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.
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Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. As the Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, non-technical manner to both clients and advisors, as well as field leadership. You will adopt a goal-oriented approach when engaging with clients, which involves familiarizing yourself with the various investment, banking, and lending products and platforms available to our advisors across J.P. Morgan Wealth Management. This knowledge will enable you to identify issues and opportunities for client engagement. Additionally, you will collaborate with field management to develop regional strategies and provide guidance on their execution. A natural curiosity for people, planning, and the wealth management industry, along with independent initiative and responsiveness, are essential qualities for success in this role.
Job Responsibilities
- Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics.
- Serve as a resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning.
- Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice.
- Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus.
- Promote J.P. Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys.
- Work with Advisors to develop business opportunities with new and existing clients.
- Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients.
- Work with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies.
- Actively participate in team discussions to proactively propose planning ideas and industry trends that can be shared with the field.
- Travel to local and out of state branches, as needed.
Required Qualifications, Capabilities, And Skills
- 4-year college degree and either J.D, LLB, CPA or CFP
- 7 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner
- Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds).
- Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, and corporate executive issues.
- Ability to drive business results with broad background in trust and estate planning issues.
- A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager.
- Strong presentation skills in one-on-one and group meetings
- Experience and ability in understanding clients' financial situations and personal circumstances
- Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
- Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest
Preferred Qualifications, Capabilities, And Skills
- Series 7 & 66 required (may be fulfilled within 4 months of assuming role)
- Familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
- 10b5-1 plans, derivative-based transactions, and exchange funds, and concentrated stock management is a plus
- Experience with financial planning software a plus
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
Job Description
Wealth Planning & Advice is a group of experts in trusts & estates, tax planning, financial planning and planning in related areas for individuals and their entities (operating businesses, private foundations, etc.). Our role is to work with advisors and their clients to educate them about wealth planning opportunities both simple (e.g., asset titling, beneficiary designations) and complex (e.g., GRATs, split-interest trusts). We provide intellectual capital to clients across the wealth continuum and will work one-on-one with clients in appropriate circumstances. Familiarity with the taxation of entities and of estates and trusts is also useful but not required. Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds) will also be a plus. As the Executive Director, Wealth Planner within J.P. Morgan Wealth Management, you will leverage your deep understanding of tax and trust & estate laws to communicate complex information in a simple, non-technical manner to both clients and advisors, as well as field leadership. You will adopt a goal-oriented approach when engaging with clients, which involves familiarizing yourself with the various investment, banking, and lending products and platforms available to our advisors across J.P. Morgan Wealth Management. This knowledge will enable you to identify issues and opportunities for client engagement. Additionally, you will collaborate with field management to develop regional strategies and provide guidance on their execution. A natural curiosity for people, planning, and the wealth management industry, along with independent initiative and responsiveness, are essential qualities for success in this role.
Job Responsibilities
- Work with divisional leadership and WP&A leadership to develop and present content across different wealth management topics.
- Serve as a resource to the JPMWM field in the areas of both simple and sophisticated tax and trust & estate planning strategies as well as in concentrated position management, corporate executive services, and pre-liquidity transaction planning.
- Partner with field leadership and Practice Management to integrate estate and tax planning concepts into goals-based advice.
- Maintain up-to-date knowledge of both federal and state tax laws relating to our areas of focus.
- Promote J.P. Morgan's knowledge and sophistication to outside centers of influence, primarily accountants and attorneys.
- Work with Advisors to develop business opportunities with new and existing clients.
- Provide unbiased comprehensive and customized wealth planning advice to clients and prospective clients.
- Work with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies.
- Actively participate in team discussions to proactively propose planning ideas and industry trends that can be shared with the field.
- Travel to local and out of state branches, as needed.
Required Qualifications, Capabilities, And Skills
- 4-year college degree and either J.D, LLB, CPA or CFP
- 7 plus years of practice as a trusts & estates lawyer, tax advisor, or financial planner
- Knowledge of issues relating to securities-based compensation (restricted stock, employee stock options, performance share units, etc.), pre-liquidity planning, and concentrated position management (such as 10b5-1 plans, derivative-based transactions, and exchange funds).
- Must be comfortable working with individuals across the entire wealth spectrum and have experience with tax and wealth transfer strategies; familiarity with financial planning, investments, and corporate executive issues.
- Ability to drive business results with broad background in trust and estate planning issues.
- A strong self-motivated individual who can work closely with Advisors without daily contact with a direct manager.
- Strong presentation skills in one-on-one and group meetings
- Experience and ability in understanding clients' financial situations and personal circumstances
- Must be able to coach colleagues, Financial Advisors and clients (very strong partnership skills)
- Individual with high ethical standards who never sacrifices integrity and works in the clients' best interest
Preferred Qualifications, Capabilities, And Skills
- Series 7 & 66 required (may be fulfilled within 4 months of assuming role)
- Familiarity with financial planning, investments, corporate executive issues and concentrated stock management is a plus
- 10b5-1 plans, derivative-based transactions, and exchange funds, and concentrated stock management is a plus
- Experience with financial planning software a plus
Federal Deposit Insurance Act
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries.
About us
Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans
About The Team
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We're proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction. We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
See all 93+ 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.