oriented financial services team in a dynamic environment looking for an individual who is committed to long-term success, achievement and helping people!
Responsibilities will initially include:
- Outbound calls to warm prospects to discuss their benefit options.
- Answer incoming calls from prospective clients with professionalism.
- Gather facts from prospective clients to better assist and direct.
- Schedule appointments with the appropriate Advisor on the team.
- Use scripts to deliver information regarding the client’s benefits and the services our company can provide.
- Manage internal Salesforce platform and systems so client information is up to date and accurate.
- Growth opportunity for increased client engagement with proper licensing, skill development and training provided.
We are looking for an individual with the following traits:
- Self-starter who is persistent and results-oriented
- Energetic
- Outgoing, comfortable on the phone
- Client-first attitude
- Excellent communication and presentation skills
- Efficient
- Enjoys being a part of a team
- Basic knowledge of life insurance
- Ability to use discretion and maintain client confidentiality
Our take:
Unlike most sales roles, this features a strong, base salary plus a high bonus potential. We are looking for an enthusiastic team member to generate sales either by calling warm prospects or answering requests in a fast-paced environment. This person has a direct role in our team’s success and the revenue generated. There is potential for higher compensation based on results. This person must have strong client service skills, be friendly and understand the client’s needs in a short amount of time.
Experience:
- 1+ years industry experience preferred
- Bachelor's Degree preferred
- Salesforce CRM experience ideal
- Proficiency in Microsoft Office (Outlook, Word, Excel, etc.) required
This role is hired directly by the Financial Advisor
CRN202801-7864077
Pay: $6,000.00 per month
Work Location: In person
Business Development Associate
Barnum Financial - West Division
Job Description
This position will allow you to leverage your personal drive, your people skills, and your commitment, to make a positive impact on the lives of our clients. As a Business Development Associate, you will develop the knowledge and skills needed to provide important guidance to people looking to protect and build their wealth and take the needed steps to enjoy a secure financial future.
We are a growth and results-oriented financial services team in a dynamic environment looking for an individual who is committed to long-term success, achievement and helping people!
Responsibilities will initially include:
- Outbound calls to warm prospects to discuss their benefit options.
- Answer incoming calls from prospective clients with professionalism.
- Gather facts from prospective clients to better assist and direct.
- Schedule appointments with the appropriate Advisor on the team.
- Use scripts to deliver information regarding the client’s benefits and the services our company can provide.
- Manage internal Salesforce platform and systems so client information is up to date and accurate.
- Growth opportunity for increased client engagement with proper licensing, skill development and training provided.
We are looking for an individual with the following traits:
- Self-starter who is persistent and results-oriented
- Energetic
- Outgoing, comfortable on the phone
- Client-first attitude
- Excellent communication and presentation skills
- Efficient
- Enjoys being a part of a team
- Basic knowledge of life insurance
- Ability to use discretion and maintain client confidentiality
Our take:
Unlike most sales roles, this features a strong, base salary plus a high bonus potential. We are looking for an enthusiastic team member to generate sales either by calling warm prospects or answering requests in a fast-paced environment. This person has a direct role in our team’s success and the revenue generated. There is potential for higher compensation based on results. This person must have strong client service skills, be friendly and understand the client’s needs in a short amount of time.
Experience:
- 1+ years industry experience preferred
- Bachelor's Degree preferred
- Salesforce CRM experience ideal
- Proficiency in Microsoft Office (Outlook, Word, Excel, etc.) required
This role is hired directly by the Financial Advisor
CRN202801-7864077
Pay: $6,000.00 per month
Work Location: In person
OPT Investment Management Job Roles in Washington
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Search Investment Management Jobs in WashingtonInvestment Management OPT Sponsorship Jobs in Washington: Frequently Asked Questions
Which investment management companies sponsor F-1 OPT visas in Washington?
Several established firms in Washington have a track record of hiring OPT candidates. Russell Investments and Parametric Portfolio Associates in Seattle regularly recruit for analytical roles. Washington Capital Management and firms within the broader Pacific Northwest asset management community also participate in OPT hiring. That said, sponsorship decisions are made on a role-by-role and candidate-by-candidate basis, so no sponsorship outcome is guaranteed at any firm.
Which cities in Washington have the most investment management F-1 OPT sponsorship jobs?
Seattle is the dominant hub, concentrating the majority of Washington's investment management firms, including institutional asset managers, hedge funds, and wealth management offices. Bellevue is a secondary market with growing financial services activity, partly driven by its proximity to technology sector wealth. Tacoma and Spokane have smaller financial services communities with more limited OPT sponsorship opportunities in investment management specifically.
What types of investment management roles typically qualify for F-1 OPT sponsorship?
Roles that most commonly align with OPT authorization in investment management include investment analyst, portfolio associate, quantitative analyst, risk analyst, and fund operations analyst positions. These roles typically require a degree in finance, economics, mathematics, statistics, or a related field, making them well suited for OPT candidates. Client-facing sales or relationship management roles are less commonly associated with OPT sponsorship at this stage of a career.
How do I find investment management F-1 OPT sponsorship jobs in Washington?
Migrate Mate is built specifically for international students and visa holders searching for sponsorship-friendly roles. You can filter by F-1 OPT, select Washington as your target state, and browse investment management positions from employers who have indicated sponsorship willingness. This saves significant time compared to manually screening postings that don't address visa status. Migrate Mate also surfaces firms with a history of hiring OPT candidates in financial services.
Are there any Washington-specific or investment management-specific considerations for F-1 OPT sponsorship?
Washington has no state income tax, which affects total compensation structures and is worth understanding when evaluating offers. Within investment management, firms managing registered funds are subject to SEC oversight, which can make compliance with employment authorization documentation more rigorous than in some other industries. OPT candidates pursuing roles at investment advisers registered with Washington's Department of Financial Institutions should also be aware that licensing requirements for certain roles may create additional steps in the hiring process.