Finance E-3 Sponsorship Jobs in Oklahoma
Finance E-3 visa sponsorship jobs in Oklahoma are concentrated in Oklahoma City and Tulsa, where employers in banking, energy finance, and insurance have filed Labor Condition Applications for Australian professionals. BOK Financial, ONEOK, and regional banks are among the state's active sponsors. Roles in financial analysis, risk management, and corporate accounting regularly qualify as specialty occupations under E-3 requirements.
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Get Access To All JobsJob Description:
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 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings, and liability management solutions. FSA’s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
We’ll help you
- Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success.
- Get training and one-on-one coaching from Academy managers who are invested in your success.
- Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
- Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners, and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
- Unlimited potential for financial growth.
- A strong referral base from across the business through our relationship with one in every two households.
- Managing a portfolio of clients by providing exceptional client care with industry-leading products, services, and education.
- Robust marketing support to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
- Opportunities to connect with experts including small business consultants, mortgage lenders, and investment advisors.
We’re a culture that
- Believes in responsible growth and has a proven dedication to supporting the communities we serve.
- Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
- Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
- Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
- Displays confidence working in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
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.
Shift:
1st shift (United States of America)
Hours Per Week:
40
Job Description:
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 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 Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and brings their unique perspectives, ideas, and experiences, helping to create a work community that is culture-driven, resilient, results-focused, and effective.
As a Financial Solutions Advisor within the centralized segment of the Advisor Development Program, your journey begins by obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials (SIE), Series 7, and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building, and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. You will then join the centralized team as a Financial Solutions Advisor.
The Financial Solutions Advisors in the centralized segment are phone-based licensed advisors (obtaining series 7 and 66 required) that provide clients with holistic financial advice and guidance by identifying broader product and service solutions that meet their investment, savings, and liability management solutions. FSA’s demonstrate knowledge of investments and financial markets and apply key principles appropriate to the individual client's investment needs. Additionally, they align Merrill and Bank of America products and services where appropriate. We will equip you with everything you need, as you move through the stages of development and move into the Merrill Financial Advisor role.
During this stage of your journey, you will receive the necessary training and guidance through a defined path to become the financial advisor you want to be. You will have the opportunity to work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients. Once you have honed your skills and demonstrated success as an FSA, you typically will progress into the next stage of training and development as a Merrill Financial Solutions Advisor (MFSA). This role within the Advisor Development Program provides the opportunity to pursue a career within Merrill Wealth Management.
The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
We’ll help you
- Build a successful career at Bank of America through world-class training and onboarding programs that set you up for success.
- Get training and one-on-one coaching from Academy managers who are invested in your success.
- Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) through structured lessons and dedicated study time. You must obtain your SIE within 60 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
- Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners, and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect clients to all of the solutions we provide through Bank of America and Merrill to meet virtually all of their financial needs.
As an Advisor Development Program Financial Solutions Advisor in the centralized segment you can look forward to
- Unlimited potential for financial growth.
- A strong referral base from across the business through our relationship with one in every two households.
- Managing a portfolio of clients by providing exceptional client care with industry-leading products, services, and education.
- Robust marketing support to reach wider audiences with greater appeal.
- Ongoing professional development to deepen your skills and optimize your practice as the industry evolves and changes.
- Opportunities to connect with experts including small business consultants, mortgage lenders, and investment advisors.
We’re a culture that
- Believes in responsible growth and has a proven dedication to supporting the communities we serve.
- Provides continuous training and developmental opportunities to help people achieve their goals, whatever their background or experience.
- Believes diversity makes us stronger, so we can reflect, connect to, and meet the diverse needs of our clients and customers around the world.
- Is committed to advancing our tools, technology, and ways of working. We always put our clients first to meet their evolving needs.
Required Qualifications:
- Displays confidence working in a sales role
- Builds strong client relationships through effective communication and collaboration
- Displays a proactive mindset and effective time management
- Demonstrates a results-driven mindset and prioritizes client interests
- Identifies appropriate client solutions through application of learnings and new information
- Applies relevant regulatory due diligence in daily activities and creating long-term client strategies
Desired Qualifications:
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
- Learns and adapts to new technology or applications
- Executes multiple tasks simultaneously
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.
Shift:
1st shift (United States of America)
Hours Per Week:
40
E-3 Finance Job Roles in Oklahoma
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Search Finance Jobs in OklahomaFinance E-3 Sponsorship Jobs in Oklahoma: Frequently Asked Questions
Which finance companies sponsor E-3 visas in Oklahoma?
BOK Financial, headquartered in Tulsa, is one of Oklahoma's most prominent finance employers with a history of sponsoring skilled workers. ONEOK and other energy-sector companies with large finance divisions also appear in DOL Labor Condition Application filings. Regional banks and insurance firms in Oklahoma City and Tulsa round out the employer pool, particularly for financial analyst and treasury roles.
Which cities in Oklahoma have the most finance E-3 sponsorship jobs?
Tulsa and Oklahoma City account for the overwhelming majority of finance E-3 sponsorship activity in the state. Tulsa's concentration of energy companies and BOK Financial creates demand for finance professionals, while Oklahoma City hosts state government finance agencies, insurance firms, and a growing fintech sector. Smaller markets like Norman and Edmond have limited sponsorship activity in finance.
What types of finance roles typically qualify for E-3 sponsorship?
Roles that consistently qualify as specialty occupations under E-3 rules include financial analyst, credit analyst, risk manager, compliance officer, investment analyst, and corporate treasurer. These positions require at least a bachelor's degree in finance, accounting, economics, or a closely related field. General bookkeeping or administrative finance roles typically do not meet the specialty occupation standard required for E-3 eligibility.
How do I find finance E-3 sponsorship jobs in Oklahoma?
Migrate Mate filters job listings by visa type, so you can search specifically for finance roles with confirmed E-3 sponsorship in Oklahoma without manually screening every employer. The platform surfaces DOL Labor Condition Application filing history, letting you see which Oklahoma finance employers have previously sponsored E-3 workers in roles matching your background. This is more targeted than general job searches that don't filter by visa sponsorship.
Are there any Oklahoma-specific considerations for E-3 finance sponsorship?
Oklahoma's finance sector is heavily tied to the energy industry, so many E-3 finance roles involve oil and gas accounting, energy risk analysis, or commodity trading compliance rather than traditional banking. Employers in this niche expect candidates with relevant coursework or experience in energy markets alongside core finance credentials. OFLC prevailing wage determinations for Oklahoma reflect regional wage levels, which differ from coastal financial centers, so reviewing wage data via the OFLC Wage Search before negotiating is worthwhile.
What is the prevailing wage for E-3 finance jobs in Oklahoma?
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.