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 JobsINTRODUCTION
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
THE TEAM
You’ll be working with a Financial Advisor in Brookfield, WI. We provide Wealth Management services for High net worth clients. As a Client Associate, you’ll play an important role in providing support to the aligned FA.
YOUR SKILLS AND EXPERIENCE
- series 7 and 66 licenses
- ideally 3 to 5 years of experience in client service, within the finance sector
- bachelor degree preferred
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
HOW WE HIRE
We may request you to complete one or more assessments during the application process. Learn more.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
LOCATION
United States - Wisconsin
JOB TYPE
Part Time
JOB REFERENCE
342634BR
CITY
Brookfield
INTRODUCTION
Are you truly service oriented? Do you know how to take care of people?
We’re looking for a Client Associate to:
- keep management systems up-to-date with client information
- educate clients on account services and capabilities
- help with the preparation of reports and other materials for client meetings
- collect the right documentation for opening new accounts and service requests
- plan team marketing events and maintain marketing materials
- provide the team with a detailed calendar of activities
THE TEAM
You’ll be working with a Financial Advisor in Brookfield, WI. We provide Wealth Management services for High net worth clients. As a Client Associate, you’ll play an important role in providing support to the aligned FA.
YOUR SKILLS AND EXPERIENCE
- series 7 and 66 licenses
- ideally 3 to 5 years of experience in client service, within the finance sector
- bachelor degree preferred
- excellent communicator, with solid interpersonal skills
- detail oriented (nothing gets past you)
- proficient in Microsoft Office Suite
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
HOW WE HIRE
We may request you to complete one or more assessments during the application process. Learn more.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
LOCATION
United States - Wisconsin
JOB TYPE
Part Time
JOB REFERENCE
342634BR
CITY
Brookfield
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.