E-3 Visa Program Associate Jobs
Program Associate roles in policy, international development, and nonprofit management qualify as E-3 specialty occupations when the position requires a relevant bachelor's degree. Australian professionals can secure E-3 visa sponsorship without entering a lottery, with employer obligations limited to filing a Labor Condition Application before your consulate appointment.
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Advisor Development Program Client Associate
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Job Description:
The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:
- Developing a book of business in order to meet and exceed established performance hurdles
- Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile, and preferences
- Balancing investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
- Organizing and managing resources (time, people, budget) to run a productive practice
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
- Completing mandated training, assessments, performance goals, and continuing education requirements
We’ll help you
- Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success.
- Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success.
- Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
- Displays confidence working as a self-starter in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven growth mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal)
- Proven ability to quickly build trust and credibility
- Proven ability to assess needs of and recommend appropriate solutions
- Proven ability to work both collaboratively on a team with key partners and independently
- Proven ability to listen and probe for clarity and understanding
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Strong follow-through skills
- Computer/technical literacy and proficiency in applications such as Microsoft Suite
Desired Qualifications:
- Bachelor’s degree and/or a minimum of one year of work experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
Job Responsibilities:
- Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Trade Operations Management
- Administrative Services
- Client Investments Management
- Emotional Intelligence
- Referral Identification
- Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
Job Description:
Advisor Development Program Client Associate
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Job Description:
The Wealth Management Client Associate – Advisor Development Program (WMCA - ADP) role is an entry role into our Advisor Development Program where the destination role is becoming a full-scale Financial Advisor at Merrill. This progression role is responsible for providing client service support to Financial Advisors (FAs).
As a WMCA - ADP your journey begins by obtaining your Securities Industry licenses, where you will receive dedicated study time for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Your SIE, Series 7 & 66 must be obtained within 120 days; (63 & 65 accepted, in lieu of 66, if previously held). Once you obtain your licenses, you will be taught the foundational skills needed to be a WMCA - ADP.
This job is responsible for providing client service support to multiple FAs. Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA’s business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients and acting as a resource for FAs on the team.
Once you have reached your key milestones, including proficiency in your current role and the completion of experiential activities showcasing your ability to become an advisor, you will then progress into the next stage of the Advisor Development Program, beginning building a book of business as a Financial Advisor trainee. You will complete dedicated training preparing you for this role and once complete you will continue to work in a Merrill office where you will be acquiring, building, and managing client relationships while considering a client’s complex financial picture and guiding them with advice and solutions.
Once you complete your performance requirements as a Financial Advisor trainee you will reach the ultimate destination of becoming a Merrill Financial Advisor. You will be supported along the way with dedicated programs, tools, and resources throughout your career journey.
The Advisor Development Program consists of progressive roles to ultimately become a Merrill Financial Advisor. Our progressive roles in the Advisor Development Program engage in:
- Developing a book of business in order to meet and exceed established performance hurdles
- Effectively prioritizing and sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile, and preferences
- Balancing investment growth, referral activities, customer follow-up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
- Organizing and managing resources (time, people, budget) to run a productive practice
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
- Completing mandated training, assessments, performance goals, and continuing education requirements
We’ll help you
- Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success.
- Get training and one-on-one coaching from our award-winning Academy at Bank of America and local leadership who are invested in your success.
- Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications:
- Displays confidence working as a self-starter in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven growth mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal)
- Proven ability to quickly build trust and credibility
- Proven ability to assess needs of and recommend appropriate solutions
- Proven ability to work both collaboratively on a team with key partners and independently
- Proven ability to listen and probe for clarity and understanding
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Strong follow-through skills
- Computer/technical literacy and proficiency in applications such as Microsoft Suite
Desired Qualifications:
- Bachelor’s degree and/or a minimum of one year of work experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
Job Responsibilities:
- Partners with Financial Advisors, Client Relationship Managers, and Market Supervision Managers on all aspects of client servicing, risk, investments, and banking products, while receiving appropriate guidance and escalating issues as needed
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Performs general business growth support functions aligned to the role of the Client Associate or Wealth Management Client Associate, providing business development, investment solutions, and/or business management support to multiple FAs
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Trade Operations Management
- Administrative Services
- Client Investments Management
- Emotional Intelligence
- Referral Identification
- Written Communications
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination. The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC; Safe Act; Loan Originators; and FINRA
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
See all 46+ E-3 Visa Program Associate Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new E-3 Visa Program Associate Jobs.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Program Associate
Translate your Australian degree for employers
A three-year Australian bachelor's degree is treated as equivalent to a U.S. four-year degree for E-3 visa purposes. Prepare a credential evaluation letter from a NACES-approved evaluator before interviews so employers aren't left guessing.
Target employers with existing LCA filing history
Search DOL's Office of Foreign Labor Certification disclosure data for Program Associate or Program Coordinator job titles. Employers who've filed LCAs before understand the process and won't treat your E-3 sponsorship request as a dealbreaker.
Frame your role as a specialty occupation upfront
Program Associate positions in advocacy, global health, or policy analysis routinely qualify, but generalist program roles sometimes don't. Confirm the job description lists a specific degree field requirement, not just 'bachelor's preferred,' before accepting an offer.
Use Migrate Mate's E-3 filing service for the full process
Once you have an offer, use Migrate Mate's E-3 filing service to handle your LCA and visa paperwork end-to-end. This covers DOL certification, DS-160 preparation, and consulate appointment readiness without requiring you to manage each step independently.
Clarify who handles the LCA before signing
The LCA is an employer obligation, not yours, but many Program Associate employers, especially small nonprofits, have never filed one. Raise this early in the offer stage so HR can engage their legal team or a filing service before your start date.
Time your application around nonprofit hiring cycles
Many Program Associate roles at nonprofits and international organizations follow grant-funded hiring cycles with spring and fall peaks. Applying during these windows gives you better odds of landing employers with budget already allocated and timelines that accommodate E-3 consulate processing.
E-3 Visa Program Associate: Frequently Asked Questions
How do I find Program Associate jobs that offer E-3 visa sponsorship?
Migrate Mate is the recommended starting point. It surfaces Program Associate roles from employers with E-3 sponsorship history, so you're not cold-applying to organizations unfamiliar with the visa. Filtering by sponsorship type saves significant time compared to manually screening postings and then asking HR whether they'll sponsor an Australian national.
How much does it cost to get an E-3 visa?
Migrate Mate's E-3 filing service covers the entire process for $499, including the Labor Condition Application, visa document preparation, and consulate appointment guidance. Traditional immigration lawyers charge $2,000–$5,000+ for the same work. The E-3 has less paperwork than most work visas, so paying thousands for legal help is usually unnecessary.
Does a Program Associate role qualify as a specialty occupation for the E-3 visa?
It depends on how the position is defined. If the job description requires a specific bachelor's degree in a field like public policy, international relations, social work, or public health, it meets the specialty occupation standard. If the posting says any bachelor's degree is acceptable regardless of field, the role may not qualify. Reviewing the actual job description before applying is the most reliable way to assess this.
How does the E-3 visa compare to the H-1B for Program Associate roles?
The E-3 has no annual lottery and no cap that affects when you can start. For Program Associate roles, which often have defined start dates tied to grant cycles or academic calendars, this is a practical advantage. H-1B visa petitions are subject to a lottery with an October 1 start date, which can push your start by six to twelve months if selected at all.
Can I change employers or take a promotion while on an E-3 as a Program Associate?
Yes, but each new employer must file a fresh LCA with the DOL and you'll need a new visa stamp if your current one has expired. A title change to Senior Program Associate or Program Manager with substantially different duties also requires a new LCA to confirm the prevailing wage still matches. Plan for at least a few weeks of processing time when changing roles.