E-3 Visa Wealth Advisor Jobs
Wealth Advisor roles in the U.S. qualify for E-3 visa sponsorship when the position requires a bachelor's degree in finance, economics, or a related field. The E-3 has no lottery and renews in two-year increments, making it a stable path for Australian financial professionals building a U.S. client book.
Find E-3 Visa Wealth Advisor JobsOverview
Showing 5 of 198+ Wealth Advisor jobs
See all 198+ Wealth Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Wealth Advisor roles.
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 providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
BASIC QUALIFICATIONS
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
PREFERRED QUALIFICATIONS
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
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 providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.
Responsibilities:
- Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
- Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
- Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
- Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
- Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset
BASIC QUALIFICATIONS
- Is an enthusiastic, highly motivated self-starter with a strong work ethic and an intense focus on results
- Demonstrates a client-centric mindset, always acting in the best interest of the client
- Has the ability to learn and adapt to new information and technology platforms
PREFERRED QUALIFICATIONS
- Currently holds or is pursuing FINRA Securities Industry Essentials (SIE), Series 7, and/or Series 66 (63 and 65 accepted in lieu of 66)
- Possesses industry knowledge and an understanding of investment products
- Has experience working with clients, quickly fulfilling their needs, delivering complex solutions, and providing an excellent client experience
- Is comfortable operating in a fast-paced environment with changing and evolving responsibilities
- Is detail oriented
- Demonstrates a commitment to continuous learning and professional growth
- Exhibits sound judgment and discretion when handling sensitive information
- Strong computer application skills, including proficiency with Microsoft Word, Excel, PowerPoint, and Salesforce
- Demonstrates professional verbal and written communication skills
Skills:
- Account Management
- Client Management
- Customer and Client Focus
- Issue Management
- Oral Communications
- Business Development
- Client Solutions Advisory
- Pipeline Management
- Prioritization
- Administrative Services
- Emotional Intelligence
- Referral Identification
- Written Communications
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Internal employees who are currently working from home are still eligible to apply. However, if selected for the role, you may be required to work onsite in accordance with the Workplace Excellence policy.
Shift:
1st shift (United States of America)
Hours Per Week:
37.5
See all 198+ E-3 Visa Wealth Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new E-3 Visa Wealth Advisor Jobs.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship in Wealth Advisor
Translate your Australian credentials for U.S. employers
Your three-year Australian finance degree is generally accepted as equivalent to a U.S. four-year bachelor's degree for E-3 visa purposes. Get a credential evaluation from a NACES-member service before applying so employers have documentation ready for the LCA filing.
Target registered investment advisers over broker-dealers
RIA firms are accustomed to sponsoring international professionals and filing LCAs with the DOL. Broker-dealers tied to large banks often route sponsorship decisions through centralised HR, which slows approvals and sometimes excludes E-3 candidates entirely.
Clarify the specialty occupation requirement early
Wealth Advisor roles must require a degree in a specific field, not just any bachelor's degree, to qualify as a specialty occupation. Ask hiring managers whether the role description on file with USCIS names a field-specific degree requirement before accepting an offer.
Use Migrate Mate's E-3 filing service after you receive an offer
The LCA must be certified by the DOL before your visa application can proceed. Migrate Mate's E-3 filing service manages the entire process from offer to consulate appointment, so nothing stalls between your accepted offer and your interview date.
Search for E-3 sponsorship jobs on Migrate Mate
Migrate Mate filters Wealth Advisor roles by verified E-3 sponsorship history, so you're targeting employers who have already filed for Australian candidates rather than guessing from a general job listing.
Confirm your E-3 status covers independent contractor structures
Some boutique wealth management firms offer roles structured as independent contractor arrangements. The E-3 requires a bona fide employer-employee relationship, so verify the engagement is structured as direct employment before the LCA is filed with the DOL.
E-3 Visa Wealth Advisor: Frequently Asked Questions
How do I find Wealth Advisor jobs with E-3 visa sponsorship?
Search on Migrate Mate, which filters Wealth Advisor roles by verified E-3 sponsorship history. Because the E-3 requires the employer to file a Labor Condition Application with the DOL, targeting firms with prior LCA filings significantly improves your chances of a smooth process compared to cold-applying to roles with no sponsorship history.
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 Wealth Advisor role qualify as a specialty occupation for the E-3?
A Wealth Advisor position qualifies when the employer's job description requires a bachelor's degree in a specific field such as finance, economics, accounting, or a closely related discipline. Roles where the employer accepts any degree regardless of field can face USCIS scrutiny. The job offer letter and LCA should name the specific degree requirement explicitly to support the specialty occupation finding.
How does the E-3 compare to the H-1B for Wealth Advisor roles?
The E-3 is available only to Australian citizens but has no lottery and no annual cap, so your employer can file at any time of year and approval is not subject to random selection. The H-1B visa is open to all nationalities but limited to 85,000 new visas per year with a lottery that many qualified applicants lose. For Australians, the E-3 is the far more reliable path to a Wealth Advisor role in the U.S.
Can I switch Wealth Advisor employers while on an E-3?
Yes, but the new employer must file a fresh LCA with the DOL and you will generally need a new visa stamp at a U.S. consulate before re-entering the country. If you are already in the U.S., you can begin working for the new employer once the new LCA is certified and the employer has filed the supporting documentation, though many immigration professionals recommend waiting for full approval to avoid any status gap.