E-3 Visa Wealth Management Advisor Jobs
Wealth Management Advisor roles qualify for E-3 visa sponsorship as specialty occupations requiring a bachelor's degree in finance, economics, or a related field. Australian professionals benefit from no annual lottery and indefinite two-year renewals, making long-term career planning with U.S. wealth management firms straightforward.
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Get Access To All JobsABOUT NORTHERN TRUST:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
Position Summary:
The Account Manager (Partner) will be responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. The Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. The partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.
KEY RESPONSIBILITIES:
-
Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
-
Develops and maintains working knowledge of governing documents and account agreements.
-
Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions.
-
Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
-
Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.
-
Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
-
Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
-
Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
-
Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
-
Able to serve as a key subject-matter expert and mentor to other more junior-level employees.
-
May manage daily operational activities and supervise day-to-day work of junior-level employees (but not a formal management role).
-
More technically sound in area of expertise and has broader knowledge of other areas.
-
Delivers a work product that requires less revision.
-
Able to facilitate discussions and reach decisions.
BASIC QUALIFICATIONS:
-
Excellent verbal and written communication skills are required.
-
In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required.
-
Analytical, problem solving, and organizational skills are required.
-
Highly flexible and adaptable to change.
-
Technical skills / systems knowledge (e.g. Workday) is required.
PREFERRED QUALIFICATIONS:
-
A College or University degree and/or relevant proven work experience is preferred.
-
5-7 years' experience in financial servicing or related experience/credentials preferred.
WORKING WITH US:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
REASONABLE ACCOMMODATION
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
ABOUT NORTHERN TRUST:
Northern Trust, a Fortune 500 company, is a globally recognized, award-winning financial institution that has been in continuous operation since 1889.
Northern Trust is proud to provide innovative financial services and guidance to the world’s most successful individuals, families, and institutions by remaining true to our enduring principles of service, expertise, and integrity. With more than 130 years of financial experience and over 22,000 partners, we serve the world’s most sophisticated clients using leading technology and exceptional service.
This is an office-based position and for the effective performance of this role, the duties and responsibilities must be carried out onsite.
Position Summary:
The Account Manager (Partner) will be responsible for maintaining client relationships by coordinating administration of complex fiduciary, investment management, estate settlement, guardianship, and/or custody accounts. The Partner establishes and maintains the account, responds to client inquiries, produces action plans and reports, and oversees transaction processing in coordination with the Client Support Services Team. The partner assists Wealth Management Trust Advisors, Estate Settlement Administrators, Guardianship Administrators and/or Client Advisors with client requests, meetings, business development and creating client presentations.
KEY RESPONSIBILITIES:
-
Coordinates account administration for fiduciary, investment management, estate settlement, guardianship, and/or custody accounts for complex client relationships.
-
Develops and maintains working knowledge of governing documents and account agreements.
-
Receives service requests from clients and partners, and communicates to service partners; obtains appropriate information from partners and clients to facilitate service changes or transactions.
-
Coordinates resolution of client issues; informs client of steps taken to resolve requests or problems.
-
Oversees development of appropriate action plans for client servicing events and ensures execution and follow-up; communicates with clients regularly to inform them of account set-up or status, document requests, or other information.
-
Engages the Client Support Services Team on execution of client servicing events, account opening and closing, cash movement, and fee set-ups.
-
Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors in account acceptance process, discretionary request analysis and process, compliance management and annual account review process; ensures appropriate documentation is collected and imaged; ensures systems information is up-to-date; ensures accurate set up and review of fees; documents services provided, specialized procedures, and ongoing written communications with client as appropriate in managing daily activity.
-
Develops and maintains a working knowledge of various business applications critical to relationship management including client on-line tools.
-
Assists Trust Advisors, Estate Settlement Administrators, Guardianship Administrators, and/or Client Advisors with business development and client presentations. Identifies service efficiency enhancements, process improvements, and service delivery using creative and proactive measures.
-
Able to serve as a key subject-matter expert and mentor to other more junior-level employees.
-
May manage daily operational activities and supervise day-to-day work of junior-level employees (but not a formal management role).
-
More technically sound in area of expertise and has broader knowledge of other areas.
-
Delivers a work product that requires less revision.
-
Able to facilitate discussions and reach decisions.
BASIC QUALIFICATIONS:
-
Excellent verbal and written communication skills are required.
-
In-depth Functional / Industry Knowledge of personal trust, estate, guardian and Advisory services and products, usually acquired through related work experience, is required.
-
Analytical, problem solving, and organizational skills are required.
-
Highly flexible and adaptable to change.
-
Technical skills / systems knowledge (e.g. Workday) is required.
PREFERRED QUALIFICATIONS:
-
A College or University degree and/or relevant proven work experience is preferred.
-
5-7 years' experience in financial servicing or related experience/credentials preferred.
WORKING WITH US:
As a Northern Trust partner, greater achievements await. You will be part of a flexible and collaborative work culture in an organization where financial strength and stability is an asset that emboldens us to explore new ideas.
Movement within the organization is encouraged, senior leaders are accessible, and you can take pride in working for a company committed to assisting the communities we serve! Join a workplace with a greater purpose.
We’d love to learn more about how your interests and experience could be a fit with one of the world’s most admired and sustainable companies! Build your career with us and apply today. #MadeForGreater
REASONABLE ACCOMMODATION
Northern Trust is committed to working with and providing reasonable accommodations to individuals with disabilities. If you need a reasonable accommodation for any part of the employment process, please email our HR Service Center at MyHRHelp@ntrs.com.
We hope you’re excited about the role and the opportunity to work with us. We value an inclusive workplace and understand flexibility means different things to different people.
Apply today and talk to us about your flexible working requirements and together we can achieve greater.
See all 68+ Wealth Management Advisor jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Wealth Management Advisor roles.
Get Access To All JobsTips for Finding E-3 Visa Sponsorship as a Wealth Management Advisor
Translate your Australian credentials for U.S. employers
CFP certification from Australia isn't automatically recognized in the U.S. Get a FINRA equivalency assessment and clarify which Series licenses your employer will need to sponsor before your first interview.
Target RIA firms over wire houses first
Registered Investment Advisor firms file their own LCAs directly with DOL and move faster than large wire houses with centralized HR. Mid-size RIAs managing $500M or more are accustomed to sponsoring specialists and have leaner approval chains.
Search for E-3 sponsorship roles using Migrate Mate
Migrate Mate filters job listings by E-3 visa sponsorship history, so you're not cold-applying to firms that have never filed an LCA. Use Migrate Mate's E-3 filing service to handle your LCA and visa paperwork once an offer is confirmed.
Secure your offer letter before LCA filing starts
Your employer can't file the DOL Labor Condition Application without a confirmed job title, worksite address, and start date. Get the offer letter finalized early so the LCA's seven-business-day DOL review doesn't delay your consulate appointment.
Address dual intent directly in your visa interview
The E-3 is a nonimmigrant visa, and consular officers scrutinize wealth managers closely given the role's ties to long-term U.S. client relationships. Prepare a clear statement about your intent to return to Australia at the end of each status period.
Align your role description with DOL specialty occupation standards
Your employer's LCA must show the Wealth Management Advisor position normally requires a bachelor's degree in a specific field. Generic job descriptions citing 'relevant experience' as an alternative can trigger DOL scrutiny, so work with your employer to sharpen the language.
Wealth Management Advisor jobs are hiring across the US. Find yours.
Find Wealth Management Advisor JobsWealth Management Advisor E-3 Visa: Frequently Asked Questions
How do I find Wealth Management Advisor jobs that offer E-3 visa sponsorship?
Migrate Mate is the most direct way to find Wealth Management Advisor roles where employers have E-3 sponsorship history. Rather than filtering through general job boards, Migrate Mate surfaces firms that have filed LCAs for similar roles, so you're targeting employers already familiar with the E-3 process and willing to sponsor Australian candidates.
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 Management Advisor role qualify as a specialty occupation under the E-3 visa?
Yes, provided the position genuinely requires a bachelor's degree or higher in a specific field such as finance, economics, or accounting. Roles that accept any bachelor's degree regardless of discipline can fail the specialty occupation test. Your employer's job description must explicitly state the degree requirement, not just list it as preferred.
How does the E-3 visa compare to the H-1B for Australian wealth management professionals?
The E-3 has a 10,500-slot annual allocation that has never been exhausted, so there's no lottery and no registration fee. H-1B selection is by lottery with roughly a one-in-four chance. For an Australian national in wealth management, the E-3 is the straightforward path: apply directly after a job offer, with no lottery risk and no cap-related delays.
Can I change firms while on an E-3 visa without losing my status?
You can change employers, but your new firm must file a fresh LCA with DOL and you'll need to attend a new consulate appointment or file a change of status with USCIS before starting work. There's no portability provision like the one available under H-1B. Build at least four to six weeks of lead time into any job transition to avoid a gap in authorized employment.
See which Wealth Management Advisor employers are hiring and sponsoring visas right now.
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