OPT Wealth Advisor Jobs
Wealth Advisor roles qualify for F-1 OPT when your degree is in finance, economics, or a related field. Most positions involve client portfolio management and financial planning, which aligns directly with STEM-adjacent and business OPT categories. Your 12-month OPT window is enough time to demonstrate value and pursue H-1B visa sponsorship.
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Get Access To All JobsEntrepreneurship while making an impact.
This is a career shift that could change everything.
Things have changed in the past year, you’ve changed. You know your worth and are tired of working for someone else, being undervalued and micromanaged. You know that frustration you’re feeling? That inner voice telling you that you're capable of more, to be bold, build something, make a difference in your community?
We understand this too and know that you can build a sustainable career with impact, it is possible and it’s happening throughout our firm. You can make a career move that may redefine the way you think about work and the legacy you leave. If this or the below information resonates with you, submit your resume for consideration into our selection process.
If you’ve considered starting a business, this may be what you’re looking for.
As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful and aligns with the values that we both share.
- Make an impact on the community, people’s lives, and the communities you care for by providing paths to financial stability and peace of mind.
- Benefit from a Nationally recognized Training and Development program with a well-defined leadership path that integrates education, experiential learning, and mentorship.
- Experience the power of independence and flexibility – with the freedom to live the life you want to live.
- Work for yourself alongside other driven, competitive, hardworking people who support you being your best every day.
How will you build your business? You will…
- Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications.
- Establish impactful networks in the community and learn how to authentically build referral connections.
- Develop and maintain long-term client relationships (our average client relationship is over 40 years).
- Provide customized financial strategies and solutions through factfinding and holistic financial planning.
- Broaden and deepen your skillset through ongoing professional development and joint work – experiential learning.
- Have the opportunity to design your roadmap to leadership and specialized roles.
- Be rewarded.
Who do you need to be?
- Dependable, consistent, full of integrity and honesty.
- Excellent communicator and relationship builder.
- A driven, independent, self-motivated, and goal-oriented person.
- Growth minded, coachable with strong desire for long term success.
Who we are.
- Unsurpassed Financial Strength, Financial Ratings the highest in any industry.
- Fortune’s 2025 Worlds Most Admired Companies, #1 in our class.
- Top 5 Independent Broker-Dealer.
- Ranked 112 on the esteemed FORTUNE 500 list.
- $400 million + donated through the NM Foundation.
- 455,000 hours donated toward Children’s Cancer Research.
- Countless volunteer hours toward local initiatives.
- A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
At Northwestern Mutual we believe that everyone deserves to spend their lives living and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for 165 years and has a proven track record of financial success.
Job Type: Full-time
Pay: $55,000.00 - $159,000.00 per year
Benefits:
- Dental insurance
- Employee assistance program
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Paid training
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Education:
Bachelor's (Required)
Experience:
Sales: 1 year (Preferred)
Professional: 1 year (Preferred)
Ability to Commute:
New York, NY 10004 (Preferred)
Work Location: In person
Entrepreneurship while making an impact.
This is a career shift that could change everything.
Things have changed in the past year, you’ve changed. You know your worth and are tired of working for someone else, being undervalued and micromanaged. You know that frustration you’re feeling? That inner voice telling you that you're capable of more, to be bold, build something, make a difference in your community?
We understand this too and know that you can build a sustainable career with impact, it is possible and it’s happening throughout our firm. You can make a career move that may redefine the way you think about work and the legacy you leave. If this or the below information resonates with you, submit your resume for consideration into our selection process.
If you’ve considered starting a business, this may be what you’re looking for.
As a Financial Representative, you will work with individuals, families, and small businesses to help them protect and grow their financial future. The work you do is valuable, impactful and aligns with the values that we both share.
- Make an impact on the community, people’s lives, and the communities you care for by providing paths to financial stability and peace of mind.
- Benefit from a Nationally recognized Training and Development program with a well-defined leadership path that integrates education, experiential learning, and mentorship.
- Experience the power of independence and flexibility – with the freedom to live the life you want to live.
- Work for yourself alongside other driven, competitive, hardworking people who support you being your best every day.
How will you build your business? You will…
- Receive personalized coaching and market (client) development resources as well as financial support for professional designations and certifications.
- Establish impactful networks in the community and learn how to authentically build referral connections.
- Develop and maintain long-term client relationships (our average client relationship is over 40 years).
- Provide customized financial strategies and solutions through factfinding and holistic financial planning.
- Broaden and deepen your skillset through ongoing professional development and joint work – experiential learning.
- Have the opportunity to design your roadmap to leadership and specialized roles.
- Be rewarded.
Who do you need to be?
- Dependable, consistent, full of integrity and honesty.
- Excellent communicator and relationship builder.
- A driven, independent, self-motivated, and goal-oriented person.
- Growth minded, coachable with strong desire for long term success.
Who we are.
- Unsurpassed Financial Strength, Financial Ratings the highest in any industry.
- Fortune’s 2025 Worlds Most Admired Companies, #1 in our class.
- Top 5 Independent Broker-Dealer.
- Ranked 112 on the esteemed FORTUNE 500 list.
- $400 million + donated through the NM Foundation.
- 455,000 hours donated toward Children’s Cancer Research.
- Countless volunteer hours toward local initiatives.
- A culture that promotes diversity, teamwork, work/life balance, recognition and rewards.
At Northwestern Mutual we believe that everyone deserves to spend their lives living and that a strong financial plan is the cornerstone for ensuring that reality! Financial security is not just something that happens in retirement but is an enabler for our clients to spend their life living! Our teams of financial advisors across the nation embody these beliefs and are committed to helping clients reach their financial goals. With over 50% of Americans citing that their financial planning needs improvement, a career with Northwestern Mutual provides abundant opportunities to serve this growing need! Recognized by FORTUNE as one of the "World's Most Admired" companies, Northwestern Mutual has been among the leaders in the financial services industry for 165 years and has a proven track record of financial success.
Job Type: Full-time
Pay: $55,000.00 - $159,000.00 per year
Benefits:
- Dental insurance
- Employee assistance program
- Financial planning services
- Flexible schedule
- Health insurance
- Life insurance
- Paid training
- Parental leave
- Professional development assistance
- Referral program
- Retirement plan
- Vision insurance
Education:
Bachelor's (Required)
Experience:
Sales: 1 year (Preferred)
Professional: 1 year (Preferred)
Ability to Commute:
New York, NY 10004 (Preferred)
Work Location: In person
See all 31+ OPT Wealth Advisor Jobs
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Get Access To All JobsTips for Finding OPT Sponsorship in Wealth Advisor
Target RIAs and independent broker-dealers first
Registered Investment Advisors and independent broker-dealers sponsor OPT students more consistently than large wirehouses. Smaller firms often have more flexibility in hiring timelines and are less constrained by rigid HR policies around work authorization.
Get your Series 65 or 66 before applying
Holding a Series 65 or 66 license signals you can serve clients immediately without additional firm investment. It removes a common hesitation employers have around sponsoring international candidates who still need licensing before generating revenue.
Frame your international background as a client acquisition asset
Firms serving multicultural or international client bases actively seek advisors who share those backgrounds. Position your origin country, language skills, and cultural fluency as a direct business development advantage during interviews and in your cover letter.
Start the H-1B conversation at the offer stage, not later
Wealth Advisor roles qualify as specialty occupations under H-1B visa when a finance degree is required. Raising sponsorship during offer negotiations, not months into the job, gives your employer time to prepare and signals you have a clear plan.
Document your client outcomes from day one
Sponsoring firms want evidence of performance before committing to H-1B costs. Track assets under management growth, client retention rates, and referral numbers from your first week. Concrete metrics make the sponsorship business case significantly easier to present.
Build your CFP candidacy while on OPT
The CFP designation requires 6,000 hours of professional experience, which your OPT period starts counting toward. Employers see CFP candidacy as a retention signal and are far more willing to sponsor advisors already progressing toward the credential.
Wealth Advisor OPT: Frequently Asked Questions
Does a Wealth Advisor role qualify as a specialty occupation for OPT and H-1B purposes?
Yes, when the position requires a bachelor's degree or higher in finance, economics, accounting, or a related field. Most Wealth Advisor roles at regulated firms meet this threshold. The key is ensuring the job description explicitly states a degree requirement in a specific field, not just any bachelor's degree. Generic degree requirements can complicate the H-1B specialty occupation analysis.
Can I work as a Wealth Advisor on OPT while studying for the Series 65 or Series 7?
Yes. OPT authorizes full-time employment in your field of study, and you can sit for FINRA and state licensing exams while working. Many firms hire OPT students in a junior or associate capacity before licensing is complete. Confirm with your employer that your pre-licensing activities fall within your authorized employment scope as defined on your EAD.
Which types of employers are most likely to sponsor a Wealth Advisor on OPT for an H-1B?
Registered Investment Advisors, independent broker-dealers, and multi-family offices sponsor OPT students more consistently than large wirehouse firms. Smaller firms tend to evaluate candidates individually rather than applying blanket no-sponsorship policies. You can browse Wealth Advisor roles at OPT-friendly firms on Migrate Mate, which filters specifically for employers open to F-1 work authorization.
Does my OPT EAD need to list 'Wealth Advisor' specifically as my authorized job title?
No. Your EAD authorizes employment in your field of study, not a specific job title. As long as the Wealth Advisor role is directly related to your degree field, such as finance or economics, you're authorized to work in that capacity. Your offer letter, I-20, and EAD together document the connection between your role and your degree for employer verification purposes.
What happens to my OPT authorization if I move from one wealth management firm to another?
You can change employers on OPT without filing new paperwork with USCIS, but you must report the change to your DSO within 10 days so they can update SEVIS. Your EAD remains valid at the new firm as long as the role is still related to your degree field and you remain within your authorized OPT period. Keep your DSO informed to avoid any status complications.