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 JobsWhere Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
As an Associate Financial Advisor with Olympic Investment Group, based in Edmonds, Washington, you will join a collaborative team focused on delivering personalized, long-term financial guidance to individuals, families, and business owners.
Working alongside experienced advisors in a close-knit, relationship-driven office, you will support the development of comprehensive financial plans and investment strategies while helping deepen client relationships. The team fosters a supportive, growth-oriented environment where mentorship, hands-on experience, and professional development are central to your success.
This is a strong opportunity for a driven professional who is passionate about client service, financial planning, and advancing within a high-performing, team-based practice.
Responsibilities:
In this role, your primary responsibility is to help clients grow and protect their assets to achieve their financial goals including, but not limited to:
- Funding for a secure retirement
- Funding for a child’s or grandchild’s education
- Build referral pipelines and develop strong partnerships to help develop and grow client relationships
- Analyze financial data received from clients and assist with the development of investment strategies to meet their goals
- Initiate financial plans for clients based on their goals, time horizon, risk appetite, etc.
- Prepare and review client communications as well as forms and documents needed for customer accounts
- Adhere to all Compliance and Legal requirements
- Schedule appointments and prepare for meetings, answer routine client questions
- Attend sales meetings and assist with client prospecting and marketing
- Attend coaching sessions and training events to improve sales skills and industry knowledge
- Lead efforts to understand and then utilize new tools and resources to improve team productivity (e.g., new technology, platform enhancements)
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.
Requirements
- Bachelor’s degree
- 2+ years of direct client experience within the financial services industry
- FINRA Series 7 and Series 66 (or Series 63 and 65) licenses
- Ability to be onsite M-F in our Edmonds, WA office
Core Competencies:
- Strong understanding of financial planning principles, investment products, and retirement solutions.
- Excellent communication (written and verbal) and interpersonal skills.
- Highly organized with strong attention to detail and ability to manage multiple priorities.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
- Demonstrated ability to work independently and collaboratively in a fast-paced environment.
- Client-centric mindset with a commitment to delivering outstanding service.
Preferences:
- Life, Accident & Health insurance licenses preferred
- CFP (not required but should have desire to obtain upon hire)
Pay Range:
82,200.00 - 137,000.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. 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.
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
As an Associate Financial Advisor with Olympic Investment Group, based in Edmonds, Washington, you will join a collaborative team focused on delivering personalized, long-term financial guidance to individuals, families, and business owners.
Working alongside experienced advisors in a close-knit, relationship-driven office, you will support the development of comprehensive financial plans and investment strategies while helping deepen client relationships. The team fosters a supportive, growth-oriented environment where mentorship, hands-on experience, and professional development are central to your success.
This is a strong opportunity for a driven professional who is passionate about client service, financial planning, and advancing within a high-performing, team-based practice.
Responsibilities:
In this role, your primary responsibility is to help clients grow and protect their assets to achieve their financial goals including, but not limited to:
- Funding for a secure retirement
- Funding for a child’s or grandchild’s education
- Build referral pipelines and develop strong partnerships to help develop and grow client relationships
- Analyze financial data received from clients and assist with the development of investment strategies to meet their goals
- Initiate financial plans for clients based on their goals, time horizon, risk appetite, etc.
- Prepare and review client communications as well as forms and documents needed for customer accounts
- Adhere to all Compliance and Legal requirements
- Schedule appointments and prepare for meetings, answer routine client questions
- Attend sales meetings and assist with client prospecting and marketing
- Attend coaching sessions and training events to improve sales skills and industry knowledge
- Lead efforts to understand and then utilize new tools and resources to improve team productivity (e.g., new technology, platform enhancements)
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.
Requirements
- Bachelor’s degree
- 2+ years of direct client experience within the financial services industry
- FINRA Series 7 and Series 66 (or Series 63 and 65) licenses
- Ability to be onsite M-F in our Edmonds, WA office
Core Competencies:
- Strong understanding of financial planning principles, investment products, and retirement solutions.
- Excellent communication (written and verbal) and interpersonal skills.
- Highly organized with strong attention to detail and ability to manage multiple priorities.
- Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint) and CRM software.
- Demonstrated ability to work independently and collaboratively in a fast-paced environment.
- Client-centric mindset with a commitment to delivering outstanding service.
Preferences:
- Life, Accident & Health insurance licenses preferred
- CFP (not required but should have desire to obtain upon hire)
Pay Range:
82,200.00 - 137,000.00
The pay salary range is inclusive of base salary and potential sales incentive compensation based upon the applicable incentive compensation plan for this position. Base salary is determined on several factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Incentive compensation is dependent on achievement of goals set forth in the incentive compensation plan. 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.
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.