CPT Wealth Management Associate Jobs
Wealth Management Associate roles sit at the intersection of finance coursework and client-facing practice, making them a natural fit for CPT authorization. Your DSO will need to confirm the position integrates with your degree program, typically finance, economics, or a related field, and CPT must be authorized before your start date.
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Get Access To All JobsWHO WE ARE
NeueHealth is a value-driven healthcare company grounded in the belief that all health consumers are entitled to high-quality, coordinated care. By uniquely aligning the interests of health consumers, providers, and payors, we help to make healthcare accessible and affordable to all populations across the ACA Marketplace, Medicare, and Medicaid.
NeueHealth delivers clinical care to health consumers through our owned clinics – Centrum Health and Premier Medical – as well as unique partnerships with affiliated providers across the country. We also enable providers to succeed in performance-based arrangements through a suite of technology and services scaled centrally and deployed locally. Through our value-driven, consumer-centric approach, we are committed to transforming healthcare and creating a better care experience for all.
The NeueHealth People Team brings together key Human Resources functions, including People Operations, People Business Partners, Compensation, Talent Acquisition, Benefits, and Internal Communications. Our mission is to support and enable our people through thoughtful, data‑driven, and employee‑centered practices.
As a People Intern, you will gain broad exposure across multiple HR disciplines while contributing to meaningful projects that support organizational goals. This role is designed to provide hands‑on experience, develop practical HR and compensation skills, and offer insight into how HR strategies support business and talent outcomes in a healthcare organization.
Role Responsibilities
The responsibilities outlined below reflect the primary focus of the role but are not intended to be all‑inclusive.
- Review, update, and document standard operating procedures (SOPs) and internal processes, including updates within Workday and Microsoft Teams.
- Update and maintain employee documentation in Workday, including provider agreements and addendums.
- Collaborate with compensation survey providers by reviewing market data, researching roles, and supporting job matching and level validation.
- Support employee engagement initiatives and internal communications through Nucleus.
- Contribute to project tracking, reporting, and program summaries.
Education, Training, and Experience
- Currently enrolled in a bachelor’s or master’s degree program, preferably in Human Resources, Business, Finance, Analytics, or a related field.
- Prior internship or professional experience in healthcare, insurance, or a related industry is strongly preferred.
Professional Competencies
- Strong written and verbal communication skills.
- Demonstrated analytical and problem‑solving abilities.
- High attention to detail with strong organization and time‑management skills.
- Intellectual curiosity and willingness to ask questions and challenge existing processes.
- Self‑motivated, adaptable, and collaborative with a positive, professional attitude.
Work Environment
A NeueHealth Internship may be virtual. For candidates residing within 30 miles of a NeueHealth location, a hybrid work schedule is required.
As an Equal Opportunity Employer, we welcome and employ a diverse employee group committed to meeting the needs of NeueHealth, our consumers, and the communities we serve. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
WHO WE ARE
NeueHealth is a value-driven healthcare company grounded in the belief that all health consumers are entitled to high-quality, coordinated care. By uniquely aligning the interests of health consumers, providers, and payors, we help to make healthcare accessible and affordable to all populations across the ACA Marketplace, Medicare, and Medicaid.
NeueHealth delivers clinical care to health consumers through our owned clinics – Centrum Health and Premier Medical – as well as unique partnerships with affiliated providers across the country. We also enable providers to succeed in performance-based arrangements through a suite of technology and services scaled centrally and deployed locally. Through our value-driven, consumer-centric approach, we are committed to transforming healthcare and creating a better care experience for all.
The NeueHealth People Team brings together key Human Resources functions, including People Operations, People Business Partners, Compensation, Talent Acquisition, Benefits, and Internal Communications. Our mission is to support and enable our people through thoughtful, data‑driven, and employee‑centered practices.
As a People Intern, you will gain broad exposure across multiple HR disciplines while contributing to meaningful projects that support organizational goals. This role is designed to provide hands‑on experience, develop practical HR and compensation skills, and offer insight into how HR strategies support business and talent outcomes in a healthcare organization.
Role Responsibilities
The responsibilities outlined below reflect the primary focus of the role but are not intended to be all‑inclusive.
- Review, update, and document standard operating procedures (SOPs) and internal processes, including updates within Workday and Microsoft Teams.
- Update and maintain employee documentation in Workday, including provider agreements and addendums.
- Collaborate with compensation survey providers by reviewing market data, researching roles, and supporting job matching and level validation.
- Support employee engagement initiatives and internal communications through Nucleus.
- Contribute to project tracking, reporting, and program summaries.
Education, Training, and Experience
- Currently enrolled in a bachelor’s or master’s degree program, preferably in Human Resources, Business, Finance, Analytics, or a related field.
- Prior internship or professional experience in healthcare, insurance, or a related industry is strongly preferred.
Professional Competencies
- Strong written and verbal communication skills.
- Demonstrated analytical and problem‑solving abilities.
- High attention to detail with strong organization and time‑management skills.
- Intellectual curiosity and willingness to ask questions and challenge existing processes.
- Self‑motivated, adaptable, and collaborative with a positive, professional attitude.
Work Environment
A NeueHealth Internship may be virtual. For candidates residing within 30 miles of a NeueHealth location, a hybrid work schedule is required.
As an Equal Opportunity Employer, we welcome and employ a diverse employee group committed to meeting the needs of NeueHealth, our consumers, and the communities we serve. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, age, national origin, protected veteran status, disability status, sexual orientation, gender identity or expression, marital status, genetic information, or any other characteristic protected by law.
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Get Access To All JobsWealth Management Associate CPT: Frequently Asked Questions
Does a Wealth Management Associate role qualify for CPT authorization?
It typically does if your degree program includes finance, economics, financial planning, or a closely related field and the job duties connect to your coursework. Your DSO makes the final determination. Bring the offer letter with detailed job duties to your appointment, generic titles without task descriptions are the most common reason DSOs delay authorization.
Can I do CPT at a small independent RIA or does it need to be a large bank?
Employer size doesn't affect CPT eligibility. What matters is whether the employer can provide a formal offer letter, a defined start and end date, and work duties your school can connect to your curriculum. Independent registered investment advisors qualify just as readily as large institutions, though smaller firms may need more guidance on completing your school's CPT paperwork.
How do I find Wealth Management Associate positions that accept F-1 CPT students?
Migrate Mate filters roles by employers with F-1 work-authorization hiring history, which narrows your search to firms already familiar with CPT and OPT requirements. Searching broadly and then asking each recruiter about F-1 authorization wastes time. Starting with employers who have already hired F-1 students significantly shortens your timeline.
What happens to my CPT authorization if my start date shifts after the DSO approves it?
Your I-20 CPT endorsement lists a specific start and end date. If your employer pushes the start date back, even by a week, you need a new CPT authorization from your DSO before beginning work. Working even one day before the authorized start date counts as unauthorized employment and can affect your F-1 status and future OPT eligibility.
Does full-time CPT as a Wealth Management Associate affect my OPT eligibility?
Yes. Twelve months or more of full-time CPT at any point in your F-1 program eliminates your OPT eligibility entirely. Part-time CPT, regardless of duration, doesn't count against OPT. If you're planning to use OPT after graduation for H-1B visa transition purposes, track your full-time CPT hours carefully and discuss the tradeoff with your DSO before accepting a full-time summer or semester placement.