Green Card Client Advisor Jobs
Client Advisor roles at U.S. financial institutions and wealth management firms qualify for EB-2 and EB-3 green card sponsorship through the PERM labor certification process. Employers file on your behalf, certifying no qualified U.S. worker displaced you. Strong client-facing credentials, a relevant degree, and documented advisory experience all strengthen your PERM case.
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Get Access To All JobsINTRODUCTION
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 clients 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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
ROLE AND RESPONSIBILITIES
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
BASIC 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
PREFERRED 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
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
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.
SHIFT
1st shift (United States of America)
HOURS PER WEEK
37.5
INTRODUCTION
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 clients 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 that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
ROLE AND RESPONSIBILITIES
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
BASIC 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
PREFERRED 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
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
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.
SHIFT
1st shift (United States of America)
HOURS PER WEEK
37.5
See all 457+ Green Card Client Advisor Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship in Client Advisor
Document your advisory credentials before applying
Gather degree transcripts, professional certifications like CFP or CFA, and performance records showing client portfolio growth. PERM requires your employer to prove your qualifications match the role, so gaps in documentation can delay labor certification.
Target wealth management firms with PERM history
Large banks, registered investment advisors, and private wealth divisions file PERM most consistently for client-facing roles. Search DOL disclosure data to confirm an employer has certified labor applications in your specific advisory function before investing in their process.
Clarify whether EB-2 or EB-3 fits your background
EB-2 requires an advanced degree or demonstrated specialized expertise in financial advisory. EB-3 covers bachelor's-level professionals. Your category affects priority date timelines, so align your credentials to the right classification early in conversations with your employer's counsel.
Use Migrate Mate to find green card sponsoring employers
Filter Client Advisor openings by sponsorship history directly on Migrate Mate. This surfaces employers who have filed PERM applications for comparable roles, cutting the guesswork out of identifying which firms realistically sponsor foreign professionals.
Negotiate PERM filing timing into your offer
Ask prospective employers when they typically initiate PERM after hiring. Some firms wait 12 to 18 months. Getting that timeline in writing during offer negotiations prevents surprises and lets you plan your status around the expected I-140 filing window.
Verify the prevailing wage before your employer files
DOL requires your offered salary to meet the prevailing wage for your Client Advisor role and location. Run your job title and metro area through the OFLC Wage Search before your employer submits a wage determination request to catch any misclassification early.
Green Card Client Advisor: Frequently Asked Questions
Do Client Advisor roles typically qualify for EB-2 or EB-3 green card sponsorship?
Most Client Advisor positions qualify under EB-3 as skilled professionals requiring a bachelor's degree in finance, business, or a related field. Roles with a master's degree requirement or demonstrable specialized expertise in areas like institutional portfolio management may qualify under EB-2. Your employer's counsel will assess which category fits the specific job description and your credentials.
How does green card sponsorship differ from H-1B sponsorship for a Client Advisor?
H-1B visa is a temporary nonimmigrant status capped at 85,000 new visas per year with an annual lottery. Green card sponsorship through PERM and I-140 is permanent, has no annual cap at the EB-3 level for most countries, and transfers immigration benefit to you permanently once approved. The tradeoff is timeline: PERM labor certification alone can take six to twelve months before USCIS even begins adjudicating your I-140 petition.
What does the PERM process look like for a Client Advisor role specifically?
Your employer must conduct a DOL-mandated recruitment campaign proving no qualified U.S. worker was available for the role. For client-facing advisory positions, this typically includes job postings, internal notice, and newspaper advertisements. DOL then certifies the labor application, after which your employer files an I-140 immigrant petition with USCIS. The entire sequence commonly runs 18 to 24 months before you can file for adjustment of status.
How can I find Client Advisor jobs where the employer is willing to sponsor a green card?
Search Migrate Mate to filter Client Advisor openings by employers with documented PERM filing history. Most job postings don't advertise green card sponsorship explicitly, so checking an employer's DOL disclosure record before applying saves significant time. Firms in wealth management, private banking, and registered investment advisory are the most consistent sponsors for this role type.
Can I switch Client Advisor employers after my I-140 is approved?
Yes, with conditions. Under AC21 portability rules, once your I-140 has been approved and your adjustment of status application has been pending for at least 180 days, you can change to a same or similar occupational role without losing your priority date. Client Advisory roles typically port cleanly to comparable relationship management or financial advisory positions, but your new employer should confirm the job falls within the same SOC category before you transition.