OPT Financial Services Account Executive Jobs
Financial Services Account Executive roles on OPT require active F-1 work authorization and typically fall under STEM-adjacent or business degree categories. Most positions involve client acquisition, relationship management, and financial product sales, giving OPT students strong H-1B visa sponsorship exposure at banks, brokerages, and fintech firms.
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Get Access To All JobsResponsibilities:
- Prepare financial/operational reports and ad hoc financial analysis
- Collect, analyze and interpret data, quantifying financial opportunity and risk, and communicating the optimal business decisions/actions
- Perform root cause analysis and partner with divisional leadership and other functional areas to drive proactive solutions through process and technology solutions
- Develop financial analysis tools to assist in management decisions
- Support the development of annual operating plans, divisional budgets and corporate budgets
- Travel requirements of at least 25% to provide on-site support to division locations
- Other duties as assigned
QUALIFICATIONS
Required Education and Experience:
Bachelor's Degree with 4 to 6 years of related experience or High School Diploma/General Education Diploma with 7 to 9 plus years of specific experience
Preferred Education and Experience:
Master’s Degree or Certified Public Accountant (CPA)
BENEFITS:
At the Reyes Family of Businesses, our Total Rewards Strategy prioritizes the holistic well-being of our employees. This position offers a comprehensive benefits package that includes Medical, Dental, Vision coverage, Paid Time Off, Retirement Benefits, and complimentary Health Screenings.
Equal Opportunity Employee
Physical Demands: Reyes Holdings and its businesses are equal opportunity employers. Company policy prohibits discrimination and harassment against any applicant or employee based on race, color, religion, sex, pregnancy or pregnancy-related medical conditions, marital status, sexual orientation, gender identity or expression, age, national origin, citizenship, disability, genetic information, military or veteran status, or any other basis protected by applicable law. In addition, the Company is committed to providing reasonable accommodation to applicants and employees in accordance with applicable law. Requests for accommodation should be directed to your point of contact in the Talent Acquisition or Human Resources departments.
Background Check and Drug Screening: Offers of employment are contingent upon successful completion of a background check and drug screening.
Pay Transparency: Our compensation philosophy embraces diverse factors for fair pay decisions, valuing skills, experience, and the needs of our business. Moreover, this role may have the opportunity to participate in a discretionary incentive program, subject to program rules.
Responsibilities:
- Prepare financial/operational reports and ad hoc financial analysis
- Collect, analyze and interpret data, quantifying financial opportunity and risk, and communicating the optimal business decisions/actions
- Perform root cause analysis and partner with divisional leadership and other functional areas to drive proactive solutions through process and technology solutions
- Develop financial analysis tools to assist in management decisions
- Support the development of annual operating plans, divisional budgets and corporate budgets
- Travel requirements of at least 25% to provide on-site support to division locations
- Other duties as assigned
QUALIFICATIONS
Required Education and Experience:
Bachelor's Degree with 4 to 6 years of related experience or High School Diploma/General Education Diploma with 7 to 9 plus years of specific experience
Preferred Education and Experience:
Master’s Degree or Certified Public Accountant (CPA)
BENEFITS:
At the Reyes Family of Businesses, our Total Rewards Strategy prioritizes the holistic well-being of our employees. This position offers a comprehensive benefits package that includes Medical, Dental, Vision coverage, Paid Time Off, Retirement Benefits, and complimentary Health Screenings.
Equal Opportunity Employee
Physical Demands: Reyes Holdings and its businesses are equal opportunity employers. Company policy prohibits discrimination and harassment against any applicant or employee based on race, color, religion, sex, pregnancy or pregnancy-related medical conditions, marital status, sexual orientation, gender identity or expression, age, national origin, citizenship, disability, genetic information, military or veteran status, or any other basis protected by applicable law. In addition, the Company is committed to providing reasonable accommodation to applicants and employees in accordance with applicable law. Requests for accommodation should be directed to your point of contact in the Talent Acquisition or Human Resources departments.
Background Check and Drug Screening: Offers of employment are contingent upon successful completion of a background check and drug screening.
Pay Transparency: Our compensation philosophy embraces diverse factors for fair pay decisions, valuing skills, experience, and the needs of our business. Moreover, this role may have the opportunity to participate in a discretionary incentive program, subject to program rules.
See all 1,484+ OPT Financial Services Account Executive Jobs
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Get Access To All JobsTips for Finding OPT Sponsorship in Financial Services Account Executive
Target firms with established H-1B sponsorship history
Large banks, insurance companies, and asset management firms sponsor H-1B visas far more consistently than boutique shops. Focus your applications on employers with a documented track record of sponsoring international employees in sales and client-facing financial roles.
Frame your OPT timeline upfront with recruiters
Financial services hiring cycles move quickly. Tell recruiters your OPT end date and STEM extension eligibility early so they can assess sponsorship feasibility before investing weeks in interviews. Transparency prevents late-stage rejections over work authorization surprises.
Obtain FINRA licenses during your OPT period
Series 7 and Series 63 licenses signal serious commitment to financial sales and make you a stronger sponsorship candidate. Many employers reimburse exam fees. Completing licensing early in your OPT window maximizes your value before your authorization window narrows.
Prioritize fintech companies for OPT-friendlier cultures
Fintech firms tend to have more experience hiring international talent and faster internal processes for sponsorship approval. Their growth-stage hiring needs often make them more willing to invest in OPT candidates who show strong sales aptitude and financial product knowledge.
Connect your degree field directly to the account executive role
H-1B eligibility for account executive roles depends partly on demonstrating the position requires a specialized degree. Highlight how your finance, economics, or business degree directly applies to the client advisory and analytical responsibilities of the specific role you're targeting.
Use Migrate Mate to find roles with verified sponsorship openness
Searching broadly wastes your limited OPT time. Migrate Mate curates financial services account executive roles from employers open to sponsoring international candidates, so you spend your time applying to opportunities that are actually accessible to F-1 OPT students.
Financial Services Account Executive OPT: Frequently Asked Questions
Can F-1 OPT students work as Financial Services Account Executives legally?
Yes, as long as the role is directly related to your degree field. A Financial Services Account Executive position typically qualifies for students with degrees in finance, economics, business administration, or related disciplines. Your OPT work authorization must be active before your start date, and the job must match the field listed on your EAD card.
Does a Financial Services Account Executive role qualify for a STEM OPT extension?
It depends on your degree, not the job title. If you hold a STEM-designated degree such as a quantitative finance, financial engineering, or data analytics degree, you may qualify for the 24-month STEM extension. Standard business or finance degrees without a STEM CIP code do not qualify, so check your degree's CIP code with your DSO before assuming eligibility.
How do I find Financial Services Account Executive employers who sponsor H-1B visas?
Migrate Mate is the most efficient way to identify financial services employers open to sponsoring OPT and H-1B candidates. Beyond that, large institutions like JPMorgan, Wells Fargo, and Fidelity have historically sponsored account executive roles. You can also review Department of Labor LCA disclosure data to see which firms have filed H-1B petitions for similar job titles in recent years.
Is a Financial Services Account Executive role considered a specialty occupation for H-1B purposes?
It can be, but it requires careful documentation. USCIS evaluates whether the specific position normally requires a bachelor's degree in a related field. A role focused on complex financial product sales, portfolio analysis, or institutional client advisory work is more defensible than a general sales position. Your employer's legal team will need to demonstrate the degree requirement is genuine and specific to the role.
What happens to my OPT if I switch from one financial services employer to another?
You can change employers on OPT, but you must report the change to your DSO within 10 days and update your SEVIS record. Your EAD remains valid because it is not tied to a specific employer. However, if you're between jobs for more than 90 cumulative days on standard OPT, you risk violating your status, so minimizing gaps between roles is critical.