Finance E-3 Sponsorship Jobs in Florida
Florida's finance sector spans major banking hubs in Miami, Tampa, and Jacksonville, with international firms including Citibank, Wells Fargo, and Raymond James regularly filing E-3 visa petitions for qualified Australian professionals. Roles in financial analysis, compliance, and investment management are well represented, and Florida's status as a gateway to Latin American markets makes international candidates particularly attractive to employers.
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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:
The Business Manager role for International Wealth Management is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the teams business plan and goal deliverables. Helps manage the team’s business plan and practice financials. Tracks progress with quantifiable business and activity goals and ensures team daily activities aligns with practice metrics, goals and objectives. Coordinates team assignments, projects and key initiatives, and ensures execution of teams client service strategy. Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and products. Requires a working knowledge of general bank policies, programs and procedures and financial/accounting practices. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Business Managers are key contributors in creating strategy and ensuring execution related to multiple metrics and priorities across the team’s business plan and goal deliverables. They help manage the team’s business plan and practice financials. They track progress with quantifiable business and activity goals and ensure team daily activities align with practice metrics, goals and objectives. They coordinate team assignments, projects and key initiatives, and ensure execution of team’s client service strategy. They must have a thorough knowledge of the Merrill Lynch Wealth Management business functional areas and products. They must have a working knowledge of general bank policies, programs and procedures, and financial/accounting practices.
- Create and manage team routines (e.g. regular team meetings, communications, team calendars)
- Conduct team meetings to drive business plan execution
- Establish an agreed upon team scorecard and revisit regularly to ensure accountability
- Create scale and capacity through operational efficiencies and available technology
- Coordinate and help prioritize work assignments across team to ensure completion
- Oversee execution of client service strategy and client review processes
- Track team performance against goals and prior year performance, including identifying key opportunities and success on key programs
- Establish budget and manage expenses regularly, including Business Development Account (BDA)
- Assist with the sourcing, assessing, and onboarding of new talent; and the off boarding of transitioning talent
BASIC QUALIFICATIONS:
- Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration
- Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
- MBA preferred or obtain and/or maintain at least one firm approved designation
- Strong leadership abilities, communication and delegation skills
- Understanding of how to deliver a strong overall client experience
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements, and policies/procedures
- Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk
- Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority
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:
40
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:
The Business Manager role for International Wealth Management is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related to multiple metrics and priorities across the teams business plan and goal deliverables. Helps manage the team’s business plan and practice financials. Tracks progress with quantifiable business and activity goals and ensures team daily activities aligns with practice metrics, goals and objectives. Coordinates team assignments, projects and key initiatives, and ensures execution of teams client service strategy. Requires a thorough knowledge of the Merrill Lynch Wealth Management business functional area and products. Requires a working knowledge of general bank policies, programs and procedures and financial/accounting practices. This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Business Managers are key contributors in creating strategy and ensuring execution related to multiple metrics and priorities across the team’s business plan and goal deliverables. They help manage the team’s business plan and practice financials. They track progress with quantifiable business and activity goals and ensure team daily activities align with practice metrics, goals and objectives. They coordinate team assignments, projects and key initiatives, and ensure execution of team’s client service strategy. They must have a thorough knowledge of the Merrill Lynch Wealth Management business functional areas and products. They must have a working knowledge of general bank policies, programs and procedures, and financial/accounting practices.
- Create and manage team routines (e.g. regular team meetings, communications, team calendars)
- Conduct team meetings to drive business plan execution
- Establish an agreed upon team scorecard and revisit regularly to ensure accountability
- Create scale and capacity through operational efficiencies and available technology
- Coordinate and help prioritize work assignments across team to ensure completion
- Oversee execution of client service strategy and client review processes
- Track team performance against goals and prior year performance, including identifying key opportunities and success on key programs
- Establish budget and manage expenses regularly, including Business Development Account (BDA)
- Assist with the sourcing, assessing, and onboarding of new talent; and the off boarding of transitioning talent
BASIC QUALIFICATIONS:
- Either Series 7 and 66 licenses or Series 7, 63, and 65 licenses; must obtain all state registrations held by the Financial Advisor(s) and Advisor Team(s) they support
- SAFE ACT Registration
- Individuals in this role are required to maintain a Form ADV -2B, which provides clients details on individuals experience and educational background, along with other requirements governed by the U.S. Securities and Exchange Commission (“SEC”)
- MBA preferred or obtain and/or maintain at least one firm approved designation
- Strong leadership abilities, communication and delegation skills
- Understanding of how to deliver a strong overall client experience
- Thorough knowledge and understanding of the suite of Wealth Management products and services
- Proven ability to manage risk and make sound decisions by having a deep understanding of industry regulations, supervisory requirements, and policies/procedures
- Strong analytical skills with ability to identify trends, root cause and effects, and implement improved processes to increase growth and mitigate risk
- Ability to influence and demonstrate strong and effective leadership through clear communication and collaboration with other partners to make sound decisions with courage and conviction; demonstrated ability to influence to the desired outcome, without direct authority
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:
40
E-3 Finance Job Roles in Florida
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Search Finance Jobs in FloridaFinance E-3 Sponsorship Jobs in Florida: Frequently Asked Questions
Which finance companies sponsor E-3 visas in Florida?
Several large financial institutions operating in Florida have a track record of E-3 visa sponsorship, including Citibank, Wells Fargo, JPMorgan Chase, and Raymond James Financial, which is headquartered in St. Petersburg. Regional banks, insurance firms, and investment management companies based in Miami and Tampa also file E-3 applications for specialty occupation roles. Sponsorship patterns vary by employer and hiring cycle, so checking current filings is the most reliable approach.
Which cities in Florida have the most finance E-3 sponsorship jobs?
Miami is Florida's most active finance hub for E-3 opportunities, driven by its concentration of international banks, private equity firms, and wealth management companies serving Latin American clients. Tampa has a strong presence in insurance, financial services operations, and regional banking. Jacksonville is home to several large financial institutions with back-office and analytical functions. Fort Lauderdale and Orlando also have growing finance sectors worth monitoring.
What types of finance roles typically qualify for E-3 sponsorship?
E-3 sponsorship applies to specialty occupations requiring at least a bachelor's degree in a specific field. In finance, this covers roles such as financial analyst, credit analyst, compliance officer, risk manager, portfolio manager, and investment banking associate. General administrative or sales roles without a degree requirement tied to a specific discipline are less likely to qualify. The employer must demonstrate that the role meets the specialty occupation standard when filing the Labor Condition Application.
How do I find finance E-3 sponsorship jobs in Florida?
Migrate Mate is built specifically for this search, allowing you to filter by visa type, industry, and state to surface finance roles in Florida where employers are open to E-3 sponsorship. This saves significant time compared to reviewing general job postings that rarely specify visa support. Searching through Migrate Mate also helps identify which Florida-based financial employers have sponsored E-3 workers previously, giving you a more targeted list of companies to approach.
Are there any Florida-specific considerations for E-3 sponsorship in finance?
Florida has no state income tax, which affects total compensation comparisons when weighing offers against roles in other states. Miami's finance market is heavily oriented toward international business and Latin American capital flows, which can make Australian professionals with multilingual skills or international finance experience more competitive. Florida also has a high concentration of wealth management and private banking roles, which tend to require specific licensing alongside the E-3 specialty occupation qualification.
What is the prevailing wage for E-3 finance jobs in Florida?
U.S. employers sponsoring a visa must pay at least the prevailing wage, which is what workers in the same role, area, and experience level typically earn. The Department of Labor sets this rate to make sure companies aren't hiring foreign workers simply because they'd accept lower pay than a U.S. worker. It varies by job title, location, and experience. You can look up current prevailing wage rates for any occupation and location using the OFLC Wage Search page.