Financial Advisor Jobs for OPT Students
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 at competitive rates, making it a strong long-term path.
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Get Access To All JobsINTRODUCTION
Your career path should lead to real opportunity
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at M&T Bank in Bridgeport, CT would allow you to join the Investment Program at M&T Bank as a Centralized Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at M&T Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to M&T Bank for financial solutions. This position will offer:
- The ability to build a strong client base with the Bank’s exceptional referral system
- The opportunity to find new clients via the bank’s client base
- The opportunity to create client solutions without proprietary products
- The ability to grow your business with LPL’s combination of tools, technology, and support
- The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
- The opportunity to capitalize on the bank’s reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
- Access to our proprietary technology and a suite of customized services
- An open architecture platform with access to thousands of investment products from leading third-party product sponsors
- Resources and expertise across the firm to help you create client solutions
- The freedom to create solutions specific to your client’s goals
Whatever your vision of success, we’re with you every step of the way.
REQUIREMENTS:
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with M&T Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, M&T Bank.
Tracking # 1-05026674
Pay Range: 75,000 - 80,000
The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
INTRODUCTION
Your career path should lead to real opportunity
LPL Financial partners with banks to offer a complete menu of financial services to bank clients. This employment opportunity at M&T Bank in Bridgeport, CT would allow you to join the Investment Program at M&T Bank as a Centralized Financial Advisor associated with LPL Financial. Under this model Financial Advisors are not employees of LPL Financial.
The Investment Program at M&T Bank supports the local community with a complete menu of financial services. You will join a team that is dedicated to helping clients in every stage of their financial life.
This exciting position will allow you to grow your career and business, helping the people and families that look to M&T Bank for financial solutions. This position will offer:
- The ability to build a strong client base with the Bank’s exceptional referral system
- The opportunity to find new clients via the bank’s client base
- The opportunity to create client solutions without proprietary products
- The ability to grow your business with LPL’s combination of tools, technology, and support
- The benefit of LPL’s experience helping financial institutions grow and maximize their investment programs
- The opportunity to capitalize on the bank’s reputation and community standing
As an advisor associated with LPL Financial, you benefit from our commitment to take care of you so you can take care of your clients. Your partnership includes:
- Access to our proprietary technology and a suite of customized services
- An open architecture platform with access to thousands of investment products from leading third-party product sponsors
- Resources and expertise across the firm to help you create client solutions
- The freedom to create solutions specific to your client’s goals
Whatever your vision of success, we’re with you every step of the way.
REQUIREMENTS:
- Series 7 and 66 (63/65) required
- Insurance license required
- Three or more years of investment sales experience
Apply online at: By submitting an application, you are not applying for employment with LPL Financial. Employment is with M&T Bank, however, in accordance with regulatory requirements, LPL Financial would hold your securities/insurance licenses.
REQUIRED DISCLOSURE(S)
These investment products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, M&T Bank.
Tracking # 1-05026674
Pay Range: 75,000 - 80,000
The salary range is dependent on a number of factors, including the applicant’s skill, experience, and work location. This position is also eligible to earn sales incentive compensation.
How to Get Visa Sponsorship in Financial Advisor
Target firms with H-1B sponsorship history
Large wirehouses and regional broker-dealers file H-1B 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.
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Get Access To All JobsFrequently 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.
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