Investment Consultant Jobs in USA with Visa Sponsorship
Investment Consultant roles qualify as specialty occupations under H-1B visa, E-3 visa, and H-1B1 visa categories, requiring a bachelor's degree in finance, economics, or a related field. Employers in wealth management, asset management, and financial advisory firms actively file Labor Condition Applications for this role, making sponsored positions accessible to qualified international candidates.
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Get Access To All JobsLocation: Tampa, FL
Requisition ID 2026-129888
Category Retail Branch
Position type Regular
Pay range USD $27.40 - $39.28 / Hour
Application deadline 2026-11-13
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:
- Currently hold or obtain, under a condition of employment, the FINRA Series 7 license required.
- Currently hold or obtain, under a condition of employment, 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: Own goals with persistence, drive, and a growth mindset focused on continuous improvement and business impact.
Adaptability: Feedback quickly and adjust to changing client needs, priorities, and information with a flexible, solutions-focused approach.
Time Management: Prioritize outreach, follow-up, development, and daily responsibilities to stay organized and deliver consistent results.
Influencing Others: Use active listening, thoughtful questions, and clear communication to build trust and guide client decisions.
Entrepreneurial Orientation: Take initiative to grow client relationships, pursue opportunities, and navigate challenges with resilience and resourcefulness.
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: Tampa, FL
Requisition ID 2026-129888
Category Retail Branch
Position type Regular
Pay range USD $27.40 - $39.28 / Hour
Application deadline 2026-11-13
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:
- Currently hold or obtain, under a condition of employment, the FINRA Series 7 license required.
- Currently hold or obtain, under a condition of employment, 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: Own goals with persistence, drive, and a growth mindset focused on continuous improvement and business impact.
Adaptability: Feedback quickly and adjust to changing client needs, priorities, and information with a flexible, solutions-focused approach.
Time Management: Prioritize outreach, follow-up, development, and daily responsibilities to stay organized and deliver consistent results.
Influencing Others: Use active listening, thoughtful questions, and clear communication to build trust and guide client decisions.
Entrepreneurial Orientation: Take initiative to grow client relationships, pursue opportunities, and navigate challenges with resilience and resourcefulness.
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
See all 474+ Investment Consultant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Consultant roles.
Get Access To All JobsTips for Finding Visa Sponsorship as an Investment Consultant
Align your credentials to specialty occupation standards
Your degree must directly relate to investment consulting, not just business broadly. A finance, economics, or quantitative analysis degree strengthens your LCA case. If your degree is in a adjacent field, gather evidence linking your coursework to portfolio analysis and client advisory duties.
Target RIA firms and asset managers first
Registered Investment Advisors and institutional asset managers file LCAs more consistently than retail banks for this title. Focus your search on firms managing defined benefit plans, endowments, or high-net-worth portfolios, where the specialty occupation argument is clearest and employer appetite for sponsorship is higher.
Look up verified sponsoring employers on Migrate Mate
Search Migrate Mate to find employers with confirmed LCA filing history for Investment Consultant roles. Filtering by city and employer type saves weeks of manual OFLC disclosure file research and surfaces firms already familiar with the sponsorship process.
Verify prevailing wage tier before accepting an offer
Use the OFLC Wage Search to check the prevailing wage for your specific metro area and job zone before salary negotiations. Employers must certify your offered wage meets DOL's Level I through Level IV thresholds, so knowing your tier prevents late-stage offer complications.
Clarify Series 65 licensing timing with your employer
Many Investment Consultant roles require a Series 65 or Series 66 license, which you can only sit for once employed. Confirm with your employer before filing begins whether they'll sponsor the exam cost and how unlicensed status during H-1B processing affects your start date and duties.
File the LCA before your OPT or grace period ends
Your employer must file the Labor Condition Application with DOL and receive H-1B approval before your current status lapses. If you're on OPT, build in time for the LCA certification window, the USCIS petition review, and any Request for Evidence response before your EAD expiration date.
Frequently Asked Questions
Does an Investment Consultant role qualify as a specialty occupation for H-1B purposes?
Yes, Investment Consultant qualifies as a specialty occupation when the role requires a bachelor's degree or higher in finance, economics, accounting, or a directly related field. USCIS evaluates the specific duties, not just the job title, so roles centered on portfolio analysis, client asset allocation, and investment strategy recommendations have a strong specialty occupation argument. Generalist sales roles that happen to carry this title may face more scrutiny.
Which visa types can an Investment Consultant use for U.S. work authorization?
Australian nationals can use the E-3 visa, which has a 10,500 annual cap that has never been exhausted and allows indefinite two-year renewals. Chilean nationals can use the H-1B1 visa with a 1,400 annual cap, and Singaporean nationals have access to 5,400 H-1B1 slots annually. All other nationalities typically rely on the H-1B, which is subject to an annual cap and selection process. Canadian and Mexican nationals should check whether their specific role appears on the USMCA TN visa profession list, as Investment Consultant is not a standard TN category.
How do I find Investment Consultant jobs with visa sponsorship?
Migrate Mate lists employers with verified LCA filing history for Investment Consultant and related financial advisory roles, searchable by city and employer type. This lets you focus your applications on firms that have already committed to the sponsorship process rather than cold-approaching employers who may be unfamiliar with the requirements.
Does my employer need to file anything extra because I work with client assets?
The LCA and H-1B petition process is the same regardless of whether you manage client portfolios, but regulatory compliance layers on top. If your role requires SEC registration or state investment adviser licensing, your employer must ensure you hold or can obtain the required licenses, since USCIS adjudicators sometimes cross-check whether the stated duties are legally performable by someone in your position without the relevant license.
Can an Investment Consultant on a work visa pursue a green card while employed?
H-1B holders can pursue an EB-2 or EB-3 green card while maintaining status because H-1B allows dual intent. Your employer would sponsor a PERM labor certification, documenting that no qualified U.S. worker was available for the role. E-3 and H-1B1 visa holders cannot show immigrant intent, so green card pursuit while on those visas requires careful planning and legal guidance on maintaining nonimmigrant status during the process.
What is the prevailing wage requirement for sponsored Investment Consultant jobs?
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.