Finance E-3 Sponsorship Jobs in Georgia
Finance E-3 visa sponsorship jobs in Georgia are concentrated in Atlanta, home to major employers like Wells Fargo, Invesco, and NCR, as well as a growing fintech sector around Buckhead and Midtown. Australian professionals in financial analysis, compliance, and risk management will find Georgia one of the more active southeastern states for E-3 hiring in finance.
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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.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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.
Responsibilities:
- 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
SCHEDULE
- Monday – Fridays and rotating Saturdays
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.
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
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.
Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. 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.
Responsibilities:
- 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
SCHEDULE
- Monday – Fridays and rotating Saturdays
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.
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
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 Georgia
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Search Finance Jobs in GeorgiaFinance E-3 Sponsorship Jobs in Georgia: Frequently Asked Questions
Which finance companies sponsor E-3 visas in Georgia?
Atlanta-based employers with a track record of E-3 visa and H-1B visa sponsorship in finance include Invesco, Wells Fargo's Atlanta operations, NCR (now Voyix), and Global Payments. Regional banks, credit unions, and insurance firms headquartered in Georgia are less consistent sponsors. Your strongest prospects are with multinational financial institutions and fintech companies that already have established immigration processes and legal support in place.
Which cities in Georgia have the most finance E-3 sponsorship jobs?
Atlanta accounts for the overwhelming majority of finance E-3 sponsorship opportunities in Georgia. Within the city, Buckhead serves as the traditional financial district, while Midtown and the surrounding metro area have become hubs for fintech and financial services firms. Outside Atlanta, Savannah and Augusta have smaller financial services markets, but E-3 sponsorship activity there is significantly more limited.
What types of finance roles typically qualify for E-3 sponsorship?
Roles that consistently qualify as specialty occupations under the E-3 include financial analyst, risk analyst, compliance officer, investment analyst, quantitative analyst, and corporate finance roles requiring a bachelor's degree or higher in finance, accounting, economics, or a related field. Generalist business roles or positions where the employer cannot demonstrate a specific degree requirement tied to the job duties are harder to support under E-3 criteria.
How do I find finance E-3 sponsorship jobs in Georgia?
Migrate Mate is the most direct way to find finance roles in Georgia where employers are open to E-3 sponsorship. You can filter by state and visa type to see current openings specifically in banking, financial services, and fintech. Because E-3 sponsorship depends on both the role and the employer's willingness to file, Migrate Mate helps you focus your search on companies that have sponsored before rather than applying broadly and finding out late in the process.
Are there any Georgia-specific considerations for E-3 sponsorship in finance?
Georgia does not impose state-level visa sponsorship requirements beyond standard federal E-3 rules, but the concentration of financial services in Atlanta means most opportunities are metro-specific. Georgia's fintech sector has expanded significantly, with some companies moving quickly through hiring but varying in their familiarity with the E-3 category. It is worth confirming early in any hiring process whether the employer's legal team has handled E-3 applications before, as some smaller firms may only be familiar with H-1B sponsorship.
What is the prevailing wage for E-3 finance jobs in Georgia?
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.