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 JobsThe demand for financial planning tends to increase during economic downturns and we're growing our team of Advisors to meet that demand.
Have you ever thought of starting your own business but not sure how to get started? A new Advisor is typically a career changer who has hit a ceiling in their current industry, desires a more stable work environment and wants to be in control of their career trajectory. They possess an entrepreneurial spirit, a history of success in business development or sales, strong self-motivation, a high standard of ethics, and desire to make a meaningful impact on people's lives.
The advisor career with Northwestern Mutual allows one the opportunity to:
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Understand their clients' goals and visions to develop a holistic financial roadmap using tools such as retirement planning, investment and insurance services, estate planning and education funding. Our mission is to educate clients on how to achieve their goals and to set them up for long-term financial security, freeing them from any financial anxiety.
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Maintain autonomy and flexibility to build their own practice while receiving extensive paid training and support from our firm’s exceptional network of financial specialists, continuing education & development, and mentoring opportunities. You are in business for yourself but not by yourself.
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Develop a career with NM that not only provides outstanding self-determined income potential but will more importantly, provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes relationships and integrity.
Desired Skills and Experience:
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BA or BS degree from a four-year institution preferred
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Prior sales and/or business experience preferred and possess a history of personal and professional success.
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Prior financial services experience not needed -- extensive training platform provided.
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:
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Uncapped Income Potential
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Control of your own calendar and office cadence
-
Leadership Opportunities
-
Fully paid sponsorship of Licensing/Credentialing
-
Robust development bonuses to aid as you launch your business
-
Expense Allowance
-
Comprehensive Medical, Dental and Vision Coverage subsidized by the Company
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Retirement Package and Pension Plan
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Group Life and Disability Income Insurance
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Flexible Spending Account/Health Savings Account
Job Types: Full-time, Permanent
Pay: $71,000.00 - $255,000.00 per year
Benefits:
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401(k)
-
Dental insurance
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Dependent care reimbursement
-
Health insurance
-
Professional development assistance
-
Retirement plan
LOCATION: Hybrid remote in Milwaukee, WI 53226
The demand for financial planning tends to increase during economic downturns and we're growing our team of Advisors to meet that demand.
Have you ever thought of starting your own business but not sure how to get started? A new Advisor is typically a career changer who has hit a ceiling in their current industry, desires a more stable work environment and wants to be in control of their career trajectory. They possess an entrepreneurial spirit, a history of success in business development or sales, strong self-motivation, a high standard of ethics, and desire to make a meaningful impact on people's lives.
The advisor career with Northwestern Mutual allows one the opportunity to:
-
Understand their clients' goals and visions to develop a holistic financial roadmap using tools such as retirement planning, investment and insurance services, estate planning and education funding. Our mission is to educate clients on how to achieve their goals and to set them up for long-term financial security, freeing them from any financial anxiety.
-
Maintain autonomy and flexibility to build their own practice while receiving extensive paid training and support from our firm’s exceptional network of financial specialists, continuing education & development, and mentoring opportunities. You are in business for yourself but not by yourself.
-
Develop a career with NM that not only provides outstanding self-determined income potential but will more importantly, provide the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes relationships and integrity.
Desired Skills and Experience:
-
BA or BS degree from a four-year institution preferred
-
Prior sales and/or business experience preferred and possess a history of personal and professional success.
-
Prior financial services experience not needed -- extensive training platform provided.
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:
-
Uncapped Income Potential
-
Control of your own calendar and office cadence
-
Leadership Opportunities
-
Fully paid sponsorship of Licensing/Credentialing
-
Robust development bonuses to aid as you launch your business
-
Expense Allowance
-
Comprehensive Medical, Dental and Vision Coverage subsidized by the Company
-
Retirement Package and Pension Plan
-
Group Life and Disability Income Insurance
-
Flexible Spending Account/Health Savings Account
Job Types: Full-time, Permanent
Pay: $71,000.00 - $255,000.00 per year
Benefits:
-
401(k)
-
Dental insurance
-
Dependent care reimbursement
-
Health insurance
-
Professional development assistance
-
Retirement plan
LOCATION: Hybrid remote in Milwaukee, WI 53226
See all 236+ OPT Financial Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Financial Advisor Jobs.
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.