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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Please note this requisition may contain multiple locations but there is not an immediate opening for every location listed.
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!
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) though 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:
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Spanish speaking
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
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Job Description
Please note this requisition may contain multiple locations but there is not an immediate opening for every location listed.
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!
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) though 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:
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Spanish speaking
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
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
Shift:
1st shift (United States of America)
Hours Per Week:
40
See all 219+ E-3 Visa Financial Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new E-3 Visa Financial Advisor Jobs.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship in 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 visa 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.
E-3 Visa Financial Advisor: 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 visa 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.