Investment Management OPT Jobs in Kentucky
Investment management F-1 OPT sponsorship jobs in Kentucky are concentrated in Louisville, where firms like Stock Yards Bank & Trust, Hilliard Lyons, and PNC Wealth Management maintain active hiring pipelines. Lexington's growing financial services sector adds further opportunity for OPT candidates pursuing portfolio analysis, wealth advisory, and fund operations roles.
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Get Access To All JobsJob Description Summary
At Vine Street Private Wealth, we strive to deliver superior service and sound financial advice to our clients. As our team grows, we are seeking an Associate Advisor who aligns with our values: collaboration, transparency, innovation, and commitment. Additionally, the ideal candidate has a positive attitude, a strong work ethic, and experience in client relationship management.
Are you ready for your next chapter? See below to learn more and apply.
Job Description
Essential Duties and Responsibilities
- Manage and deepen client relationships with effective communication and personalized attention in every interaction
- Support the firm’s growth
- Enter trades, orders, and rebalances as requested
- Schedule, attend, and facilitate client meetings
- Manage referrals effectively
- Prepare financial reports, spreadsheets, and other materials for client meetings
- Create and maintain records and files utilizing Client Relationship Management (CRM) software
- Participate in marketing efforts including seminars and other client-facing events
- Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
- Actively engage in community networking events
Knowledge, Skills, and Abilities
Knowledge of
- Company’s working structure, policies, mission, and strategies
- Managed account platforms
- General office practices, procedures, and methods
- Investment concepts, practices, and procedures used in the securities industry
- Financial markets, products, and industry regulations
- Trading terminology
- Financial planning software
Skill in
- Client Relationship Management (CRM) software
- Microsoft Office Suite
- Effective communication (in-person, virtual, phone, and mail)
Ability to
- Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
- Analyze and research account information
- Handle stressful situations and provide a high level of client attention in a calm and professional manner
- Analyze problems and establish solutions in a fast-paced environment
- Use appropriate interpersonal styles and communicate effectively
- Work both independently and as part of a cohesive team
- Demonstrate competence, dependability, and responsibility
Licenses/Certifications
- SIE
- Series 7
- Series 63, 65 and/or 66 as required by state
Benefits: Medical, Dental, 401k + Match, Profit Sharing, PTO
Travel: None required
Vine Street Private Wealth and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Bachelor’s (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Job Description Summary
At Vine Street Private Wealth, we strive to deliver superior service and sound financial advice to our clients. As our team grows, we are seeking an Associate Advisor who aligns with our values: collaboration, transparency, innovation, and commitment. Additionally, the ideal candidate has a positive attitude, a strong work ethic, and experience in client relationship management.
Are you ready for your next chapter? See below to learn more and apply.
Job Description
Essential Duties and Responsibilities
- Manage and deepen client relationships with effective communication and personalized attention in every interaction
- Support the firm’s growth
- Enter trades, orders, and rebalances as requested
- Schedule, attend, and facilitate client meetings
- Manage referrals effectively
- Prepare financial reports, spreadsheets, and other materials for client meetings
- Create and maintain records and files utilizing Client Relationship Management (CRM) software
- Participate in marketing efforts including seminars and other client-facing events
- Actively engage in available training/cross-training and educational and/or professional development opportunities to remain current on firm and industry policies and procedures
- Actively engage in community networking events
Knowledge, Skills, and Abilities
Knowledge of
- Company’s working structure, policies, mission, and strategies
- Managed account platforms
- General office practices, procedures, and methods
- Investment concepts, practices, and procedures used in the securities industry
- Financial markets, products, and industry regulations
- Trading terminology
- Financial planning software
Skill in
- Client Relationship Management (CRM) software
- Microsoft Office Suite
- Effective communication (in-person, virtual, phone, and mail)
Ability to
- Familiarity with software applications, such as Excel, to produce correspondence, reports, electronic communication, spreadsheets, and databases
- Analyze and research account information
- Handle stressful situations and provide a high level of client attention in a calm and professional manner
- Analyze problems and establish solutions in a fast-paced environment
- Use appropriate interpersonal styles and communicate effectively
- Work both independently and as part of a cohesive team
- Demonstrate competence, dependability, and responsibility
Licenses/Certifications
- SIE
- Series 7
- Series 63, 65 and/or 66 as required by state
Benefits: Medical, Dental, 401k + Match, Profit Sharing, PTO
Travel: None required
Vine Street Private Wealth and its employees are independent contractors with respect to Raymond James, not employees of Raymond James. The term “Raymond James” includes but is not limited to Raymond James Financial Services, Inc. (“RJFS”) and Raymond James Financial Services Advisors. Inc. (“RJFSA”) as affiliates.
PLEASE NOTE: The benefits link and benefits description below do not apply to this job posting because the hiring entity is a RJFS independent branch and all RJFS associates at this branch are independent contractors with respect to Raymond James. If you are offered a position by this RJFS branch, employment and benefits will solely be offered by the branch and not by Raymond James.
Education
Bachelor’s (Required)
Work Experience
General Experience - 13 months to 3 years
Certifications
s7 - General Securities Representative Examination - Financial Industry Regulatory Authority (FINRA), Securities Industry Essentials Exam (SIE) - Financial Industry Regulatory Authority (FINRA)
Travel
Less than 25%
Workstyle
Resident
The total compensation for this position includes base salary or wages, and may include components such as additional compensation (cash or equity), discretionary bonuses, or commissions. This position is eligible for a benefits package that may include medical, dental, and vision; life insurance; critical illness insurance and accident insurance; disability benefits; retirement savings; paid time off (including vacation, holidays, and sick leave); and parental leave. Eligibility for benefits and specific offerings may vary based on position and employment status. To view more details of the benefits offered, visit Myrjbenefits.com.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
OPT Investment Management Job Roles in Kentucky
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Search Investment Management Jobs in KentuckyInvestment Management OPT Sponsorship Jobs in Kentucky: Frequently Asked Questions
Which investment management companies sponsor F-1 OPT visas in Kentucky?
Louisville-based employers including Stock Yards Bank & Trust, Hilliard Lyons, and regional offices of national firms such as PNC Wealth Management and Merrill Lynch have histories of hiring international candidates through F-1 OPT. Larger asset managers with Kentucky operations tend to have established HR infrastructure for OPT work authorization, making them more predictable sponsorship options than smaller independent advisors.
Which cities in Kentucky have the most investment management F-1 OPT sponsorship jobs?
Louisville accounts for the majority of Kentucky's investment management hiring, driven by its concentration of regional banks, wealth management firms, and insurance-linked asset managers. Lexington is a secondary hub, with activity tied to the University of Kentucky's finance community and local community bank trust departments. Smaller markets like Bowling Green and Covington have limited but occasional openings at regional financial institutions.
What types of investment management roles typically qualify for F-1 OPT sponsorship?
Roles that routinely qualify include portfolio analyst, investment research associate, financial analyst, fund accountant, and wealth management associate. These positions generally require a bachelor's or master's degree in finance, economics, or a quantitative field, aligning with F-1 OPT eligibility requirements. Roles with a clear degree-to-job connection are most straightforward for OPT authorization. STEM OPT extension may apply for quantitative or data-intensive investment roles at qualifying employers.
How do I find investment management F-1 OPT sponsorship jobs in Kentucky?
Migrate Mate filters investment management job listings specifically by F-1 OPT sponsorship availability, so you can search Kentucky employers without manually screening each posting. The platform surfaces firms with verified sponsorship activity, which is particularly useful in a mid-size market like Kentucky where sponsorship willingness varies significantly between employers. Filtering by city lets you target Louisville or Lexington roles directly.
Are there any Kentucky-specific considerations for F-1 OPT sponsorship in investment management?
Kentucky investment management employers, especially community banks and regional wealth firms, often hire through smaller HR teams less familiar with OPT work authorization requirements than large national firms. Candidates may need to proactively confirm an employer's ability to onboard OPT workers before advancing in the process. STEM OPT extensions are only available if the employer participates in E-Verify, so verifying E-Verify enrollment is an important early step for quantitative finance roles.