Green Card Wealth Manager Jobs
Wealth Manager green card sponsorship follows the EB-2 or EB-3 employment-based path, requiring your employer to complete PERM labor certification with the Department of Labor before filing an I-140 petition with USCIS. Per-country backlogs mean priority dates matter, and securing an employer committed to the full process is the critical first step.
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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 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 Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through 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.
ROLE AND RESPONSIBILITIES
The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities.
- Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition.
- Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination of all sales and service activities.
- Work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model.
- 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.
BASIC QUALIFICATIONS
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration; ADV-2B Required
- Obtain and/or maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Ability to lead through collaboration and influence without direct authority
- Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Proven ability to manage risk and support sound decisions
- Ability to research escalated client issues for response/resolution
SKILLS
- Account Management
- Business Acumen
- Client Management
- Client Solutions Advisory
- Portfolio Management
- Referral Identification
- Referral Management
- Relationship Building
- Administrative Services
- Client Investments Management
- Customer Service Management
- Process Simplification
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:
40
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 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 Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through 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.
ROLE AND RESPONSIBILITIES
The Relationship Manager supports the Financial Advisor team to further develop and enhance existing client relationships. He or she provides specialized support as a Specialist/Manager in any one of the teams specialized roles of Business Development, Wealth Planning, Investment Management, or Business Management in addition to spending more than 50% of their time on relationship management activities.
- Assist with and attend client meetings and discussions covering investment strategy, account performance, new products, and market developments in an effort to promote growth and acquisition.
- Engage portfolio managers, product specialists and/or team Senior Wealth Planner and Investment Management Specialist to support the coordination of all sales and service activities.
- Work with the Financial Advisor and/or team Senior Business Manager to develop, implement, and monitor the team's client service model.
- 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.
BASIC QUALIFICATIONS
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration; ADV-2B Required
- Obtain and/or maintain at least one firm approved designation
- Possess and demonstrate strong communication skills
- Ability to lead through collaboration and influence without direct authority
- Detail oriented with strong organizational skills and ability to manage multiple tasks and priorities at once
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Proven ability to manage risk and support sound decisions
- Ability to research escalated client issues for response/resolution
SKILLS
- Account Management
- Business Acumen
- Client Management
- Client Solutions Advisory
- Portfolio Management
- Referral Identification
- Referral Management
- Relationship Building
- Administrative Services
- Client Investments Management
- Customer Service Management
- Process Simplification
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:
40
See all 37+ Green Card Wealth Manager Jobs
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Get Access To All JobsTips for Finding Green Card Sponsorship as a Wealth Manager
Match your credentials to the right category
EB-2 requires an advanced degree or a bachelor's plus five years of progressive experience in wealth management. Pull your transcripts and employment records now so your employer's immigration counsel can determine your category before the PERM filing begins.
Find firms with active green card programs
Target wealth management employers that have sponsored green cards before, not just H-1B visa holders. Use Migrate Mate to search firms with verified employment-based sponsorship history so you're not discovering mid-process that a firm has never run PERM.
Verify your prevailing wage before accepting an offer
Your employer must pay the DOL-certified prevailing wage for your occupation and location throughout the PERM process. Use OFLC Wage Search to look up the wage level for your role before negotiating compensation, so the offered salary clears the threshold.
Understand how PERM recruitment timelines affect your start date
PERM requires your employer to run a documented recruitment test before filing, which typically takes several months. Build this into your timeline when evaluating offers, since your I-140 and adjustment of status process can't start until PERM is certified by DOL.
Secure your priority date as early as possible
If you're a national of a high-demand country like India or China, priority-date backlogs for EB-2 and EB-3 can extend your wait significantly. Ask employers to file your I-140 promptly after PERM certification so your priority date is locked in and preserved.
Protect your green card if you change firms
Once your I-485 has been pending 180 days or more, AC21 job portability lets you move to a new employer in the same or a similar occupation without restarting the process. Confirm the new role falls within wealth management or financial advisory work before you resign.
Green Card Wealth Manager: Frequently Asked Questions
Which green card category fits Wealth Manager roles?
Most Wealth Managers qualify under EB-2 if they hold a master's degree or a bachelor's degree plus five years of progressive experience in financial planning or asset management. Candidates with only a bachelor's degree and two or more years of relevant experience typically qualify under EB-3 as professionals. Your employer's immigration counsel will determine the right category before initiating PERM.
How is green card sponsorship different from H-1B sponsorship for this role?
Green card sponsorship leads to lawful permanent residence rather than a temporary work status. It requires your employer to complete PERM labor certification with the Department of Labor, demonstrating that no qualified U.S. workers are available for the role, before filing an I-140 petition with USCIS. H-1B sponsorship involves an LCA and an I-129 petition but grants only temporary status. The green card path is longer but results in a permanent authorization.
How do I find wealth management firms that sponsor green cards?
Search Migrate Mate to identify firms with verified employment-based green card sponsorship history in wealth management and financial advisory roles. Many firms sponsor H-1B workers but have never run PERM, so filtering for employers with actual green card filing history saves you from discovering that gap after you've accepted an offer.
How long does the PERM process take for a Wealth Manager position?
PERM involves a prevailing wage determination from DOL and a formal recruitment test before the application is filed, which can take several months to complete. DOL processing times for PERM applications vary and are not guaranteed. After PERM certification, your employer files the I-140, and then you proceed to adjustment of status or consular processing depending on your situation and your priority date.
Can I change wealth management employers during my green card process?
Once your I-485 adjustment of status application has been pending for at least 180 days and your I-140 is approved, AC21 job portability allows you to move to a new employer in the same or a substantially similar occupation without losing your place in the process. The new role must remain within wealth management, financial planning, or a closely related financial advisory occupation. Confirm this with an immigration attorney before resigning.