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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Get Access To All JobsINTRODUCTION
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.
Overview
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding the assets and lifestyle of successful individuals and families. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
HOW YOU'LL MAKE AN IMPACT
- Develops and acquires new business revenue through consultative sales to new and existing Private Clients
- Designs bespoke insurance programs with top rated carriers catering to the high net worth space
- Partners with Client Service Managers to onboard new clients and assist in client relationship management and renewal process, as needed
- In partnership with the account management team, provides service to clients according to their needs, retaining them as clients
- Participate in team sales situations with other producers and support personnel
- May manage overall client relationships and is supported by day-to-day account management
- Develops and maintains external client referral network (centers of influence) such as bankers, wealth advisors, and attorneys catering to the High Net Worth, Ultra High Net Worth and Family Office Clientele
- Applies industry technologies to new sales, additional sales to existing clients and account service
- Prepares and implements an individual business plan and production budget
- Develops and maintains interdivision/intercompany relationships consistent with our corporate culture
ABOUT YOU
Required: Bachelor's degree, 1 year related experience, and appropriate insurance licensing required OR Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required OR High School Diploma/GED and 6 years experience.
Preferred: Professional designation may be preferred, including CEBS, CPCU, CIC or ARM.
Behaviors: Act independently with minimal direction. Strong communication and interpersonal skills.
COMPENSATION AND BENEFITS
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
Other benefits include:
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- And more...
The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
WE VALUE INCLUSION AND DIVERSITY
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
INTRODUCTION
At Gallagher, we help clients face risk with confidence because we believe that when businesses are protected, they’re free to grow, lead, and innovate. You’ll be backed by our digital ecosystem: a client-centric suite of consulting tools making it easier for you to meet your clients where they want to be met. Advanced data and analytics providing a comprehensive overview of the risk landscape is at your fingertips. Here, you’re not just improving clients' risk profiles, you’re building trust. You’ll find a culture grounded in teamwork, guided by integrity, and fueled by a shared commitment to do the right thing. We value curiosity, celebrate new ideas, and empower you to take ownership of your career while making a meaningful impact for the businesses we serve. If you’re ready to bring your unique perspective to a place where your work truly matters; think of Gallagher.
Overview
Indulge your passion for problem-solving and embrace the thrill of addressing risk head-on at Gallagher's global brokerage team. Join a family of diverse minds, united by a relentless pursuit of excellence. As part of our team, you'll be the architect of protection, safeguarding the assets and lifestyle of successful individuals and families. Together, we'll build a legacy of trust and triumph in the dynamic world of risk management. We believe that every candidate brings something special to the table, including you! So, even if you feel that you’re close but not an exact match, we encourage you to apply.
HOW YOU'LL MAKE AN IMPACT
- Develops and acquires new business revenue through consultative sales to new and existing Private Clients
- Designs bespoke insurance programs with top rated carriers catering to the high net worth space
- Partners with Client Service Managers to onboard new clients and assist in client relationship management and renewal process, as needed
- In partnership with the account management team, provides service to clients according to their needs, retaining them as clients
- Participate in team sales situations with other producers and support personnel
- May manage overall client relationships and is supported by day-to-day account management
- Develops and maintains external client referral network (centers of influence) such as bankers, wealth advisors, and attorneys catering to the High Net Worth, Ultra High Net Worth and Family Office Clientele
- Applies industry technologies to new sales, additional sales to existing clients and account service
- Prepares and implements an individual business plan and production budget
- Develops and maintains interdivision/intercompany relationships consistent with our corporate culture
ABOUT YOU
Required: Bachelor's degree, 1 year related experience, and appropriate insurance licensing required OR Bachelor's degree, participation in Gallagher's Sales Internship Program (GSIP), and appropriate insurance licensing required OR High School Diploma/GED and 6 years experience.
Preferred: Professional designation may be preferred, including CEBS, CPCU, CIC or ARM.
Behaviors: Act independently with minimal direction. Strong communication and interpersonal skills.
COMPENSATION AND BENEFITS
We offer a competitive and comprehensive compensation package. The base salary range represents the anticipated low end and high end of the range for this position. The actual compensation will be influenced by a wide range of factors including, but not limited to previous experience, education, pay market/geography, complexity or scope, specialized skill set, lines of business/practice area, supply/demand, and scheduled hours. On top of a competitive salary, great teams and exciting career opportunities, we also offer a wide range of benefits.
Below are the minimum core benefits you’ll get, depending on your job level these benefits may improve:
- Medical/dental/vision plans, which start from day one!
- Life and accident insurance
- 401(K) and Roth options
- Tax-advantaged accounts (HSA, FSA)
- Educational expense reimbursement
- Paid parental leave
Other benefits include:
- Digital mental health services (Talkspace)
- Flexible work hours (availability varies by office and job function)
- Training programs
- Gallagher Thrive program – elevating your health through challenges, workshops and digital fitness programs for your overall wellbeing
- Charitable matching gift program
- And more...
The benefits summary above applies to fulltime positions. If you are not applying for a fulltime position, details about benefits will be provided during the selection process.
WE VALUE INCLUSION AND DIVERSITY
Inclusion and diversity (I&D) is a core part of our business, and it’s embedded into the fabric of our organization. For more than 95 years, Gallagher has led with a commitment to sustainability and to support the communities where we live and work.
Gallagher embraces our employees’ diverse identities, experiences and talents, allowing us to better serve our clients and communities. We see inclusion as a conscious commitment and diversity as a vital strength. By embracing diversity in all its forms, we live out The Gallagher Way to its fullest.
Gallagher believes that all persons are entitled to equal employment opportunity and prohibits any form of discrimination by its managers, employees, vendors or customers based on race, color, religion, creed, gender (including pregnancy status), sexual orientation, gender identity (which includes transgender and other gender non-conforming individuals), gender expression, hair expression, marital status, parental status, age, national origin, ancestry, disability, medical condition, genetic information, veteran or military status, citizenship status, or any other characteristic protected (herein referred to as “protected characteristics”) by applicable federal, state, or local laws.
Equal employment opportunity will be extended in all aspects of the employer-employee relationship, including, but not limited to, recruitment, hiring, training, promotion, transfer, demotion, compensation, benefits, layoff, and termination. In addition, Gallagher will make reasonable accommodations to known physical or mental limitations of an otherwise qualified person with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
See all 281+ 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.