Private Client Advisor Jobs in USA with Visa Sponsorship
Private client advisors can secure E-3 visa, H-1B visa, and O-1 visa sponsorship through wealth management firms, private banks, and registered investment advisors. Financial services roles typically qualify as specialty occupations when they require finance, economics, or business degrees and involve portfolio management, client advisory services, or regulatory compliance. For detailed occupation requirements, see the O*NET profile.
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1900 Central Avenue - Albany, New York 12205
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.
This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position.
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 strongly preferred given the organization's focus on professional growth and credential attainment. Candidates without a bachelor's degree may be considered based on relevant experience, qualifications, and business need. (preferred)
- OR equivalent experience (required)
Licenses and Certifications
- FINRA Security Industry Essentials (SIE) (required)
- FINRA License S7 (required)
- FINRA License S66 or S63 and 65 (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.
Work Location Category
- Branch
COMPENSATION AND BENEFITS
This position is eligible to earn commission and deferred incentive compensation. This position is eligible to earn a base salary rate of $62,400 annually.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 02/05/2027
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.
Location:
1900 Central Avenue - Albany, New York 12205
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.
This is an evergreen posting. We continuously accept applications for this role to build a pipeline of qualified candidates for future openings. While there may not be an immediate vacancy, your application may be considered for upcoming opportunities aligned with this position.
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 strongly preferred given the organization's focus on professional growth and credential attainment. Candidates without a bachelor's degree may be considered based on relevant experience, qualifications, and business need. (preferred)
- OR equivalent experience (required)
Licenses and Certifications
- FINRA Security Industry Essentials (SIE) (required)
- FINRA License S7 (required)
- FINRA License S66 or S63 and 65 (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.
Work Location Category
- Branch
COMPENSATION AND BENEFITS
This position is eligible to earn commission and deferred incentive compensation. This position is eligible to earn a base salary rate of $62,400 annually.
Please click here for a list of benefits for which this position is eligible.
Job Posting Expiration Date: 02/05/2027
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.
See all 746+ Private Client Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Private Client Advisor roles.
Get Access To All JobsTips for Finding Private Client Advisor Jobs
Target wealth management firms over retail banks
Private wealth divisions at Morgan Stanley, Wells Fargo, and UBS sponsor more visas than retail banking. These firms need advisors with specialized knowledge for high-net-worth clients and complex financial products.
Highlight your Series licenses and certifications
FINRA licenses (Series 7, 66), CFA, CFP, or CPA certifications strengthen your specialty occupation case. USCIS recognizes these as evidence of specialized financial knowledge requiring formal education.
Emphasize fiduciary responsibility and compliance expertise
Frame your role around regulatory compliance, fiduciary duty, and complex investment analysis rather than general sales. This positioning better supports the specialty occupation requirement for visa petitions.
Consider registered investment advisor (RIA) firms
RIAs often sponsor fewer visas but face less competition. Many need advisors with specialized knowledge of international taxation, cross-border wealth planning, and regulatory frameworks for foreign nationals.
Document your client portfolio complexity
Prepare examples showing sophisticated financial planning, estate planning, or investment strategies you've managed. Complex client scenarios help demonstrate the specialized knowledge required for the advisory role.
Apply during off-peak hiring cycles
Many wealth management firms hire year-round, unlike investment banks with structured recruiting. Target applications in Q2 and Q4 when H-1B lottery timing creates less competition from other candidates.
Frequently Asked Questions
What degree do I need for visa sponsorship as a private client advisor?
Most firms require a bachelor's degree in finance, economics, business, or accounting. Some accept related fields like mathematics or statistics if coupled with relevant financial certifications. The degree must directly relate to financial advisory work to satisfy specialty occupation requirements.
Do private client advisor roles qualify for H-1B specialty occupation requirements?
Yes, when the position requires specialized financial knowledge and a relevant degree. USCIS typically approves advisory roles that involve portfolio management, regulatory compliance, or complex financial planning. Generic sales positions may face more scrutiny during petition review.
Which firms are most likely to sponsor visas for private client advisors?
Large wealth management firms like Morgan Stanley, Merrill Lynch, UBS, and Wells Fargo Private Bank sponsor regularly. Many registered investment advisors (RIAs) also sponsor, especially those serving high-net-worth international clients requiring specialized cross-border expertise.
Can I get O-1 visa sponsorship as a private client advisor?
O-1 visas are possible for advisors with exceptional achievements like industry awards, published research, speaking engagements, or recognition for managing ultra-high-net-worth portfolios. Most advisors pursue H-1B visa or E-3 visas as more realistic options.
How do FINRA licenses affect my visa sponsorship application?
Series licenses strengthen your specialty occupation case by demonstrating specialized knowledge requirements. However, you can't take FINRA exams without sponsorship from a FINRA member firm, so the employer must commit to sponsoring both your visa petition and securities registration.
How to find Private Client Advisor jobs with visa sponsorship?
Use Migrate Mate to find Private Client Advisor positions with visa sponsorship. Focus on opportunities with investment banks, wealth management firms, and private banking institutions that frequently sponsor H-1B, L-1 visa, and other work visas. These employers often need advisors to serve high-net-worth clients and are willing to sponsor qualified candidates with relevant financial services experience.
What is the prevailing wage requirement for sponsored Private Client Advisor jobs?
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.