Wealth Management Advisor Jobs for OPT Students
Wealth Management Advisor roles on OPT require employers to sponsor an H-1B 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.
See All Wealth Management Advisor JobsOverview
Showing 5 of 174+ Wealth Management Advisor jobs
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 174+ Wealth Management Advisor jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Wealth Management Advisor roles.
Get Access To All JobsINTRODUCTION
Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.
Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
ROLE AND RESPONSIBILITIES
As a Northwestern Mutual Financial Representative:
- Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.
- Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
- Influence—Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
- Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. You are in business for yourself but not by yourself!
BASIC QUALIFICATIONS
You could be right for this opportunity if you have:
- 4-year degree; or equivalent professional work experience
- Prior sales and/or business experience preferred.
- Entrepreneurial ambitions
- Experience building meaningful relationships
- Interpersonal skills for success in client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
LOCATION
Must be located in greater Denver/Boulder area or already planning to move here imminently
COMPENSATION
Income Growth Opportunity:
First year income ranges from $70,000 - $200,000. Average income per advisor that has been here over 5 years is $635,000, top 25% is $1.6M, top 10% is $2.3M.
ADDITIONAL COMPENSATION & BENEFITS
- Commission structure to support early development
- Renewable income
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Family Planning
RECENT AWARDS AND ACCOLADES
- FORTUNE 500 COMPANY (2023)
- FORTUNE WORKS MOST ADMIRED COMPANIES (2022)
- FORBES BEST EMPLOYERS FOR WOMEN (2022)
- FORBES BEST EMPLOYERS FOR DIVERSITY (2022)
- TOP 125 TRAINING PROGRAM
Are you ready to build your best life and enhance the lives of your clients? Apply now!
Job Type: Full-time
Pay: $70,000.00 - $200,000.00 per year
BENEFITS
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
Education
- Bachelor's (Preferred)
WORK LOCATION
Hybrid remote in Broomfield, CO 80038
INTRODUCTION
Financial Representatives at Northwestern Mutual help their clients live more and worry less through our personalized approach to financial planning. As a business owner, they spend their days acquiring clientele and finding financial solutions with help from our industry-leading training and development, mentorship, and products. Discover your earning potential, craft a workday around your life, and make an impact every day.
Our award-winning training equips you with the knowledge, skill-building, and development strategies you need to be successful and confident in this career. With additional access to nationwide mentors and leaders, we will surround you with resources to support your financial expertise, including but not limited to:
Planning Experience - Asset & Income Protection - Education Funding - Investment & Advisory Services - Trust Services - Retirement Solutions - Business Needs Analysis
ROLE AND RESPONSIBILITIES
As a Northwestern Mutual Financial Representative:
- Build—Work to build a clientele by growing trustworthy relationships with your network and develop knowledge of NM financial products and market trends.
- Educate—Educate yourself beyond training through sponsored licensing, registration, and ongoing development. Use assistive software, reporting tools, and illustrations to teach clients about financial planning options.
- Influence—Presenting clients with the opportunity to protect and prosper, you will drive clients to action through honest influence and recommendations.
- Own—Take ownership of development and management of the business as you master your craft and build a team. Review and maintain client financial plans, continuing to provide optimum advice for your clients’ needs. You are in business for yourself but not by yourself!
BASIC QUALIFICATIONS
You could be right for this opportunity if you have:
- 4-year degree; or equivalent professional work experience
- Prior sales and/or business experience preferred.
- Entrepreneurial ambitions
- Experience building meaningful relationships
- Interpersonal skills for success in client-facing roles
- Excellent time-management skills
- Desire for continuous learning
- Legal authorization to work in the US without sponsorship
LOCATION
Must be located in greater Denver/Boulder area or already planning to move here imminently
COMPENSATION
Income Growth Opportunity:
First year income ranges from $70,000 - $200,000. Average income per advisor that has been here over 5 years is $635,000, top 25% is $1.6M, top 10% is $2.3M.
ADDITIONAL COMPENSATION & BENEFITS
- Commission structure to support early development
- Renewable income
- Bonus programs and expense allowances
- Support for insurance licensing, SIE, Series 6, Series 63, CFP®, and more
- Retirement Package and Pension Plan
- Medical, Dental, Vision, Life Insurance and Disability Income Insurance
- Family Planning
RECENT AWARDS AND ACCOLADES
- FORTUNE 500 COMPANY (2023)
- FORTUNE WORKS MOST ADMIRED COMPANIES (2022)
- FORBES BEST EMPLOYERS FOR WOMEN (2022)
- FORBES BEST EMPLOYERS FOR DIVERSITY (2022)
- TOP 125 TRAINING PROGRAM
Are you ready to build your best life and enhance the lives of your clients? Apply now!
Job Type: Full-time
Pay: $70,000.00 - $200,000.00 per year
BENEFITS
- Dental insurance
- Flexible schedule
- Health insurance
- Life insurance
- Retirement plan
- Vision insurance
Education
- Bachelor's (Preferred)
WORK LOCATION
Hybrid remote in Broomfield, CO 80038
How to Get Visa 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 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 jobs are hiring across the US. Find yours.
Find Wealth Management Advisor JobsSee all 174+ Wealth Management Advisor jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Wealth Management Advisor roles.
Get Access To All JobsFrequently 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.
See which Wealth Management Advisor employers are hiring and sponsoring visas right now.
Search Wealth Management Advisor Jobs