OPT Financial Services Representative Jobs
Financial Services Representative jobs are a strong fit for F-1 OPT students with degrees in finance, economics, business, or a related field. Many employers in banking, insurance, and wealth management actively sponsor H-1B visas, giving OPT students a realistic path to long-term work authorization in this sector.
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Get Access To All JobsLocation: Phoenix, AZ
Requisition ID 2026-124841
Category Financial Services Representative
Position type Regular
Pay range USD $28.37 - $31.97 / Hour
Application deadline 2026-08-21
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s service team plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services Representative, you’ll bring your passion for helping others together with your licensed expertise to guide clients through meaningful financial conversations. You’ll serve as a trusted voice on the phone—listening actively, building confidence, and taking ownership to resolve complex needs with care and clarity. Each interaction is an opportunity to deliver an exceptional client experience through thoughtful problem-solving, clear communication, and empathetic guidance. You’ll partner closely with teammates, advocate for client needs, and strengthen long-term relationships built on trust and respect. At the same time, you’ll be supported by a collaborative culture that encourages continuous learning, professional growth, and career mobility across Schwab. If you’re licensed, client-focused, and motivated by making a real difference for others, this is where your impact grows. We offer a competitive pay and bonus package. Starting compensation for this location ranges from $59,000 – $66,500, depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.
What you have
We believe great service starts with the right mindset and skills. Successful candidates demonstrate a passion for helping others, accountability in their work, and confidence navigating client conversations.
Requirements
- Active FINRA Series 7 and 63 licenses.
- A passion for helping clients and ensuring positive experiences.
- Ability to convey information clearly and build trust.
- Openness to feedback and a growth mindset.
- Problem-solving with confidence and clarity.
- Understanding and responding to client needs with empathy.
- Accuracy and thoroughness in every interaction.
- Working as part of a supportive team and adapting to change.
- Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's 24-week training program, on-site.
- After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options.
- Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.
- Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.
Example shift groups:
- Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned
- Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office
- Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training
- Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday): Potential to work fully remote after training
Preferred qualifications:
- Previous customer service or client relationship experience.
- Bachelor’s degree or higher.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
Location: Phoenix, AZ
Requisition ID 2026-124841
Category Financial Services Representative
Position type Regular
Pay range USD $28.37 - $31.97 / Hour
Application deadline 2026-08-21
Your opportunity
At Schwab, you’re empowered to make an impact on your career. Here, innovative thought meets creative problem solving, helping us “challenge the status quo” and transform the finance industry together. Schwab’s service team plays a critical role in helping clients feel confident about their financial futures. As a Licensed Financial Services Representative, you’ll bring your passion for helping others together with your licensed expertise to guide clients through meaningful financial conversations. You’ll serve as a trusted voice on the phone—listening actively, building confidence, and taking ownership to resolve complex needs with care and clarity. Each interaction is an opportunity to deliver an exceptional client experience through thoughtful problem-solving, clear communication, and empathetic guidance. You’ll partner closely with teammates, advocate for client needs, and strengthen long-term relationships built on trust and respect. At the same time, you’ll be supported by a collaborative culture that encourages continuous learning, professional growth, and career mobility across Schwab. If you’re licensed, client-focused, and motivated by making a real difference for others, this is where your impact grows. We offer a competitive pay and bonus package. Starting compensation for this location ranges from $59,000 – $66,500, depending on related experience, plus an annual bonus opportunity of 10% of your base pay and other eligible earnings.
What you have
We believe great service starts with the right mindset and skills. Successful candidates demonstrate a passion for helping others, accountability in their work, and confidence navigating client conversations.
Requirements
- Active FINRA Series 7 and 63 licenses.
- A passion for helping clients and ensuring positive experiences.
- Ability to convey information clearly and build trust.
- Openness to feedback and a growth mindset.
- Problem-solving with confidence and clarity.
- Understanding and responding to client needs with empathy.
- Accuracy and thoroughness in every interaction.
- Working as part of a supportive team and adapting to change.
- Ability to work 8:00am – 4:30 pm Monday through Friday during Schwab's 24-week training program, on-site.
- After training is complete, the ability to work assigned shift to accommodate business needs to include evening, overnight, and weekend options.
- Benefits of working evenings, overnight, and weekend shifts include increased compensation and remote work opportunities for qualifying shifts.
- Your Talent Advisor will walk you through the training schedule, available shift groups, and the shift assignment process during the interview.
Example shift groups:
- Weekend Day Shift (Start between 6:30am-9:30am CT, includes 1-2 weekend days): Potential to work remote after training IF working both weekend days are assigned
- Weekday Evening Shift (Start 11am-5pm CT, Monday-Friday): In office
- Weekday Overnight Shift (Start 7:30pm CT, Monday-Thursday): Potential to work fully remote after training
- Weekend Evening/Overnight Shift (Start at 12pm CT Sat/Sun/Mon or 7pm CT Friday/Saturday/Sunday): Potential to work fully remote after training
Preferred qualifications:
- Previous customer service or client relationship experience.
- Bachelor’s degree or higher.
What’s in it for you
At Schwab, you’re empowered to shape your future. We champion your growth through meaningful work, continuous learning, and a culture of trust and collaboration—so you can build the skills to make a lasting impact. Our Hybrid Work and Flexibility approach balances our ongoing commitment to workplace flexibility, serving our clients, and our strong belief in the value of being together in person on a regular basis.
We offer a competitive benefits package that takes care of the whole you – both today and in the future:
- 401(k) with company match and Employee stock purchase plan
- Paid time for vacation, volunteering, and 28-day sabbatical after every 5 years of service for eligible positions
- Paid parental leave and family building benefits
- Tuition reimbursement
- Health, dental, and vision insurance
Eligible Schwabbies receive
- Medical, dental and vision benefits
- 401(k) and employee stock purchase plans
- Tuition reimbursement to keep developing your career
- Paid parental leave and adoption/family building benefits
- Sabbatical leave available after five years of employment
See all OPT Financial Services Representative Jobs
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Get Access To All JobsTips for Finding OPT Sponsorship in Financial Services Representative
Target employers with H-1B sponsorship history
Large banks, insurance carriers, and asset management firms file H-1B petitions regularly. Prioritizing these employers means your OPT role is more likely to convert into long-term sponsorship before your authorization expires.
Confirm your role qualifies as a specialty occupation
Financial Services Representative positions vary widely. Roles requiring a finance, economics, or business degree for a specific analytical function qualify more cleanly than general sales roles, which may face specialty occupation scrutiny during H-1B filing.
Apply early relative to your OPT expiration date
H-1B cap registration opens each March for an October 1 start date. If your OPT expires before October, you need a STEM extension or cap-exempt employer to bridge the gap without an authorization lapse.
Get your FINRA licenses on file during OPT
Completing Series 6, Series 7, or Series 63 licensing during OPT strengthens your profile significantly. Licensed candidates are harder to replace, which gives employers a stronger business case to invest in H-1B sponsorship.
Disclose your OPT status clearly and early
Bring up your work authorization status before the offer stage. Employers who are unwilling to sponsor will self-select out, saving you time and letting you focus on firms that have sponsored similar roles before.
Build your case around measurable client outcomes
Financial services firms evaluate sponsorship ROI carefully. Documenting portfolio growth, client retention rates, or revenue contributed during OPT gives hiring managers concrete data to justify the sponsorship investment to legal and HR teams.
Financial Services Representative OPT: Frequently Asked Questions
Can I work as a Financial Services Representative on OPT?
Yes, if your degree is in finance, economics, business administration, or a closely related field. Your OPT employment must be directly related to your major, so a Financial Services Representative role involving financial analysis, client portfolio management, or investment advising generally qualifies. General retail sales roles with minimal connection to your degree may not meet USCIS requirements.
Does STEM OPT apply to Financial Services Representative jobs?
It depends on your degree. If you graduated with a STEM-designated program such as financial engineering, computational finance, or economics with a quantitative focus, you may qualify for a 24-month STEM OPT extension. Finance and business administration degrees are not typically STEM-designated, so most Financial Services Representative OPT students work on a standard 12-month authorization period.
How do I find Financial Services Representative jobs that sponsor H-1B visas?
Migrate Mate filters Financial Services Representative roles by employers with verified H-1B sponsorship history, so you can focus your applications on firms already familiar with the process. Large financial institutions like regional banks, insurance companies, and brokerage firms are the most consistent sponsors in this sector.
Do I need FINRA licenses to get a Financial Services Representative job on OPT?
Not always before hiring, but most employers will require you to obtain licenses such as the Series 6, Series 7, or Series 63 within the first few months of employment. Many firms sponsor the licensing process during onboarding. Arriving with at least one license already completed makes you a noticeably stronger candidate, particularly at firms evaluating sponsorship costs.
What happens to my OPT if I change employers as a Financial Services Representative?
You can change employers on OPT, but your new position must still be directly related to your degree, and you must report the change in SEVIS through your DSO within 10 days. There is no mandatory gap between jobs, but working outside your authorized field or going without employment for more than 90 cumulative days can jeopardize your OPT status.