E-3 Visa Private Client Advisor Jobs
Private Client Advisor roles in the U.S. wealth management sector qualify as E-3 specialty occupations when the position requires a bachelor's degree in finance, economics, or a related field. Australian professionals can secure E-3 visa sponsorship without lottery risk, and the visa renews indefinitely as long as you hold a qualifying offer.
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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!
ROLE AND RESPONSIBILITIES
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. 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:
- Leads the Client Process Management Process within the client team to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Leads the client team to deliver meaningful interactions and a Branded Client Experience
- Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
- Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
BASIC QUALIFICATIONS
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
- 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
- Ability to drive new business development for target client segment ($3MM++ investable assets)
- Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
- High touch, client-focused individual with exceptional interpersonal skills
- Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
- Ability to influence; proactively asks for and closes business
- Solutions oriented; sales and financial aptitude a must
- Must be a skilled negotiator
- Ability to work with and identify the need for team specialists; collaborate closely with other team members
- Takes on a leadership role on the team and within the business community
PREFERRED QUALIFICATIONS
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA
SKILLS
- Business Development
- Client Management
- Client Solutions Advisory
- Prospecting
- Wealth Planning
- Analytical Thinking
- Oral Communications
- Referral Management
- Relationship Building
- Risk Management
- Active Listening
- Attention to Detail
- Collaboration
- Decision Making
- Loan Structuring
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!
ROLE AND RESPONSIBILITIES
This job is responsible for acquiring new clients, deepening client relationships, and building upon an internal and external network to achieve business development goals. Key responsibilities include leading the Client Management Process and partnering across the enterprise to provide a Branded Client Experience, including access to the full array of Private Bank and the bank's capabilities and services to meet specific client needs. Job expectations include ensuring retention of clients. 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:
- Leads the Client Process Management Process within the client team to identify new business development opportunities
- Sources new clients in alignment with the bank's established risk appetite
- Leads the client team to deliver meaningful interactions and a Branded Client Experience
- Develops an in-depth understanding of clients’ needs, preferences, and overall wealth strategy, being responsive to changes in the business environment and/or with client needs
- Advocates for clients and prospects as their trusted advisor, providing integrated recommendations including wealth structuring, credit facilities, banking, and asset management
- Encourages use and adoption of digital capabilities to enhance the client and client team experience
- Builds relationships with internal and external partners and centers of influence
BASIC QUALIFICATIONS
- Series 7, 63 and 65 (or Series 7 and 66); unlicensed candidates may be considered if willing to obtain licenses within 90 days of start date
- 12+ years of private banking and/or complex financial services experience or equivalent financial services/business experience
- Ability to drive new business development for target client segment ($3MM++ investable assets)
- Ability to present to clients a holistic approach, leveraging the entire Private Bank platform
- High touch, client-focused individual with exceptional interpersonal skills
- Leader who recognizes opportunities for client engagement and proactively acts upon them for the betterment of the client
- Ability to influence; proactively asks for and closes business
- Solutions oriented; sales and financial aptitude a must
- Must be a skilled negotiator
- Ability to work with and identify the need for team specialists; collaborate closely with other team members
- Takes on a leadership role on the team and within the business community
PREFERRED QUALIFICATIONS
- MBA or Post-Graduate Degree
- CFP, CPA, CFA, CTFA, CFM or JD a significant plus
The following laws or regulations restrict or prohibit the hiring of individuals with certain specified criminal history for the position: FDIC, Safe Act/Loan Originators and FINRA
SKILLS
- Business Development
- Client Management
- Client Solutions Advisory
- Prospecting
- Wealth Planning
- Analytical Thinking
- Oral Communications
- Referral Management
- Relationship Building
- Risk Management
- Active Listening
- Attention to Detail
- Collaboration
- Decision Making
- Loan Structuring
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
See all 404+ E-3 Visa Private Client Advisor Jobs
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Get Access To All JobsTips for Finding E-3 Visa Sponsorship in Private Client Advisor
Frame your credentials for U.S. specialty occupation
Your Australian bachelor's degree is accepted as equivalent to a U.S. four-year degree, but your employer's LCA must specify a degree requirement for the role. Confirm the job description explicitly states a bachelor's in finance, economics, or a related field before signing anything.
Target wealth management firms with LCA filing history
Search the DOL's Foreign Labor Application Gateway for prior LCA certifications under job titles like 'Financial Advisor' or 'Wealth Management Associate.' Firms that have filed before understand the process and won't treat E-3 visa sponsorship as an obstacle during negotiations.
Address nonimmigrant intent early in interviews
Private Client Advisor roles attract long-term candidates, so consular officers scrutinize intent closely. Have a clear, honest answer about your ties to Australia and your plans at the end of each E-3 period. This is not about limiting ambition; it's about satisfying the visa's nonimmigrant requirement.
Negotiate LCA filing timing with your employer
The DOL must certify your LCA before you can attend your consulate appointment. Ask your employer to file the LCA immediately after you accept the offer, not after onboarding paperwork is complete. Delays here push back your start date by weeks.
Use Migrate Mate's E-3 filing service for end-to-end support
From LCA submission through DS-160 preparation and consulate appointment, Migrate Mate's E-3 filing service manages the entire process so neither you nor your employer misses a compliance step. Flat-fee pricing means no billing surprises compared to traditional immigration counsel.
Prepare FINRA and ASIC records for your visa packet
Consular officers reviewing Private Client Advisor applications expect evidence of your qualifications to advise clients. Bring your ASIC authorised representative records, any FINRA exam results if you've already passed them, and your degree transcripts to demonstrate the specialty occupation requirement is genuinely met.
E-3 Visa Private Client Advisor: Frequently Asked Questions
How do I find Private Client Advisor jobs with E-3 visa sponsorship?
Migrate Mate lets you search Private Client Advisor roles filtered specifically for E-3 visa sponsorship, so you're only seeing employers who are open to the process. Reaching out to wealth management firms that have previously filed LCAs for financial advisory roles significantly improves your response rate compared to cold applications.
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 Private Client Advisor role qualify as a specialty occupation for the E-3?
Yes, provided the position requires at least a bachelor's degree in a specific field such as finance, economics, or business. The key is that the employer's job description must reflect a genuine degree requirement, not just a preference. Roles framed as requiring 'any bachelor's degree' can face scrutiny, so the more field-specific the requirement, the stronger the case.
How does the E-3 visa compare to the H-1B for Private Client Advisor roles?
The E-3 is far more practical for Australian nationals in this role. There is no annual lottery, no cap risk, and your employer can file at any time of year. The H-1B visa requires entering an oversubscribed lottery and waiting until October 1 for work authorization, which makes it a poor fit for roles with immediate start dates and client-facing responsibilities.
Can I change employers while on an E-3 as a Private Client Advisor?
Yes, but you cannot start with the new employer until they have obtained a certified LCA and you have either obtained a new E-3 visa stamp at a consulate or received a change of status approval. There is no portability provision for E-3 holders equivalent to H-1B portability, so plan the transition carefully to avoid any gap in authorized work status.