CPT Financial Services Representative Jobs

Financial Services Representative roles in banking, brokerage, and insurance fall under SOC code 41-3031 and qualify for CPT when your program includes a finance, business, or economics curriculum component. Your DSO must authorize each CPT position before you start work, and the role must connect directly to your coursework.

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Overview

Open Jobs33+
Work Type88% On-site
Top LocationMiddleton, WI
Most JobsNorthwestern Mutual

Showing 5 of 33+ Financial Services Representative jobs

Financial Planning and Analysis Intern
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Financial Planning and Analysis Intern
Advanced Sterilization Products
Irvine, California
Business Analysis
Finance
Accounting
Business Analyst
$20 - $40/hr
On-Site
Bachelor's
501-1,000

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Patient Financial Services Intern
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Patient Financial Services Intern
PHI Air Medical
Tempe, Arizona
Healthcare Administration
Medical Coding & Billing
Patient Services & Wellbeing
$17.02/hr
On-Site
High School

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Financial Planning and Analysis Intern
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Financial Planning and Analysis Intern
Life Fitness / Hammer Strength
Rosemont, Illinois
Finance
Accounting
Business Analysis
Tax
$19 - $23/hr
Hybrid
Bachelor's
1,001-5,000

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Banking & Financial Services Intern
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Banking & Financial Services Intern
Transpecos Banks SSB
San Antonio, Texas
On-Site
Bachelor's

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Financial Planning & Analysis (FP&A) Intern
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Financial Planning & Analysis (FP&A) Intern
Tektronix
Beaverton, Oregon
Business Analysis
Finance
Accounting
$28 - $30/hr
On-Site
Bachelor's
5,001-10,000

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Financial Services Representative CPT: Frequently Asked Questions

Does a Financial Services Representative role qualify for CPT?

Yes, if your degree program includes a finance, economics, business, or related curriculum component and the role is an integral part of your coursework. Your DSO makes the final determination. Roles focused on client account management, investment products, or financial planning typically satisfy the curricular connection requirement, but you'll need documentation linking specific job duties to your program's learning objectives.

Can I work as a Financial Services Representative at a bank on CPT while still enrolled?

Yes. CPT allows full-time or part-time work during enrollment as long as your DSO authorizes the specific position and employer. Full-time CPT of 12 months or more eliminates your OPT eligibility, so if you're planning a 12-plus-month internship or co-op at a bank or brokerage, discuss the OPT impact with your DSO before accepting the offer.

How do I find Financial Services Representative employers who understand CPT?

Search for Financial Services Representative openings on Migrate Mate, which surfaces employers with Labor Condition Application filing history for this occupation. That history indicates the firm has worked with visa-authorized employees before and is less likely to rescind an offer when you explain CPT requirements. Firms in banking, asset management, and insurance consistently appear in LCA disclosure data for this role.

What happens if my CPT employer wants me to get a FINRA license?

FINRA licenses like the Series 7 or Series 63 require employer sponsorship through a FINRA-member firm. Your CPT authorization doesn't restrict you from pursuing licensing during that work period, but the employer must submit a Form U4 on your behalf. Confirm the employer is a registered FINRA member and willing to sponsor the exam registration before you start, since the process takes 30 to 60 days.

Does CPT for a Financial Services Representative role affect my OPT or H-1B eligibility?

Part-time CPT has no effect on OPT eligibility regardless of duration. Full-time CPT totaling 12 months or more eliminates your OPT eligibility entirely. H-1B visa eligibility is unaffected by CPT. If the role is a full-time co-op or year-long rotation, calculate your CPT duration carefully and consult your DSO to preserve OPT as a post-graduation option for future H-1B cap-gap coverage.