Investment Visa Sponsorship Jobs in Wisconsin
Wisconsin's investment sector spans financial services firms in Milwaukee, asset management operations in Madison, and regional banking institutions across Green Bay and Appleton. Major employers like Baird, Northwestern Mutual, and Fiserv have established records of sponsoring skilled international professionals for investment analyst, portfolio management, and financial advisory roles.
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Get Access To All JobsFirm Description:
Successful financial services team associated with a Fortune 500 company providing financial security for over 150 years. Mosaic Financial Partners offers flexibility, a team philosophy, opportunities for growth, and was recognized as a Best Place to Work by Milwaukee Business Journal.
Position Overview and Key Responsibilities:
- Lead our investment committee and be accountable for our investment performance vs. benchmark metrics.
- Perform research and analysis to manage investment options.
- Provide information and make recommendations to committee on managers, advisory service products, investment selection, suitability guidelines, and reporting decisions.
- Conduct detailed research and analysis of investment opportunities.
- Recommend fund portfolio options based on client needs and industry trends.
- Monitor funding of advisory accounts and communicate with clients regarding advisory-related services and products.
- Process investment accounts, trades, and private investment paperwork.
- Mutual Fund Wholesaler Point of Contact.
- Coordinating investment committee meetings. Provide market commentary and economic outlook (much of can be sourced from N.M. material).
- Monitoring capital gains distributions.
- Ongoing monitoring of securities.
- Model management & updating positions.
- ALTS expert and potentially ALTS paperwork.
- Attend some client meetings as an investment expert. Including those with joint work partners.
Qualifications
- Bachelor’s Degree in Business, Finance, or related field preferred.
- Strong analytical, problem-solving, and communication skills.
- Ability to adapt to change and work in a fast-paced environment.
- Familiarity with Microsoft applications and web-based data management.
- Minimum of 3 years of broker-dealer knowledge and understanding.
- Must have Series 7, 66, SIE.
- Must get Life and Health licenses before starting.
Experience:
3-5+ years of financial planning experience in the securities industry.
Strong attention to detail, accuracy, and reliability.
Customer service experience, including excellent oral and written communication skills.
Pay: $90,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid parental leave
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Vision insurance
- Volunteer time off
Work Location: Hybrid remote in Whitefish Bay, WI 53211
Firm Description:
Successful financial services team associated with a Fortune 500 company providing financial security for over 150 years. Mosaic Financial Partners offers flexibility, a team philosophy, opportunities for growth, and was recognized as a Best Place to Work by Milwaukee Business Journal.
Position Overview and Key Responsibilities:
- Lead our investment committee and be accountable for our investment performance vs. benchmark metrics.
- Perform research and analysis to manage investment options.
- Provide information and make recommendations to committee on managers, advisory service products, investment selection, suitability guidelines, and reporting decisions.
- Conduct detailed research and analysis of investment opportunities.
- Recommend fund portfolio options based on client needs and industry trends.
- Monitor funding of advisory accounts and communicate with clients regarding advisory-related services and products.
- Process investment accounts, trades, and private investment paperwork.
- Mutual Fund Wholesaler Point of Contact.
- Coordinating investment committee meetings. Provide market commentary and economic outlook (much of can be sourced from N.M. material).
- Monitoring capital gains distributions.
- Ongoing monitoring of securities.
- Model management & updating positions.
- ALTS expert and potentially ALTS paperwork.
- Attend some client meetings as an investment expert. Including those with joint work partners.
Qualifications
- Bachelor’s Degree in Business, Finance, or related field preferred.
- Strong analytical, problem-solving, and communication skills.
- Ability to adapt to change and work in a fast-paced environment.
- Familiarity with Microsoft applications and web-based data management.
- Minimum of 3 years of broker-dealer knowledge and understanding.
- Must have Series 7, 66, SIE.
- Must get Life and Health licenses before starting.
Experience:
3-5+ years of financial planning experience in the securities industry.
Strong attention to detail, accuracy, and reliability.
Customer service experience, including excellent oral and written communication skills.
Pay: $90,000.00 - $120,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- Life insurance
- Paid parental leave
- Paid time off
- Parental leave
- Professional development assistance
- Referral program
- Vision insurance
- Volunteer time off
Work Location: Hybrid remote in Whitefish Bay, WI 53211
Investment Job Roles in Wisconsin
See all 72+ Investment Jobs in Wisconsin
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Search Investment Jobs in WisconsinInvestment Jobs in Wisconsin: Frequently Asked Questions
Which companies in Wisconsin sponsor visas for investment roles?
Milwaukee-based firms lead Wisconsin's investment sponsorship activity. Baird, Northwestern Mutual, and Fiserv have sponsored international professionals for investment analyst and financial services positions. Regional banks including Associated Bank and BMO Harris (with significant Wisconsin operations) also hire for investment-related roles with sponsorship. Larger asset managers and insurance companies with Madison and Milwaukee headquarters tend to have established HR processes for H-1B visa filings.
What visa types are most commonly used for investment jobs in Wisconsin?
The H-1B is the most common visa for investment roles in Wisconsin, covering positions like financial analyst, portfolio analyst, and investment research associate that typically require a bachelor's degree in finance, economics, or a related field. Candidates already holding OPT or STEM OPT authorization are also actively hired. The O-1A is occasionally pursued for candidates with exceptional track records in asset management or quantitative research.
Which Wisconsin cities have the most investment visa sponsorship jobs?
Milwaukee is the clear hub, home to the largest concentration of financial services and investment firms in the state, including Baird and Northwestern Mutual's headquarters. Madison supports investment hiring through its university-adjacent financial sector and state government-related funds. Green Bay and Appleton have smaller but active regional banking and financial advisory markets that occasionally sponsor for investment analyst positions.
How to find investment visa sponsorship jobs in Wisconsin?
Migrate Mate is built specifically for international job seekers and filters investment roles in Wisconsin by visa sponsorship history, so you're not wasting time applying to employers who don't sponsor. Search for investment analyst, portfolio associate, and financial research titles filtered to Milwaukee and Madison. Migrate Mate surfaces employers with documented H-1B filing activity, which is the most reliable signal that a Wisconsin firm will sponsor.
Are there state-specific considerations for investment roles and visa sponsorship in Wisconsin?
Wisconsin does not have state-level visa programs, so sponsorship follows federal H-1B rules, including prevailing wage requirements set by the Department of Labor for each metro area. Milwaukee and Madison have different prevailing wage tiers, which affects what employers must pay sponsored workers. University of Wisconsin-Madison and Marquette University produce finance graduates who enter OPT, creating a pipeline that some Wisconsin investment firms are accustomed to sponsoring through to H-1B status.
What is the prevailing wage for sponsored investment 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.