Finance Jobs in Utah with E-3 Sponsorship
Finance E-3 sponsorship jobs in Utah are concentrated in Salt Lake City, where institutions like Goldman Sachs, Zions Bancorporation, and a growing cluster of fintech firms have established significant operations. Roles in financial analysis, risk management, and compliance regularly qualify for E-3 sponsorship, making Utah one of the more active states outside traditional finance hubs for Australian professionals.
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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 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, 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.
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
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
Weekly Schedule: Monday thru Friday, rotating Saturdays
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 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, 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.
This position is open for the entire market and the specific Financial Center location will be based on business needs. If you are offered a position, you will train at one financial center, and then potentially begin your role in a phone-based capacity until another financial center location has been determined to move to that is within a reasonable commuting distance of your home to the extent permitted by applicable law.
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
Weekly Schedule: Monday thru Friday, rotating Saturdays
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift: 1st shift (United States of America)
Hours Per Week: 40
Job Roles in Finance in Utah
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Get Access To All JobsFrequently Asked Questions
Which finance companies sponsor E-3 visas in Utah?
Goldman Sachs operates a major technology and operations center in Salt Lake City that has sponsored E-3 workers in finance-adjacent roles. Zions Bancorporation, headquartered in Salt Lake City, is one of the largest regional banks in the Western U.S. and has a history of sponsoring skilled foreign nationals. Fintech firms and insurance companies in the Salt Lake metro also appear in Department of Labor sponsorship records.
Which cities in Utah have the most finance E-3 sponsorship jobs?
Salt Lake City accounts for the overwhelming majority of finance E-3 sponsorship activity in Utah, driven by its concentration of banks, insurance companies, and fintech employers. Lehi and Provo, located along the Wasatch Front corridor known informally as Silicon Slopes, have a smaller but growing number of finance roles tied to technology-focused financial services companies. Outside this corridor, finance sponsorship opportunities are limited.
What types of finance roles typically qualify for E-3 sponsorship?
Roles that qualify for E-3 sponsorship must meet the specialty occupation standard, meaning a bachelor's degree or higher in a specific field is normally required for the position. In finance, this typically covers financial analysts, credit analysts, risk managers, compliance officers, investment analysts, and quantitative researchers. General bookkeeping, teller, or sales-support roles are unlikely to meet the specialty occupation threshold and would not qualify.
How do I find finance E-3 sponsorship jobs in Utah?
Migrate Mate is built specifically for this search. You can filter by visa type (E-3), industry (Banking and Financial Services), and state (Utah) to see roles where employers have an active or recent sponsorship history. This is more efficient than searching general job boards because Migrate Mate surfaces employers with documented sponsorship patterns, helping Australian professionals focus their applications on realistic opportunities in the Salt Lake City area and broader Utah market.
Are there any Utah-specific considerations for E-3 sponsorship in finance?
Utah does not impose state-level licensing barriers that would uniquely complicate E-3 sponsorship in finance, but roles requiring a Series 7, Series 63, or other FINRA licenses involve separate qualification steps that are independent of visa status. Employers in Utah's finance sector tend to be mid-sized regional institutions or satellite offices of larger firms, so sponsorship decisions are often made at a corporate level outside Utah, which can lengthen the approval process internally.
What is the prevailing wage for E-3 finance jobs in Utah?
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.
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