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.
Find E-3 Visa Retirement Plan Consultant JobsOverview
Showing 3 of 19+ Retirement Plan Consultant jobs
See all Retirement Plan Consultant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Retirement Plan Consultant roles.
Get Access To All JobsCompany:
Description:
Under supervision, work with Client Executives, Principals and/or Client Managers in the Retirement Services Division to provide professional service in all areas relating to employer sponsored qualified and non-qualified retirement plans and to develop a working relationship with the clients of MMA as assigned.
Essential Duties & Responsibilities
- Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers.
- Prepare administration pricing of accounts.
- Analyze proposals, inclusive of costs and benefits.
- Review with Client Executives, Principals and/or Client Managers the results of the bidding process.
- Provide Client Executives, Principals and/or Client Managers with recommendations on the proposal(s) to be presented.
- Maintain and organize the customer relationship management system, Salesforce.
- Track Plan Transfers and Broker of Record changes.
- Coordinate and prepare materials required for formal presentation by Client Executives, Principals and/or Client Managers.
- Accompany Client Executives, Principals and/or Client Managers on off-site presentations.
- Prepare and coordinate announcement material for enrollment process on sold or transferred business.
- Work with Carrier Representatives to coordinate all activity for a smooth implementation of new plans.
- Conduct employee open enrollment meetings.
- Attend sales meetings as requested.
- Coordinate “Administrative Installation” with plan provider representatives. Accompany the plan provider representative to meetings.
- Prepare files and other records needed for MMA.
- Keep abreast of the marketplace.
- Maintain the professional standards established of MMA when working with clients.
- Share information with Benefit Analysts and others to create a first-rate network of information within the Department.
- All other duties as assigned.
Education and/or Experience
- Requires a college graduate and/or minimum of three years securities background, preferably within the qualified retirement planning arena.
- Obtain or maintain a valid, unrestricted Series 65 securities license through the FINRA and meet the continuing education requirements.
- Excellent communication skills, both verbal and written with the ability to do oral presentations.
- Above average analyzing, problem solving and planning techniques are essential.
- Strong math skills are required.
- Must be dependable and a good team player.
- Must be detail-oriented and have the ability to multi-task.
- Ability to maintain confidentiality with client information.
- Ability to exercise independent judgment and initiative within established guidelines.
- Strong proficiency in Microsoft Word, Excel and PowerPoint. Average skill in navigating the Internet.
- A valid California Drivers License & a dependable transportation required.
The applicable base salary range for this role is $41,200 to $76,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
Company:
Description:
Under supervision, work with Client Executives, Principals and/or Client Managers in the Retirement Services Division to provide professional service in all areas relating to employer sponsored qualified and non-qualified retirement plans and to develop a working relationship with the clients of MMA as assigned.
Essential Duties & Responsibilities
- Assist Client Executives, Principals and/or Client Managers with retirement plan provider selection for new clients or existing plan transfers.
- Prepare administration pricing of accounts.
- Analyze proposals, inclusive of costs and benefits.
- Review with Client Executives, Principals and/or Client Managers the results of the bidding process.
- Provide Client Executives, Principals and/or Client Managers with recommendations on the proposal(s) to be presented.
- Maintain and organize the customer relationship management system, Salesforce.
- Track Plan Transfers and Broker of Record changes.
- Coordinate and prepare materials required for formal presentation by Client Executives, Principals and/or Client Managers.
- Accompany Client Executives, Principals and/or Client Managers on off-site presentations.
- Prepare and coordinate announcement material for enrollment process on sold or transferred business.
- Work with Carrier Representatives to coordinate all activity for a smooth implementation of new plans.
- Conduct employee open enrollment meetings.
- Attend sales meetings as requested.
- Coordinate “Administrative Installation” with plan provider representatives. Accompany the plan provider representative to meetings.
- Prepare files and other records needed for MMA.
- Keep abreast of the marketplace.
- Maintain the professional standards established of MMA when working with clients.
- Share information with Benefit Analysts and others to create a first-rate network of information within the Department.
- All other duties as assigned.
Education and/or Experience
- Requires a college graduate and/or minimum of three years securities background, preferably within the qualified retirement planning arena.
- Obtain or maintain a valid, unrestricted Series 65 securities license through the FINRA and meet the continuing education requirements.
- Excellent communication skills, both verbal and written with the ability to do oral presentations.
- Above average analyzing, problem solving and planning techniques are essential.
- Strong math skills are required.
- Must be dependable and a good team player.
- Must be detail-oriented and have the ability to multi-task.
- Ability to maintain confidentiality with client information.
- Ability to exercise independent judgment and initiative within established guidelines.
- Strong proficiency in Microsoft Word, Excel and PowerPoint. Average skill in navigating the Internet.
- A valid California Drivers License & a dependable transportation required.
The applicable base salary range for this role is $41,200 to $76,800. The base pay offered will be determined on factors such as experience, skills, training, location, certifications, education, and any applicable minimum wage requirements. Decisions will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
We are excited to offer a competitive total rewards package which includes health and welfare benefits, tuition assistance, 401K savings and other retirement programs as well as employee assistance programs.
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.