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
ENTREPRENURIAL FULL TRAINING & DEVELOPMENT - Considering a career in the financial services industry?
At Northwestern Mutual, our team of financial professionals build their career by helping individuals, families and businesses create clarity and confidence around achieving their financial goals through our planning process. Our financial professionals seek to understand their clients' goals and dreams in order to develop comprehensive financial solutions at the highest standard, that will help clients reach financial success.
Here, you are backed by a Fortune 100 Company and have access to award-winning training, technology, planning tools and supportive mentors who will help you deliver expert advice to your clients. Be a part of a thriving, inclusive culture supporting every team member on their career path.
ROLE AND RESPONSIBILITIES
Financial Advisor careers provide what many people desire professionally:
- Impact: Helping your client’s live life the way they want by implementing financial strategies to achieve their goals.
- Income: With unlimited earning potential, the career is very rewarding, securing your own financial dreams.
- Inter-dependence: You are in business for yourself, but not by yourself. Building a practice can create the flexibility and independence, balanced with quality services and support from your local office.
Day-to-day:
- Developing your professional network; connecting with clients & client prospects
- Building rapport with prospects to understand in depth their financial goals, needs and concerns
- Developing recommendations and tailoring solutions to each client’s needs
- Collaborating with experts to develop financial acumen and expertise
Career Options:
- Specialize in a certain field or specialty market and build your credentials
- Explore a variety of leadership paths while continuing your personal practice
- Teaming with other financial advisor practices
BASIC QUALIFICATIONS
We welcome both career changers and experienced financial advisors to actively develop their client base, credentials, and financial acumen with our firm. We are confident our training, coaching, mentorship, and development programs will get the right fit to succeed to their highest potentials. We are looking for individuals with:
- 4-year College Degree or equivalent experience
- Prior sales and/or business development experience preferred
- Entrepreneurial mindset
- Strong interpersonal management skills required
- Strong communication skills required
COMPENSATION AND BENEFITS
- Exceptional income potential
- Comprehensive & competitive medical coverage
- Two company-funded retirement plans (pension plan and 401k plan)
- Group life and disability income insurance
- Flex Programs
- Childcare/Eldercare
- Maternity/Paternity Leave
COMPANY ACCOLADES
Northwestern Mutual is annually honored as one of the “WORLD’S MOST ADMIRED COMPANIES" in the life insurance industry according to FORTUNE Magazine’s annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired" in their industry. 38 times, Northwestern Mutual has earned that distinction.
Ranked among the "TOP 10 INDEPENDENT BROKER-DEALERS" as measured by total revenues by the leading investment industry publications: Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine.
Northwestern Mutual is annually ranked as one of the “50 BEST COMPANIES TO SELL FOR" by Selling Power Magazine and recognized as the best company to sell for in the financial services industry.
PAY
Pay: $80,000.00 - $250,000.00 per year
BENEFITS
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
LOCATION
Work Location: Hybrid remote in Wilmington, DE 19809
INTRODUCTION
ENTREPRENURIAL FULL TRAINING & DEVELOPMENT - Considering a career in the financial services industry?
At Northwestern Mutual, our team of financial professionals build their career by helping individuals, families and businesses create clarity and confidence around achieving their financial goals through our planning process. Our financial professionals seek to understand their clients' goals and dreams in order to develop comprehensive financial solutions at the highest standard, that will help clients reach financial success.
Here, you are backed by a Fortune 100 Company and have access to award-winning training, technology, planning tools and supportive mentors who will help you deliver expert advice to your clients. Be a part of a thriving, inclusive culture supporting every team member on their career path.
ROLE AND RESPONSIBILITIES
Financial Advisor careers provide what many people desire professionally:
- Impact: Helping your client’s live life the way they want by implementing financial strategies to achieve their goals.
- Income: With unlimited earning potential, the career is very rewarding, securing your own financial dreams.
- Inter-dependence: You are in business for yourself, but not by yourself. Building a practice can create the flexibility and independence, balanced with quality services and support from your local office.
Day-to-day:
- Developing your professional network; connecting with clients & client prospects
- Building rapport with prospects to understand in depth their financial goals, needs and concerns
- Developing recommendations and tailoring solutions to each client’s needs
- Collaborating with experts to develop financial acumen and expertise
Career Options:
- Specialize in a certain field or specialty market and build your credentials
- Explore a variety of leadership paths while continuing your personal practice
- Teaming with other financial advisor practices
BASIC QUALIFICATIONS
We welcome both career changers and experienced financial advisors to actively develop their client base, credentials, and financial acumen with our firm. We are confident our training, coaching, mentorship, and development programs will get the right fit to succeed to their highest potentials. We are looking for individuals with:
- 4-year College Degree or equivalent experience
- Prior sales and/or business development experience preferred
- Entrepreneurial mindset
- Strong interpersonal management skills required
- Strong communication skills required
COMPENSATION AND BENEFITS
- Exceptional income potential
- Comprehensive & competitive medical coverage
- Two company-funded retirement plans (pension plan and 401k plan)
- Group life and disability income insurance
- Flex Programs
- Childcare/Eldercare
- Maternity/Paternity Leave
COMPANY ACCOLADES
Northwestern Mutual is annually honored as one of the “WORLD’S MOST ADMIRED COMPANIES" in the life insurance industry according to FORTUNE Magazine’s annual survey. Since 1983, FORTUNE magazine has surveyed industry executives and analysts 38 times to identify the companies that are among the “Most Admired" in their industry. 38 times, Northwestern Mutual has earned that distinction.
Ranked among the "TOP 10 INDEPENDENT BROKER-DEALERS" as measured by total revenues by the leading investment industry publications: Financial Advisor magazine; Financial Planning magazine; Investment Advisor magazine.
Northwestern Mutual is annually ranked as one of the “50 BEST COMPANIES TO SELL FOR" by Selling Power Magazine and recognized as the best company to sell for in the financial services industry.
PAY
Pay: $80,000.00 - $250,000.00 per year
BENEFITS
- 401(k)
- Dental insurance
- Health insurance
- Life insurance
- Retirement plan
LOCATION
Work Location: Hybrid remote in Wilmington, DE 19809
See all 117+ OPT Wealth Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Wealth Advisor Jobs.
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.