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 JobsBenefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Health insurance
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tim Keefe - State Farm Agent, you will successfully market the financial products that help manage everyday risks to current and future customers. Your job is to help our agency fulfill its mission to be a HERO on our customer's best and worst financial day. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Responsibilities:
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS
- College Degree in Finance or related field of study, or 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 6 and 63 licenses preferred. Licensing post-hire is available for college applicants with appropriate degree.
Benefits:
- 401(k) matching
- Bonus based on performance
- Competitive salary
- Health insurance
- Paid time off
- Training & development
ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Tim Keefe - State Farm Agent, you will successfully market the financial products that help manage everyday risks to current and future customers. Your job is to help our agency fulfill its mission to be a HERO on our customer's best and worst financial day. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
Responsibilities:
- Consult customers with financial planning and investment options.
- Assist customers with portfolio management and asset allocation.
- Conduct financial reviews and recommend appropriate products.
- Maintain compliance with financial regulations.
QUALIFICATIONS
- College Degree in Finance or related field of study, or 3+ years of experience in financial services.
- Analytical and communication skills.
- FINRA Series 6 and 63 licenses preferred. Licensing post-hire is available for college applicants with appropriate degree.
See all 50+ 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.