E-3 Visa Planner Jobs
Planner roles in urban development, transportation, and land use qualify as E-3 specialty occupations when tied to a relevant bachelor's degree. Australian planners can secure E-3 visa sponsorship without entering a lottery, with two-year renewable status and no annual cap to worry about.
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Get Access To All JobsINTRODUCTION
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill 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 Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through 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.
ROLE AND RESPONSIBILITIES
This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Leverages extensive financial data to identify possible solutions to meet client needs and goals
- Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps
- Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis
- Engages with specialists and partners to address client needs and deliver solutions
BASIC QUALIFICATIONS
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration; ADV-2B Required
- CFP® or CPWA® designation and/or maintain at least one firm approved designation
- Understanding of how to deliver a strong overall client experience
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Possess and demonstrate strong communication skills
- Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients
- Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
- Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures
- Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
SKILLS
- Business Development
- Client Investments Management
- Portfolio Analysis
- Portfolio Management
- Wealth Planning
- Causation Analysis
- Client Management
- Data Visualization
- Risk Modeling
- Trading and Investment Analysis
- Investment Management
- Referral Identification
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
INTRODUCTION
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill’s Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
Merrill 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 Merrill, we empower you to bring your whole self to work. We value the unique perspectives in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different skills and experiences that individuals bring from all backgrounds and careers; whether gained through 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.
ROLE AND RESPONSIBILITIES
This job is responsible for working with Financial Advisor (FA) teams to provide comprehensive financial planning solutions. Key responsibilities include identifying strategic investment opportunities, driving financial planning by gathering and analyzing data to create robust financial plans, and fostering internal relationships. Job expectations include having knowledge of Estate and Gift Taxes, Philanthropy, Trust Structures, Insurance, Income Tax Planning, and Investment Management and a comprehensive understanding of the suite of solutions, platforms, and initiatives across the bank. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Leverages extensive financial data to identify possible solutions to meet client needs and goals
- Schedules, prepares, and attends client meetings to review plans, capture changes, and discuss next steps
- Monitors, updates, and maintains client information in a related planning tool and plans on a consistent basis
- Engages with specialists and partners to address client needs and deliver solutions
BASIC QUALIFICATIONS
- Series 7, 63/65 or 66 or equivalent; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration; ADV-2B Required
- CFP® or CPWA® designation and/or maintain at least one firm approved designation
- Understanding of how to deliver a strong overall client experience
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Possess and demonstrate strong communication skills
- Superior relationship management skills to partner effectively with specialists and across lines of business to meet the needs of clients
- Strong analytical skills with the ability to identify trends, root cause and effects and develop strategies to increase growth and mitigate risk
- Ability to make sound decisions by having a deep understanding of financial planning best practices and policies/procedures
- Ability to identify client needs and concerns and articulate appropriate approach to align solutions to goals in a suitable and controlled way
SKILLS
- Business Development
- Client Investments Management
- Portfolio Analysis
- Portfolio Management
- Wealth Planning
- Causation Analysis
- Client Management
- Data Visualization
- Risk Modeling
- Trading and Investment Analysis
- Investment Management
- Referral Identification
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy.
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
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Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Planner
Align your credentials with U.S. specialty occupation standards
USCIS requires your planning degree to directly correspond to the role. An urban planning, environmental planning, or civil engineering degree typically satisfies this. A general business or geography degree may require supplementary documentation linking it to the specific position.
Target employers with active DOL LCA filing histories
Search the DOL's Office of Foreign Labor Certification disclosure data for employers who have certified LCAs for planning job titles. Prior LCA activity signals the employer already understands the E-3 visa filing process and is less likely to stall at the offer stage.
Find E-3 sponsoring planning employers through Migrate Mate
Use Migrate Mate to search Planner roles filtered by E-3 visa sponsorship. Migrate Mate's E-3 filing service manages the entire process from offer to consulate appointment, so you can hand off the LCA and paperwork once you have an offer.
Clarify your Australian degree equivalency before interviewing
Australian three-year planning degrees are generally accepted as equivalent to U.S. four-year bachelor's degrees for E-3 purposes. Prepare a credential evaluation from a NACES-approved evaluator in advance so employers don't hesitate when assessing your qualifications.
Negotiate employer responsibilities into your offer letter
The employer must file the LCA with DOL before your consulate appointment. Confirm during the offer stage that your employer accepts this obligation and understands the LCA must be certified before you can schedule your E-3 interview at an Australian consulate.
Time your application around prevailing wage requirements
The LCA obligates your employer to pay the DOL prevailing wage for your planning role in the specific work location. Review the DOL's prevailing wage data for your city before accepting an offer to ensure the salary meets the certified threshold.
E-3 Visa Planner: Frequently Asked Questions
How do I find Planner jobs with E-3 visa sponsorship?
Migrate Mate is the most direct way to search for Planner roles filtered specifically by E-3 visa sponsorship. Many employers who hire Australian planners have prior LCA filing history, which signals they're already set up to sponsor E-3 holders. Searching by role and sponsorship status saves time you'd otherwise spend vetting employers who have never handled the process.
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 Planner role qualify as a specialty occupation for the E-3 visa?
Yes, provided the position genuinely requires at least a bachelor's degree in a directly related field such as urban planning, environmental planning, or transportation planning. USCIS evaluates the job duties, not just the title. Roles that accept any degree or treat planning qualifications as optional may not meet the specialty occupation threshold, so the job description wording matters.
How does the E-3 visa compare to H-1B for Australian planners?
The E-3 has a significant practical advantage: no lottery. H-1B visa registrations are capped at 85,000 annually and subject to random selection, while the E-3 allocates up to 10,500 visas per year exclusively to Australian citizens and has never been oversubscribed. For a planner with a qualifying degree and a U.S. job offer, the E-3 is a more predictable and direct path to authorization.
Can I change planning employers after receiving my E-3 visa?
Yes, but the E-3 is employer-specific, so each new employer must file a fresh LCA with DOL and you'll typically need a new visa stamp if your current one has expired. If you're already in the U.S., you can start working for a new employer once the new LCA is certified and a new E-3 petition is approved, without leaving the country in many cases.