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 JobsWealth Management Advisor – Northwestern Mutual
Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.
Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.
Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance.
The advisor career with Northwestern Mutual allows one the opportunity to:
- Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
- Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!
- Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
Desired Skills and Experience:
BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed – extensive training platform provided.
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:
Uncapped Income Potential
- Flexibility of your schedule – you determine your own calendar
- Leadership Opportunities
- Sponsorship of Licensing/Credentialing
- Robust development bonuses to aid as you launch your business
- Comprehensive Medical, Dental and Vision Coverage
- Retirement Package; Pension Plan
ABOUT NORTHWESTERN MUTUAL:
Northwestern Mutual has been helping families and businesses achieve financial security for 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
Recent Awards and Accolades:
- FORTUNE® 500 Rank: No. 90
- One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2022)
- Best Places to Work #82 (Glassdoor, 2021)
- Highest Rated CEO's (Glassdoor, 2017)
- 50 Best Companies for Diversity (Black Enterprise Magazine, 2016)
- 50 Best Companies to Sell For (Selling Power Magazine, 2016)
- Top 125 Training Program (Training Magazine, 2017)
- Unsurpassed Financial Strength Rating among US Life Insurance Companies
- TOP 10 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews)
With $290 billion in assets, $28.2 billion in revenues, and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $161 billion of client assets as a part of its wealth management and investment services.
Income Growth Opportunity:
Average Income Year 1
Average - $60,127
Top 25% - $104,028
Top 10% - $139,722
Average Income in years 5+ (Gross Revenue)
Average - $257,261
Top 25% - $567,113
Top 10% - $842,640
Pay: $62,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
Education:
Bachelor's (Preferred)
Experience:
Sales: 2 years (Preferred)
Location:
Mason, OH 45040 (Required)
Ability to Commute:
Mason, OH 45040 (Required)
Work Location: In person
Wealth Management Advisor – Northwestern Mutual
Our financial advisors at Northwestern Mutual help clients reach their goals by developing and implementing financial plans to show clients where they are today, plan where they want to go tomorrow and provide the financial tools and support to help them get there. As you build your financial planning practice, you bring together the right insurance and investment strategies for clients to guide them every step of the way.
Choose a career where changing someone else’s life for the better is also life-changing for you – personally, professionally, and financially.
Have you ever thought of starting your own business but not sure how to get started? A successful advisor has typically reached a ceiling and looking for a career change where they can translate their talents elsewhere. They possess an entrepreneurial spirit, experience in business development or sales, strong self-motivation, interpersonal and communication skills, a high standard of ethics, and shows interest in business or finance.
The advisor career with Northwestern Mutual allows one the opportunity to:
- Strive to understand their clients' goals and visions to develop holistic financial solutions that put their clients on a path to financial success using tools such as retirement planning, insurance and investment services, estate planning, business planning, education funding, and employee benefits. We also provide guidance on basic financial literacy to help our clients achieve financial security long term.
- Maintain autonomy and flexibility to build their own practice while receiving support from our firm’s exceptional network of financial specialists, fully paid training and educational programs, and mentoring opportunities. You are in business for yourself but not by yourself!
- Develop a career with NM that not only provides outstanding self-determined income potential, but will more importantly provides the personal satisfaction of dramatically impacting the lives of others in a professional setting that emphasizes and values relationships and integrity.
Desired Skills and Experience:
BA or BS degree from a four-year institution preferred. Candidate must be an accomplished communicator with strong verbal and written skills. Prior sales and/or business experience preferred. Candidate must also possess a history of personal and professional success. Prior financial services experience not needed – extensive training platform provided.
While you help provide financial security to your clients, Northwestern Mutual is committed to offering its financial advisors a comprehensive compensation and benefits program which includes:
Uncapped Income Potential
- Flexibility of your schedule – you determine your own calendar
- Leadership Opportunities
- Sponsorship of Licensing/Credentialing
- Robust development bonuses to aid as you launch your business
- Comprehensive Medical, Dental and Vision Coverage
- Retirement Package; Pension Plan
ABOUT NORTHWESTERN MUTUAL:
Northwestern Mutual has been helping families and businesses achieve financial security for 165 years. Through a distinctive, whole-picture planning approach including both insurance and investments, we empower people to be financially confident. We combine the expertise of our financial professionals with a personalized digital experience and leading-edge technology to best serve our clients.
Recent Awards and Accolades:
- FORTUNE® 500 Rank: No. 90
- One of the “World’s Most Admired” life insurance companies (FORTUNE® Magazine, 2022)
- Best Places to Work #82 (Glassdoor, 2021)
- Highest Rated CEO's (Glassdoor, 2017)
- 50 Best Companies for Diversity (Black Enterprise Magazine, 2016)
- 50 Best Companies to Sell For (Selling Power Magazine, 2016)
- Top 125 Training Program (Training Magazine, 2017)
- Unsurpassed Financial Strength Rating among US Life Insurance Companies
- TOP 10 Independent Broker Dealer (Financial Advisor Magazine and InvestmentNews)
With $290 billion in assets, $28.2 billion in revenues, and more than $1.9 trillion worth of life insurance protection in force, Northwestern Mutual delivers financial security to more than 4.6 million people who rely on us for life, disability income and long-term care insurance, annuities, brokerage and advisory services, trust services, and discretionary portfolio management solutions. The company holds more than $161 billion of client assets as a part of its wealth management and investment services.
Income Growth Opportunity:
Average Income Year 1
Average - $60,127
Top 25% - $104,028
Top 10% - $139,722
Average Income in years 5+ (Gross Revenue)
Average - $257,261
Top 25% - $567,113
Top 10% - $842,640
Pay: $62,000.00 - $150,000.00 per year
Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Flexible schedule
- Health insurance
- Paid time off
- Parental leave
- Vision insurance
Education:
Bachelor's (Preferred)
Experience:
Sales: 2 years (Preferred)
Location:
Mason, OH 45040 (Required)
Ability to Commute:
Mason, OH 45040 (Required)
Work Location: In person
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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.