OPT Financial Advisor Jobs
Financial Advisor jobs on OPT are available across wealth management firms, banks, and insurance companies, though roles requiring securities licenses like the Series 7 add a licensing timeline you'll need to plan around your OPT window. Employers in this field sponsor H-1B visa at competitive rates, making it a strong long-term path.
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Get Access To All JobsINTRODUCTION
ENTREPRENURIAL FULL TRAINING & DEVELOPMENT - Considering a career in the financial services industry?
At Northwestern Mutual, our team of financial professionals build their career by helping individuals, families and businesses create clarity and confidence around achieving their financial goals through our planning process. Our financial professionals seek to understand their clients' goals and dreams in order to develop comprehensive financial solutions at the highest standard, that will help clients reach financial success.
Here, you are backed by a Fortune 100 Company and have access to award-winning training, technology, planning tools and supportive mentors who will help you deliver expert advice to your clients. Be a part of a thriving, inclusive culture supporting every team member on their career path.
ROLE AND RESPONSIBILITIES
Financial Advisor careers provide what many people desire professionally:
- Impact: Helping your client’s live life the way they want by implementing financial strategies to achieve their goals.
- Income: With unlimited earning potential, the career is very rewarding, securing your own financial dreams.
- Inter-dependence: You are in business for yourself, but not by yourself. Building a practice can create the flexibility and independence, balanced with quality services and support from your local office.
Day-to-day:
- Developing your professional network; connecting with clients & client prospects
- Building rapport with prospects to understand in depth their financial goals, needs and concerns
- Developing recommendations and tailoring solutions to each client’s needs
- Collaborating with experts to develop financial acumen and expertise
Career Options:
- Specialize in a certain field or specialty market and build your credentials
- Explore a variety of leadership paths while continuing your personal practice
- Teaming with other financial advisor practices
BASIC QUALIFICATIONS
We welcome both career changers and experienced financial advisors to actively develop their client base, credentials, and financial acumen with our firm. We are confident our training, coaching, mentorship, and development programs will get the right fit to succeed to their highest potentials. We are looking for individuals with:
- 4-year College Degree or equivalent experience
- Prior sales and/or business development experience preferred
- Entrepreneurial mindset
- Strong interpersonal management skills required
- Strong communication skills required
COMPENSATION AND BENEFITS
- Exceptional income potential
- Comprehensive & competitive medical coverage
- Two company-funded retirement plans (pension plan and 401k plan)
- Group life and disability income insurance
- Flex Programs
- Childcare/Eldercare
- Maternity/Paternity Leave
COMPANY ACCOLADES
Northwestern Mutual is annually honored as one of the “WORLD’S MOST ADMIRED COMPANIES" in the life insurance industry according to FORTUNE Magazine’s annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired" in their industry. 38 times, Northwestern Mutual has earned that distinction.
Ranked among the "TOP 10 INDEPENDENT BROKER-DEALERS" as measured by total revenues by the leading investment industry publications: Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine.
Northwestern Mutual is annually ranked as one of the “50 BEST COMPANIES TO SELL FOR" by Selling Power Magazine and recognized as the best company to sell for in the financial services industry.
JOB TYPE
Job Type: Full-time
PAY
Pay: $80,000.00 - $250,000.00 per year
BENEFITS
- 401(k)
- Dental insurance
- Dependent care reimbursement
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Education
Education: Bachelor's (Preferred)
LOCATION
Work Location: Hybrid remote in Wilmington, DE 19809
INTRODUCTION
ENTREPRENURIAL FULL TRAINING & DEVELOPMENT - Considering a career in the financial services industry?
At Northwestern Mutual, our team of financial professionals build their career by helping individuals, families and businesses create clarity and confidence around achieving their financial goals through our planning process. Our financial professionals seek to understand their clients' goals and dreams in order to develop comprehensive financial solutions at the highest standard, that will help clients reach financial success.
Here, you are backed by a Fortune 100 Company and have access to award-winning training, technology, planning tools and supportive mentors who will help you deliver expert advice to your clients. Be a part of a thriving, inclusive culture supporting every team member on their career path.
ROLE AND RESPONSIBILITIES
Financial Advisor careers provide what many people desire professionally:
- Impact: Helping your client’s live life the way they want by implementing financial strategies to achieve their goals.
- Income: With unlimited earning potential, the career is very rewarding, securing your own financial dreams.
- Inter-dependence: You are in business for yourself, but not by yourself. Building a practice can create the flexibility and independence, balanced with quality services and support from your local office.
Day-to-day:
- Developing your professional network; connecting with clients & client prospects
- Building rapport with prospects to understand in depth their financial goals, needs and concerns
- Developing recommendations and tailoring solutions to each client’s needs
- Collaborating with experts to develop financial acumen and expertise
Career Options:
- Specialize in a certain field or specialty market and build your credentials
- Explore a variety of leadership paths while continuing your personal practice
- Teaming with other financial advisor practices
BASIC QUALIFICATIONS
We welcome both career changers and experienced financial advisors to actively develop their client base, credentials, and financial acumen with our firm. We are confident our training, coaching, mentorship, and development programs will get the right fit to succeed to their highest potentials. We are looking for individuals with:
- 4-year College Degree or equivalent experience
- Prior sales and/or business development experience preferred
- Entrepreneurial mindset
- Strong interpersonal management skills required
- Strong communication skills required
COMPENSATION AND BENEFITS
- Exceptional income potential
- Comprehensive & competitive medical coverage
- Two company-funded retirement plans (pension plan and 401k plan)
- Group life and disability income insurance
- Flex Programs
- Childcare/Eldercare
- Maternity/Paternity Leave
COMPANY ACCOLADES
Northwestern Mutual is annually honored as one of the “WORLD’S MOST ADMIRED COMPANIES" in the life insurance industry according to FORTUNE Magazine’s annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired" in their industry. 38 times, Northwestern Mutual has earned that distinction.
Ranked among the "TOP 10 INDEPENDENT BROKER-DEALERS" as measured by total revenues by the leading investment industry publications: Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine.
Northwestern Mutual is annually ranked as one of the “50 BEST COMPANIES TO SELL FOR" by Selling Power Magazine and recognized as the best company to sell for in the financial services industry.
JOB TYPE
Job Type: Full-time
PAY
Pay: $80,000.00 - $250,000.00 per year
BENEFITS
- 401(k)
- Dental insurance
- Dependent care reimbursement
- Employee assistance program
- Flexible schedule
- Flexible spending account
- Health insurance
- Health savings account
- Life insurance
- Paid time off
- Parental leave
- Professional development assistance
- Retirement plan
- Vision insurance
Education
Education: Bachelor's (Preferred)
LOCATION
Work Location: Hybrid remote in Wilmington, DE 19809
See all 295+ OPT Financial Advisor Jobs
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Get Access To All JobsTips for Finding OPT Sponsorship in Financial Advisor
Target firms with H-1B sponsorship history
Large wirehouses and regional broker-dealers file H-1B visa petitions regularly. Before applying, verify a firm's sponsorship track record through public filing data. A firm that has never sponsored is a harder conversation than one with a consistent history.
Get your Series 65 or Series 66 before your job search
Many Financial Advisor roles require the Series 65 or Series 66 to give investment advice legally. Passing before you apply signals you're job-ready and removes a barrier employers cite when hesitating to hire candidates who need licensing support.
Address your OPT timeline in your cover letter proactively
Hiring managers in financial services are risk-averse. Briefly explaining your OPT authorization period, STEM extension eligibility if applicable, and H-1B transition timeline reduces uncertainty and shows you've thought through the compliance side of your hire.
Prioritize roles at firms with dedicated compliance teams
Larger financial institutions have in-house immigration counsel who manage H-1B filings routinely. Smaller independent advisories often lack the infrastructure to sponsor at all. A firm's size and compliance function often predicts sponsorship willingness more than any posted policy.
Highlight client-facing language skills on your application
Firms serving international or multicultural client bases actively value advisors who speak multiple languages. If you're bilingual, frame it as a book-of-business asset, not just a personal skill. This reframes your international background as revenue potential.
Network inside firm compliance and HR departments directly
Recruiting teams often screen out OPT candidates before hiring managers see the application. Connecting directly with a Financial Advisor or branch manager who can champion your candidacy internally bypasses the initial filter and gets your application real consideration.
Financial Advisor OPT: Frequently Asked Questions
Can I work as a Financial Advisor on OPT?
Yes, F-1 students authorized for OPT can work as Financial Advisors, as the role qualifies under your field of study in business, finance, or economics. Your OPT EAD card is your work authorization document. You'll need to obtain the required securities licenses independently, as OPT doesn't restrict licensing eligibility.
Do Financial Advisor jobs typically lead to H-1B sponsorship?
Many do, particularly at large banks, wirehouses, and insurance groups that file H-1B petitions routinely. Smaller independent advisory firms often cannot sponsor. The strongest sponsorship candidates are those who have built a client book or demonstrate clear revenue contribution before the H-1B lottery, giving the firm a concrete business case for filing.
Does a Financial Advisor role qualify as a specialty occupation for H-1B purposes?
Generally yes, when the position requires a bachelor's degree or higher in finance, economics, accounting, or a related field. Roles framed as generalist sales positions with no degree requirement can face USCIS scrutiny. When evaluating offers, look for job descriptions that explicitly state a degree requirement in a specific field rather than listing it as preferred.
How do I find Financial Advisor jobs that sponsor OPT and H-1B?
Migrate Mate is built specifically for this search. The platform surfaces Financial Advisor roles at employers with verified sponsorship histories, so you're not applying blind to firms that won't hire on OPT. Filtering by sponsorship willingness before you apply saves significant time and focuses your effort on employers who are already open to international candidates.
Does my degree field affect whether I qualify for Financial Advisor roles on OPT?
Yes. Your OPT must be directly related to your field of study. A finance, economics, accounting, or business degree aligns straightforwardly with Financial Advisor roles. A degree in an unrelated field creates both an OPT compliance issue and a credentialing gap with employers. If your degree is adjacent, connecting it explicitly to the role's analytical or client management functions in your application helps.