Investment Visa Sponsorship Jobs in Kentucky
Kentucky's investment sector spans Louisville's growing fintech scene, Lexington's financial services firms, and regional banks and asset managers headquartered across the state. Employers including Tempur Sealy, Humana, and regional wealth management firms have sponsored foreign workers for investment analyst and portfolio roles. H-1B and O-1 visas are the primary pathways for qualified international candidates.
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Get Access To All JobsJob Title: Vice President, Regional Account Executive - 401K Sales
The Role
The Vice President, Regional Account Executive (RAE) is a senior sales leader responsible for driving growth of Fidelity’s 401(k) recordkeeping and workplace solutions through financial advisors, third‑party administrators (TPAs), and direct engagement with small business decision‑makers.
Covering North Orange County and Las Vegas, this role serves as the primary relationship lead within the territory, partnering closely with an aligned Retirement Director to deliver consultative, insight‑driven solutions that improve client outcomes, strengthen advisor loyalty, and expand Fidelity’s market presence.
The RAE blends strategic territory management, consultative selling, and thought leadership, converting warm leads into long‑term partnerships while guiding retirement plan strategy using Fidelity’s integrated platform and tools.
ASSOCIATE MAY WORK REMOTE IF LOCATED IN CA OR NV. WESTLAKE, TX AND COVINGTON, KY LOCATIONS WOULD BE HYBRID
The Expertise and Skills You Bring
- Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory.
- Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions.
- Develop and manage a territory‑level business plan, including pipeline development, segmentation, and coverage strategy.
- Partner with internal teams and Retirement Leadership to drive coordinated go‑to‑market execution.
- Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits.
- Deliver compelling presentations and marketing insights to build brand awareness and generate demand.
- Cultivate durable, trust‑based relationships through proactive follow‑up and disciplined sales execution.
- Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals.
- Influence advisor and sponsor decision‑making through data‑driven recommendations and strategic planning.
- Proven success in consultative sales, financial services, or benefits‑related industries.
- Experience selling through intermediaries (financial advisors, TPAs, consultants) preferred.
- Ability to navigate complex planning conversations and adapt recommendations as client needs evolve.
- Demonstrated success managing a territory, prioritizing opportunities, and executing against growth targets.
- Thrives in a fast‑paced, collaborative, performance‑driven environment.
- FINRA Series 7 and Series 63 required.
- Study time provided to obtain required licenses within two months of hire.
The Team
Fidelity Workplace Investing Sales is a high‑performance, collaborative sales organization focused on delivering best‑in‑class retirement and workplace solutions. RAEs play a critical role in expanding Fidelity’s footprint by building profitable, long‑term advisor and client relationships across their assigned territories.
Compensation
- Base salary range for this position is $65,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well‑being support, market‑leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Category:
Sales
Job Title: Vice President, Regional Account Executive - 401K Sales
The Role
The Vice President, Regional Account Executive (RAE) is a senior sales leader responsible for driving growth of Fidelity’s 401(k) recordkeeping and workplace solutions through financial advisors, third‑party administrators (TPAs), and direct engagement with small business decision‑makers.
Covering North Orange County and Las Vegas, this role serves as the primary relationship lead within the territory, partnering closely with an aligned Retirement Director to deliver consultative, insight‑driven solutions that improve client outcomes, strengthen advisor loyalty, and expand Fidelity’s market presence.
The RAE blends strategic territory management, consultative selling, and thought leadership, converting warm leads into long‑term partnerships while guiding retirement plan strategy using Fidelity’s integrated platform and tools.
ASSOCIATE MAY WORK REMOTE IF LOCATED IN CA OR NV. WESTLAKE, TX AND COVINGTON, KY LOCATIONS WOULD BE HYBRID
The Expertise and Skills You Bring
- Serve as the primary point of engagement for financial advisors, TPAs, and plan sponsors within the assigned territory.
- Execute a consultative sales process to uncover business needs and deliver tailored retirement and financial wellness solutions.
- Develop and manage a territory‑level business plan, including pipeline development, segmentation, and coverage strategy.
- Partner with internal teams and Retirement Leadership to drive coordinated go‑to‑market execution.
- Provide subject matter expertise across 401(k) recordkeeping, administration, investments, and employee benefits.
- Deliver compelling presentations and marketing insights to build brand awareness and generate demand.
- Cultivate durable, trust‑based relationships through proactive follow‑up and disciplined sales execution.
- Demonstrate leadership through preparation, accountability, and consistent achievement of sales goals.
- Influence advisor and sponsor decision‑making through data‑driven recommendations and strategic planning.
- Proven success in consultative sales, financial services, or benefits‑related industries.
- Experience selling through intermediaries (financial advisors, TPAs, consultants) preferred.
- Ability to navigate complex planning conversations and adapt recommendations as client needs evolve.
- Demonstrated success managing a territory, prioritizing opportunities, and executing against growth targets.
- Thrives in a fast‑paced, collaborative, performance‑driven environment.
- FINRA Series 7 and Series 63 required.
- Study time provided to obtain required licenses within two months of hire.
The Team
Fidelity Workplace Investing Sales is a high‑performance, collaborative sales organization focused on delivering best‑in‑class retirement and workplace solutions. RAEs play a critical role in expanding Fidelity’s footprint by building profitable, long‑term advisor and client relationships across their assigned territories.
Compensation
- Base salary range for this position is $65,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well‑being support, market‑leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement‑related financial activities and the rules and regulations of numerous self‑regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Category:
Sales
Investment Job Roles in Kentucky
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Search Investment Jobs in KentuckyInvestment Jobs in Kentucky: Frequently Asked Questions
Which companies in Kentucky sponsor visas for investment roles?
Louisville-based Humana and regional financial institutions such as Stock Yards Bank and PNC's Kentucky operations have a track record of H-1B sponsorship for finance and investment professionals. Asset management firms and insurance companies concentrated in Louisville are among the more active sponsors, particularly for investment analyst, portfolio management, and quantitative research positions requiring specialized financial degrees.
Which visa types are most common for investment jobs in Kentucky?
The H-1B is the most common visa for investment roles in Kentucky, covering positions like investment analyst, financial advisor, and portfolio manager that require at least a bachelor's degree in finance, economics, or a related field. The O-1A is an option for candidates with extraordinary achievement in their field. International candidates with E-2 treaty country nationality may also explore that pathway if they meet investor requirements independently.
Which cities in Kentucky have the most investment visa sponsorship jobs?
Louisville accounts for the largest share of investment sponsorship activity in Kentucky, driven by its concentration of insurance, banking, and corporate finance employers. Lexington has a smaller but active financial services presence tied to its university community and regional wealth management firms. Frankfort and Northern Kentucky, which sits adjacent to the Cincinnati financial market, also see periodic sponsorship activity for investment-related roles.
How to find investment visa sponsorship jobs in Kentucky?
Migrate Mate is built specifically for international job seekers looking for visa sponsorship and lets you filter investment roles by state, so you can browse Kentucky-specific opportunities without sorting through employers who don't sponsor. Beyond the job board, reviewing Department of Labor LCA disclosure data can confirm which Kentucky employers have filed for H-1B workers in investment titles, giving you a practical shortlist of sponsorship-active firms to target directly.
Are there state-specific factors that affect investment visa sponsorship in Kentucky?
Kentucky does not impose state-level visa sponsorship requirements beyond federal obligations, but employers must meet Department of Labor prevailing wage standards for the specific metropolitan area where the role is located, which differ between Louisville, Lexington, and smaller markets. The University of Kentucky and University of Louisville produce finance and economics graduates who sometimes transition from OPT into sponsored roles locally, meaning some firms are already familiar with the sponsorship process.
What is the prevailing wage for sponsored investment jobs in Kentucky?
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.
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