Green Card Solutions Advisor Jobs
Solutions Advisor green card sponsorship follows the EB-2 or EB-3 path: your employer files a PERM labor certification with the Department of Labor, then an I-140 petition with USCIS, before you adjust status or complete consular processing for lawful permanent residency. Per-country backlogs mean your timeline depends on your nationality.
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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!
JOB DESCRIPTION
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
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.
WE’LL HELP YOU
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from Academy managers who are invested in your success.
- Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
- Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
REQUIRED QUALIFICATIONS:
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
DESIRED QUALIFICATIONS:
- SIE (Securities Industry Essentials)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
SKILLS:
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent
SCHEDULE: Monday – Fridays and rotating Saturdays
SHIFT: 1st shift (United States of America)
HOURS PER WEEK: 40
Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed
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!
JOB DESCRIPTION
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
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.
WE’LL HELP YOU
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from Academy managers who are invested in your success.
- Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
- Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
REQUIRED QUALIFICATIONS:
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
DESIRED QUALIFICATIONS:
- SIE (Securities Industry Essentials)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
SKILLS:
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent
SCHEDULE: Monday – Fridays and rotating Saturdays
SHIFT: 1st shift (United States of America)
HOURS PER WEEK: 40
Please Note that this requisition contains multiple locations but there is not an immediate opening for every location listed
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Get Access To All JobsTips for Finding Green Card Sponsorship in Solutions Advisor
Document your advisory credentials precisely
PERM requires your employer to define the minimum requirements for your Solutions Advisor role before recruiting. Pull together degree transcripts, professional certifications, and performance records now so they accurately reflect the credentials your employer will specify in the PERM application.
Use O*NET to frame your occupation
Solutions Advisor roles map to multiple Standard Occupational Classification codes depending on your industry. Check your O*NET occupation profile to identify which SOC code matches your actual duties, since DOL assigns prevailing wage tiers by SOC code and wage level directly affects your PERM filing.
Find sponsors through Migrate Mate
Target employers with a documented history of EB-2 and EB-3 sponsorship in advisory and consulting roles rather than applying broadly. Migrate Mate lists U.S. employers with verified green card sponsorship history, searchable by role, so you can prioritize outreach to companies already familiar with PERM requirements.
Verify prevailing wage before negotiating your offer
Your employer must pay at least the DOL prevailing wage for your role, location, and experience level before PERM can be certified. Run your SOC code and work location through the OFLC Wage Search to understand the wage floor, so your offer negotiation doesn't create a compliance problem later.
Confirm your employer's PERM recruitment timeline
PERM requires your employer to run a specific recruitment campaign, including newspaper ads and internal postings, before DOL will certify the application. Ask during the offer stage whether the company has completed or budgeted this process, since many employers underestimate the lead time involved.
Preserve your priority date if you change employers
Once your original I-140 is approved, your priority date can transfer to a new employer's I-140 for the same or a similar occupation. If your I-485 has been pending 180 days or more, AC21 portability also lets you change to a similar role without restarting the process entirely.
Green Card Solutions Advisor: Frequently Asked Questions
Can any company sponsor a Solutions Advisor for a green card, or only large enterprises?
Any U.S. employer can sponsor a Solutions Advisor for an EB-2 or EB-3 green card, provided the company can demonstrate it has a permanent, full-time position and meets the prevailing wage requirement set by DOL. Smaller companies and startups do sponsor PERM cases, but they face more scrutiny on financial ability to pay, so you'll want to confirm the employer has reviewed that requirement before accepting an offer.
How does green card sponsorship differ from H-1B for a Solutions Advisor role?
H-1B visa is temporary work authorization requiring renewal every three years, while green card sponsorship leads to lawful permanent residency with no ongoing renewal. The PERM path adds a mandatory Department of Labor labor certification step, which requires your employer to conduct a formal recruitment test and obtain a prevailing wage determination before filing an I-140 with USCIS. Priority-date backlogs, particularly for Indian and Chinese nationals, can extend the total timeline significantly beyond the initial I-140 approval.
What experience qualifies a Solutions Advisor for EB-2 versus EB-3?
EB-2 covers Solutions Advisor roles requiring an advanced degree or a bachelor's degree combined with five years of progressive, post-baccalaureate experience in the specialty. EB-3 covers professionals with a bachelor's degree and skilled workers with at least two years of experience. Your employer's attorney will assess which category the actual job requirements support, since PERM locks in the minimum qualifications before recruitment begins.
How do I find Solutions Advisor employers who already have PERM experience?
Migrate Mate lists U.S. employers with verified green card sponsorship history, so you can search specifically for companies that have filed PERM cases for advisory and consulting roles rather than cold-approaching employers who may be unfamiliar with the process. Targeting experienced sponsors reduces the risk that an employer backs out after learning about PERM timelines and costs.
What happens to my green card case if I change employers mid-process?
The outcome depends on how far along your case is. If your I-485 adjustment-of-status application has been pending for 180 days or more and the new role is in the same or a similar occupation, AC21 portability allows you to change employers without restarting. If your original employer's I-140 was approved, that priority date can also transfer to a new employer's I-140 petition, so you don't lose your place in the queue.