Investment Consultant Visa Sponsorship Jobs in Ohio
Investment consultant visa sponsorship jobs in Ohio are concentrated in Columbus, Cleveland, and Cincinnati, where major financial firms including Nationwide, KeyBank, and Fifth Third Bank maintain active hiring operations. Ohio's large public pension systems and insurance sector create steady demand for investment consultants, making the state a consistent source of employer-sponsored roles for international professionals.
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127 Public Square, Cleveland Ohio
Job Summary
The Key Family Wealth Investment Consultant serves as the senior investment advisor to the Family Wealth National Strategy Team (FWNST), providing sophisticated investment advice to ultra-high-net-worth individuals, families, and family offices. This role is responsible for leading investment strategy development, supporting sales and relationship teams, and driving growth through new client acquisition, relationship expansion, and differentiated advisory capabilities.
Essential Functions
- Serve as lead investment advisor on complex Family Wealth client and prospect engagements.
- Develop and implement comprehensive investment strategies, including IPS development, asset allocation, and risk management.
- Drive new Investment Management business through consultative selling, prospecting, and partnership with Field and Segment teams.
- Support expansion of existing client relationships by identifying share-of-wallet opportunities.
- Collaborate with Investment Management teams on portfolio construction, alternative investments, and platform solutions.
- Articulate and deliver the Family Wealth investment value proposition internally and externally.
- Cultivate and leverage centers of influence, including attorneys, accountants, and family office professionals.
- Represent Key Private Bank as a subject matter expert through presentations, networking, and professional involvement.
- Mentor and develop investment professionals, promoting collaboration and best-practice sharing.
- Ensure strict adherence to fiduciary, regulatory, and compliance requirements.
- 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 related field (preferred)
- OR equivalent experience (required)
Work Experience
- 10 years of investment management or advisory experience serving ultra-high-net-worth clients (required)
Licenses and Certifications
- Chartered Financial Analyst (CFA) (preferred)
- Certified Investment Management Analyst (CIMA) (preferred)
Skills
- Deep expertise in sophisticated investment strategies, including alternatives.
- Proven track record as a trusted advisor with demonstrated sales and relationship growth success.
- Strong communication skills across diverse client and advisor audiences.
- Experience as a subject matter expert and presenter.
- Demonstrated success in complex new business development.
- Expert management skills in fostering, facilitating and delivering on the ultra-high net worth market expectations.
- Experience as subject-matter-expert to in-house and industry groups.
- Demonstrated new business and/or client service accomplishments in ultra-high net worth market.
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.
Work Location Category
- Hybrid (Sales)
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $128,000.00 - $268,000.00 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: 11/30/2026
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:
127 Public Square, Cleveland Ohio
Job Summary
The Key Family Wealth Investment Consultant serves as the senior investment advisor to the Family Wealth National Strategy Team (FWNST), providing sophisticated investment advice to ultra-high-net-worth individuals, families, and family offices. This role is responsible for leading investment strategy development, supporting sales and relationship teams, and driving growth through new client acquisition, relationship expansion, and differentiated advisory capabilities.
Essential Functions
- Serve as lead investment advisor on complex Family Wealth client and prospect engagements.
- Develop and implement comprehensive investment strategies, including IPS development, asset allocation, and risk management.
- Drive new Investment Management business through consultative selling, prospecting, and partnership with Field and Segment teams.
- Support expansion of existing client relationships by identifying share-of-wallet opportunities.
- Collaborate with Investment Management teams on portfolio construction, alternative investments, and platform solutions.
- Articulate and deliver the Family Wealth investment value proposition internally and externally.
- Cultivate and leverage centers of influence, including attorneys, accountants, and family office professionals.
- Represent Key Private Bank as a subject matter expert through presentations, networking, and professional involvement.
- Mentor and develop investment professionals, promoting collaboration and best-practice sharing.
- Ensure strict adherence to fiduciary, regulatory, and compliance requirements.
- 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 related field (preferred)
- OR equivalent experience (required)
Work Experience
- 10 years of investment management or advisory experience serving ultra-high-net-worth clients (required)
Licenses and Certifications
- Chartered Financial Analyst (CFA) (preferred)
- Certified Investment Management Analyst (CIMA) (preferred)
Skills
- Deep expertise in sophisticated investment strategies, including alternatives.
- Proven track record as a trusted advisor with demonstrated sales and relationship growth success.
- Strong communication skills across diverse client and advisor audiences.
- Experience as a subject matter expert and presenter.
- Demonstrated success in complex new business development.
- Expert management skills in fostering, facilitating and delivering on the ultra-high net worth market expectations.
- Experience as subject-matter-expert to in-house and industry groups.
- Demonstrated new business and/or client service accomplishments in ultra-high net worth market.
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.
Work Location Category
- Hybrid (Sales)
COMPENSATION AND BENEFITS
This position is eligible to earn a base salary in the range of $128,000.00 - $268,000.00 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: 11/30/2026
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
Investment Consultant Job Roles in Ohio
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Search Investment Consultant Jobs in OhioInvestment Consultant Jobs in Ohio: Frequently Asked Questions
Which companies sponsor visas for investment consultants in Ohio?
Ohio's largest financial employers, including KeyBank and Fifth Third Bank in Cleveland and Cincinnati, Nationwide and Huntington Bancshares in Columbus, and regional asset managers, have histories of sponsoring work visas for investment consultants. Large insurance companies headquartered in Columbus also file regularly for finance professionals. Sponsorship patterns vary by firm size and hiring volume, so checking individual employer filing histories is worthwhile.
Which visa types realistically fit investment consultant roles in Ohio?
Investment consultant roles in Ohio typically qualify as specialty occupations requiring a directly related bachelor's degree in finance, economics, or business, making the H-1B visa the most common visa path. The H-1B1 visa applies to Chilean and Singaporean nationals, while the E-3 visa covers Australian nationals. F-1 students may work through OPT. For longer-term residence, EB-2 or EB-3 employment-based green cards are available through employer sponsorship and PERM labor certification.
How to find investment consultant visa sponsorship jobs in Ohio?
Migrate Mate lists Ohio investment consultant roles from employers with verified visa sponsorship histories, letting you search specifically by role and location rather than sorting through unverified postings. Columbus, Cleveland, and Cincinnati produce the most results. Focusing on firms with established LCA filing records in finance and asset management gives you a realistic starting point for identifying which Ohio employers actively support work visa applications for this role.
Which cities in Ohio have the most investment consultant sponsorship jobs?
Columbus leads Ohio for investment consultant sponsorship activity, driven by its concentration of insurance companies, regional banks, and financial services firms. Cleveland is a close second, with its established banking sector anchored by KeyBank and large asset managers. Cincinnati rounds out the top three, supported by Fifth Third Bank and several wealth management firms. Smaller markets like Dayton and Akron see occasional openings but generate significantly less volume.
Are there state-specific factors that affect visa sponsorship for investment consultants in Ohio?
Ohio's large public pension funds, including the Ohio Public Employees Retirement System and State Teachers Retirement System, indirectly support investment consultant hiring at affiliated asset managers. The state's strong finance and insurance sector, particularly in Columbus, creates pipeline demand from Ohio State University and Case Western Reserve University graduates, some of whom transition through OPT. Ohio employers in this sector are generally accustomed to H-1B processes given the specialized degree requirements of investment consulting roles.
What is the prevailing wage for sponsored investment consultant 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.