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 JobsJob Title: Financial Advisor
Location: Poway, California
Company: Kristin Francy State Farm Agency– Established Investment Advisory Firm
Job Summary: We are seeking a motivated and knowledgeable Financial Advisor to join our established investment advisory firm located in Poway, California. The ideal candidate will have a passion for helping clients achieve their financial goals and will possess a strong understanding of financial products, investment strategies, and market trends. As a Financial Advisor, you will play a crucial role in building and maintaining client relationships, providing expert financial advice, and contributing to the growth of our firm.
Key Responsibilities:
-
Client Consultation:
-
Conduct comprehensive meetings with clients to assess their financial needs, goals, and risk tolerance.
-
Analyze clients' financial situations and gather relevant information to create tailored financial plans.
-
Financial Planning:
-
Develop and implement customized financial strategies that align with clients' short-term and long-term objectives.
-
Recommend suitable investment products, insurance solutions, retirement plans, and estate planning options.
-
Investment Management:
-
Monitor clients' investment portfolios, providing insights and recommendations for adjustments as needed.
-
Stay informed about market trends, economic conditions, and emerging investment opportunities.
-
Relationship Management:
-
Build and maintain strong, trusting relationships with clients to enhance client retention and satisfaction.
-
Provide ongoing support, including regular portfolio reviews and performance updates.
-
Compliance and Reporting:
-
Ensure adherence to financial regulations and industry standards, maintaining the highest level of integrity.
-
Prepare and present comprehensive reports on clients' financial performance and progress toward their goals.
-
Business Development:
-
Identify and pursue new business opportunities to expand the client base.
-
Participate in networking events and marketing initiatives to attract potential clients.
-
Continuous Learning:
-
Stay updated on financial products, market developments, and regulatory changes to provide informed advice.
- Pursue relevant certifications and professional development opportunities.
Note: This role is not solely focused on cold lead generation; you will also have access to an established book of business to support your client outreach and sales efforts.
Qualifications
- Bachelor’s degree in finance, economics, business, or a related field.
- Series 65 license preferred; additional relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus.
- Proven experience as a financial advisor or in a related financial services role.
- Strong analytical skills with proficiency in financial planning software.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients.
- Must be authorized to work in the USA.
Skills:
- In-depth knowledge of investment strategies and financial products.
- Strong problem-solving abilities and attention to detail.
- Ability to work independently and manage multiple client relationships effectively.
- Proficient in Microsoft Office Suite and financial management tools.
Work Environment:
This position will be based in our Poway office, with opportunities for remote work as appropriate. Some travel may be required for client meetings and networking events.
Compensation:
- Salary base pay range of $80,000 - $100,000, plus commissions, bonuses, and benefits.
Benefits:
- Health insurance
- Opportunity for advancement
- Paid time off
- Signing bonus
- Training & development
- 401(k)
- Bonus based on performance
- Company parties
- Competitive salary
Join our team at Kristin Francy State Farm Agency and help us make a positive impact on our clients' financial futures!
Job Title: Financial Advisor
Location: Poway, California
Company: Kristin Francy State Farm Agency– Established Investment Advisory Firm
Job Summary: We are seeking a motivated and knowledgeable Financial Advisor to join our established investment advisory firm located in Poway, California. The ideal candidate will have a passion for helping clients achieve their financial goals and will possess a strong understanding of financial products, investment strategies, and market trends. As a Financial Advisor, you will play a crucial role in building and maintaining client relationships, providing expert financial advice, and contributing to the growth of our firm.
Key Responsibilities:
-
Client Consultation:
-
Conduct comprehensive meetings with clients to assess their financial needs, goals, and risk tolerance.
-
Analyze clients' financial situations and gather relevant information to create tailored financial plans.
-
Financial Planning:
-
Develop and implement customized financial strategies that align with clients' short-term and long-term objectives.
-
Recommend suitable investment products, insurance solutions, retirement plans, and estate planning options.
-
Investment Management:
-
Monitor clients' investment portfolios, providing insights and recommendations for adjustments as needed.
-
Stay informed about market trends, economic conditions, and emerging investment opportunities.
-
Relationship Management:
-
Build and maintain strong, trusting relationships with clients to enhance client retention and satisfaction.
-
Provide ongoing support, including regular portfolio reviews and performance updates.
-
Compliance and Reporting:
-
Ensure adherence to financial regulations and industry standards, maintaining the highest level of integrity.
-
Prepare and present comprehensive reports on clients' financial performance and progress toward their goals.
-
Business Development:
-
Identify and pursue new business opportunities to expand the client base.
-
Participate in networking events and marketing initiatives to attract potential clients.
-
Continuous Learning:
-
Stay updated on financial products, market developments, and regulatory changes to provide informed advice.
- Pursue relevant certifications and professional development opportunities.
Note: This role is not solely focused on cold lead generation; you will also have access to an established book of business to support your client outreach and sales efforts.
Qualifications
- Bachelor’s degree in finance, economics, business, or a related field.
- Series 65 license preferred; additional relevant certifications such as Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) are a plus.
- Proven experience as a financial advisor or in a related financial services role.
- Strong analytical skills with proficiency in financial planning software.
- Excellent communication and interpersonal skills, with the ability to build rapport with clients.
- Must be authorized to work in the USA.
Skills:
- In-depth knowledge of investment strategies and financial products.
- Strong problem-solving abilities and attention to detail.
- Ability to work independently and manage multiple client relationships effectively.
- Proficient in Microsoft Office Suite and financial management tools.
Work Environment:
This position will be based in our Poway office, with opportunities for remote work as appropriate. Some travel may be required for client meetings and networking events.
Compensation:
- Salary base pay range of $80,000 - $100,000, plus commissions, bonuses, and benefits.
Benefits:
- Health insurance
- Opportunity for advancement
- Paid time off
- Signing bonus
- Training & development
- 401(k)
- Bonus based on performance
- Company parties
- Competitive salary
Join our team at Kristin Francy State Farm Agency and help us make a positive impact on our clients' financial futures!
See all OPT Financial Services Representative Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Financial Services Representative Jobs.
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.