Client Associate Visa Sponsorship Jobs in Florida
Client associate roles in Florida span financial services, wealth management, and technology sectors, with strong hiring activity in Miami, Tampa, and Orlando. Firms like Morgan Stanley, Raymond James, and Fidelity Investments have maintained a presence across the state, and international candidates with relevant finance or business backgrounds can find visa sponsorship opportunities here.
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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
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.
- Possesses advanced industry knowledge and an understanding of investment products
- 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
- Bilingual - Spanish
- 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
- Currently holds FINRA Securities Industry Essentials (SIE), Series 7, and Series 66 (63 and 65 accepted in lieu of 66)
If these licenses are not currently held, they must be obtained within a specified timeframe if being hired into a registered job code.
- Possesses advanced industry knowledge and an understanding of investment products
- 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
- Bilingual - Spanish
- 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
Client Associate Job Roles in Florida
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Search Client Associate Jobs in FloridaClient Associate Jobs in Florida: Frequently Asked Questions
Which companies sponsor visas for client associates in Florida?
Financial services and wealth management firms are the most consistent sponsors for client associate roles in Florida. Companies like Morgan Stanley, UBS, Fidelity Investments, and Raymond James (headquartered in St. Petersburg) have sponsored work visas for qualified candidates. Technology firms with client-facing teams in Miami and Orlando also appear in sponsorship filings, though sponsorship decisions depend on the specific role, team, and hiring cycle.
Which visa types are most common for client associate roles in Florida?
The H-1B visa is the most common visa for client associate positions in Florida, particularly for roles requiring a bachelor's degree in finance, business, or a related field that qualifies as a specialty occupation. Australian citizens may qualify for the E-3 visa instead. Candidates already in the U.S. on F-1 OPT or STEM OPT can also work as client associates while pursuing sponsorship, as long as the role meets the specialty occupation standard.
Which cities in Florida have the most client associate sponsorship jobs?
Miami leads in client associate sponsorship activity, driven by its concentration of international banks, wealth management firms, and Latin American-focused financial services companies. Tampa follows closely, with Raymond James and several regional banks headquartered there. Orlando has a smaller but growing share of client-facing roles in fintech and financial services. Fort Lauderdale and Jacksonville also see periodic openings, particularly with national brokerage and insurance firms.
How to find client associate visa sponsorship jobs in Florida?
Migrate Mate filters client associate jobs in Florida specifically by visa sponsorship eligibility, so you're not sifting through listings where sponsorship isn't available. Search by role and state to see active openings from employers who have a documented history of sponsoring work visas. For client associate roles in Florida, Miami and Tampa tend to have the highest volume of sponsored positions, particularly in financial services and wealth management.
Are there state-specific factors that affect visa sponsorship for client associates in Florida?
Florida has no state income tax, which affects prevailing wage comparisons but does not change federal H-1B prevailing wage requirements. Employers must still pay the DOL-determined prevailing wage for the specific role and location. Miami's status as a hub for international finance means some firms there are more experienced with visa sponsorship processes than smaller regional offices. Candidates with bilingual skills, particularly Spanish, are often more competitive for client-facing roles in South Florida.
What is the prevailing wage for sponsored client associate jobs in Florida?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.