E-3 Visa Financial Advisor Jobs
Financial Advisor roles qualify for E-3 visa sponsorship when the position requires a bachelor's degree in finance, economics, or a related field. Australian professionals can work in the U.S. indefinitely on two-year renewable E-3 status, with no lottery and no annual cap to compete against.
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Get Access To All JobsINTRODUCTION
We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.
Job description
New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long-term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds.
As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:
- Highly self-motivated and self-disciplined with the ability to work effectively and independently
- Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
- Fearless, positive attitude and willingness to be accountable for results
- Organized, detail-oriented and excellent time-management skills
- Desire for continuous learning
- Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
Why New York Life?
From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.
Our extensive, agent-focused resources include:
- Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path
- The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales
- Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support
- Dedicated underwriters who work diligently on cases
- Committed managers who don’t sell; instead they’re dedicated to helping you succeed
- A team of highly-trained, experienced product consultants to support your client acquisition needs
- Significant income potential
- Substantial benefits, including a defined benefit pension plan and 401k
About New York Life
We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency.
EOE M/F/D/V/SO
SMRU 1708927 (Exp.07.01.2019)
The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.
INTRODUCTION
We’re looking for experienced financial professionals to join our team. Whether you’re looking for a change or seeking to align with a stable, dependable firm, and you have a passion for insurance and investments, then there’s no better place to work than New York Life Insurance Company. So if you’re interested in new market opportunities, expanding your products and services, or giving your clients more stability, we can help.
Job description
New York Life and its affiliates are dedicated to prudent financial management, high-quality products, and impeccable service. Our financial professionals help clients develop a sound, long-term financial strategy to achieve their financial goals using a comprehensive array of financial products and services, including life insurance, investments, annuities, and mutual funds.
As a financial professional with New York Life, you will be able to build your practice and help those in your community plan for their financial futures. We’re looking for people who possess the following characteristics:
- Highly self-motivated and self-disciplined with the ability to work effectively and independently
- Outgoing personality with the ability to develop relationships (i.e., “People Person") and a sincere desire to help others
- Fearless, positive attitude and willingness to be accountable for results
- Organized, detail-oriented and excellent time-management skills
- Desire for continuous learning
- Good communicator—excellent listening skills and ability to explain complex information in a simple and concise manner
Why New York Life?
From quality training programs to a competitive compensation package, New York Life offers tremendous support and benefits to our financial professionals. Our dedicated teams at the General Office and the corporate office support our agents and help them impact their customers and communities.
Our extensive, agent-focused resources include:
- Our NYLIC University training program, designed to provide career-long support and growth including specialized training for those interested in the management career path
- The Professional Alliance Program, which helps you strengthen existing relationships with attorneys, accountants, and other financial professionals by being able to share commissions on client referrals that lead to sales
- Our Advanced Planning Group, Eagle Strategies for qualifying agents who are also Registered Representatives, and the Nautilus Group for qualifying agents who pay a monthly subscription fee, are three highly-skilled teams providing advanced markets support
- Dedicated underwriters who work diligently on cases
- Committed managers who don’t sell; instead they’re dedicated to helping you succeed
- A team of highly-trained, experienced product consultants to support your client acquisition needs
- Significant income potential
- Substantial benefits, including a defined benefit pension plan and 401k
About New York Life
We are among the strongest and most respected financial companies in America today, ranking #65 on the 2017 Fortune 100 list. New York Life has earned the highest possible financial strength ratings currently awarded to any life insurer from the major ratings agencies such as Standard & Poor’s (AA+); A.M. Best (A++); Moody’s (Aaa); and Fitch (AAA). Source: Individual Third Party Ratings Reports as of 6/27/17. For over 60 years we have led the way in the industry with the most US members of the Million Dollar Round Table, the standard of excellence for life insurance sales performance in the insurance and financial services industry.
Financial Advisors offer investment advisory services through Eagle Strategies LLC, a Registered Investment Adviser. Registered Representatives offer securities through NYLIFE Securities LLC (member FINRA/SIPC), A Licensed Insurance Agency.
EOE M/F/D/V/SO
SMRU 1708927 (Exp.07.01.2019)
The company reserves the right to amend or terminate the Agents Progress-Sharing Investment Plan (401k) and the New York Life Insurance Company Retirement Plan (and other benefit plans) at any time. Please refer to the applicable summary plan descriptions and plan documents for more information about these plans.
See all 112+ Financial Advisor jobs
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Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Financial Advisor
Translate your Australian credentials for U.S. employers
A three-year Australian bachelor's degree in finance or economics satisfies the E-3 specialty occupation requirement. Get a credential evaluation confirming U.S. equivalency before interviews so employers aren't left guessing about your qualifications.
Target firms with active LCA filing history
Search the DOL's Office of Foreign Labor Certification disclosure data for employers who have filed Labor Condition Applications for financial advisor roles. Prior LCA filings signal that a firm already understands the E-3 sponsorship process.
Use Migrate Mate to find sponsoring employers
Migrate Mate filters financial advisor openings by E-3 visa sponsorship, so you're not spending time on roles where the employer has no path to support your application. Start your search there before approaching firms directly.
Clarify your FINRA licensing plan before the offer
U.S. financial advisor roles often require Series 65, Series 66, or Series 7 licenses. Confirm with the employer whether you'll sit exams on an E-3 or whether a temporary registration pathway applies, so licensing doesn't stall your start date.
Confirm the employer will file your LCA before you resign
The employer must file and receive a certified LCA from DOL before your visa application can proceed. Get written confirmation of their timeline and secure your current role until that certification is in hand.
Handle LCA and visa paperwork through a dedicated filing service
Financial advisor visa applications frequently involve prevailing wage documentation tied to specific SOC codes. Use Migrate Mate's E-3 filing service to manage your LCA, DS-160, and consulate preparation from offer acceptance through your interview.
Financial Advisor jobs are hiring across the US. Find yours.
Find Financial Advisor JobsFinancial Advisor E-3 Visa: Frequently Asked Questions
Where can I find financial advisor jobs with E-3 visa sponsorship?
Migrate Mate is built specifically for Australian professionals searching for U.S. roles that support E-3 visa sponsorship. It filters financial advisor openings by employers willing to sponsor, so you're not sifting through listings from companies unfamiliar with the E-3 process or unwilling to file an LCA.
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 financial advisor role qualify as a specialty occupation for the E-3?
Yes, provided the position genuinely requires at least a bachelor's degree in a directly related field such as finance, economics, accounting, or business. Roles that only prefer a degree or accept any bachelor's discipline in place of specific financial training can run into problems at the consulate. Your offer letter and employer documentation need to reflect a degree-specific requirement.
How does the E-3 compare to the H-1B for financial advisor roles?
The E-3 has no annual lottery and no cap backlog for Australian nationals, so you can apply any time of year once you have a job offer and a certified LCA. H-1B registration opens once per year in March and selection is random. For a qualified Australian financial advisor, the E-3 is a direct path that skips the lottery entirely.
Can I switch financial advisor employers while on an E-3?
Yes, but each employer change requires a fresh LCA filing and a new visa application or change of status. You can't port an E-3 to a new employer the way an H-1B holder can under AC21 portability rules. Plan for a gap between your last day and your new firm's LCA certification before you resign.
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