Green Card Medical Advisor Jobs
Medical Advisor jobs with green card sponsorship involve EB-2 or EB-3 classification, depending on your degree and experience level. Employers file a PERM labor certification with DOL before petitioning USCIS through an I-140, beginning the path to lawful permanent residency. Priority-date backlogs vary by country of birth, so starting the sponsorship process early matters.
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Get Access To All JobsINTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships.
Typically manages a portfolio of medical physicians or attorneys with total loans and deposits of more than $45MM. Produces $3MM in revenue and more than 50% in Deposits OR $1.5MM and <$3MM in revenue and less than 50% in Deposits.
The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing experience and expertise in understanding the ever-changing dynamics of healthcare, and anticipating the issues and trends most important to the medical community.
The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-
Manage a profitable book of clients consisting of small to mid-size law firms and attorneys or mid-size medical practices and medical physicians, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within Legal or Medical client firms.
-
Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.
-
Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments.
-
Act as “face” of private practice within Legal or Medical firm relationship teams for assigned firms or practices.
-
Identify and “right channel” opportunities for clients and prospects—deliver the comprehensive resources of the bank.
-
Coordinate and lead the WRAP process for advice delivery—hold relationship strategy sessions as appropriate with the relationship teams and deliver Purpose Driven Wealth experience.
-
Document all client interactions via CRM system.
-
Establish consistent visibility within local legal or medical markets via event attendance.
-
Participate in campaigns or volunteer at committee level within non-profits in local market.
-
Support Wealth Advisor teammates through collaborative relationship strategies and teamwork.
-
Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.
-
Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.
BASIC QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
Bachelor’s Degree
-
7 or more years of lending or relationship management experience in the financial services industry
-
FINRA: Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed.
-
Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software.
-
Strong credit knowledge to personally deliver standard commercial credit and consumer credit to assigned clients.
-
Possess very strong deposit and general banking acumen to deliver advice on banking products such as deposits, credit cards, mortgages, etc.
-
Basic wealth management knowledge
-
Excellent and proven oral, written and group presentations skills
-
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
PREFERRED QUALIFICATIONS
-
MBA
-
Word, Excel and PowerPoint skills
-
More than 5 years of credit experience
-
Successful experience as a client advisor with proven results
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
INTRODUCTION
The position is described below. If you want to apply, click the Apply Now button at the top or bottom of this page. After you click Apply Now and complete your application, you'll be invited to create a profile, which will let you see your application status and any communications. If you already have a profile with us, you can log in to check status.
Need Help?
If you have a disability and need assistance with the application, you can request a reasonable accommodation. Send an email to Accessibility (accommodation requests only; other inquiries won't receive a response).
Regular or Temporary:
Regular
Language Fluency: English (Required)
Work Shift:
1st shift (United States of America)
Please review the following job description:
Responsible for origination and on-going management of a profitable loan, deposit, fee income, and non-interest income portfolio from attorneys or physicians and small to mid-sized law firms or medical practices through the development and retention of long term, profitable client relationships.
Typically manages a portfolio of medical physicians or attorneys with total loans and deposits of more than $45MM. Produces $3MM in revenue and more than 50% in Deposits OR $1.5MM and <$3MM in revenue and less than 50% in Deposits.
The Medical Specialty Group (MSG) provides financial advice and solutions exclusively to physicians and medical practices, sharing experience and expertise in understanding the ever-changing dynamics of healthcare, and anticipating the issues and trends most important to the medical community.
The Legal Specialty Group (LSG) provides financial advice and solutions exclusively to attorneys and law firms, sharing experience and expertise in understanding the ever-changing dynamics of the legal profession, and anticipating the issues and trends most important to the legal community.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-
Manage a profitable book of clients consisting of small to mid-size law firms and attorneys or mid-size medical practices and medical physicians, consisting of deposits, loans, and assets under management. Typical book size $3MM-$4.5MM in revenue with emphasis on family wealth relationships of tenured partners within Legal or Medical client firms.
-
Develop a business plan annually to include marketing and client acquisition plan in conjunction with a service delivery plan for clients and prospects.
-
Proactively originate new business via leads and referrals via Centers of Influence, marketing efforts, asking for personal introductions from clients, and personal & professional networking in the areas of deposits, loans, and investments.
-
Act as “face” of private practice within Legal or Medical firm relationship teams for assigned firms or practices.
-
Identify and “right channel” opportunities for clients and prospects—deliver the comprehensive resources of the bank.
-
Coordinate and lead the WRAP process for advice delivery—hold relationship strategy sessions as appropriate with the relationship teams and deliver Purpose Driven Wealth experience.
-
Document all client interactions via CRM system.
-
Establish consistent visibility within local legal or medical markets via event attendance.
-
Participate in campaigns or volunteer at committee level within non-profits in local market.
-
Support Wealth Advisor teammates through collaborative relationship strategies and teamwork.
-
Develop process to mitigate risk within individual practice to include emphasis around the operational, regulatory, and reputational environments.
-
Foster continued personal and professional growth via education seminars, conference attendance, and other continuing education activities.
BASIC QUALIFICATIONS
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
Bachelor’s Degree
-
7 or more years of lending or relationship management experience in the financial services industry
-
FINRA: Maintains proper licenses including Series 7, Series 66, Life, Health, and Variable insurance licenses. Candidates will have 60 days from their Start Date to transfer, or 100 days from their Start Date to acquire, all of the registrations and licenses required for this position. Ensures that appropriate continuing education requirements are met where needed.
-
Demonstrates basic to solid investment knowledge and the ability to deliver basic Financial Planning via Financial Profiles Forecaster software.
-
Strong credit knowledge to personally deliver standard commercial credit and consumer credit to assigned clients.
-
Possess very strong deposit and general banking acumen to deliver advice on banking products such as deposits, credit cards, mortgages, etc.
-
Basic wealth management knowledge
-
Excellent and proven oral, written and group presentations skills
-
Must be SAFE Mortgage Licensing Act compliant within 30 days of employment in this role, including new or transfer of registration, and applicable NMLS acceptable background check
PREFERRED QUALIFICATIONS
-
MBA
-
Word, Excel and PowerPoint skills
-
More than 5 years of credit experience
-
Successful experience as a client advisor with proven results
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
See all Green Card Medical Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Medical Advisor Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship in Medical Advisor
Align your credentials to EB-2 requirements
Medical Advisor roles typically require an advanced degree in medicine, pharmacology, or a related clinical field. If you hold a bachelor's degree plus five years of progressive experience in medical affairs, document that progression clearly before PERM begins.
Use O*NET to frame your specialty occupation
Pull the O*NET occupation profile for Medical Advisor or the closest matching title. Employers reference this during PERM recruitment to define minimum requirements, and misalignment between your credentials and the posted duties is a leading cause of audit exposure.
Find green-card-sponsoring employers on Migrate Mate
Search Migrate Mate to identify employers with verified employment-based green card sponsorship history in medical affairs. Filtering by role and location before applying saves time you'd otherwise lose pursuing companies with no PERM filing track record.
Check prevailing wage before salary negotiations
Run the OFLC Wage Search for your target metro and the relevant SOC code before accepting an offer. PERM requires the employer to pay at least the DOL prevailing wage for your role and location, so knowing the threshold lets you negotiate from an accurate baseline.
Ask about the PERM recruitment timeline upfront
Employers must complete a compliant DOL recruitment test, including job postings and internal notices, before filing PERM. Confirm whether the company has started or completed this process, since delays in recruitment directly push back your I-140 filing date.
Preserve your priority date if you switch employers
Once your original I-140 is approved, your priority date can carry over to a new employer's I-140. If your I-485 has been pending 180 days or more, AC21 portability also allows you to move to a same or similar occupation without restarting the process.
Green Card Medical Advisor: Frequently Asked Questions
What is the difference between EB-2 and EB-3 green card sponsorship for a Medical Advisor role?
EB-2 applies if the role requires an advanced degree, such as an MD, PharmD, or a master's in a clinical or scientific field, or if you hold a bachelor's degree plus five years of progressive experience in medical affairs. EB-3 covers professionals with a qualifying bachelor's degree. Employers choose the category based on the actual minimum requirements of the position, not just your highest credential.
How does green card sponsorship for a Medical Advisor differ from H-1B sponsorship?
Green card sponsorship leads to lawful permanent residency, not a temporary status. The process involves PERM labor certification filed with DOL, which includes a prevailing wage determination and a formal recruitment test to show no qualified U.S. worker was available. After PERM, the employer files an I-140 with USCIS. Unlike H-1B visa, there is no lottery, but per-country annual limits mean nationals of India and China can face significant priority-date backlogs before final approval.
How do I find Medical Advisor employers who actively sponsor green cards?
Search Migrate Mate to browse employers with verified employment-based green card sponsorship history in medical affairs and related roles. Focusing your outreach on companies with a documented PERM filing history is more efficient than cold-applying and discovering sponsorship limitations after an offer is extended.
What does the PERM labor certification process require from the employer for a Medical Advisor position?
The employer must obtain a prevailing wage determination from DOL, then conduct a compliant recruitment campaign, including newspaper advertisements, an internal job posting, and other steps, to demonstrate that no qualified U.S. worker applied for the role. DOL reviews the recruitment documentation before certifying PERM. Audit rates in medical and life sciences roles can be elevated, so accurate job descriptions and complete records matter.
Can I change employers after my Medical Advisor green card sponsorship has begun?
It depends on where you are in the process. If your I-485 has been pending 180 days or more, AC21 portability allows you to move to a same or similar occupation without losing your place in line. If your original I-140 has been approved but your I-485 is not yet pending that long, your priority date can carry over to a new employer's I-140 petition, though a new PERM filing is typically required.