E-3 Visa Financial Services Representative Jobs
Financial Services Representative roles in the U.S. qualify for E-3 visa sponsorship when the position requires a bachelor's degree in finance, economics, or a related field. The E-3 has no lottery and renews every two years, giving you a stable path to build a long-term career in U.S. financial services.
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Financial Services Representative
Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.
What to expect…
In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
- Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.
- Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.
- Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
Advantages of our career development experience…
- You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.
- You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.
- You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
- You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.
The expertise we’re looking for…
- High energy and enthusiasm with a natural passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
The Skills You Bring
- Eagerness to learn and build a career in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
- Coachability, collaboration and curiosity will fuel your success
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA
Category:
Customer Service
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.
Job Description:
Financial Services Representative
Have a passion for helping people? Join our team of Financial Services Representative where you’ll have dedicated time to focus on growth and career development, while you support our customers taking inbound calls while preparing for a future as the official face of Fidelity in our Investor Centers. Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences. During your onboarding experience in this role, you’ll support Fidelity’s customers over the phone by answering questions about account balances, making withdrawals, transferring funds, identifying resources, and placing trades, while working from home and spending one day per week in the Investor Center. Upon completion of this onboarding experience, you will work in the Investor Center on a daily basis.
What to expect…
In your first year as a new Financial Services Representatives, your onboarding leader will support you as you navigate our Industry leading training program, working at home and in an Investor Center.
- Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity. This includes paid, on-the-job study time 4 days a week, support from licensing coaches, group and individualized study plans, and review classes. This role requires successful completion of all exams.
- Build and Solidify Skills: You’ll continue to spend four days a week working from home and one day a week in an Investor Center, where you’ll support customers with increasing complexity to develop and hone your skills. You’ll have dedicated time each week to develop new skills and to connect and refuel by networking with colleagues, taking online classes, and more! Once you complete this training journey, you’ll transition to working fully on-site in an Investor Center. Depending on business need, you might spend more time working remotely supporting inbound phone customers before you transition to an Investor Center.
- Discover Success: You’ll gain confidence and develop proficiency serving customers as you join the wealth management development track and will spend time building advanced skills that will further develop your career in planning.
Advantages of our career development experience…
- You are supported. We provide all the training you need to develop the skills needed to service customers and study for your FINRA licensing exams! You don’t need a finance background or college degree to succeed in this role.
- You are celebrated. Your achievements will be recognized and celebrated as you progress through this career development experience on your way to your first promotion.
- You are growing. From day one you’ll have the support and structure to plan for your future at Fidelity. The career coaching you will receive will help you understand the array of career opportunities at Fidelity and chart a course to help you grow in a personalized career path.
- You get variety. You’ll have dedicated time to focus on development activities and doing work that goes beyond supporting customer needs, while building the unique skills you’ll need as you prepare to be in the Investor Center each day.
The expertise we’re looking for…
- High energy and enthusiasm with a natural passion for helping people
- Flexibility and self-motivation
- Experience in customer service (phone or in-person) and an ability to thrive face to face with clients in a fast-paced environment
The Skills You Bring
- Eagerness to learn and build a career in financial services
- Ability to deliver an outstanding customer experience
- Superb interpersonal skills, attention to detail and ability to manage multiple tasks at once
- Coachability, collaboration and curiosity will fuel your success
Our Investments in You
Our benefit programs are crafted to help you and your loved ones strike the perfect balance. Here are a few featured benefits (not all benefits are listed): Maternal and Parental Leave, Tuition Reimbursement, Student Loan Assistance, 401(K) 7% match, Health Insurance, Dental Insurance, Vision Insurance, Disability Insurance, Paid Time off, Commuter Benefit Program, Backup Dependent Care, Charitable match, Concierge Services, Wellness Program, and Fitness Reimbursement.
Certifications: You will be given paid time and support to obtain SIE – FINRA, Series 07 – FINRA, Series 66 – FINRA
Category:
Customer Service
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.
See all 11+ Financial Services Representative jobs
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Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Financial Services Representative
Verify your degree meets specialty occupation
Australian three-year bachelor's degrees in finance, economics, or accounting are generally accepted as U.S.-equivalent. Get a credential evaluation from a NACES-approved evaluator before applying so employers don't stall your offer over qualification questions.
Target employers with active LCA filing history
Search the DOL's Office of Foreign Labor Certification disclosure data for Financial Services Representative LCA filings. Firms that have filed before understand the E-3 process and are far less likely to withdraw an offer mid-sponsorship.
Find E-3 sponsoring employers on Migrate Mate
Use Migrate Mate to search Financial Services Representative roles filtered by E-3 visa sponsorship. Use Migrate Mate's E-3 filing service to handle your LCA and visa paperwork once you've secured an offer, so nothing stalls between offer and consulate appointment.
Frame your ASIC licensing in U.S. terms
Holding an Australian Financial Services licence or RG 146 competency doesn't automatically transfer, but it signals regulatory fluency. Translate your compliance background into FINRA Series 7 or Series 63 equivalency language when talking to U.S. hiring managers.
Confirm the LCA wage tier before accepting an offer
Your employer files a Labor Condition Application with the DOL certifying your wage meets the prevailing rate for your role and location. Check that the offered salary meets at least DOL Wage Level II for your occupation before signing, or the LCA can be challenged.
Start the consulate appointment process immediately after LCA certification
DOL LCA certification typically takes seven business days, but Sydney and Melbourne consulate appointment slots can run three to eight weeks out. Submit your DS-160 and schedule your interview the day your LCA is certified to avoid gaps between your start date and visa stamp.
Financial Services Representative jobs are hiring across the US. Find yours.
Find Financial Services Representative JobsFinancial Services Representative E-3 Visa: Frequently Asked Questions
How do I find Financial Services Representative jobs with E-3 visa sponsorship?
Migrate Mate lets you search Financial Services Representative roles specifically filtered for E-3 visa sponsorship, so you're not wading through listings from employers who won't sponsor. Because the E-3 requires a qualifying specialty occupation role, filtering by sponsorship history up front saves time and avoids offers that fall apart at the LCA stage.
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 Services Representative role qualify as a specialty occupation for the E-3?
Yes, if the position normally requires a bachelor's degree or higher in a specific field like finance, economics, accounting, or business administration. Roles that accept any degree field or substitute experience for education may not meet the specialty occupation standard, so reviewing the job description's educational requirements before applying matters.
How does the E-3 compare to the H-1B for Financial Services Representative roles?
The E-3 has no lottery, no annual cap pressure, and can be filed any time of year, whereas the H-1B has an 85,000-slot annual cap with a lottery that most applicants don't win. For Australian nationals in financial services, the E-3 is a direct path: your employer files an LCA with the DOL, you attend a consulate interview, and you can start within weeks of approval.
Can I switch employers or roles while on an E-3 in financial services?
You can change employers, but your new employer must file a fresh LCA with the DOL and you'll generally need a new visa stamp before starting unless you're already in the U.S. and qualify for a status update. Changing from a retail banking role to an institutional advisory role may also require confirming the new position still meets specialty occupation criteria.
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