E-3 Visa Customer Sales Advisor Jobs
Customer Sales Advisor roles in the U.S. qualify for E-3 visa sponsorship when the position requires a bachelor's degree in a relevant field such as business, marketing, or communications. The E-3 has no lottery and renews every two years, making it a practical path for Australian professionals building a long-term sales career stateside.
Find E-3 Visa Customer Sales Advisor JobsOverview
Showing 5 of 1,333+ Customer Sales Advisor jobs
See all 1,333+ Customer Sales Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Customer Sales Advisor roles.
Get Access To All JobsJob Description:
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 bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Role Specifics:
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
The Merrill Advisor Development Program - Financial Advisor engages in:
- Developing a book of business in order to meet and exceed established performance hurdles
- Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
- Organizing and managing resources (time, people, budget) to run a productive practice
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
- Completing mandated training, assessments, performance goals and continuing education requirements
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 our award-winning Academy at Bank of America and local leadership who are invested in your success.
- Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Responsibilities:
- Handles inbound inquiries from leads regarding Merrill offerings
- Positions the extensive capabilities of Merrill and Bank of America
- Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
- Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
- Documents all client interactions and opportunities within Salesforce accurately
Required Qualifications:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
- Proven ability to assess needs and recommend appropriate solutions/interventions
- Proven ability to work collaboratively on a team and with key partners
- Proven ability to listen and probe for clarity and understanding
- Goal and results oriented
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Ability to work in an environment where the majority of your compensation is tied to your performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
Desired Qualifications:
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
Skills:
- Business Acumen
- Business Development
- Oral Communications
- Prospecting
- Wealth Planning
- Analytical Thinking
- Client Experience Branding
- Client Investments Management
- Portfolio Analysis
- Risk Management
- Active Listening
- Client Solutions Advisory
- Emotional Intelligence
- Referral Management
- Trading
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.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Job Description:
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 bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
The Advisor Development Program is designed for individuals excited to make a career transition and follow their passion of becoming a Financial Advisor.
Role Specifics:
As a Merrill Advisor Development Program - Financial Advisor, you will be responsible for working with high-net worth individuals identifying needs, developing relationships, reviewing financial goals, and delivering comprehensive recommendations that align with the goals of both existing and prospective clients. Additionally, you’ll have the opportunity to collaborate with and be mentored by Merrill Financial Advisor Teams to build upon your experience to promote portfolio growth.
The Merrill Advisor Development Program - Financial Advisor engages in:
- Developing a book of business in order to meet and exceed established performance hurdles
- Effectively prioritizes sourcing prospective clients, capitalizing on referrals, assessing customer needs, referring customers to the appropriate internal specialists, and executing highly customized solutions to meet client needs
- Recommending investment products and services that are suitable for prospects based on their objectives, resources, time horizon, risk profile and preferences
- Balancing investment growth, referral activities, customer follow up, prospect building, administrative compliance, and personal growth and development according to both a day-to-day and longer-term planning
- Organizing and managing resources (time, people, budget) to run a productive practice
- Seeking the expertise of specialists, where appropriate, to identify planning and investment strategies for a client
- Completing mandated training, assessments, performance goals and continuing education requirements
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 our award-winning Academy at Bank of America and local leadership who are invested in your success.
- Grow your business knowledge by using a defined consultative approach to systematically identify client needs and appropriate solutions.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence and recommend strategies to help achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect to all the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Responsibilities:
- Handles inbound inquiries from leads regarding Merrill offerings
- Positions the extensive capabilities of Merrill and Bank of America
- Collects the necessary client profile data, following standard KYC procedures to open account(s) as appropriate
- Serves as interim Financial Advisor, providing recommendation of investment products and services that are suitable for prospects and clients based on their objectives, resources, time horizon, risk profile, and preferences as well as servicing client accounts
- Documents all client interactions and opportunities within Salesforce accurately
Required Qualifications:
- Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses
- Minimum of one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Minimum of one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Proven ability to engage with and influence others
- Exceptional interpersonal and relationship building skills
- Effective communication skills (written and verbal) - Proven ability to quickly build trust and credibility
- Proven ability to assess needs and recommend appropriate solutions/interventions
- Proven ability to work collaboratively on a team and with key partners
- Proven ability to listen and probe for clarity and understanding
- Goal and results oriented
- Entrepreneurial mindset with a proven ability to source clients through extensive prospecting and networking
- Ability to work in an environment where the majority of your compensation is tied to your performance
- Strong follow-through skills
- Computer/technical literacy and proficiency in Microsoft Word, PowerPoint, Excel
Desired Qualifications:
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
Skills:
- Business Acumen
- Business Development
- Oral Communications
- Prospecting
- Wealth Planning
- Analytical Thinking
- Client Experience Branding
- Client Investments Management
- Portfolio Analysis
- Risk Management
- Active Listening
- Client Solutions Advisory
- Emotional Intelligence
- Referral Management
- Trading
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.
Shift:
1st shift (United States of America)
Hours Per Week:
40
See all 1,333+ E-3 Visa Customer Sales Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new E-3 Visa Customer Sales Advisor Jobs.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship in Customer Sales Advisor
Frame your degree as a specialty occupation credential
U.S. employers often question whether a Customer Sales Advisor role meets the E-3 visa specialty occupation standard. Pull together evidence that your specific position requires applied knowledge from a bachelor's-level discipline, not just general sales aptitude.
Target employers with existing E-3 or LCA history
Companies that have filed Labor Condition Applications before understand the DOL process and won't stall at sponsorship. Prioritise roles at mid-to-large firms in SaaS, financial services, or healthcare, where structured international hiring is already common.
Get a written job offer before the LCA is filed
Your employer must file the LCA with DOL before your visa application can proceed. Confirm the offer letter specifies your job title, worksite location, and salary, since all three fields must match the LCA exactly or the filing will be rejected.
Use Migrate Mate's E-3 filing service to handle your LCA and visa paperwork
Employers unfamiliar with the E-3 process often delay or make avoidable LCA errors. Migrate Mate's E-3 filing service manages the DOL submission, DS-160, and consulate prep end-to-end, reducing back-and-forth with HR.
Prepare a specialty occupation support letter with your employer
Consular officers occasionally probe whether a Customer Sales Advisor role genuinely requires a degree. Work with your employer to draft a support letter explaining how your bachelor's discipline directly applies to the analytical and strategic demands of the role.
Clarify E-3 status with your employer before changing territories or accounts
If your role shifts to a materially different worksite or job duties after your E-3 is approved, USCIS requires a new LCA. Flag any structural changes to your employer's HR team promptly so an amended filing can be submitted before the change takes effect.
E-3 Visa Customer Sales Advisor: Frequently Asked Questions
How do I find Customer Sales Advisor jobs with E-3 visa sponsorship?
Migrate Mate is the most direct way to search for Customer Sales Advisor roles where employers are open to E-3 sponsorship. Because the E-3 has no lottery and costs employers less than an H-1B visa, many companies that previously avoided sponsorship are now willing to support it, particularly in SaaS, financial services, and business-to-business sales environments.
How much does it cost to get an E-3 visa?
Migrate Mate's E-3 filing service covers the entire process for $499, including the Labor Condition Application, visa document preparation, and consulate appointment guidance. Traditional immigration lawyers charge $2,000–$5,000+ for the same work. The E-3 has less paperwork than most work visas, so paying thousands for legal help is usually unnecessary.
Does a Customer Sales Advisor role qualify as a specialty occupation for the E-3?
It depends on how the role is defined. The E-3 requires the position to theoretically and practically require at least a bachelor's degree in a specific field. A Customer Sales Advisor role focused on technical product knowledge, financial analysis, or strategic account management is more likely to qualify than a general retail or inbound sales position. Your employer's job description and the support documentation they provide are critical.
How does the E-3 compare to the H-1B for Customer Sales Advisor roles?
The E-3 has no annual lottery and no cap in practice, so Australian professionals can apply at any time of year and move to a new employer without waiting for a new fiscal year. The H-1B requires lottery selection, which adds uncertainty and delays. For a Customer Sales Advisor with a qualifying degree, the E-3 is a faster and more predictable path to starting work in the U.S.
Can I change employers while on an E-3 as a Customer Sales Advisor?
Yes, but your new employer must file a fresh LCA with DOL and you'll need a new E-3 visa stamp before re-entering the U.S. If you're already in the country, you can continue working for your current employer while the new LCA is processed. There's no grace period that covers unauthorised work, so time the transition carefully with your HR and immigration contact.