Finance Visa Sponsorship Jobs in Ohio
Ohio's finance sector offers strong visa sponsorship opportunities, particularly in Columbus, Cincinnati, and Cleveland. Major employers include Huntington Bancshares, Fifth Third Bank, and KeyCorp, alongside growing fintech companies and insurance firms. The state's lower cost of living and established financial services industry make it attractive for international professionals seeking H-1B visa and other work visas.
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166 Crocker Park Boulevard, Westlake Ohio
Job Summary
The Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients, and support prospect and Centers of Influence (COI) engagements. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). In addition, the Planner is expected to contribute to internal and client-facing content development, and will partner with Market Leaders, Regional Directors, Fiduciary and Portfolio Strategists as well as collaborate with Central Planning, to prepare, deliver and implement advice.
This position will cover the Akron, Canton, Youngstown, Canfield, and Pittsburgh areas.
Essential Functions
- Actively participate in Core Private Bank prospect, client, and COI meetings as the financial planning expert
- Lead prospect, client, and COI planning engagements focused on Advanced Planning priorities
- Collaborate with KPB Relationship Managers to proactively advise clients on age milestones, life events, and children/wealth planning opportunities
- Partner with Fiduciary, Insurance, and Investment teammates to deliver the Key Planning experience
- Provide in-market financial planning support and in-person coaching to KPB Relationship Managers to enhance planning acumen
- Collaborate with Market Leaders and partners to develop Relationship Manager skills focused on Essential Planning priorities
- Support internal and external planning content development projects
- Contribute thought leadership on planning to the Key Wealth Institute
- 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
Bachelor's Degree in business related field or equivalent work experience (required)
Work Experience
Minimum of 5 years in financial planning capacity providing financial planning advice to affluent clients (required)
Minimum of 3 years providing financial planning advice to high-net-worth clients (preferred)
Licenses and Certifications
Certified Financial Planner (CFP) (required)
Skills
- Expertise in goals-based planning process, including discovery, plan development and delivery.
- Ability to coach advisors on both technical and consultative aspects of the planning process
- Experience in modeling estate, wealth transfer, multi-generational, and liquidity event scenarios
- Skilled in financial planning software; MoneyGuide and Wealth Studios preferred
- Strong team player, responsive partner, and effective collaborator
- Experience working with CRM tools
- Knowledge of investment strategies and financial planning for affluent clients
- Expertise in estate and legacy planning for multi-generational wealth
- Understanding of asset allocation, investment selection, and portfolio construction
- Ability to advise on cash flow, liquidity events, and funding strategies
- Proficiency in designing retirement income strategies and tax-efficient withdrawal plans
- Ability to align financial planning with long-term client goals and market conditions
- Experience tailoring financial advice to the unique needs of affluent clients
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
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. 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 eligibility for 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.
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: 09/25/2026
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:
166 Crocker Park Boulevard, Westlake Ohio
Job Summary
The Wealth Planner (Planner) is responsible for delivering financial planning experience to Key Private Bank (KPB) high net worth clients and prospects. The Planner will work closely with KPB Relationship Managers to acquire and deepen relationships by increasing planning engagement with existing clients, and support prospect and Centers of Influence (COI) engagements. The Planner is expected to support Essential Planning opportunities and lead Advanced Planning conversations, including risk management, estate and wealth transfer planning as well as specialty planning (i.e., portfolio management, executive compensation and business succession planning). In addition, the Planner is expected to contribute to internal and client-facing content development, and will partner with Market Leaders, Regional Directors, Fiduciary and Portfolio Strategists as well as collaborate with Central Planning, to prepare, deliver and implement advice.
This position will cover the Akron, Canton, Youngstown, Canfield, and Pittsburgh areas.
Essential Functions
- Actively participate in Core Private Bank prospect, client, and COI meetings as the financial planning expert
- Lead prospect, client, and COI planning engagements focused on Advanced Planning priorities
- Collaborate with KPB Relationship Managers to proactively advise clients on age milestones, life events, and children/wealth planning opportunities
- Partner with Fiduciary, Insurance, and Investment teammates to deliver the Key Planning experience
- Provide in-market financial planning support and in-person coaching to KPB Relationship Managers to enhance planning acumen
- Collaborate with Market Leaders and partners to develop Relationship Manager skills focused on Essential Planning priorities
- Support internal and external planning content development projects
- Contribute thought leadership on planning to the Key Wealth Institute
- 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
Bachelor's Degree in business related field or equivalent work experience (required)
Work Experience
Minimum of 5 years in financial planning capacity providing financial planning advice to affluent clients (required)
Minimum of 3 years providing financial planning advice to high-net-worth clients (preferred)
Licenses and Certifications
Certified Financial Planner (CFP) (required)
Skills
- Expertise in goals-based planning process, including discovery, plan development and delivery.
- Ability to coach advisors on both technical and consultative aspects of the planning process
- Experience in modeling estate, wealth transfer, multi-generational, and liquidity event scenarios
- Skilled in financial planning software; MoneyGuide and Wealth Studios preferred
- Strong team player, responsive partner, and effective collaborator
- Experience working with CRM tools
- Knowledge of investment strategies and financial planning for affluent clients
- Expertise in estate and legacy planning for multi-generational wealth
- Understanding of asset allocation, investment selection, and portfolio construction
- Ability to advise on cash flow, liquidity events, and funding strategies
- Proficiency in designing retirement income strategies and tax-efficient withdrawal plans
- Ability to align financial planning with long-term client goals and market conditions
- Experience tailoring financial advice to the unique needs of affluent clients
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
Ability to routinely and frequently operate a motor vehicle with a valid driver's license.
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $96,000.00 - $181,000.00 annually. 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 eligibility for 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.
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: 09/25/2026
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
Finance Job Roles in Ohio
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Search Finance Jobs in OhioFinance Jobs in Ohio: Frequently Asked Questions
Which finance companies sponsor visas in Ohio?
Major Ohio-based financial institutions frequently sponsor visas, including Huntington Bancshares in Columbus, Fifth Third Bank in Cincinnati, and KeyCorp in Cleveland. Progressive Insurance, American Financial Group, and Cincinnati Financial also sponsor for various finance roles. Regional banks, credit unions, and growing fintech companies throughout the state provide additional opportunities for international candidates.
Which cities in Ohio have the most finance sponsorship jobs?
Columbus leads with the highest concentration of finance visa sponsorship jobs, home to major banks and insurance companies. Cincinnati follows closely with Fifth Third Bank headquarters and numerous financial services firms. Cleveland offers opportunities with KeyCorp and regional institutions. Smaller markets like Akron, Dayton, and Toledo also have finance employers willing to sponsor international talent.
How to find finance visa sponsorship jobs in Ohio?
Use Migrate Mate to search specifically for finance positions in Ohio that offer visa sponsorship. The platform filters jobs by companies with proven sponsorship history in Ohio's finance sector. Focus on major banks, insurance companies, and fintech firms in Columbus, Cincinnati, and Cleveland, as these employers most frequently sponsor H-1B visa and other work visas for international finance professionals.
Which visa types are most common for finance roles in Ohio?
H-1B visas are most common for finance positions in Ohio, particularly for roles like financial analysts, risk managers, and compliance officers. L-1 visas are used by international banks with Ohio offices for intracompany transfers. O-1 visas may apply for senior executives or specialists with extraordinary ability. TN visas serve Canadian and Mexican citizens in qualifying finance roles.
Do Ohio finance jobs have different prevailing wage requirements?
Ohio's prevailing wages for finance roles are generally lower than coastal markets like New York or California, making sponsorship more cost-effective for employers. The Department of Labor sets prevailing wages by metropolitan area, so Columbus, Cincinnati, and Cleveland each have distinct wage requirements. This geographic advantage often makes Ohio finance employers more willing to sponsor international candidates.
What is the prevailing wage for sponsored finance jobs in Ohio?
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.