H-1B Visa Private Client Advisor Jobs
Private Client Advisor roles qualify for H-1B sponsorship as specialty occupations requiring at least a bachelor's degree in finance, economics, or a related field. Employers at large wealth management firms and private banks file H-1B petitions regularly, and the role's degree requirement is well-established with USCIS.
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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.
LI-Hybrid
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 H-1B Visa Sponsorship in Private Client Advisor
Verify your degree supports specialty occupation
USCIS requires your bachelor's degree to directly relate to Private Client Advisor duties. A degree in finance, economics, or business administration strengthens your petition. A general studies degree may trigger a Request for Evidence.
Search LCA filings by occupation code
Use the OFLC Wage Search to find employers who have filed Labor Condition Applications under financial advisor or wealth management SOC codes. This confirms active H-1B sponsorship history before you apply, saving time on dead-end applications.
Target cap-exempt employers strategically
Some nonprofit endowments and university investment offices hire Private Client Advisors and qualify as cap-exempt H-1B employers, bypassing the annual lottery entirely. Check whether an institution's primary mission is education or research before pursuing that route.
Find sponsoring employers on Migrate Mate
Filter Private Client Advisor roles by verified H-1B filing history on Migrate Mate. This surfaces employers whose DOL filings confirm they sponsor the specific occupation, so your applications focus on realistic opportunities from the start.
Align your job title to USCIS-recognized occupation definitions
Check the O*NET profile for Personal Financial Advisors to confirm your offered role matches the specialty occupation definition USCIS expects. A misaligned job description is a common denial trigger in financial services petitions.
Start the LCA process before accepting an offer deadline
DOL must certify the LCA before your employer can file Form I-129 with USCIS. DOL targets seven business days for certification, but delays happen. Build that window into any start-date negotiation so your timeline doesn't collapse at the final step.
Private Client Advisor jobs are hiring across the US. Find yours.
Find Private Client Advisor JobsPrivate Client Advisor H-1B Visa: Frequently Asked Questions
Does a Private Client Advisor role qualify as an H-1B specialty occupation?
Yes, Private Client Advisor positions generally qualify because USCIS recognizes financial advisory roles as requiring at least a bachelor's degree in finance, economics, accounting, or a directly related field. The key is that your employer's job description must specify a degree requirement, not just prefer one. A role that accepts any bachelor's degree regardless of field can face specialty occupation challenges.
Which types of employers sponsor H-1B visas for Private Client Advisors?
Large wealth management firms, private banks, trust companies, and family offices are the most active H-1B sponsors for this role. Boutique registered investment advisors sponsor less frequently but do file when they need specialized talent. You can identify employers with verified filing history by searching Private Client Advisor roles on Migrate Mate, which surfaces DOL Labor Condition Application data by occupation.
How does the H-1B lottery affect Private Client Advisor job seekers?
Most Private Client Advisor positions fall under cap-subject H-1B, meaning your petition enters the annual lottery with roughly 85,000 slots available. Registrations open in March for an October 1 start date. If you're not selected, some employers will explore cap-exempt placements through affiliated nonprofits, or you may need to target employers with concurrent cap-exempt sponsorship arrangements.
What prevailing wage level applies to Private Client Advisor H-1B petitions?
Your employer must pay at least the DOL prevailing wage for the relevant SOC code in the work location, typically under Personal Financial Advisors or a closely related category. The wage level depends on your experience and the complexity of duties. Use the OFLC Wage Search to look up current wage levels by occupation and geographic area before evaluating any offer.
Can a Private Client Advisor on H-1B change employers mid-status?
Yes, H-1B portability allows you to start working for a new employer once that employer files a new H-1B transfer petition, as long as you've been maintaining valid status. Your new employer files a fresh Labor Condition Application and Form I-129. You don't need to wait for USCIS approval to start, but the petition must be pending. Notify your current employer according to your contract terms.
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