CPT Financial Representative Jobs
Financial Representative CPT roles place F-1 students directly inside insurance, investment, or banking sales teams, where your coursework in finance, economics, or business must connect to the work your DSO authorizes. Positions typically involve client prospecting, portfolio presentations, and product recommendations tied to a degree-relevant curriculum requirement.
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Get Access To All JobsINTRODUCTION
As a Financial Representative Intern, you will be given the opportunity to run your own financial-advising practice, with the help of experienced advisors. Through strategic business networking, you will build an extensive professional network and build your own clientele. Introduce individuals, families, and businesses, to Northwestern Mutual's unique planning process to create customized financial plans designed to bring long-term financial security to your clients. Obtain the required financial licenses with provided study courses and exams paid for by the internship.
ROLE AND RESPONSIBILITIES
The program and its directors will provide formal training prior to the official start of the internship. Training and support will also be provided throughout the program by seasoned financial advisors including weekly development workshops. Prior to the internship start date, all accepted applicants will be granted access to the study materials to prepare them to pass their Life, Accident, and Health (17-55) Exam to allow them to discuss risk management products by the time the internship begins. Interns will be taught professional networking, wealth management strategies, how to interact with clients, and sales skills. We will work together to create a flexible work schedule around your classes and daily activities (sports, clubs, etc.) that will allow you, as an intern, to balance both school and this program.
WHY NORTHWESTERN MUTUAL?
Northwestern Mutual is 1 of the largest financial services companies in the country with a strong reputation including, AAA financial strength rating, $244 billion in Wealth Management, and #1 provider of Life Insurance. Northwestern Mutual's unique planning process backed by our quality and quantity of products/services allows us to deliver comprehensive financial plans. Gain hands-on client-facing experience in the financial industry. As a Financial Representative in our Paramus Branch, you will have the opportunity to join a young and rapidly growing firm that leads to a multitude of career opportunities post-graduation. Our business model and culture allows for athletes, naturally competitive, and high-performing individuals to thrive and succeed in growing their business.
COMPENSATION
- Weekly stipend
- Bonuses available
- Commission based on product sales (unlimited earning capacity)
IMPORTANT TALKING POINTS
- Relationship building
- Impact, income, independence/interdependence
- Internship mirrors full-time advisor role
- Opportunities to be sponsored for your SIE, Series 6, and Series 63 exam
- Year-round program
ELIGIBILITY
Junior and Senior part/full-time students
LOCATION
Our office is located in Paramus, New Jersey. Interns are expected to be in person.
INTRODUCTION
As a Financial Representative Intern, you will be given the opportunity to run your own financial-advising practice, with the help of experienced advisors. Through strategic business networking, you will build an extensive professional network and build your own clientele. Introduce individuals, families, and businesses, to Northwestern Mutual's unique planning process to create customized financial plans designed to bring long-term financial security to your clients. Obtain the required financial licenses with provided study courses and exams paid for by the internship.
ROLE AND RESPONSIBILITIES
The program and its directors will provide formal training prior to the official start of the internship. Training and support will also be provided throughout the program by seasoned financial advisors including weekly development workshops. Prior to the internship start date, all accepted applicants will be granted access to the study materials to prepare them to pass their Life, Accident, and Health (17-55) Exam to allow them to discuss risk management products by the time the internship begins. Interns will be taught professional networking, wealth management strategies, how to interact with clients, and sales skills. We will work together to create a flexible work schedule around your classes and daily activities (sports, clubs, etc.) that will allow you, as an intern, to balance both school and this program.
WHY NORTHWESTERN MUTUAL?
Northwestern Mutual is 1 of the largest financial services companies in the country with a strong reputation including, AAA financial strength rating, $244 billion in Wealth Management, and #1 provider of Life Insurance. Northwestern Mutual's unique planning process backed by our quality and quantity of products/services allows us to deliver comprehensive financial plans. Gain hands-on client-facing experience in the financial industry. As a Financial Representative in our Paramus Branch, you will have the opportunity to join a young and rapidly growing firm that leads to a multitude of career opportunities post-graduation. Our business model and culture allows for athletes, naturally competitive, and high-performing individuals to thrive and succeed in growing their business.
COMPENSATION
- Weekly stipend
- Bonuses available
- Commission based on product sales (unlimited earning capacity)
IMPORTANT TALKING POINTS
- Relationship building
- Impact, income, independence/interdependence
- Internship mirrors full-time advisor role
- Opportunities to be sponsored for your SIE, Series 6, and Series 63 exam
- Year-round program
ELIGIBILITY
Junior and Senior part/full-time students
LOCATION
Our office is located in Paramus, New Jersey. Interns are expected to be in person.
See all 391+ CPT Financial Representative Jobs
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Get Access To All JobsFinancial Representative CPT: Frequently Asked Questions
Can I work as a Financial Representative on CPT as an F-1 student?
Yes, if the role is directly tied to your degree program and your DSO authorizes it on your I-20. Financial Representative work in insurance sales, investment services, or banking typically qualifies under finance, economics, or business programs. You'll need a written offer from the employer, a curriculum connection your academic advisor approves, and CPT authorization completed before your first day.
Does CPT for a Financial Representative role affect my OPT eligibility?
Part-time CPT, defined as fewer than 20 hours per week, doesn't affect your OPT eligibility at all. Full-time CPT of 12 months or more eliminates your standard OPT eligibility, so if you're planning to use OPT after graduation, structure your CPT carefully. Discuss your timeline with your DSO before accepting a full-time Financial Representative position.
What documents does a Financial Representative CPT employer typically need from me?
You'll need your current I-20 showing CPT authorization with the employer's name and dates, your F-1 visa stamp, your passport, and your I-94 arrival record. For I-9 verification, financial services employers enrolled in E-Verify will run a real-time check against DHS and Social Security Administration records. Bring all documents on your first day, not after.
How do I find Financial Representative jobs that accept CPT authorization?
Browse Financial Representative openings on Migrate Mate, which filters for employers with F-1 work authorization experience so you can focus on firms already familiar with CPT. Firms that actively recruit through university career programs tend to have streamlined processes for I-20 verification and E-Verify enrollment, reducing delays between offer and start date.
Can I work as a commissioned Financial Representative on CPT?
Yes, commission-based compensation is permitted under CPT as long as the work itself qualifies and your DSO authorizes it. However, confirm with your employer's HR team how FICA withholding and 1099 versus W-2 classification will be handled. Misclassification as an independent contractor can create issues with your F-1 status and future visa applications, so get clarity in writing before you start.