OPT Client Advisor Jobs
Client Advisor roles qualify for OPT when the position requires a degree in business, finance, communications, or a related field. Most employers in financial services, wealth management, and luxury retail sponsor H-1B visa after OPT, making this a viable long-term path. Your 12-month OPT window (or 24-month STEM extension if eligible) gives you time to demonstrate value and convert.
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Marsh
Description:
Marsh USA LLC is seeking candidates for the following full-time position based in the Dallas, TX office (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.):
Client Advisor
We will count on you to:
- Consult with clients on their insurance service requirements, needs, and carriers, providing advice on emerging Marsh broking products and market conditions that impact insurance coverage.
- Serve as a subject matter expert, leading large-scale projects, coaching team members, and solving complex problems.
- Serve as the lead advisory colleague on medium-sized or moderately complex accounts.
- Collaborate with senior brokers and internal teams to meet client insurance needs and market demands, assisting senior brokers with complex client assignments.
- Cultivate a deep understanding of clients’ strategic business priorities, risk strategies, and risk management needs to provide bespoke advice.
- Review clients’ exposures and loss experience to develop solutions for moderately complex insurance needs, including recommending additional products and services.
- Coordinate the production of client deliverables, monitoring delivery and invoicing to ensure the quality of materials provided to the client.
- Present, develop, and execute bespoke insurance renewal and placement strategies in collaboration with Placement, Advisory Leaders, and Client Executives.
- Build and maintain relationships with clients and act as the primary point of contact to service more complex insurance needs, including participating in presentations to prospective clients, identifying need for new products, and developing and suggesting innovative solutions to clients and client teams to secure new clients and projects.
What you need to have:
Must have a Bachelor’s degree or foreign equivalent in Business Administration, Finance, Engineering, or related field plus five (5) years of experience in the multinational commercial property insurance space in the position offered, or a related position. Must have five (5) years of experience with all of the following:
- Working in the field of claims or in a role that assists/consults clients in navigating property claims;
- Advising clients on the development and execution of comprehensive property insurance strategies for Fortune 500 companies and multinational risk portfolios;
- Providing technical and commercial guidance on property insurance terms, conditions, limits, risk engineering recommendations, and pricing negotiations for high-hazard or challenging occupancies;
- Supporting business development efforts by providing technical expertise and insurance strategy input for prospective clients;
- Advising clients on prioritizing and implementing risk engineering recommendations issued by insurers to optimize insurance program structure, reduce premiums, and secure favorable renewal terms;
- Assisting and guiding clients through the property insurance claims process, including claim presentation, documentation strategy, and ongoing coordination with insurers to ensure timely payment;
- Providing claims support for commercial insurance programs, including programs involving captive insurance structures.
10% domestic and international travel is required to various and unanticipated company and client sites.
#LI-DNI
Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.
Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@marsh.com.
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
Company:
Marsh
Description:
Marsh USA LLC is seeking candidates for the following full-time position based in the Dallas, TX office (A hybrid work schedule may be permitted within a commutable distance from the worksite, in accordance with company policies.):
Client Advisor
We will count on you to:
- Consult with clients on their insurance service requirements, needs, and carriers, providing advice on emerging Marsh broking products and market conditions that impact insurance coverage.
- Serve as a subject matter expert, leading large-scale projects, coaching team members, and solving complex problems.
- Serve as the lead advisory colleague on medium-sized or moderately complex accounts.
- Collaborate with senior brokers and internal teams to meet client insurance needs and market demands, assisting senior brokers with complex client assignments.
- Cultivate a deep understanding of clients’ strategic business priorities, risk strategies, and risk management needs to provide bespoke advice.
- Review clients’ exposures and loss experience to develop solutions for moderately complex insurance needs, including recommending additional products and services.
- Coordinate the production of client deliverables, monitoring delivery and invoicing to ensure the quality of materials provided to the client.
- Present, develop, and execute bespoke insurance renewal and placement strategies in collaboration with Placement, Advisory Leaders, and Client Executives.
- Build and maintain relationships with clients and act as the primary point of contact to service more complex insurance needs, including participating in presentations to prospective clients, identifying need for new products, and developing and suggesting innovative solutions to clients and client teams to secure new clients and projects.
What you need to have:
Must have a Bachelor’s degree or foreign equivalent in Business Administration, Finance, Engineering, or related field plus five (5) years of experience in the multinational commercial property insurance space in the position offered, or a related position. Must have five (5) years of experience with all of the following:
- Working in the field of claims or in a role that assists/consults clients in navigating property claims;
- Advising clients on the development and execution of comprehensive property insurance strategies for Fortune 500 companies and multinational risk portfolios;
- Providing technical and commercial guidance on property insurance terms, conditions, limits, risk engineering recommendations, and pricing negotiations for high-hazard or challenging occupancies;
- Supporting business development efforts by providing technical expertise and insurance strategy input for prospective clients;
- Advising clients on prioritizing and implementing risk engineering recommendations issued by insurers to optimize insurance program structure, reduce premiums, and secure favorable renewal terms;
- Assisting and guiding clients through the property insurance claims process, including claim presentation, documentation strategy, and ongoing coordination with insurers to ensure timely payment;
- Providing claims support for commercial insurance programs, including programs involving captive insurance structures.
10% domestic and international travel is required to various and unanticipated company and client sites.
#LI-DNI
Marsh Risk is a business of Marsh (NYSE: MRSH), a global leader in risk, reinsurance and capital, people and investments, and management consulting, advising clients in 130 countries. With annual revenue of over $27 billion and more than 95,000 colleagues, Marsh helps build the confidence to thrive through the power of perspective. For more information about Marsh Risk, visit marsh.com, or follow us on LinkedIn and X.
Marsh is committed to embracing a diverse, inclusive and flexible work environment. We aim to attract and retain the best people and embrace diversity of age background, disability, ethnic origin, family duties, gender orientation or expression, marital status, nationality, parental status, personal or social status, political affiliation, race, religion and beliefs, sex/gender, sexual orientation or expression, skin color, veteran status (including protected veterans), or any other characteristic protected by applicable law. If you have a need that requires accommodation, please let us know by contacting reasonableaccommodations@marsh.com.
Marsh is committed to hybrid work, which includes the flexibility of working remotely and the collaboration, connections and professional development benefits of working together in the office. All Marsh colleagues are expected to be in their local office or working onsite with clients at least three days per week. Office-based teams will identify at least one “anchor day” per week on which their full team will be together in person.
See all 424+ OPT Client Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Client Advisor Jobs.
Get Access To All JobsTips for Finding OPT Sponsorship in Client Advisor
Target employers with H-1B sponsorship history
Financial services firms, private banks, and wealth management companies regularly sponsor H-1B visas for Client Advisors. Check USCIS disclosure data to confirm an employer has sponsored similar roles before applying. History of sponsorship is the strongest signal.
Frame your degree as a specialty occupation match
Client Advisor roles qualify for OPT and H-1B sponsorship when tied to a degree in finance, business administration, or communications. In your application, explicitly connect your coursework to the advisory responsibilities listed in the job description.
Apply early relative to your OPT start date
Most employers need several weeks to evaluate candidates and begin H-1B planning. Applying three to four months before your OPT authorization starts gives hiring managers enough runway to get internal approvals and legal counsel involved before your start date.
Clarify your timeline upfront with recruiters
Tell recruiters your OPT end date and STEM extension eligibility in the first conversation. Client Advisor hiring cycles can run six to eight weeks, and employers need to know whether they have time to sponsor before committing to the process.
Emphasize relationship management and bilingual skills
International students often bring language fluency and cross-cultural communication skills that are directly valuable in client-facing advisory roles. Highlighting these in your resume increases your perceived value and can offset employer hesitation about sponsorship costs.
Use your OPT period to build a client-facing track record
Documented results during OPT, such as client retention rates, portfolio growth, or satisfaction scores, give your employer concrete justification to sponsor your H-1B. Start tracking measurable outcomes from your first week on the job.
Client Advisor OPT: Frequently Asked Questions
Does a Client Advisor role qualify as a specialty occupation for OPT and H-1B purposes?
Yes, in most cases. A Client Advisor position qualifies when the employer requires a bachelor's degree or higher in a specific field such as finance, business, economics, or communications. Roles where any degree is accepted regardless of field are harder to support. Review the job description carefully. If it specifies a degree field, you're in a strong position.
Which industries hire Client Advisors who sponsor OPT and H-1B visas?
Private banking, wealth management, insurance, financial planning, and luxury retail are the most active sponsors for Client Advisor roles. Firms like large regional banks, brokerage houses, and high-end consumer brands have established immigration programs and prior H-1B filings for this job category. You can browse OPT-friendly Client Advisor openings directly on Migrate Mate.
Can I work as a Client Advisor under a STEM OPT extension?
Only if your undergraduate or graduate degree falls under an approved STEM Classification of Instructional Programs code. Business analytics, finance, economics, and some communications programs qualify. A general business administration or marketing degree often does not. Check your degree's CIP code with your Designated School Official before assuming STEM extension eligibility applies to your situation.
What should I do if a Client Advisor job listing does not mention visa sponsorship?
Absence of sponsorship language does not mean the employer won't sponsor. Many companies, especially in financial services, handle sponsorship case by case. Raise the question after you've established initial interest, ideally after a first-round interview. Frame it around your timeline rather than asking a yes-or-no sponsorship question upfront, which can end conversations prematurely.
How early should I start applying for Client Advisor roles before my OPT period ends?
Start applying at least three to four months before your OPT authorization expires. H-1B sponsorship decisions require internal approvals and legal review that take time, and the cap-subject H-1B lottery registration window opens only once per year in March. Missing that window could mean waiting another 12 months even if the employer wants to hire you.