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 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 30+ OPT Wealth Management Advisor Jobs
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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.