OPT Licensing Manager Jobs
Licensing Manager jobs on OPT sit at the intersection of legal compliance, business development, and intellectual property, making them a strong fit for F-1 students with backgrounds in law, business, or engineering. Most roles qualify as specialty occupations, supporting both standard 12-month OPT and the 24-month STEM extension for eligible graduates.
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Get Access To All JobsWhere Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The Advisor Licensing Program provides aspiring Financial Advisors the foundational skills necessary for a successful career in wealth management including; client relationship management, comprehensive financial planning, investment solutions, product implementation, financial markets and consultative selling. The 6 month program provides a comprehensive training on LPL’s systems and procedures, tutoring and support to obtain necessary FINRA licenses (7&66), and coaching from our leadership team.
After completing licensure and necessary milestones throughout the program, program participants will graduate with an opportunity to support our growing book of clients as an Associate Financial Advisor. The Advisor of the Wealth Advisors Group is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will examine clients immediate and long term investment needs, help design solutions that best meet their individual financial goals and help grow our book.
Responsibilities:
- Licensure Testing: Training Advisors will be responsible for passing their SIE, series 7, and series 66 within the first 120 days of employment.
- Training: Training Representatives will be immersed in a hands on and comprehensive training which includes investment solutions and products, comprehensive financial planning concepts, systems and operational functions, client service, and consultative sales skills. Training Representatives will be responsible for achieving milestones and learning comprehension goals to graduate.
- Customer Service: Advisors are responsible for all functions of client relationship maintained including providing an exceptional service via incoming service calls, directing client transactions, preparing necessary client reports and forms, responding to client emails and proactive client outreach.
- Book Maintenance: Representatives will work together to ensure our book is operationally maintained, compliant, and delivering on our client experience commitments through proactive check ins and outreach.
- Financial Planning: Advisors should have a detailed understanding of all aspects of the financial planning process. Advisors should be effective at collecting and analyzing client data, developing and implementing appropriate solutions, as well as reviewing and maintaining those solutions on an ongoing basis. Advisors will need to knowledgably speak to core concepts such as education, tax, estate, insurance and investment allocation on a daily basis.
- Investment Solutions: Clients on our book possess a very wide range of different investment accounts and strategies. Advisors have the freedom to utilize investment vehicles that are most suitable for clients. Advisors should have a detailed understanding of all account types, investment products, and investment markets in order to field questions from our diverse client base.
- Consultative Sales: Advisors will be responsible for meeting goals in asset investment, wallet share consolidation, and relationship deepening metrics. Advisors will need to be well versed in the consultative sales process in order to demonstrate the value of LPL as well as position financial plans and investment solutions that are appropriate for the client.
- Business Partnership: Facilitate communication and coordination between departments to ensure smooth client experience and integration. Proactively engage in interdepartmental collaboration to enhance processes and integrate new partnerships and practices to enhance what our team can deliver for clients.
- Risk Mitigation: Remain in good standing with various compliance requirements. Assess and mitigate risk through regular book and client analysis. Prevent fraud through security checks and client conversations.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. We want focused and driven individuals who can pass FINRA licensing’s tests and internalize our training program.
Requirements
- Bachelor’s degree or equivalent
Preferences:
- SIE is preferred or strongly encouraged to have completed before start date
- High integrity, detail oriented and ability to evaluate and mitigate risk
- Must have excellent communication skills, an avid listener, and strong business writing skills
- Passion for financial services and client service
- Organized with their time, and able to pass multiple FINRA licensing examinations
- Telephone service/client relationship management skills
- Prior financial tele-sales, trading or call center service experience
- Previous experience as financial advisor or delivering advice and guidance to retail clients
- Basic understanding of financial planning concepts, investment markets, and account types
- Entrepreneurial mind set, self-starter and quickly adapt to a fast paced environment
- Proficient in Microsoft Office and web based applications
- Ability to assist customers in call center environment while accessing data via multiple PC lookup applications. Must have excellent PC and data input skills
Pay Range:
$22.28-$37.14/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
Where Ambition Meets Innovation
Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job Overview:
The Advisor Licensing Program provides aspiring Financial Advisors the foundational skills necessary for a successful career in wealth management including; client relationship management, comprehensive financial planning, investment solutions, product implementation, financial markets and consultative selling. The 6 month program provides a comprehensive training on LPL’s systems and procedures, tutoring and support to obtain necessary FINRA licenses (7&66), and coaching from our leadership team.
After completing licensure and necessary milestones throughout the program, program participants will graduate with an opportunity to support our growing book of clients as an Associate Financial Advisor. The Advisor of the Wealth Advisors Group is a group of corporate employee advisors who provide investment solutions to mass affluent investors virtually and over the phone. The advisor will examine clients immediate and long term investment needs, help design solutions that best meet their individual financial goals and help grow our book.
Responsibilities:
- Licensure Testing: Training Advisors will be responsible for passing their SIE, series 7, and series 66 within the first 120 days of employment.
- Training: Training Representatives will be immersed in a hands on and comprehensive training which includes investment solutions and products, comprehensive financial planning concepts, systems and operational functions, client service, and consultative sales skills. Training Representatives will be responsible for achieving milestones and learning comprehension goals to graduate.
- Customer Service: Advisors are responsible for all functions of client relationship maintained including providing an exceptional service via incoming service calls, directing client transactions, preparing necessary client reports and forms, responding to client emails and proactive client outreach.
- Book Maintenance: Representatives will work together to ensure our book is operationally maintained, compliant, and delivering on our client experience commitments through proactive check ins and outreach.
- Financial Planning: Advisors should have a detailed understanding of all aspects of the financial planning process. Advisors should be effective at collecting and analyzing client data, developing and implementing appropriate solutions, as well as reviewing and maintaining those solutions on an ongoing basis. Advisors will need to knowledgably speak to core concepts such as education, tax, estate, insurance and investment allocation on a daily basis.
- Investment Solutions: Clients on our book possess a very wide range of different investment accounts and strategies. Advisors have the freedom to utilize investment vehicles that are most suitable for clients. Advisors should have a detailed understanding of all account types, investment products, and investment markets in order to field questions from our diverse client base.
- Consultative Sales: Advisors will be responsible for meeting goals in asset investment, wallet share consolidation, and relationship deepening metrics. Advisors will need to be well versed in the consultative sales process in order to demonstrate the value of LPL as well as position financial plans and investment solutions that are appropriate for the client.
- Business Partnership: Facilitate communication and coordination between departments to ensure smooth client experience and integration. Proactively engage in interdepartmental collaboration to enhance processes and integrate new partnerships and practices to enhance what our team can deliver for clients.
- Risk Mitigation: Remain in good standing with various compliance requirements. Assess and mitigate risk through regular book and client analysis. Prevent fraud through security checks and client conversations.
What are we looking for?
We want strong collaborators who can deliver a world-class client experience. We are looking for people who thrive in a fast-paced environment, are client-focused, team oriented, and are able to execute in a way that encourages creativity and continuous improvement. We want focused and driven individuals who can pass FINRA licensing’s tests and internalize our training program.
Requirements
- Bachelor’s degree or equivalent
Preferences:
- SIE is preferred or strongly encouraged to have completed before start date
- High integrity, detail oriented and ability to evaluate and mitigate risk
- Must have excellent communication skills, an avid listener, and strong business writing skills
- Passion for financial services and client service
- Organized with their time, and able to pass multiple FINRA licensing examinations
- Telephone service/client relationship management skills
- Prior financial tele-sales, trading or call center service experience
- Previous experience as financial advisor or delivering advice and guidance to retail clients
- Basic understanding of financial planning concepts, investment markets, and account types
- Entrepreneurial mind set, self-starter and quickly adapt to a fast paced environment
- Proficient in Microsoft Office and web based applications
- Ability to assist customers in call center environment while accessing data via multiple PC lookup applications. Must have excellent PC and data input skills
Pay Range:
$22.28-$37.14/hour
Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace, LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
See all 41+ OPT Licensing Manager Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Licensing Manager Jobs.
Get Access To All JobsTips for Finding OPT Sponsorship as a Licensing Manager
Lead with your compliance and regulatory background
Licensing Managers handle contract negotiations and IP compliance, which requires specialized knowledge. Highlight coursework or internships in contract law, intellectual property, or regulatory affairs to demonstrate you bring skills most generalist candidates lack.
Target industries with high licensing activity
Pharmaceuticals, software, entertainment, and manufacturing rely heavily on licensing agreements. Focusing your search on these sectors increases your odds of finding employers already familiar with sponsoring international candidates for compliance-heavy, degree-required roles.
Frame your OPT timeline proactively
Bring up your work authorization early and clearly. Tell employers you have OPT authorization now and, if STEM-eligible, up to three years total. This removes ambiguity and shows you understand the process rather than leaving employers guessing.
Quantify your licensing or contract experience
Generic descriptions hurt your application. Cite specific outcomes: the number of agreements managed, revenue generated from licensing deals, or compliance audits completed. Concrete numbers make your experience legible to hiring managers reviewing dozens of applications.
Research the employer's existing IP or licensing portfolio
Before interviews, review the company's patent filings, partnership agreements, or product licensing history. Referencing their specific portfolio shows genuine interest and signals you can contribute immediately, which matters more when visa sponsorship is also part of the conversation.
Identify employers who have sponsored similar roles before
Companies that have previously hired international workers for compliance or legal operations roles are far more likely to sponsor again. Prioritizing these employers in your search saves time and significantly improves your chances of converting OPT into long-term sponsorship.
Licensing Manager OPT: Frequently Asked Questions
Does a Licensing Manager role qualify as a specialty occupation for OPT and H-1B purposes?
Yes, in most cases. Licensing Manager positions typically require a bachelor's degree or higher in a specific field such as business, law, intellectual property, or a related discipline, which meets the specialty occupation standard. Roles involving contract negotiation, IP portfolio management, or regulatory compliance tend to satisfy this requirement clearly, making them well-suited for both OPT employment and eventual H-1B visa sponsorship.
Can STEM OPT students extend their authorization while working as a Licensing Manager?
It depends on your degree field. If your bachelor's or master's degree is in a STEM-designated field, such as computer science, engineering, or certain business analytics programs, and the Licensing Manager role is directly related to that field, you may qualify for the 24-month STEM OPT extension. You'll need your employer to enroll in E-Verify and sign a formal training plan before your standard OPT period expires.
How do I find Licensing Manager jobs open to OPT candidates?
Migrate Mate is built specifically for this. It filters for employers willing to sponsor or hire international candidates, so you're not wasting time applying to roles that will reject you at the authorization screening stage. Licensing Manager listings on Migrate Mate are curated for F-1 OPT students, which makes it a far more efficient starting point than general job boards that don't filter by sponsorship willingness.
What happens to my OPT status if a licensing contract role ends or I'm laid off?
You enter a 60-day grace period from the date your employment ends. During that window, you can search for a new qualifying position, transfer to a different immigration status, or prepare to depart the U.S. You must remain employed in a role related to your degree for the majority of your OPT period, so gaps longer than 90 days in aggregate can put your status at risk.
Do Licensing Manager roles at startups or small companies still support OPT and future H-1B sponsorship?
Yes, company size doesn't affect OPT eligibility. For H-1B sponsorship, small employers can file petitions just as large ones can. The practical difference is that smaller companies may have less experience navigating the process and may need more guidance on legal fees and timelines. When evaluating startups, ask directly whether they've sponsored H-1B workers before and whether they use an immigration attorney.