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 JobsINTRODUCTION
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.
Due to our continued growth, the Retirement Plan Consulting division currently has an opening for an Associate Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.
PRIMARY RESPONSIBILTIES:
- Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines
- Update and generate weekly reports utilizing the CRM and MS Office
- Maintain/update CRM and Department tracking sheets on a real time basis
- Data gathering for surveys
- Offer additional support in facilitating RFP's from various vendors through the RPAG system
- Build up subject matter expertise through self study (ex. designations, licensing), industry partner interactions, and client interaction
- Special projects as needed
EDUCATION AND EXPERIENCE:
- Bachelor's Degree preferred.
- 2-4 years of working experience in customer service in the financial services industry or analytical role preferred.
- Working knowledge of mutual funds. Working knowledge of 401(k), preferred but not required. Strong written and oral communication skills.
- Must be willing to obtain the appropriate FINRA licensing within the first 90 days of hire.
SKILLS AND ABILITIES:
- Excellent customer services skills.
- Extremely detail oriented, exceptional follow through, and reliable in all aspects.
- Strong interest in learning about the retirement plan industry.
- Interest in pursuing advanced designations and securities licensing. Intermediate level knowledge of MS Office - Word, Excel, PowerPoint, Outlook. Prior experience with CRM software.
- Familiarity with RPAG investment analysis software, preferred but not required.
LOCATION:
- Hybrid position, minimum 3 days in office
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
Annual salary is $70,000+ and is negotiable upon time of offer.
INTRODUCTION
The Baldwin Group Wealth Advisors, LLC is an independent RIA firm offering financial planning and investment advice for individuals, and fiduciary retirement plan services to corporations. We pride ourselves in being a high touch organization that is highly competent, proactive, and responsive.
Due to our continued growth, the Retirement Plan Consulting division currently has an opening for an Associate Client Manager. This role would be assisting with departmental objectives while maintaining relationships with key retirement plan sponsors (governmental and 401k) with a focus on client satisfaction and retention.
PRIMARY RESPONSIBILTIES:
- Generate and coordinate client and prospective deliverables, with an emphasis on accuracy and meeting stringent deadlines
- Update and generate weekly reports utilizing the CRM and MS Office
- Maintain/update CRM and Department tracking sheets on a real time basis
- Data gathering for surveys
- Offer additional support in facilitating RFP's from various vendors through the RPAG system
- Build up subject matter expertise through self study (ex. designations, licensing), industry partner interactions, and client interaction
- Special projects as needed
EDUCATION AND EXPERIENCE:
- Bachelor's Degree preferred.
- 2-4 years of working experience in customer service in the financial services industry or analytical role preferred.
- Working knowledge of mutual funds. Working knowledge of 401(k), preferred but not required. Strong written and oral communication skills.
- Must be willing to obtain the appropriate FINRA licensing within the first 90 days of hire.
SKILLS AND ABILITIES:
- Excellent customer services skills.
- Extremely detail oriented, exceptional follow through, and reliable in all aspects.
- Strong interest in learning about the retirement plan industry.
- Interest in pursuing advanced designations and securities licensing. Intermediate level knowledge of MS Office - Word, Excel, PowerPoint, Outlook. Prior experience with CRM software.
- Familiarity with RPAG investment analysis software, preferred but not required.
LOCATION:
- Hybrid position, minimum 3 days in office
IMPORTANT NOTICE:
This position description is intended to describe the level of work required of the person performing in the role and is not a contract. The essential responsibilities are outlined; other duties may be assigned as needs arise or as required to support the organization. All requirements may be subject to reasonable accommodations to applicants and colleagues who need them for medical or religious reasons.
EEOC (STATEMENT):
The Baldwin Group is an equal employment opportunity firm and strives to comply with all laws prohibiting discrimination based on race, color, religion, age, sex (including sexual orientation and gender identity), national origin or ancestry, disability, military status, marital status, and any other category protected by federal, state, or local laws. All such discrimination is unlawful, and all persons involved in the operations of the firm are prohibited from engaging in this conduct.
Annual salary is $70,000+ and is negotiable upon time of offer.
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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.