Private Client Advisor Green Card Jobs
Private Client Advisor roles at U.S. wealth management firms qualify for employment-based green card sponsorship under EB-2 or EB-3, typically through the PERM labor certification process. Employers file on your behalf, certifying the role meets DOL prevailing-wage requirements before advancing to the I-140 petition and adjustment of status.
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Get Access To All JobsLocation:
690 North Main Street, Springboro Ohio
Job Summary
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.
Essential Functions
- Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
- Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
- Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
- Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.
- Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB’s of the Consumer Bank, where appropriate.
- Be an active member and participant of the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
- Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
- Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
- 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 or equivalent experience (required) or
- Bachelor's Degree (preferred)
Licenses and Certifications
- FINRA Security Industry Essentials (SIE) Upon Hire (required)
- FINRA License S7 Upon Hire (required)
- FINRA License S66 or S63 and 65 Upon Hire (required)
- Certified Financial Planner (CFP) (preferred)
- Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
- In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment.
Skills
- Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space.
- Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
- Strong client centric focus.
- Proven ability to work as a collaborative team member.
- Ability to use standard office equipment, proprietary financial services systems.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
- General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
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.
COMPENSATION AND BENEFITS
This position is eligible to earn commission and deferred incentive compensation. Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 07/25/2026
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.
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Location:
690 North Main Street, Springboro Ohio
Job Summary
The Private Client Advisor's focus will be on our Mass Affluent client base with planning and financial wellness as the basis of their methodology and will lead with these concepts. The Advisor will be the primary provider of investment services to KeyBank Mass Affluent clients by providing investment solutions to new and existing clients while identifying full relationship opportunities. Establish a strong partnership with Retail Branch Managers, teams, and Centers of Influence, and maintain strong working relationships with all partners.
Essential Functions
- Responsible for growing new clients and expanding existing relationships with clients more than $50,000 in investable assets and will specifically target and execute a consistent sales process and financial plan for clients and prospects with investable assets between $250,000 to $2 Million.
- Host holistic Financial Wellness conversations and complete comprehensive financial plans in order to uncover full household and relationship growth opportunities, both investments as well as banking related, and referring accordingly.
- Utilize a consultative sales process and assessment tools where appropriate, provide comprehensive, needs-based financial solutions to clients by offering a range of investment solutions and partnering with banking center staff.
- Attain sales production and referral goals to the Bank (closed and accepted) by working book of business, lead lists, and closing on received referrals.
- Develop a complete understanding of Key Investment Services solutions to support cross-selling opportunities and learn the core bank products to generate quality and qualified referrals back to the LOB’s of the Consumer Bank, where appropriate.
- Be an active member and participant of the Branch team. Engage in person licensed and non-licensed Branch personnel to identify investment referral opportunities from new clients and the existing bank client base.
- Coordinate all aspects of investment product delivery within assigned Branch(es), including the in person coaching and mentoring of branch personnel, client management, service delivery and other resources in order to maximize client needs/best interest-based sales production.
- Develop a strong Center of Influence strategy that leverages partnerships throughout the Consumer Bank.
- 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 or equivalent experience (required) or
- Bachelor's Degree (preferred)
Licenses and Certifications
- FINRA Security Industry Essentials (SIE) Upon Hire (required)
- FINRA License S7 Upon Hire (required)
- FINRA License S66 or S63 and 65 Upon Hire (required)
- Certified Financial Planner (CFP) (preferred)
- Resident State Insurance Licenses (Life, Variable, and Accident/Health or Life & Disability) (required)
- In the event you do not hold the required licenses at the time of hire, it will become a condition of your continued employment, and licenses will need to be obtained within the time frame specified in your offer letter. Failure to obtain licenses timely may result in termination of employment.
Skills
- Broad knowledge of characteristics and needs of clients and partners within the bank-based investment market space.
- Demonstrated ability to sell products and services to investment clients; evidence of strong sales results.
- Strong client centric focus.
- Proven ability to work as a collaborative team member.
- Ability to use standard office equipment, proprietary financial services systems.
Core Competencies
All KeyBank employees are expected to demonstrate Key’s Values and sustain proficiency in identified Leadership Competencies.
Physical Demands
- General Office - Prolonged sitting, ability to communicate face to face in person or on the phone with teammates and clients, frequent use of PC/laptop, occasional lifting/pushing/pulling of backpacks, computer bags up to 10 lbs.
Travel
Occasional travel to include overnight stay.
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.
COMPENSATION AND BENEFITS
This position is eligible to earn commission and deferred incentive compensation. Please click here for a list of benefits for which this position is eligible.
Key has implemented an approach to employee workspaces which prioritizes in-office presence, while providing flexible options in circumstances where roles can be performed effectively in a mobile environment.
Job Posting Expiration Date: 07/25/2026
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.
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Get Access To All JobsTips for Finding Green Card Sponsorship in Private Client Advisor
Match your credentials to EB-2 or EB-3
EB-2 requires a master's degree or bachelor's plus five years of progressive experience in financial advisory or wealth management. EB-3 covers you with a bachelor's alone. Confirm which category fits your actual credentials before targeting employers, since the filing path and priority date differ.
Target wealth management firms with PERM history
Search the DOL's PERM disclosure data by SOC code 13-2052 to find firms that have filed labor certifications for financial advisor roles. Firms with repeat filings already have immigration counsel in place, which shortens the internal approval process for sponsoring you.
Verify your role meets specialty occupation standards
Review the O*NET profile for Personal Financial Advisors to confirm your duties align with the DOL's classification. USCIS scrutinizes advisory roles where the degree requirement isn't explicit in the job posting, so your offer letter should specify the required field of study.
Prepare a prevailing-wage documentation package early
Your employer must submit a prevailing-wage determination to OFLC before filing the PERM application. Pull the current wage levels for your metro area using the OFLC Wage Search so you can confirm the offered salary meets Level I through Level IV requirements before negotiations finalize.
Search for sponsoring employers on Migrate Mate
Filter by Private Client Advisor roles that include green card sponsorship to surface employers actively filing PERM labor certifications. Migrate Mate lets you see sponsorship history by role and location, so you can prioritize outreach to firms already comfortable with the EB-2 or EB-3 process.
Negotiate a start date that accounts for PERM timelines
PERM recruitment and DOL processing currently averages several months before your employer can file the I-140. Build that window into your offer negotiation so your employer isn't pressured to rush the mandatory recruitment steps, which can trigger an audit and extend the timeline significantly.
Private Client Advisor jobs are hiring across the US. Find yours.
Find Private Client Advisor JobsPrivate Client Advisor Green Card Sponsorship: Frequently Asked Questions
Do Private Client Advisor roles typically qualify for EB-2 or EB-3 sponsorship?
Most Private Client Advisor positions qualify under EB-3 as a professional role requiring a bachelor's degree in finance, economics, or a related field. EB-2 applies if the employer requires a master's degree or you can demonstrate a bachelor's plus five years of progressive, specialized experience in wealth or investment management. Your offer letter's stated educational requirement determines which category the employer files under.
How does green card sponsorship differ from H-1B sponsorship for this role?
Green card sponsorship via PERM and I-140 leads to permanent residency rather than a temporary status requiring renewal every three years. There's no annual lottery at the EB-3 level for most countries, so selection isn't left to chance the way H-1B registration is. The trade-off is timeline: PERM labor certification and I-140 adjudication typically take longer upfront than an initial H-1B approval, and adjustment of status adds additional processing time after that.
What does the PERM process look like for a Private Client Advisor?
Your employer runs a supervised DOL recruitment campaign to demonstrate no qualified U.S. worker is available for the role. This includes job postings, Sunday newspaper ads, and internal notices over a set period. Once recruitment is documented, the employer submits the ETA Form 9089 to DOL. Only after PERM certification can the employer file your I-140 immigrant petition with USCIS. The mandatory recruitment steps cannot be skipped or shortened without triggering an audit.
How do I find Private Client Advisor jobs that already offer green card sponsorship?
Search on Migrate Mate, which surfaces Private Client Advisor roles at employers with verified PERM and I-140 filing history. Targeting firms that have already sponsored candidates in this SOC category is far more efficient than approaching employers who have never navigated the process, since those firms already have immigration counsel and internal approval workflows in place.
Can my employer start my green card process while I'm on an H-1B?
Yes, and starting early is advisable. An employer can file a PERM labor certification and I-140 petition on your behalf while you're working on H-1B status. Once your I-140 is approved and your priority date becomes current, you file Form I-485 to adjust status to permanent resident without leaving the country. H-1B extensions beyond six years are also available once your I-140 has been approved for more than 365 days, protecting your work authorization during the wait.
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