E-3 Visa Retirement Plan Consultant Jobs
Retirement Plan Consultant roles in the U.S. qualify as E-3 specialty occupations, requiring a degree in finance, actuarial science, or a related field. Australian professionals can secure E-3 visa sponsorship without entering a lottery, with no annual cap limiting your options and unlimited two-year renewals tied to your employment.
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Get Access To All JobsINTRODUCTION
Are you knowledgeable about investment concepts? Are you passionate about building relationships? We are looking for someone like you to:
ROLE AND RESPONSIBILITIES
- deliver a full suite of retirement plan consulting services, including fiduciary investment advice, investment reporting, plan provider search support, fee benchmarking, and comprehensive annual reviews, supporting senior advisors in the delivery and execution of these services
- provide subject‑matter expertise throughout the sales process and deliver advice using a consistent, documented service model, building technical expertise under the guidance of senior team members
- support preparation and execution of annual account and quarterly investment reviews, ensuring fiduciary documentation is complete and aligned with each client’s Investment Policy Statement
- partner with plan providers to resolve plan‑level issues, evaluate plan features, and ensure a smooth operational experience
- evaluate participant education programs and recommend strategies to increase engagement, participation, and retirement readiness—assisting with the delivery of virtual education as needed
- drive client satisfaction and retention by identifying client needs and supporting cross‑sell opportunities within Workplace Wealth Solutions
- develop a deep understanding of each client’s business, organizational structure, and industry to contribute to proactive recommendations
- collaborate with Financial Advisors supporting retirement plan relationships to ensure a unified and seamless client experience
YOUR TEAM
You’ll join the Workplace Wealth Solutions (WWS) Retirement Plan Services team in Weehawken, NJ, one of the key growth engines within Global Wealth Management. WWS is a leading provider of retirement, equity compensation, and financial wellness solutions for companies and their employees, offering education and guidance that help drive financial success.
BASIC QUALIFICATIONS
- ideally, 3+ years in an institutional or client‑facing role at a financial services firm or within a retirement plan consulting environment
- working knowledge of investment concepts, fiduciary standards, and retirement plan operations (plan design, payroll integrations, compliance testing, disclosures, etc.)
- strong relationship‑management and communication skills
- ability to manage multiple priorities in a deadline‑driven environment
- FINRA Series 7 and 66
- Chartered Retirement Plan Specialist and/or Investment Management Essentials certificate (or ability to obtain within 120 days)
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - New Jersey - Weehawken min USD 90000 - max USD 120000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
DISCLAIMER / POLICY STATEMENTS
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
INTRODUCTION
Are you knowledgeable about investment concepts? Are you passionate about building relationships? We are looking for someone like you to:
ROLE AND RESPONSIBILITIES
- deliver a full suite of retirement plan consulting services, including fiduciary investment advice, investment reporting, plan provider search support, fee benchmarking, and comprehensive annual reviews, supporting senior advisors in the delivery and execution of these services
- provide subject‑matter expertise throughout the sales process and deliver advice using a consistent, documented service model, building technical expertise under the guidance of senior team members
- support preparation and execution of annual account and quarterly investment reviews, ensuring fiduciary documentation is complete and aligned with each client’s Investment Policy Statement
- partner with plan providers to resolve plan‑level issues, evaluate plan features, and ensure a smooth operational experience
- evaluate participant education programs and recommend strategies to increase engagement, participation, and retirement readiness—assisting with the delivery of virtual education as needed
- drive client satisfaction and retention by identifying client needs and supporting cross‑sell opportunities within Workplace Wealth Solutions
- develop a deep understanding of each client’s business, organizational structure, and industry to contribute to proactive recommendations
- collaborate with Financial Advisors supporting retirement plan relationships to ensure a unified and seamless client experience
YOUR TEAM
You’ll join the Workplace Wealth Solutions (WWS) Retirement Plan Services team in Weehawken, NJ, one of the key growth engines within Global Wealth Management. WWS is a leading provider of retirement, equity compensation, and financial wellness solutions for companies and their employees, offering education and guidance that help drive financial success.
BASIC QUALIFICATIONS
- ideally, 3+ years in an institutional or client‑facing role at a financial services firm or within a retirement plan consulting environment
- working knowledge of investment concepts, fiduciary standards, and retirement plan operations (plan design, payroll integrations, compliance testing, disclosures, etc.)
- strong relationship‑management and communication skills
- ability to manage multiple priorities in a deadline‑driven environment
- FINRA Series 7 and 66
- Chartered Retirement Plan Specialist and/or Investment Management Essentials certificate (or ability to obtain within 120 days)
About us
UBS is a leading and truly global wealth manager and the leading universal bank in Switzerland. We also provide diversified asset management solutions and focused investment banking capabilities. Headquartered in Zurich, Switzerland, UBS is present in more than 50 markets around the globe.
We know that great work is never done alone. That’s why we place collaboration at the heart of everything we do. Because together, we’re more than ourselves. Want to find out more? Visit ubs.com/careers.
SALARY INFORMATION
The indicative gross base salary range as a full-time equivalent role:
- United States - New Jersey - Weehawken min USD 90000 - max USD 120000 /annum
The expected salary for this role will be determined by relevant factors which may include but are not limited to, role-required experience, qualifications, education, location and skill level. UBS offers a range of competitive benefits and for further information, please visit ubs.com/employee-benefits. We may, at our sole discretion, provide additional variable compensation or awards.
JOIN US
At UBS, we know that it's our people, with their diverse skills, experiences and backgrounds, who drive our ongoing success. We’re dedicated to our craft and passionate about putting our people first, with new challenges, a supportive team, opportunities to grow and flexible working options when possible. Our inclusive culture brings out the best in our employees, wherever they are on their career journey. And we use artificial intelligence (AI) to work smarter and more efficiently. We also recognize that great work is never done alone. That’s why collaboration is at the heart of everything we do. Because together, we’re more than ourselves.
We’re committed to disability inclusion and if you need reasonable accommodation/adjustments throughout our recruitment process, you can always contact us.
DISCLAIMER / POLICY STATEMENTS
UBS is an Equal Opportunity Employer. We respect and seek to empower each individual and support the diverse cultures, perspectives, skills and experiences within our workforce.
See all E-3 Visa Retirement Plan Consultant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new E-3 Visa Retirement Plan Consultant Jobs.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Retirement Plan Consultant
Verify your degree meets specialty occupation standards
USCIS requires your bachelor's degree to directly relate to retirement plan consulting work. A finance, actuarial science, economics, or business administration degree satisfies this. A general arts degree without coursework in financial planning typically won't.
Target employers with defined benefit plan practices
Large consulting firms, insurance carriers, and independent recordkeepers are most likely to have E-3 visa sponsorship experience. Focus on organizations administering ERISA-governed plans, where specialist knowledge is a documented hiring requirement rather than a preference.
Get your LCA certified before signing anything
Your employer must file a Labor Condition Application with the DOL before your visa application proceeds. Confirm they understand this sequence. Delays happen when HR treats LCA certification as a post-offer formality rather than a prerequisite to consulate scheduling.
Use Migrate Mate's E-3 filing service for your paperwork
Once you have a job offer, use Migrate Mate's E-3 filing service to handle your LCA and visa paperwork end-to-end. This avoids the coordination errors that occur when employers file without prior E-3 experience in financial services roles.
Clarify your Australian credentials in applications
Australian three-year bachelor's degrees are generally accepted as equivalent to U.S. four-year degrees for E-3 purposes. Address this upfront in your resume and any credential evaluation, so hiring managers don't screen you out before the sponsorship conversation begins.
Confirm the role is coded as a specialty occupation
The DOL's Standard Occupational Classification system underpins LCA filings. Retirement Plan Consultant roles typically fall under financial analysts or benefits specialists SOC codes. Ask your prospective employer which code they plan to use before the LCA is submitted.
E-3 Visa Retirement Plan Consultant: Frequently Asked Questions
How do I find Retirement Plan Consultant jobs with E-3 visa sponsorship?
Search Migrate Mate to find Retirement Plan Consultant roles at U.S. employers already open to E-3 sponsorship. Because the E-3 has no lottery and no annual cap, employers face a straightforward filing process, which makes many consulting firms, insurance carriers, and benefit plan administrators willing to sponsor Australian candidates who demonstrate the right technical credentials.
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 Retirement Plan Consultant role qualify as an E-3 specialty occupation?
Yes, provided the position genuinely requires a bachelor's degree or higher in a relevant field such as finance, actuarial science, or business administration. Roles involving ERISA compliance analysis, plan design, or actuarial valuations typically satisfy USCIS's specialty occupation definition. Generalist roles where any degree is accepted may not qualify without additional documentation from the employer.
How does the E-3 compare to the H-1B for Retirement Plan Consultants?
The E-3 is significantly more practical for Australians. There is no annual cap and no lottery, so you can apply at any point in the year without waiting for an April selection round. H-1B visa registration is capped at 85,000 slots annually with a random lottery, meaning qualified candidates are often not selected despite having valid job offers and credentials.
Can I switch employers if a better Retirement Plan Consultant role comes up?
Yes. The E-3 is employer-specific, so your new employer must file a fresh Labor Condition Application with the DOL and you'll need a new visa stamp if you've left the U.S., or a change of status petition if you remain stateside. Plan for at least a few weeks between LCA submission and consulate appointment availability when timing a role transition.