Client Associate Green Card Jobs
Client Associate roles at U.S. financial services and wealth management firms can qualify for EB-2 or EB-3 green card sponsorship through the PERM labor certification process. Employers file on your behalf, certifying that no qualified U.S. worker is available. Understanding how sponsorship works in this relationship-driven field helps you target the right firms and negotiate the process confidently.
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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 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 and clients. 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.
ROLE AND RESPONSIBILITIES
This job is responsible for providing client service support to potentially multiple Financial Advisors (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.
Responsibilities:
- 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
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
BASIC QUALIFICATIONS
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
PREFERRED QUALIFICATIONS
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
“Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy”
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 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 and clients. 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.
ROLE AND RESPONSIBILITIES
This job is responsible for providing client service support to potentially multiple Financial Advisors (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.
Responsibilities:
- 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
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
BASIC QUALIFICATIONS
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
PREFERRED QUALIFICATIONS
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
“Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the workplace excellence policy”
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Client Associate
Align your credentials to PERM requirements
PERM requires your employer to define a minimum education requirement for the role. If your Client Associate position requires a bachelor's degree in finance, business, or a related field, document that your foreign degree meets U.S. equivalency standards before sponsorship begins.
Target firms with established PERM filing histories
Large wirehouses, registered investment advisers, and regional broker-dealers file PERM applications more predictably than boutique shops. Search DOL PERM disclosure data to confirm whether a prospective employer has sponsored Client Associate or similar roles before.
Use OFLC Wage Search to anchor salary negotiations
PERM requires your employer to pay at least the prevailing wage for your role and location. Pull the OFLC Wage Search figures for your metro area so you enter offer negotiations knowing the DOL-mandated floor, not just market benchmarks.
Find sponsoring employers through Migrate Mate
Filtering by employers who actively sponsor green cards for Client Associate roles saves weeks of cold outreach. Migrate Mate surfaces firms with verified PERM and I-140 filing histories, so you can focus your applications on employers already familiar with the process.
Client Associate jobs are hiring across the US. Find yours.
Find Client Associate JobsClient Associate Green Card Sponsorship: Frequently Asked Questions
Do Client Associate roles typically qualify for EB-2 or EB-3 sponsorship?
Most Client Associate positions qualify under EB-3 as skilled worker or professional roles, particularly when the employer requires a bachelor's degree. EB-2 sponsorship is possible if the role requires an advanced degree or you have a combination of advanced education and substantial progressive experience that meets DOL standards. Your employer's legal counsel will determine the appropriate category during PERM preparation.
How does green card sponsorship differ from H-1B for this role?
Green card sponsorship through PERM leads to permanent residency, not a temporary status. There's no annual lottery, and EB-3 has no per-petition cap the way H-1B does. The tradeoff is timeline: PERM labor certification alone takes six months to over a year before USCIS even reviews the I-140 petition. H-1B is faster to obtain but expires; EB-2 and EB-3 are permanent once approved.
What does the PERM labor certification process require from my employer?
Your employer must conduct a DOL-supervised recruitment process to demonstrate that no minimally qualified U.S. worker applied for the Client Associate position. This includes posting the job, reviewing applications, and documenting rejections. Only after completing recruitment can the employer file the ETA 9089 form with DOL. The entire process must follow strict procedural rules, which is why employers typically use immigration attorneys.
How can I find Client Associate jobs that include green card sponsorship?
Most job postings don't advertise green card sponsorship explicitly, which makes it hard to know which employers will actually commit. Migrate Mate lets you search Client Associate roles filtered by employers with documented PERM and I-140 filing histories, so you can identify firms that have sponsored similar positions before rather than discovering sponsorship policies only after a job offer.
Can my employer start the green card process while I'm on H-1B status?
Yes, and many employers do exactly that. Filing PERM and I-140 while you're in H-1B status is standard practice. An approved I-140 also strengthens your H-1B extension eligibility beyond the standard six years under AC21 portability rules. USCIS allows you to continue working through status transitions as long as filings are properly sequenced and your current authorization remains valid.
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