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
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by 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.
Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Leads the Client Process Management Process within the client team to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Leads the client team to deliver meaningful interactions and a Branded Client Experience
- Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
- Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
BASIC QUALIFICATIONS
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
- 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
- Ability to drive new business development for target client segment ($3MM++ investable assets)
- Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
- High touch, client-focused individual with exceptional interpersonal skills
- Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
- Ability to influence; proactively asks for and closes business
- Solutions oriented; sales and financial aptitude a must
- Must be a skilled negotiator
- Ability to work with and identify the need for team specialists; collaborate closely with other team members
- Takes on a leadership role on the team and within the business community
PREFERRED QUALIFICATIONS
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
SKILLS
- Business Development
- Client Management
- Client Solutions Advisory
- Prospecting
- Wealth Planning
- Analytical Thinking
- Oral Communications
- Referral Management
- Relationship Building
- Risk Management
- Active Listening
- Attention to Detail
- Collaboration
- Decision Making
- Loan Structuring
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
INTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by 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.
Bank of America 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 Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Leads the Client Process Management Process within the client team to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Leads the client team to deliver meaningful interactions and a Branded Client Experience
- Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
- Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
BASIC QUALIFICATIONS
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
- 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
- Ability to drive new business development for target client segment ($3MM++ investable assets)
- Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
- High touch, client-focused individual with exceptional interpersonal skills
- Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
- Ability to influence; proactively asks for and closes business
- Solutions oriented; sales and financial aptitude a must
- Must be a skilled negotiator
- Ability to work with and identify the need for team specialists; collaborate closely with other team members
- Takes on a leadership role on the team and within the business community
PREFERRED QUALIFICATIONS
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
SKILLS
- Business Development
- Client Management
- Client Solutions Advisory
- Prospecting
- Wealth Planning
- Analytical Thinking
- Oral Communications
- Referral Management
- Relationship Building
- Risk Management
- Active Listening
- Attention to Detail
- Collaboration
- Decision Making
- Loan Structuring
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
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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.