E-3 Visa Financial Consultant Jobs
Financial Consultant roles in the U.S. qualify for E-3 visa sponsorship when the position requires a bachelor's degree in finance, accounting, or a related field. The E-3 has no lottery and no annual cap, making it a reliable path for Australian professionals with a job offer from a U.S. employer.
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Get Access To All JobsJob Description:
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We’re Looking For
- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
- Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Being coachable, collaborative, and curious are your "go to" attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, you take initiative and exceed customer expectations
- Extensive knowledge of investment solutions
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
- Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
- Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
- Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
- You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
Job Description:
Financial Consultant
If you no longer want to spend your time on sourcing new clients and would rather have the time to deepen relationships and create complex financial plans, then join a team that is a stable industry leader. Fidelity provides a business model with an existing client base and institutional feeders of business that is unmatched in the industry. At Fidelity, we empower professional growth, flexibility and support thus enabling long-term success for you and our clients.
The Purpose of Your Role
Working in our Investor Center, you will engage face-to-face with your customers, offering guidance and personalized planning, while helping extend the reach of the firm's brand. We fully support you with an open architecture product platform and top resources in the financial industry, while you nurture relationships with an existing client base.
The Expertise We’re Looking For
- Previous success in building relationships, uncovering needs and recommending solutions
- FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire
- Keen ability to present complex solutions to a knowledgeable client base while building rapport and credibility
- Degree and/or other professional certifications are helpful; if you do not already have a CFP or degree, our Tuition Reimbursement program can help you obtain one
The Skills You Bring
- Ability to thoughtfully introduce your clients to different investment strategies and bring together additional client assets while engaging in positive, client-centered discussions
- Being coachable, collaborative, and curious are your "go to" attributes
- Committed to delivering an outstanding customer experience with a passion for seeing others thrive
- Motivated by results and finding solutions, you take initiative and exceed customer expectations
- Extensive knowledge of investment solutions
Our Investments in You
Fidelity’s greatest advantage is our people, and we believe it is important to approach life holistically. We offer a competitive total rewards package, including a stable base salary, to recognize associate achievements. And our benefit programs are designed to help you and your family strike the right balance. We offer training in-branch, regionally, nationally, and virtually to help you with all aspects of your business. You will not fail due to a lack of training or onboarding!
The Value You Deliver
- Your integrity, insights, interpersonal skills, and meticulous planning allows you to mentor and support your customers as they look to reach their retirement goals
- Supporting our clients by providing comprehensive investment solutions and retirement plans to meet their needs both now and for their future
- Effectively engage clients through personal interactions, reflecting your interpersonal communication and relationship building skills
- You have a steadfast commitment to your clients while making a positive impact in the community
The base salary range for this position is $60,000 - $75,000 per year. Placement in the range will vary based on job responsibilities and scope, geographic location, candidate’s relevant experience, and other factors.
Base salary is only part of the total compensation package. Depending on the position and eligibility requirements, the offer package may also include bonus or other variable compensation.
We offer a wide range of benefits to meet your evolving needs and help you live your best life at work and at home. These benefits include comprehensive health care coverage and emotional well-being support, market-leading retirement, generous paid time off and parental leave, charitable giving employee match program, and educational assistance including student loan repayment, tuition reimbursement, and learning resources to develop your career. Note, the application window closes when the position is filled or unposted.
Most roles at Fidelity are Hybrid, requiring associates to work onsite every other week (all business days, M-F) in a Fidelity office. This does not apply to Remote or fully Onsite roles. Some roles may have unique onsite requirements. Please consult with your recruiter for the specific expectations for this position.
Please be advised that Fidelity’s business is governed by the provisions of the Securities Exchange Act of 1934, the Investment Advisers Act of 1940, the Investment Company Act of 1940, ERISA, numerous state laws governing securities, investment and retirement-related financial activities and the rules and regulations of numerous self-regulatory organizations, including FINRA, among others. Those laws and regulations may restrict Fidelity from hiring and/or associating with individuals with certain Criminal Histories.
Certifications:
Series 07 - FINRA, Series 66 - FINRA
Category:
Sales
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Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Financial Consultant
Translate your Australian credentials for U.S. employers
A three-year Australian bachelor's degree in finance or accounting is generally accepted as equivalent to a U.S. four-year degree for E-3 specialty occupation purposes. Get a credential evaluation letter ready before you start applying.
Target firms with established E-3 filing history
Focus on financial services firms, consulting practices, and multinational banks that have sponsored Australian professionals before. Employers already familiar with the LCA process move faster and make fewer errors in your filing.
Search for E-3 sponsorship roles on Migrate Mate
Migrate Mate filters Financial Consultant listings by verified E-3 sponsorship willingness, so you're not cold-pitching roles where the employer hasn't committed. Use it to build a shortlist before reaching out.
Clarify the specialty occupation requirement upfront
Not every financial consultant role qualifies for E-3 status. Your offer letter must reflect that the position requires a specific degree in finance, accounting, or economics. A generalist role open to any graduate typically won't clear the DOL's specialty occupation threshold.
Confirm your employer files the LCA before your start date
Your employer must file a certified Labor Condition Application with the DOL before you can attend your consulate interview. Build at least three to four weeks of LCA processing time into your start date negotiation to avoid rescheduling conflicts.
Use Migrate Mate's E-3 filing service for end-to-end support
Once you have an offer, use Migrate Mate's E-3 filing service to handle your LCA and visa paperwork. It covers the full process from offer acceptance through consulate appointment, including document preparation and DS-160 guidance.
Financial Consultant jobs are hiring across the US. Find yours.
Find Financial Consultant JobsFinancial Consultant E-3 Visa: Frequently Asked Questions
How do I find Financial Consultant jobs with E-3 visa sponsorship?
Migrate Mate is the recommended starting point. It surfaces Financial Consultant roles where employers have indicated E-3 sponsorship willingness, which saves significant time compared to screening generic job listings. From there, prioritize firms in financial services, management consulting, and multinational corporations, since those sectors have the most experience managing the LCA filing process for Australian candidates.
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 Consultant role qualify as a specialty occupation for the E-3?
It depends on how the role is defined in the offer letter. A financial consultant position qualifies when it requires a bachelor's degree in a specific field such as finance, accounting, or economics. Roles framed as open to any business graduate, or where the degree requirement is listed as preferred rather than required, are more likely to face scrutiny from the DOL during the LCA review process.
How does the E-3 compare to the H-1B for Financial Consultant roles?
The E-3 is available only to Australian citizens, but for those who qualify it has significant structural advantages over the H-1B. There is no annual lottery, no cap, and the employer can file an LCA and get you a consulate appointment within weeks rather than waiting for a registration window. Renewals are indefinite in two-year increments as long as you hold a qualifying role, so there is no built-in deadline to resolve.
Can I switch Financial Consultant employers after my E-3 is approved?
Yes, but the E-3 is employer-specific, so your new employer must file a fresh LCA and you'll need to apply for a new E-3 at a U.S. consulate or apply for a change of status if you're already inside the United States. There is no portability provision like the one that exists for H-1B holders under AC21. Plan for a processing gap and negotiate your start date with the new employer accordingly.
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