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
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow, and make an impact, along with the power to make a difference. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
-
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
-
Recommends banking and investments strategies that align with client financial goals and needs
-
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
-
Mitigates and controls risk as part of daily activities
-
Identifies and engages potential new clients through referrals or financial center clientele
-
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
BASIC QUALIFICATIONS
-
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
-
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
-
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
-
Sets and accomplishes goals, achieving whatever you put your mind to.
-
Builds and nurtures strong relationships.
-
Collaborates effectively with others to get things done.
-
Communicates effectively and confidently and is comfortable engaging all clients.
-
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
-
Likes to learn, adapts to new information and seeks the right solutions for clients.
-
Efficiently manages your time and capacity.
-
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
PREFERRED QUALIFICATIONS
-
Strong computer skills with an ability to multitask in a demanding environment.
-
At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
-
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
-
Obtained your insurance licenses.
SKILLS
-
Advisory
-
Account Management
-
Client Experience Branding
-
Customer and Client Focus
-
Oral Communications
-
Issue Management
-
Client Solutions Advisory
-
Pipeline Management
-
Active Listening
-
Attention to Detail
-
Risk Management
-
Policies, Procedures, and Guidelines
-
Client Management
-
Causation Analysis
-
Written Communications
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
INTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow, and make an impact, along with the power to make a difference. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage 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 and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
-
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
-
Recommends banking and investments strategies that align with client financial goals and needs
-
Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
-
Mitigates and controls risk as part of daily activities
-
Identifies and engages potential new clients through referrals or financial center clientele
-
Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended
BASIC QUALIFICATIONS
-
Currently holds Series 7 & 66 (63 & 65 in lieu of 66) licenses. If you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days.
-
Has at least one year experience in the investments industry, including investment training and in-depth knowledge of investment products and services.
-
Has at least one year experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
-
Sets and accomplishes goals, achieving whatever you put your mind to.
-
Builds and nurtures strong relationships.
-
Collaborates effectively with others to get things done.
-
Communicates effectively and confidently and is comfortable engaging all clients.
-
Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment.
-
Likes to learn, adapts to new information and seeks the right solutions for clients.
-
Efficiently manages your time and capacity.
-
Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients.
PREFERRED QUALIFICATIONS
-
Strong computer skills with an ability to multitask in a demanding environment.
-
At least three years’ experience working in the financial service industry and/or a sales environment where goals were met or exceeded.
-
Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC).
-
Obtained your insurance licenses.
SKILLS
-
Advisory
-
Account Management
-
Client Experience Branding
-
Customer and Client Focus
-
Oral Communications
-
Issue Management
-
Client Solutions Advisory
-
Pipeline Management
-
Active Listening
-
Attention to Detail
-
Risk Management
-
Policies, Procedures, and Guidelines
-
Client Management
-
Causation Analysis
-
Written Communications
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.