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 JobsJob Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We’ll help you:
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from Academy managers who are invested in your success.
- Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
- Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
Desired Qualifications
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Skills
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
Weekly Schedule: Monday thru Friday, with rotating Saturdays required
Shift: 1st shift (United States of America)
Hours Per Week: 40
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities and shareholders every day.
Being a Great Place to Work and providing a culture of caring is core to how we drive Responsible Growth. We are intentional about fostering an inclusive workplace where every teammate has the opportunity to succeed, build a career and contribute to our shared success. This includes attracting and developing exceptional talent, recognizing and rewarding performance, and supporting our teammates’ physical, emotional, and financial wellness through affordable, competitive and flexible benefits.
We value the unique perspectives individuals bring from all backgrounds and career paths - whether shaped by military service, community college education, or a wide range of work and life experiences. These journeys foster resilience, leadership and innovation, strengthening our workforce and positively impact the communities we serve.
Bank of America is committed to an in-office culture that supports collaboration, engagement, and career development. Our approach includes clear in-office expectations, while providing an appropriate level of flexibility based on role-specific responsibilities and business needs.
At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
As a Financial Solutions Advisor Stage I (FSA I), your journey begins obtaining your Securities Industry licenses, where you receive dedicated and personalized classes for your Securities Industry Essentials [SIE], Series 7 and Series 66 Exams. Once you obtain your licenses, you will be taught the foundational skills needed to be an advisor – from acquiring, building and managing client relationships to considering a client’s complex financial picture and guiding them with advice and solutions to help them live their best financial lives, all while humanizing financial interactions. Once you have reached your key milestones, you will begin working in a financial center where you will help to deliver Bank of America’s core banking, investment solutions and approach to client care. We will equip you with everything you need as you move through the stages of development.
Once you have demonstrated success as a licensed Financial Solutions Advisor Stage I, you will typically progress into the next role, Financial Solutions Advisor Stage II, where you will continue to practice the skills you’ve learned by growing and deepening relationships within a portfolio of clients. As a successful Financial Solutions Advisor Stage II, you will have the opportunity to advance in many roles within Bank of America and Merrill. The Academy will support you along the way with dedicated programs, tools, and resources throughout your career journey.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since your position requires SAFE Act registration, you will be required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in your immediate termination.
We’ll help you:
- Build a successful career at Bank of America through world-class training and on-boarding programs that set you up for success.
- Get training and one-on-one coaching from Academy managers who are invested in your success.
- Grow your business knowledge by using a defined consultative approach with clients to systematically identify client needs and appropriate solutions.
- Earn your Security Industry Essentials (SIE), Series 7 and Series 66 licenses (63 & 65 accepted, in lieu of 66) though structured lessons and dedicated study time. You must obtain your SIE within 30 days of being hired & your Series 7 & 66 within 120 Days - a requirement for the role.
- Build your network. Starting at a financial center, you’ll interact with banking customers, small business owners and higher net worth clients alike. You’ll be able to leverage our relationships with one out of two households in the U.S. to help eventually grow your business.
- Provide end-to-end comprehensive advice, deliver client reviews/presentations with confidence, and recommend strategies to help clients achieve their financial goals and life priorities.
- Collaborate with core banking and investment partners. Connect clients to the solutions we provide through Bank of America and Merrill to meet virtually all their financial needs.
Required Qualifications
- Aptitude in obtaining required industry licenses.
- Must be self-disciplined in managing time and capacity.
- Experience in cultivating client relationships, accessing needs and recommending solutions.
- Success creating strong peer relationships through effective communication and collaboration.
- Demonstrates a results-driven mindset while prioritizing client’s interest in a complex, fast-paced environment.
- Executes multiple tasks simultaneously.
- Learns and adapts to new technology or applications.
Desired Qualifications
- Currently holds FINRA Securities Industry Essentials (SIE)
- Bachelor’s degree and/or a minimum of one year of financial services industry or sales experience
Skills
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
Weekly Schedule: Monday thru Friday, with rotating Saturdays required
Shift: 1st shift (United States of America)
Hours Per Week: 40
See all 367+ 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.