Wealth Advisor Jobs for OPT Students
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 sponsorship.
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Get Access To All JobsAbout Titan
Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they’re available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
- Ambitious Vision: When we put private wealth management in every pocket, we’ll make a legacy-defining impact in growing our generation’s wealth to new heights.
- Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
- Disproportionate Impact: We’re still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
- Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you’ll see our founders in office every day).
- Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
- World-Class Investors: We’re backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
Role Overview
We are looking for a Wealth Advisor to join our Advisory team. Advisory is key to our mission of increasing our generation’s compound growth rate. We pride ourselves in rethinking established paradigms for the end-to-end investment management experience and pushing the status quo. Our goal is to tech-enable the relationship between client and investment manager, setting clients up for superior investment outcomes and compounding their financial knowledge.
You will work directly with our Director of Wealth Advisory to help bridge Titan’s Investment Management and Product teams, helping drive the most seamless investment experience possible for our clients. You will engage current and prospective clients in discussions focused on the nuances of Titan’s investment offerings, reimagine the wealth management industry from the ground up, participate in bespoke portfolio analysis for clients, create and project-manage investment insights (investment reports/webinars), and intensely collaborate cross functionally (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to drive product and revenue growth.
What You’ll Do:
- Manage and grow your book of clients: Take ownership of a portfolio of high-net-worth clients, deepening relationships and increasing Assets Under Management through proactive, value-driven guidance.
- Deliver exceptional client experiences: Be the trusted advisor clients turn to for financial insights, portfolio strategy, and tailored solutions that align with their goals.
- Identify growth opportunities within existing relationships: Expand wallet share, cross-sell relevant services, and help clients maximize their investment outcomes.
- Lead high-impact client conversations: Conduct meetings and presentations that showcase our advisory approach and reinforce client trust.
- Collaborate with internal teams: Partner with operations, investment strategy, and product specialists to ensure seamless delivery of advice and support.
- Maintain disciplined account oversight: Track client activity, monitor portfolio performance, and ensure reporting and compliance obligations are met.
Qualifications
- 4-6+ years of experience in Wealth Advisory, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management roles
- Exceptional written and communication skills along with an acute attention to details
- Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, etc.)
- Comfortable with high volumes of client interactions (e.g., video/phone calls, large-audience webinars)
- Strong ability to work cross functionally and think creatively to drive product growth
- Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis
- Proficiency with basic financial modeling in Microsoft Excel
- You are fluent with data. You can use data to answer questions, identify opportunities, find insights, measure progress towards goals, and iterate quickly.
- You make things happen. You are scrappy and find ways to overcome roadblocks with workarounds or tradeoffs.
- Series 7, 63 and 65 (or Series 7 and 66) required
About Titan
Titan is an award-winning wealth manager with a mission to increase our generation’s compound growth rate. We plan to do this by putting a human wealth advisor in every pocket. Historically, wealth managers have been accessible to only the ultra-wealthy. With Titan, they’re available to everyone. We harness frontier technologies like artificial intelligence to build a platform that gives advisors superpowers, enabling them to serve clients they historically never could. Backed by a16z, General Catalyst, Sam Altman, and many others, we manage over $1 billion in assets for clients across the country.
Why Join Titan
For the right person, we believe Titan will be one of the most rewarding jobs they ever have.
- Ambitious Vision: When we put private wealth management in every pocket, we’ll make a legacy-defining impact in growing our generation’s wealth to new heights.
- Critical Why Now: The advent of LLMs unlocks our vision to democratize personalized wealth management for everyone. This drives our urgency every day.
- Disproportionate Impact: We’re still at the beginning of our journey with a small team, which means your impact at Titan will disproportionately matter.
- Vibrant In-Person Culture: We thrive on being a high-touch team, working together in the trenches in person (you’ll see our founders in office every day).
- Compensation: Titan offers competitive cash compensation and well-above-market equity packages because we want every team member to be an owner.
- World-Class Investors: We’re backed by top investors who share our bold vision, including a16z, General Catalyst, Y Combinator, and Sam Altman.
Role Overview
We are looking for a Wealth Advisor to join our Advisory team. Advisory is key to our mission of increasing our generation’s compound growth rate. We pride ourselves in rethinking established paradigms for the end-to-end investment management experience and pushing the status quo. Our goal is to tech-enable the relationship between client and investment manager, setting clients up for superior investment outcomes and compounding their financial knowledge.
You will work directly with our Director of Wealth Advisory to help bridge Titan’s Investment Management and Product teams, helping drive the most seamless investment experience possible for our clients. You will engage current and prospective clients in discussions focused on the nuances of Titan’s investment offerings, reimagine the wealth management industry from the ground up, participate in bespoke portfolio analysis for clients, create and project-manage investment insights (investment reports/webinars), and intensely collaborate cross functionally (Investment Research, Growth/Marketing, Product/Design, Biz Ops & Strategy) to drive product and revenue growth.
What You’ll Do:
- Manage and grow your book of clients: Take ownership of a portfolio of high-net-worth clients, deepening relationships and increasing Assets Under Management through proactive, value-driven guidance.
- Deliver exceptional client experiences: Be the trusted advisor clients turn to for financial insights, portfolio strategy, and tailored solutions that align with their goals.
- Identify growth opportunities within existing relationships: Expand wallet share, cross-sell relevant services, and help clients maximize their investment outcomes.
- Lead high-impact client conversations: Conduct meetings and presentations that showcase our advisory approach and reinforce client trust.
- Collaborate with internal teams: Partner with operations, investment strategy, and product specialists to ensure seamless delivery of advice and support.
- Maintain disciplined account oversight: Track client activity, monitor portfolio performance, and ensure reporting and compliance obligations are met.
Qualifications
- 4-6+ years of experience in Wealth Advisory, Asset Management, Wealth Management, Investment Banking, or other client-facing investment management roles
- Exceptional written and communication skills along with an acute attention to details
- Demonstrated ability to handle assorted client questions (including asset allocation recommendations, market perspectives, portfolio positioning, etc.)
- Comfortable with high volumes of client interactions (e.g., video/phone calls, large-audience webinars)
- Strong ability to work cross functionally and think creatively to drive product growth
- Familiarity with investment management principles, asset allocation frameworks, alternative investing, and quantitative analysis
- Proficiency with basic financial modeling in Microsoft Excel
- You are fluent with data. You can use data to answer questions, identify opportunities, find insights, measure progress towards goals, and iterate quickly.
- You make things happen. You are scrappy and find ways to overcome roadblocks with workarounds or tradeoffs.
- Series 7, 63 and 65 (or Series 7 and 66) required
How to Get Visa 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 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.
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Get Access To All JobsFrequently 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.
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