E-3 Visa Financial Specialist Jobs
Financial Specialist roles in areas like financial analysis, budget management, and compliance qualify as E-3 specialty occupations when backed by a relevant bachelor's degree. Australian professionals can secure E-3 visa sponsorship without competing in any lottery, making U.S. finance employers far more accessible than they appear.
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Get Access To All JobsINTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
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!
ABOUT THE ROLE
The Financial Wellness Specialist delivers engaging education to employees to empower and improve their financial health through action-oriented seminars and one-on-one consultations. They evaluate participants’ financial needs and help employees maximize their company benefits while also delivering holistic financial programs promoting budgeting, saving, retirement readiness, and overall financial confidence. As an engaging and dynamic presenter, Financial Wellness Specialist inspires and motivates participants to take meaningful next steps towards financial well-being. Financial Wellness Specialists travel approximately 80% of their work schedule. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired.
Responsibilities:
- Facilitate events virtually, locally and nationwide as client needs require, as well as conduct one-on-one consultations with employees
- Prepare for all meetings in advance and understand benefit plan details, culture of company, employee demographics, etc.
- Collaborate with Engagement Consultants on strategies for effective delivery of select client events (i.e. in person meetings, webinars, benefit fairs, etc.)
- Support multiple enterprise initiatives by encouraging meeting participants to take action with effective presentation and consultation tactics
BASIC QUALIFICATIONS
- Series 7 and Series 66 (or ability to obtain within compliance timeframe); 63 & 65 are acceptable in lieu of 66
- Proficiency with digital tools, virtual platforms
- Highly organized, results-oriented and adaptable to employee and company needs
PREFERRED QUALIFICATIONS
- Expert knowledge of 401(k) plans, equity compensation, Health Savings Account, retirement planning at 5-7 years’ experience
- Proven experience delivering engaging presentations virtually and in-person
- Certified Retirement Plan Counselor designation
SKILLS:
- Business Acumen
- Learning Delivery
- Oral Communications
- Written Communications
- Active Listening
- Client Experience Branding
- Client Management
- Collaboration
- Learning Design and Development
- Benefits Plan Development
- Project Management
- Workplace Benefits Industry Knowledge
- Action-oriented Coaching
- Client Relationship Management
- Learning & Coaching Delivery
- Clear & Empathetic Communication
- Virtual Engagement & Technology
- Active Listening
- Client Relationship Management
- Strategic & Adaptable Mindset
- Compelling Presentation Skills
MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent
SHIFT:
1st shift (United States of America)
HOURS PER WEEK:
40
INTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
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!
ABOUT THE ROLE
The Financial Wellness Specialist delivers engaging education to employees to empower and improve their financial health through action-oriented seminars and one-on-one consultations. They evaluate participants’ financial needs and help employees maximize their company benefits while also delivering holistic financial programs promoting budgeting, saving, retirement readiness, and overall financial confidence. As an engaging and dynamic presenter, Financial Wellness Specialist inspires and motivates participants to take meaningful next steps towards financial well-being. Financial Wellness Specialists travel approximately 80% of their work schedule. Series 7 & 66 (63 & 65 in lieu of 66) required and Insurance licenses desired.
Responsibilities:
- Facilitate events virtually, locally and nationwide as client needs require, as well as conduct one-on-one consultations with employees
- Prepare for all meetings in advance and understand benefit plan details, culture of company, employee demographics, etc.
- Collaborate with Engagement Consultants on strategies for effective delivery of select client events (i.e. in person meetings, webinars, benefit fairs, etc.)
- Support multiple enterprise initiatives by encouraging meeting participants to take action with effective presentation and consultation tactics
BASIC QUALIFICATIONS
- Series 7 and Series 66 (or ability to obtain within compliance timeframe); 63 & 65 are acceptable in lieu of 66
- Proficiency with digital tools, virtual platforms
- Highly organized, results-oriented and adaptable to employee and company needs
PREFERRED QUALIFICATIONS
- Expert knowledge of 401(k) plans, equity compensation, Health Savings Account, retirement planning at 5-7 years’ experience
- Proven experience delivering engaging presentations virtually and in-person
- Certified Retirement Plan Counselor designation
SKILLS:
- Business Acumen
- Learning Delivery
- Oral Communications
- Written Communications
- Active Listening
- Client Experience Branding
- Client Management
- Collaboration
- Learning Design and Development
- Benefits Plan Development
- Project Management
- Workplace Benefits Industry Knowledge
- Action-oriented Coaching
- Client Relationship Management
- Learning & Coaching Delivery
- Clear & Empathetic Communication
- Virtual Engagement & Technology
- Active Listening
- Client Relationship Management
- Strategic & Adaptable Mindset
- Compelling Presentation Skills
MINIMUM EDUCATION REQUIREMENT: High School Diploma / GED / Secondary School or equivalent
SHIFT:
1st shift (United States of America)
HOURS PER WEEK:
40
See all E-3 Visa Financial Specialist Jobs
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Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Financial Specialist
Translate your Australian credentials for U.S. employers
A three-year Australian bachelor's degree in finance, accounting, or economics is generally accepted as equivalent to a U.S. four-year degree for E-3 visa purposes. Get a credential evaluation before interviews so employers aren't left guessing about your qualifications.
Target finance employers with prior LCA filing history
Search DOL's Office of Foreign Labor Certification disclosure data to identify employers who have filed Labor Condition Applications for financial analyst or specialist roles. These employers already understand the E-3 process and are far less likely to withdraw an offer over paperwork concerns.
Clarify the no-lottery advantage early in conversations
Many U.S. finance hiring managers assume all foreign workers require H-1B lottery selection. Tell them upfront that the E-3 has a 10,500-slot annual allocation that has never been exhausted, so sponsorship can begin any time of year without a lottery.
Confirm your job title supports a specialty occupation finding
Generic titles like 'Financial Analyst' clear the bar easily, but hybrid roles blending finance with operations or project management sometimes face DOL scrutiny. Before accepting an offer, confirm the job description explicitly requires a finance-related degree as a minimum, not just a preference.
Use Migrate Mate's E-3 filing service to manage LCA and visa paperwork
The LCA must be certified by DOL before your consulate appointment can proceed. Use Migrate Mate's E-3 filing service to handle your LCA submission, DS-160, and consulate preparation so nothing stalls between your offer date and your start date.
Negotiate your start date around LCA certification timelines
DOL certifies LCAs within seven business days in standard cases, but your employer still needs time to prepare supporting documents. Build at least three to four weeks between your offer acceptance and your proposed start date to avoid rushing the consulate scheduling step.
E-3 Visa Financial Specialist: Frequently Asked Questions
How do I find Financial Specialist jobs with E-3 visa sponsorship?
Migrate Mate is built specifically for Australian professionals seeking U.S. roles with E-3 sponsorship. You can search Financial Specialist positions filtered by employers who are familiar with or have previously filed E-3 LCAs, saving you from spending weeks applying to roles where sponsorship was never a realistic option.
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 Specialist role qualify as a specialty occupation for the E-3?
Yes, provided the position genuinely requires a bachelor's degree or higher in finance, accounting, economics, or a closely related field. Roles requiring only a general business degree, or where the employer lists the degree as preferred rather than required, can face DOL challenges during LCA certification. The job description wording matters significantly.
How does the E-3 compare to the H-1B for Financial Specialist roles?
For Australian nationals, the E-3 is strictly more accessible. There is no lottery, no cap backlog for most financial roles, and you can file at any point in the year. The H-1B requires winning a randomised lottery with roughly one-in-three odds before any employer can proceed. Specialty occupation standards are similar across both visas, so qualifying for one generally means qualifying for the other.
Can I change employers while on an E-3 as a Financial Specialist?
Yes, but you can't simply transfer the visa. Your new employer must file a fresh LCA with DOL and you'll need a new E-3 visa stamp issued at a U.S. consulate before starting with them, or request a change of status if you're already inside the United States. Plan for at least three to four weeks of processing time between roles.