OPT Wealth Management Advisor Jobs
Wealth Management Advisor roles on OPT require employers to sponsor an H-1B visa or verify your EAD work authorization. Most firms hiring in this space require FINRA licensing, such as Series 65 or Series 7, which you can pursue while on OPT. CPT experience in financial planning strengthens your candidacy significantly.
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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 Management Advisor Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new OPT Wealth Management Advisor Jobs.
Get Access To All JobsTips for Finding OPT Sponsorship in Wealth Management Advisor
Lead with your EAD, not your visa status
When applying, emphasize that your Employment Authorization Document lets you start immediately. Many wealth management firms don't realize OPT requires no employer petition. Framing your authorization as straightforward reduces hesitation before you get to the interview stage.
Pursue FINRA licensing while on OPT
The Series 65 or Series 7 exam can be completed during your OPT period. Holding or actively pursuing these licenses signals serious commitment to wealth management and directly addresses the most common objection firms raise when considering international candidates.
Target RIAs and independent broker-dealers
Registered Investment Advisors and independent broker-dealers often have more flexible hiring processes than large banks. Smaller firms make sponsorship decisions faster and are more likely to evaluate your skills rather than defaulting to a blanket policy against international candidates.
Highlight client-facing experience in your application
Wealth management is a relationship-driven field. Any experience managing client portfolios, conducting financial planning sessions, or advising on investment strategies, even from internships or CPT, should be front and center on your resume and in interviews.
Apply before your OPT clock creates urgency
Firms are more willing to discuss H-1B visa sponsorship when there's no immediate deadline pressure. Applying six to nine months before your OPT expires gives you room to negotiate and allows the employer time to plan a sponsored petition without feeling rushed.
Leverage STEM OPT if your degree qualifies
Finance-adjacent degrees in quantitative fields, mathematics, or economics may qualify for the 24-month STEM OPT extension. Confirming eligibility early gives employers a longer runway before H-1B sponsorship is required, which materially improves your chances of being hired.
Wealth Management Advisor OPT: Frequently Asked Questions
Do Wealth Management Advisor roles typically sponsor H-1B visas?
Sponsorship varies significantly by firm size and structure. Large wirehouses like major banks and national RIAs do sponsor H-1B visas for qualified advisors, but regional and boutique firms are less consistent. Your strongest approach is targeting firms with a documented history of H-1B filings in financial advisory roles. Migrate Mate filters job listings by OPT and sponsorship eligibility, making it easier to identify firms that actively hire international candidates in this field.
Can I work as a Wealth Management Advisor on OPT without H-1B sponsorship?
Yes. During your OPT period, your Employment Authorization Document authorizes you to work for any qualifying employer without them needing to file a petition. You can begin a wealth management role the moment an employer verifies your EAD. Sponsorship only becomes necessary if you want to remain in the U.S. after your OPT expires, at which point your employer would need to file an H-1B.
Does a STEM OPT extension apply to Wealth Management Advisor positions?
It depends on your underlying degree, not the job title. If you graduated with a STEM-designated degree, such as quantitative finance, applied mathematics, or a related field, and the role is directly related to that degree, you may qualify for the 24-month extension. Financial planning or general finance degrees are generally not STEM-designated. Check your school's DSO to confirm your CIP code before assuming eligibility.
Do I need a FINRA license to get hired as a Wealth Management Advisor on OPT?
Most roles require at minimum the Series 65 (investment advisor) or Series 66, and client-facing positions at broker-dealers typically require the Series 7. Some employers will hire on the condition you pass within 90 days of starting. Completing your Series 65 before applying, even while on OPT, significantly strengthens your candidacy and removes one of the most common hiring objections for international candidates.
How do I find Wealth Management Advisor jobs that accept OPT students?
The most direct approach is to search for roles where the employer has previously sponsored or explicitly supports OPT work authorization. Migrate Mate is built specifically for this, listing Wealth Management Advisor positions filtered by visa sponsorship willingness and OPT compatibility. This saves time compared to applying broadly and discovering the employer won't work with international candidates after the interview process.