OPT Financial Consultant Jobs
Financial Consultant jobs on OPT require a degree in finance, accounting, economics, or a related field, and most roles qualify as specialty occupations for H-1B visa sponsorship. STEM OPT extension eligibility depends on your specific CIP code, so confirm your degree classification with your DSO before applying.
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Get Access To All JobsJOB SUMMARY
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
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Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
-
Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
-
Assist clients with trades, requests for information, research, account problems, etc.
-
Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
-
Participate in the preparation for and delivery of client presentations and engagements.
-
Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
-
Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
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Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
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4 years professional experience, including 1 year of experience in the securities industry.
-
FINRA Series 7 and 66.
-
Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.
-
Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
-
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
- Willingness to pursue additional credentials in the wealth and investment fields.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
JOB SUMMARY
Provide consultative, sales and technical support to one or more Financial Advisors, working closely with the Financial Advisors to meet the needs of current clients and actively sourcing prospective clients. Provides leadership to the Financial Advisor team, contributing to the short and long-term strategic planning and overall execution of the team's value proposition to clients.
ESSENTIAL DUTIES AND RESPONSIBILITIES
Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.
-
Participate in the establishment of the strategic direction of the Financial Advisor team to increase revenue.
-
Consults clients and prospective clients with a focus on analyzing goals, objectives and risk tolerance to determine which investment products and services best meet the client's needs and to implement those products and services as appropriate.
-
Assist clients with trades, requests for information, research, account problems, etc.
-
Provide client relationship management support, including ongoing counsel and advice, relationship reviews and client service initiatives.
-
Participate in the preparation for and delivery of client presentations and engagements.
-
Assist the Advisor in developing and maintaining a profitable level of securities and insurance sales by executing on opportunities identified through external networking and internal referrals.
-
Adhere to professional and ethical standards set forth by Truist, the Financial Industry Regulatory Authority (FINRA), and other regulatory bodies.
QUALIFICATIONS
Required Qualifications:
The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
-
Bachelor's degree in Business, Accounting, Finance or Banking, or equivalent education and related experience.
-
4 years professional experience, including 1 year of experience in the securities industry.
-
FINRA Series 7 and 66.
-
Applicable state health and life insurance licenses, jurisdictional registrations must match that of the advisor(s) supported.
-
Organized and self-motivated individual, with strong analytical, problem-solving, interpersonal, persuasion, and relationship management skills.
-
Demonstrated proficiency in basic computer applications, such as Microsoft Office software products.
Preferred Qualifications:
- Willingness to pursue additional credentials in the wealth and investment fields.
General Description of Available Benefits for Eligible Employees of Truist Financial Corporation:
All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position. Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays. For more details on Truist’s generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist’s defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work.
Truist is an Equal Opportunity Employer that does not discriminate on the basis of race, gender, color, religion, citizenship or national origin, age, sexual orientation, gender identity, disability, veteran status, or other classification protected by law. Truist is a Drug Free Workplace.
EEO is the Law E-Verify IER Right to Work
See all 355+ OPT Financial Consultant Jobs
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Get Access To All JobsTips for Finding OPT Sponsorship as a Financial Consultant
Target firms with established H-1B sponsorship history
Large financial services firms, Big Four accounting practices, and regional banks file H-1B visa petitions regularly. Focusing your search on employers with documented sponsorship history significantly improves your chances of securing long-term work authorization after OPT.
Confirm your STEM OPT eligibility early
Finance degrees under certain CIP codes qualify for the 24-month STEM extension, giving you up to three years on OPT. Verify your eligibility with your DSO before accepting offers, since this changes your sponsorship timeline significantly.
Lead with your specialty occupation case in interviews
Financial Consultant roles typically require a bachelor's degree in a specific field, which satisfies H-1B specialty occupation requirements. Be ready to explain this connection directly so hiring managers understand sponsorship is straightforward for this role.
Prioritize roles with a clear degree-to-job match
H-1B approval for Financial Consultant positions depends on demonstrating that the role requires your specific degree field. Avoid roles where the job description accepts any degree, as these create complications for future visa sponsorship filings.
Address OPT timing proactively with recruiters
Recruiters unfamiliar with OPT often assume international hires require immediate sponsorship. Clarifying that you have up to three years of authorized work ahead removes the urgency concern and keeps conversations focused on your qualifications.
Build credentials that strengthen a future H-1B petition
Certifications such as the CFA, CFP, or Series licenses reinforce the specialized nature of your role. These credentials signal to employers and USCIS that your position genuinely requires advanced expertise, which supports a stronger sponsorship case.
Financial Consultant OPT: Frequently Asked Questions
Can I work as a Financial Consultant on OPT without employer sponsorship?
Yes. During your OPT period, your F-1 status authorizes you to work without any employer-specific sponsorship. Your employer does not file anything with USCIS on your behalf during OPT. Sponsorship only becomes relevant when your OPT ends and you need an H-1B or other work visa to continue working legally in the United States.
Do Financial Consultant jobs qualify for the STEM OPT extension?
It depends on your degree's CIP code, not the job title itself. Finance degrees under CIP code 52.0801 (Finance) qualify for the 24-month STEM extension. Economics degrees may qualify under CIP 45.0601. Confirm your specific CIP code with your DSO, because two students with similar degrees from different programs can have different STEM eligibility outcomes.
How do I find Financial Consultant employers who sponsor H-1B visas?
Migrate Mate is built specifically for OPT students and filters Financial Consultant jobs by employers with verified H-1B sponsorship history. You can browse roles knowing the employer has filed petitions before, which removes the guesswork from your job search and lets you focus applications on realistic sponsorship opportunities.
Does working as a Financial Consultant on OPT count as qualifying employment?
Yes, as long as the role is directly related to your degree field. USCIS requires that OPT employment be related to the program of study on your student visa. A Financial Consultant role tied to a finance, accounting, or economics degree meets this requirement. Report the job to your DSO within 10 days of starting so your SEVP record stays current.
Can I work as an independent contractor or self-employed Financial Consultant on OPT?
Self-employment is technically permitted on standard OPT but is not allowed on the STEM OPT extension. If you pursue independent consulting work, it must be directly related to your degree, and you must document the work carefully for your DSO. For STEM OPT, you need a formal employer relationship with a qualifying E-Verify employer.