Green Card Health and Wellness Consultant Jobs
Health and Wellness Consultant roles qualify for EB-2 or EB-3 green card sponsorship when the position requires an advanced degree or at least two years of specialized experience. Employers must complete PERM labor certification with the Department of Labor before filing an I-140 petition, documenting that no qualified U.S. worker was available for the role.
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3 West Main Street - Pawling, New York 12564
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
- Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
- Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
- Acts as a resource to identify and resolve more complex client servicing issues.
- Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
- Consistently attains individual activity, behavior, and outcome goals and expectations.
- Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
- Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
- Develops strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
- Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
- Work on Saturdays as directed by management.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
High School Diploma GED, or equivalent business experience (required)
Work Experience
- Experienced in developing current and new client relationships, achieving sales goals, and building referral sources through techniques such as tele-consulting, outside calling, prospecting and networking. (required)
- Experienced in cash handling. (required)
- General understanding of PC with Windows based applications and calculator. (required)
- Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)
Licenses and Certifications
Notary License within 180 Days (preferred)
Skills
- Knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
- Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).
- Strong work ethic and high level of integrity.
- Excellent time management skills.
- Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.
- Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.
- Educating clients on financial concepts, products, and services to empower them to make informed decisions.
- Developing trust and rapport with clients through consistent, personalized interactions and effective communication.
- Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
- Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.
- Ability to gain market insight and spot trends to provide sound financial strategies.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
Physical Demands
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
Work Location Category
- Office-Based
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 01/29/2027
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
Location:
3 West Main Street - Pawling, New York 12564
Job Summary
Be a problem solver, trusted advisor, and partner to the people and businesses in our Key Bank communities. FWA's split their time between client servicing and transaction support (70% of time), and engaging clients in deeper conversation to uncover needs and provide guidance and solutions to assist in client's financial wellness, both in person and through proactive calling efforts (30% of time). As part of the branch team in a hybrid platform role, the FWA works closely with branch leadership and teammates to prioritize high-impact activities, ensuring their time is used strategically to support branch performance. Success in this role depends on effective branch choreography—clear coordination among team members to ensure time is spent in alignment with business priorities and client needs. At KeyBank, we believe it's our opportunity and our privilege to help our clients move forward in their financial journey. We take pride in serving our clients and making them feel that no bank will fight harder for them.
Essential Functions
- Embodies a strong client experience culture, being present with every client and teammate and realizing the impact we can have on their day, personally, professionally, and financially.
- Accepts and accurately processes all financial service transactions, while identifying opportunities during the transaction to deepen and expand the client relationship.
- Acts as a resource to identify and resolve more complex client servicing issues.
- Listens for clues for financial wellness opportunities during client conversations and then appropriately transitions the clients either individually or to a Banker; Provides effective and customized financial wellness recommendations to clients.
- Consistently attains individual activity, behavior, and outcome goals and expectations.
- Participates in and occasionally facilitates in-person morning huddles and end-of-day debriefs.
- Follows compliance, audit, and security procedures, balances cash drawer within balancing guidelines.
- Develops strong partnerships with branch teammates and line of business partners – focusing on client acquisition and deepening the relationship of current clients; effectively manages internal and external centers of influence.
- Reviews and maintains knowledge of product guides, fees, and policies to stay current on offerings.
- Work on Saturdays as directed by management.
- Performs other duties as assigned; duties, responsibilities and/or activities may change or new ones may be assigned at any time with or without notice.
- Complies with all KeyBank policies and procedures, including without limitation, acting professionally at all times, conducting business ethically, avoiding conflicts of interest, and acting in the best interests of Key’s clients and Key.
Education
High School Diploma GED, or equivalent business experience (required)
Work Experience
- Experienced in developing current and new client relationships, achieving sales goals, and building referral sources through techniques such as tele-consulting, outside calling, prospecting and networking. (required)
- Experienced in cash handling. (required)
- General understanding of PC with Windows based applications and calculator. (required)
- Working knowledge of digital technology (mobile, apps, web-based browsing) and ability to educate clients on digital platforms and capabilities within Key. (required)
Licenses and Certifications
Notary License within 180 Days (preferred)
Skills
- Knowledgeable about the client’s accounts and business with the bank and uses sound judgment with clients and transactions.
- Exhibits strong sales and service skills, presenting products and services while proactively educating clients on utilizing available access channels (e.g., ATM, Online, and Telephone Banking).
- Strong work ethic and high level of integrity.
- Excellent time management skills.
- Promoting and supporting clients' overall financial health through education, planning, and tailored financial strategies.
- Knowledge of various financial products such as loans, credit cards, and investment options, and the ability to recommend suitable products to clients.
- Educating clients on financial concepts, products, and services to empower them to make informed decisions.
- Developing trust and rapport with clients through consistent, personalized interactions and effective communication.
- Accurately processing cash transactions, maintaining cash drawer balance, and ensuring security and compliance in cash operations.
- Strong communication, trust-building, and relationship management skills to foster strong advisor-client relationships.
- Ability to gain market insight and spot trends to provide sound financial strategies.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and abide by Key’s Code of Conduct.
Physical Demands
Consumer Retail - Prolonged Standing (5-8 hours per day), frequent use of hands to manipulate/grasp objects, ability to communicate face to face and on the phone with clients, occasional bending and lifting from floor height, frequent forward reach, frequent lifting of 1 – 10 lbs., occasional lifting of up to 30 lbs.
Driving Requirements
May need to drive to multiple locations in a single day; ability to operate a motor vehicle with a valid driver's license required.
Work Location Category
- Office-Based
COMPENSATION AND BENEFITS
This position is eligible to earn a base hourly rate in the range of $19.23 - $28.37 per hour. Placement within the pay range may differ based upon various factors, including but not limited to skills, experience and geographic location. Compensation for this role also includes incentive compensation which may include production, commission, and/or discretionary incentives. Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 01/29/2027
KeyCorp is an Equal Opportunity Employer committed to sustaining an inclusive culture. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, genetic information, pregnancy, disability, veteran status or any other characteristic protected by law.
Qualified individuals with disabilities or disabled veterans who are unable or limited in their ability to apply on this site may request reasonable accommodations by emailing HR_Compliance@keybank.com.
See all 40+ Green Card Health and Wellness Consultant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Health and Wellness Consultant Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship as a Health and Wellness Consultant
Align your credentials to EB-2 requirements
If your wellness consulting work draws on a master's degree in public health, kinesiology, or a related field, document the connection explicitly. USCIS evaluates whether your degree directly relates to the specific duties in the employer's job description, not wellness work generally.
Search employers through Migrate Mate
Use Migrate Mate to find U.S. employers with verified employment-based green card sponsorship history in health and wellness roles. The platform shows sponsoring companies searchable by role and location, so you're targeting employers already committed to the PERM process.
Verify the prevailing wage before accepting an offer
Your employer's PERM filing requires a prevailing wage determination from DOL. Run the OFLC Wage Search for your SOC code and work location before negotiations so the offered salary supports certification and doesn't delay the recruitment test phase.
Confirm the employer has completed PERM recruitment
The PERM process requires your employer to run a timed recruitment effort, including job postings and good-faith testing for U.S. applicants. Ask HR where they are in this sequence before accepting an offer, since delays at this stage directly push back your I-140 filing date.
Secure a National Provider Identifier if applicable
If your wellness consulting role involves direct health services or insurance billing, some employers require an NPI before finalizing a job offer. Applying for one through NPPES before the PERM recruitment phase signals readiness and removes a potential offer contingency.
Preserve your priority date if you change employers
Once your original I-140 is approved, your priority date can carry over to a new employer's petition. If your I-485 has been pending 180 days or more, AC21 portability also allows you to move to a same or similar occupation without restarting the green card process from PERM.
Green Card Health and Wellness Consultant: Frequently Asked Questions
Do Health and Wellness Consultant roles qualify for EB-2 or EB-3 sponsorship?
Both categories can apply depending on the position's requirements. EB-2 fits roles that require a master's degree or a bachelor's degree plus five years of progressive experience in a directly related field like public health or clinical wellness. EB-3 covers positions requiring a bachelor's degree or at least two years of specialized experience, which fits many corporate or community wellness consulting roles.
How is green card sponsorship different from H-1B sponsorship for this role?
Green card sponsorship leads to lawful permanent residency, not a temporary status. The process starts with PERM labor certification filed with the Department of Labor, which requires a prevailing wage determination and a formal recruitment test. After PERM, the employer files an I-140 petition with USCIS. Unlike H-1B visa, there's no annual lottery, but per-country numerical limits mean nationals from high-demand countries can face significant priority-date backlogs before the final step.
How do I find employers who sponsor green cards for Health and Wellness Consultants?
Migrate Mate lists U.S. employers with verified employment-based green card sponsorship history, searchable by role and location. This lets you focus your applications on companies that have already committed to the PERM and I-140 process for similar positions, rather than approaching employers who have no history of sponsoring permanent residency in this field.
What does the PERM labor certification process involve for this role?
Your employer files a PERM application with the Department of Labor to certify that no qualified U.S. worker was available for the position. This requires a prevailing wage determination through the OFLC Wage Search, a timed recruitment effort including specific job postings, and documentation of all applicants considered. Only after DOL certifies the application can the employer file your I-140 petition with USCIS.
Can I use O*NET to understand how my role is classified for PERM purposes?
Yes. O*NET provides the Standard Occupational Classification code and task descriptions that your employer uses when writing the PERM job description and selecting the correct SOC code for the prevailing wage determination. Reviewing the O*NET profile for health and wellness consulting roles helps you confirm your duties align with the classification your employer intends to file under, which affects both wage levels and EB-2 versus EB-3 eligibility.