Green Card Private Client Advisor Jobs
Private Client Advisor roles at U.S. wealth management firms qualify for employment-based green card sponsorship under EB-2 or EB-3, typically through the PERM labor certification process. Employers file on your behalf, certifying the role meets DOL prevailing-wage requirements before advancing to the I-140 petition and adjustment of status.
Find Green Card Private Client Advisor JobsOverview
Showing 5 of 432+ Private Client Advisor jobs
See all 432+ Private Client Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Private Client Advisor roles.
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
See all 432+ Green Card Private Client Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Green Card Private Client Advisor Jobs.
Get Access To All JobsTips for Finding Green Card Sponsorship in Private Client Advisor
Match your credentials to EB-2 or EB-3
EB-2 requires a master's degree or bachelor's plus five years of progressive experience in financial advisory or wealth management. EB-3 covers you with a bachelor's alone. Confirm which category fits your actual credentials before targeting employers, since the filing path and priority date differ.
Target wealth management firms with PERM history
Search the DOL's PERM disclosure data by SOC code 13-2052 to find firms that have filed labor certifications for financial advisor roles. Firms with repeat filings already have immigration counsel in place, which shortens the internal approval process for sponsoring you.
Verify your role meets specialty occupation standards
Review the O*NET profile for Personal Financial Advisors to confirm your duties align with the DOL's classification. USCIS scrutinizes advisory roles where the degree requirement isn't explicit in the job posting, so your offer letter should specify the required field of study.
Prepare a prevailing-wage documentation package early
Your employer must submit a prevailing-wage determination to OFLC before filing the PERM application. Pull the current wage levels for your metro area using the OFLC Wage Search so you can confirm the offered salary meets Level I through Level IV requirements before negotiations finalize.
Search for sponsoring employers on Migrate Mate
Filter by Private Client Advisor roles that include green card sponsorship to surface employers actively filing PERM labor certifications. Migrate Mate lets you see sponsorship history by role and location, so you can prioritize outreach to firms already comfortable with the EB-2 or EB-3 process.
Negotiate a start date that accounts for PERM timelines
PERM recruitment and DOL processing currently averages several months before your employer can file the I-140. Build that window into your offer negotiation so your employer isn't pressured to rush the mandatory recruitment steps, which can trigger an audit and extend the timeline significantly.
Green Card Private Client Advisor: Frequently Asked Questions
Do Private Client Advisor roles typically qualify for EB-2 or EB-3 sponsorship?
Most Private Client Advisor positions qualify under EB-3 as a professional role requiring a bachelor's degree in finance, economics, or a related field. EB-2 applies if the employer requires a master's degree or you can demonstrate a bachelor's plus five years of progressive, specialized experience in wealth or investment management. Your offer letter's stated educational requirement determines which category the employer files under.
How does green card sponsorship differ from H-1B sponsorship for this role?
Green card sponsorship via PERM and I-140 leads to permanent residency rather than a temporary status requiring renewal every three years. There's no annual lottery at the EB-3 level for most countries, so selection isn't left to chance the way H-1B visa registration is. The trade-off is timeline: PERM labor certification and I-140 adjudication typically take longer upfront than an initial H-1B approval, and adjustment of status adds additional processing time after that.
What does the PERM process look like for a Private Client Advisor?
Your employer runs a supervised DOL recruitment campaign to demonstrate no qualified U.S. worker is available for the role. This includes job postings, Sunday newspaper ads, and internal notices over a set period. Once recruitment is documented, the employer submits the ETA Form 9089 to DOL. Only after PERM certification can the employer file your I-140 immigrant petition with USCIS. The mandatory recruitment steps cannot be skipped or shortened without triggering an audit.
How do I find Private Client Advisor jobs that already offer green card sponsorship?
Search on Migrate Mate, which surfaces Private Client Advisor roles at employers with verified PERM and I-140 filing history. Targeting firms that have already sponsored candidates in this SOC category is far more efficient than approaching employers who have never navigated the process, since those firms already have immigration counsel and internal approval workflows in place.
Can my employer start my green card process while I'm on an H-1B?
Yes, and starting early is advisable. An employer can file a PERM labor certification and I-140 petition on your behalf while you're working on H-1B status. Once your I-140 is approved and your priority date becomes current, you file Form I-485 to adjust status to permanent resident without leaving the country. H-1B extensions beyond six years are also available once your I-140 has been approved for more than 365 days, protecting your work authorization during the wait.