Investment Management E-3 Sponsorship Jobs in Wisconsin
Investment management E-3 visa sponsorship jobs in Wisconsin are concentrated in Milwaukee, home to firms like Northwestern Mutual, Baird, and Fiserv's asset management divisions. Madison's growing financial sector adds further opportunity. Australian professionals in portfolio analysis, wealth management, and investment research will find Wisconsin's mid-market firms active in sponsoring E-3 talent for specialty occupation roles.
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Get Access To All JobsJob Description:
This job requires you to live in the Greater Milwaukee/Madison, WI area, as you will be working on local client campuses 4-5 days a week.
The Role
The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.
Specific responsibilities include:
- Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person
- Apply the Fidelity Relationship Model during participant interactions
- Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions
- Conduct ongoing engagement planning with plan sponsors
- Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs
- Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership
The Expertise and Skills You Bring
- 3 years of financial services experience required; BA required
- Series 7 and 66 required (or S63/S65)
- 1-2 years of customer facing experience preferred
- Life & Annuity Certification optional
- Demonstrated familiarity with Financial Planning Concepts
- Demonstrated planning experience preferred
- Demonstrated ability to independently problem solve/prepare for new challenges
- Willingness to engage in complex conversations with a clear call to action
- Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients
- Willingness to travel (up to 75%)
The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.
- Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.
- Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.
- Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.
Joining WEPA means that you will:
- UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors
- GROW in your skills to deliver more, world-class planning and education experiences for our participants
- WIN on behalf of our clients, our participants and Fidelity
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
We invite you to Find Your Fidelity at fidelitycareers.com
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Job Description:
This job requires you to live in the Greater Milwaukee/Madison, WI area, as you will be working on local client campuses 4-5 days a week.
The Role
The Workplace Financial Consultant (WFC), part of Fidelity's Workplace Education Planning & Advice (WEPA) organization, works directly with plan sponsor contacts, client HR representatives, and internal Fidelity partners to drive greater participant engagement and plan sponsor advocacy in our local workplace communities. You will serve as a key liaison between the client and internal business partners to create a client needs-based strategy and ensure Fidelity's overall ongoing success within a defined book of business. In addition, the WFC provides financial advice to participants through face-to-face meetings including one on ones, workshops, help desk sessions, benefits fairs, and lunch and learns. The WFC strives to ensure participants are prepared to make better decisions regarding their personal finances while ensuring industry leading customer satisfaction results are achieved.
Specific responsibilities include:
- Provide 1:1 financial planning and investment advice appointments to plan participants both virtually and in-person
- Apply the Fidelity Relationship Model during participant interactions
- Educate participants on introductory topics in a 1: many format via onsite workshops and Ask Fidelity sessions
- Conduct ongoing engagement planning with plan sponsors
- Network with participants hosting lunch and learns, help desk sessions, and by attending benefits fairs
- Manage relationships with our local branch business partners, strengthening the Personal Workplace Advantage/Partnership
The Expertise and Skills You Bring
- 3 years of financial services experience required; BA required
- Series 7 and 66 required (or S63/S65)
- 1-2 years of customer facing experience preferred
- Life & Annuity Certification optional
- Demonstrated familiarity with Financial Planning Concepts
- Demonstrated planning experience preferred
- Demonstrated ability to independently problem solve/prepare for new challenges
- Willingness to engage in complex conversations with a clear call to action
- Ability to achieve mastery of fundamental planning and advice topics across Corporate & Tax-Exempt Market (TEM) clients
- Willingness to travel (up to 75%)
The Team
The Workplace Education, Planning and Advice (WEPA) organization exists to help employees in our local workplace communities.
- Employers who have chosen Fidelity to administer their 401k, 403b, Equity Compensation and assorted benefits plans often require help driving engagement in these valuable programs.
- Our mission is to serve as a trusted partner for plan sponsors and participants, providing education, financial planning and advice, both virtually and on-site, nation-wide.
- Our value is delivered to over one million plan-participants every year, inspiring them to reach their financial goals and bringing the broader Fidelity Advantage to life.
Joining WEPA means that you will:
- UNITE as one team to intentionally connect, inspire and build strong relationships internally and with our plan sponsors
- GROW in your skills to deliver more, world-class planning and education experiences for our participants
- WIN on behalf of our clients, our participants and Fidelity
Company Overview
Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients. We help people invest and plan for their future. We assist companies and non-profit organizations in delivering benefits to their employees. And we provide institutions and independent advisors with investment and technology solutions to help invest their own clients’ money.
Join Us
At Fidelity, you’ll find endless opportunities to build a meaningful career that positively impacts peoples’ lives, including yours. You can take advantage of flexible benefits that support you through every stage of your career, empowering you to thrive at work and at home. Honored with a Glassdoor Employees’ Choice Award, we have been recognized by our employees as a Best Place to Work in 2023. And you don’t need a finance background to succeed at Fidelity—we offer a range of opportunities for learning so you can build the career you’ve always imagined.
We invite you to Find Your Fidelity at fidelitycareers.com
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
E-3 Investment Management Job Roles in Wisconsin
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Search Investment Management Jobs in WisconsinInvestment Management E-3 Sponsorship Jobs in Wisconsin: Frequently Asked Questions
Which investment management companies sponsor E-3 visas in Wisconsin?
Milwaukee-based firms are the most active, including Northwestern Mutual, Robert W. Baird & Co., and Cleary Gull. Wealth management groups within larger regional banks such as BMO Harris and Associated Bank have also sponsored specialty occupation roles. These employers regularly hire for roles in portfolio management, financial analysis, and investment research that meet E-3 specialty occupation requirements.
Which cities in Wisconsin have the most investment management E-3 sponsorship jobs?
Milwaukee is the clear center of investment management hiring in Wisconsin, hosting the headquarters of several major asset managers and broker-dealers. Madison has a smaller but growing financial services sector, supported by proximity to the University of Wisconsin's business community. Green Bay and Appleton have regional wealth management operations, though sponsorship activity there is more limited compared to Milwaukee.
What types of investment management roles typically qualify for E-3 sponsorship in Wisconsin?
Roles that typically qualify include investment analyst, portfolio manager, financial analyst, equity research associate, and wealth management associate. These positions generally require a bachelor's degree or higher in finance, economics, accounting, or a related field, satisfying the E-3 specialty occupation standard. Generalist roles where any degree field is acceptable are less likely to meet the specialty occupation threshold required for E-3 approval.
How do I find investment management E-3 sponsorship jobs in Wisconsin?
Migrate Mate is the most direct way to search for investment management roles in Wisconsin that offer E-3 visa sponsorship, since listings are filtered specifically for E-3-eligible positions. Focus your search on Milwaukee-area firms and filter by industry to surface portfolio management, financial analysis, and wealth management roles. Targeting firms with a documented history of LCA filings in Wisconsin improves your chances of finding genuine sponsorship opportunities.
Are there any Wisconsin-specific considerations for E-3 sponsorship in investment management?
Wisconsin's investment management sector skews toward mid-size firms and regional wealth managers rather than large institutional asset managers, which means immigration infrastructure can vary significantly between employers. Smaller firms may be sponsoring E-3 workers for the first time and will need guidance on the Labor Condition Application process. It is worth confirming early in the hiring process that the employer is prepared to file the required documentation with the Department of Labor.
What is the prevailing wage for E-3 investment management jobs in Wisconsin?
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.