Finance E-3 Sponsorship Jobs in Pennsylvania
Pennsylvania's finance sector spans Philadelphia's banking corridor, Pittsburgh's growing fintech scene, and major institutions like Vanguard, Lincoln Financial, and TD Bank, all with documented E-3 sponsorship history. Australian finance professionals in roles such as financial analyst, portfolio manager, compliance officer, and risk associate will find a concentrated market for E-3 visa sponsorship across the state.
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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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by 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.
Bank of America 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 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, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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
BASIC QUALIFICATIONS
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
PREFERRED QUALIFICATIONS
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
SKILLS
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
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. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by 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.
Bank of America 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 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, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings. 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.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as 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
BASIC QUALIFICATIONS
- Aptitude in obtaining required industry licenses
- Must be self-disciplined in managing time and capacity
- Experience in cultivating client relationships, assessing needs and recommending solutions
- Success creating strong peer relationships through effective communication and collaboration
- Demonstrates a results-driven mindset while prioritizing client's interest in a complex, fast-paced environment
- Executes multiple tasks simultaneously
- Learns and adapts to new technology or applications
PREFERRED QUALIFICATIONS
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
SKILLS
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
MINIMUM EDUCATION REQUIREMENT
High School Diploma / GED / Secondary School or equivalent
SHIFT
1st shift (United States of America)
HOURS PER WEEK
40
E-3 Finance Job Roles in Pennsylvania
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Search Finance Jobs in PennsylvaniaFinance E-3 Sponsorship Jobs in Pennsylvania: Frequently Asked Questions
Which finance companies in Pennsylvania sponsor E-3 visas?
Philadelphia-headquartered firms including Vanguard, Lincoln Financial Group, and Comcast's financial services divisions have filed Labor Condition Applications for finance roles. Major banks such as TD Bank, Citizens Financial, and PNC Financial Services also operate significant Pennsylvania presences and have E-3 visa and broader work visa sponsorship histories. Consulting and accounting firms with Philadelphia offices, including Deloitte, KPMG, and PwC, regularly sponsor finance professionals as well.
Which cities in Pennsylvania have the most finance E-3 sponsorship jobs?
Philadelphia is the clear center of gravity for finance E-3 sponsorship in Pennsylvania, driven by its concentration of asset managers, banks, insurance companies, and professional services firms. Pittsburgh has a smaller but growing presence, particularly in fintech, wealth management, and financial technology roles tied to its expanding tech and university ecosystem. Suburban Philadelphia counties, including Chester, Delaware, and Montgomery, also host significant financial services employment, particularly in asset management and insurance.
What types of finance roles typically qualify for E-3 sponsorship in Pennsylvania?
E-3 sponsorship applies to specialty occupations requiring at least a bachelor's degree in a directly related field. In Pennsylvania's finance sector, roles that commonly qualify include financial analyst, credit analyst, investment analyst, portfolio manager, risk manager, compliance officer, quantitative analyst, and corporate treasury roles. Positions requiring specialized degrees in finance, economics, accounting, or a closely related discipline are the clearest fit. General or administrative roles without a specific degree requirement are less likely to qualify as specialty occupations under USCIS standards.
How do I find finance E-3 sponsorship jobs in Pennsylvania?
Migrate Mate is built specifically for this search, you can filter by visa type, industry, and state to surface Pennsylvania finance employers with verified E-3 Labor Condition Application filing history. This removes the guesswork of approaching companies that have never sponsored an E-3. Focusing on Philadelphia-area asset managers, regional banks, and professional services firms with documented sponsorship activity gives you the most direct path to a qualifying role in Pennsylvania's finance sector.
Are there any Pennsylvania-specific considerations for finance E-3 sponsorship?
Pennsylvania does not impose state-level visa sponsorship requirements beyond federal obligations, but finance employers in the state are subject to both USCIS specialty occupation standards and DOL prevailing wage rules. Philadelphia's competitive financial services market means employers are generally experienced with work visa processes. Pennsylvania's insurance and asset management sectors are heavily regulated at the state level, so compliance-related finance roles may require specific professional credentials in addition to E-3 eligibility, something worth clarifying with a prospective employer early in the process.
What is the prevailing wage for E-3 finance jobs in Pennsylvania?
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.