Investment Visa Sponsorship Jobs in Washington
Washington state is a major hub for investment roles, with employers like BlackRock, JPMorgan, and Russell Investments anchoring a strong financial services presence in Seattle. Bellevue and Tacoma also host asset management and private equity firms that regularly sponsor H-1B visas for analysts, portfolio managers, and quantitative researchers.
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Get Access To All JobsLocation: Seattle, WA
Requisition ID 2026-124221
Category Financial Planning
Position type Regular
Pay range USD $51,300.00 - $95,000.00 / Year
Application deadline 2026-08-03
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
Demonstrate strong ownership, persistence, and drive in achieving goals
Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and contribute to client and business outcomes
- Adaptability
Actively seek, receive, and feedback to strengthen performance
Adapt to evolving client needs, business priorities, and new information with a flexible, solutions-oriented approach
- Time Management
Effectively prioritize and manage multiple responsibilities, including client outreach, follow-ups, and ongoing development
Stay organized and focused in a fast-paced environment to meet deadlines and deliver consistent results
- Influencing Others
Use active listening and thoughtful questioning to understand client needs and identify appropriate solutions
Communicate clearly and persuasively to build trust, align on next steps, and guide client decisions
- Entrepreneurial Orientation
Take initiative to identify opportunities, expand client relationships, and contribute to business growth
Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges
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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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: Seattle, WA
Requisition ID 2026-124221
Category Financial Planning
Position type Regular
Pay range USD $51,300.00 - $95,000.00 / Year
Application deadline 2026-08-03
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
Demonstrate strong ownership, persistence, and drive in achieving goals
Maintain a growth-oriented mindset, seeking opportunities to learn, improve, and contribute to client and business outcomes
- Adaptability
Actively seek, receive, and feedback to strengthen performance
Adapt to evolving client needs, business priorities, and new information with a flexible, solutions-oriented approach
- Time Management
Effectively prioritize and manage multiple responsibilities, including client outreach, follow-ups, and ongoing development
Stay organized and focused in a fast-paced environment to meet deadlines and deliver consistent results
- Influencing Others
Use active listening and thoughtful questioning to understand client needs and identify appropriate solutions
Communicate clearly and persuasively to build trust, align on next steps, and guide client decisions
- Entrepreneurial Orientation
Take initiative to identify opportunities, expand client relationships, and contribute to business growth
Demonstrate resilience and resourcefulness in pursuing goals and navigating challenges
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. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
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 Washington
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Search Investment Jobs in WashingtonInvestment Jobs in Washington: Frequently Asked Questions
Which companies sponsor visas for investment roles in Washington?
Several established financial employers in Washington have documented H-1B sponsorship histories for investment roles. Russell Investments, headquartered in Seattle, regularly files for portfolio managers and analysts. Large institutions with Seattle offices, including JPMorgan Asset Management and BlackRock, also sponsor for quantitative and investment analysis positions. Regional asset managers and family offices in Bellevue add further opportunities, though sponsorship capacity varies by firm size and role.
Which visa types are most common for investment roles in Washington?
The H-1B is the most widely used visa category for investment professionals in Washington, covering roles like financial analyst, portfolio manager, and quantitative researcher that require a specialized bachelor's degree or higher. The O-1A is an option for candidates with demonstrated extraordinary achievement in finance or investment management. Some multinational firms also use the L-1A or L-1B for transferring employees into Washington offices from overseas operations.
Which cities in Washington have the most investment sponsorship jobs?
Seattle holds the largest concentration of investment sponsorship jobs in Washington, driven by its established financial services sector and proximity to major technology wealth management demand. Bellevue is a growing secondary market, particularly for private equity and venture capital adjacent roles serving the tech corridor. Tacoma and Spokane have a smaller but present financial services presence, though sponsorship activity there is considerably more limited than in King County.
How to find investment visa sponsorship jobs in Washington?
Migrate Mate is built specifically for this search, filtering investment roles in Washington by verified sponsorship history so you are not sifting through listings from employers who do not sponsor. You can browse portfolio management, financial analysis, and quantitative research positions concentrated in Seattle and Bellevue. Filtering by role type and location on Migrate Mate helps narrow to firms with active H-1B filing records in the investment space.
Are there state-specific considerations for investment professionals seeking sponsorship in Washington?
Washington has no state income tax, which affects prevailing wage comparisons since the Department of Labor's wage benchmarks for investment roles in the Seattle metropolitan area reflect a high cost-of-living market. Employers filing Labor Condition Applications must meet those prevailing wage levels for the specific location listed. Washington's large technology sector also creates significant demand for hybrid roles blending investment analysis with data science, which can influence how a specialty occupation petition is framed.
What is the prevailing wage for sponsored investment jobs in Washington?
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.