Investment Management Visa Sponsorship Jobs in Wisconsin
Wisconsin's investment management sector offers visa sponsorship opportunities primarily in Milwaukee and Madison, with firms like Northwestern Mutual, Johnson Financial Group, and Cleary Gull managing significant assets. The state's strong financial services presence and proximity to Chicago creates demand for international talent in portfolio management, research, and client advisory roles.
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Get Access To All JobsLocation: Brookfield, WI
Requisition ID 2026-119734
Category Retail Branch
Position type Regular
Pay range USD $55,900.00 - $80,100.00 / Year
Application deadline 2026-06-23
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.
What you have
Required Qualifications:
- A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
- A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
- A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
- 2 years of experience in the financial services industry
- Ability to leverage Business development experience
- Passion for gaining knowledge of brokerage/banking products and services
- Openness to build strong client relationships
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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.
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: Brookfield, WI
Requisition ID 2026-119734
Category Retail Branch
Position type Regular
Pay range USD $55,900.00 - $80,100.00 / Year
Application deadline 2026-06-23
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together.
As an Investment Consultant (IC) at Schwab, you have the opportunity to learn and grow within our Branch Network at the ground floor. The first foray into the path towards becoming a Financial Consultant (FC) at Schwab, the IC role provides the exposure and experience required to advance in this challenging space. You’ll learn what it takes to build a book of business through proactive, outbound calls to existing Schwab clients, uncovering opportunities through needs-based analysis and positioning appropriate products and solutions. You’ll observe our skilled FCs and learn how to deliver unparalleled value and service through collaboration and mentoring. If you are seeking the first step towards a rich and rewarding career in financial consulting, look no further than Schwab’s Investment Consultant role.
What you have
Required Qualifications:
- A valid and active Series 7 license is required (license may be obtained under a condition of employment through Branch Network Licensing Program)
- A valid and active Series 66 (63/65) license required (license(s) may be obtained under a condition of employment)
- A valid and active Life and Health Insurance license is required (may be obtained under a condition of employment)
Preferred Qualifications:
- 2 years of experience in the financial services industry
- Ability to leverage Business development experience
- Passion for gaining knowledge of brokerage/banking products and services
- Openness to build strong client relationships
In addition to the salary range, this role is also eligible for bonus or incentive opportunities.
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.
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 Management Job Roles in Wisconsin
See all 64+ Investment Management Jobs in Wisconsin
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Search Investment Management Jobs in WisconsinInvestment Management Jobs in Wisconsin: Frequently Asked Questions
Which investment management companies in Wisconsin sponsor visas?
Northwestern Mutual leads Wisconsin's investment management visa sponsorship, particularly for their Milwaukee headquarters. Other sponsors include Johnson Financial Group, Cleary Gull, and Mason Street Advisors. Regional wealth management divisions of larger banks like Associated Bank also sponsor H-1B visas for portfolio managers and research analysts with specialized expertise.
How to find investment management visa sponsorship jobs in Wisconsin?
Migrate Mate specializes in connecting international candidates with Wisconsin investment management firms that sponsor visas. Focus on Milwaukee's financial district where most asset management companies are headquartered, and consider Madison firms serving university endowments and state pension funds. Many positions require CFA credentials or quantitative finance backgrounds.
What visa types are most common for investment management roles in Wisconsin?
H-1B visas dominate Wisconsin investment management sponsorship, particularly for portfolio managers, research analysts, and risk management specialists. O-1 visas are occasionally used for senior investment professionals with exceptional track records. L-1 visa transfers occur when international financial firms establish Milwaukee operations or acquire local asset managers.
Which Wisconsin cities have the most investment management visa sponsorship opportunities?
Milwaukee concentrates most investment management visa sponsorship jobs, housing Northwestern Mutual's headquarters and regional offices of major financial firms. Madison offers opportunities with university-affiliated investment offices managing endowments and state pension funds. Green Bay and Appleton have smaller but growing wealth management practices that occasionally sponsor visas.
What are prevailing wage considerations for investment management roles in Wisconsin?
Wisconsin investment management prevailing wages are generally lower than coastal financial centers but competitive regionally. Portfolio manager and senior analyst roles typically meet H-1B wage requirements, while entry-level positions may need careful structuring. The state's lower cost of living helps offset wage differences compared to New York or California markets.
What is the prevailing wage for sponsored 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.