Wealth Management Associate Jobs for OPT Students
Wealth Management Associate roles sit at the intersection of finance and client advisory work, making them a strong fit for F-1 OPT students with degrees in finance, economics, or business. Most positions qualify as specialty occupations, supporting H-1B sponsorship. OPT gives you 12 months of authorized work, with a 24-month STEM extension available if your degree qualifies.
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Get Access To All JobsINTRODUCTION
The Wealth Management Analyst provides day to day operational, client service, and administrative support to Account Executives. This role helps facilitate execution of domestic and international equities, fixed income securities, and options, responds to client needs, and identifies service and sales opportunities while ensuring accuracy, responsiveness, and adherence to firm and regulatory requirements.
ROLE AND RESPONSIBILITIES
- Facilitate the execution of client trades across domestic and international equities, fixed income securities, and options, ensuring accuracy, timeliness, and appropriate documentation.
- Research and respond to client inquiries; resolve routine service requests and escalate more complex items as needed.
- Provide daily operational support to Account Executives, including account maintenance and service coordination.
- Provide account information to clients and Account Executives in a professional and compliant manner.
- Maintain strong relationships with clients and proactively identify service solutions that support client needs.
- Conduct client outreach to support service, retention, and business development efforts.
- Recognize potential sales or service opportunities and communicate leads to Account Executives.
- Prepare client facing presentations and related materials (PowerPoint and supporting content).
- Perform general administrative and clerical duties, including handling phones, filing, mailing, and processing forms.
- Maintain advanced proficiency in Microsoft Word, Excel, PowerPoint, and internet-based tools used in daily workflow.
- Complete firm required continuing education and other regulatory requirements applicable to registered persons.
BASIC QUALIFICATIONS
- Strong client service orientation with excellent verbal and written communication skills.
- Detail oriented with the ability to manage multiple priorities in a fast-paced environment.
- Sound judgment and professionalism in handling confidential information.
- High proficiency in Microsoft Office (Word, Excel, PowerPoint) and comfort learning new systems/tools.
- Ability to collaborate effectively with Account Executives and internal partners.
- Strong desire to learn and grow long term with the team.
REQUIRED BACKGROUND
- Bachelor’s degree
- 2–5 years’ industry experience
- Active Series SIE, 7, 63, 65 (or 66)
PREFERRED QUALIFICATIONS
- Microsoft Excel, Word, PowerPoint and financial planning software programs such as EMoney, MoneyGuide Pro, FactSet/Bloomberg
- Strong quantitative, analytical, and problem-solving skills
- Solid communication skills and “presence” to interact effectively with the team and clients
- Ability to multitask throughout the day, pivot between tasks, and resort priorities as appropriate
ADDITIONAL DIFFERENTIATORS
- Knowledge of portfolio aggregation and performance reporting software such as Addepar, BlackDiamond, Advent, or similar
- Experience with Pershing NetX360 or similar custodial and client management systems
- Hands on experience with account opening, asset/cash transfers, trade settlement, KYC, and similar functions
- Basic knowledge of investments, markets, asset classes, and portfolio construction with eagerness to grow
LOCATION
Chicago, IL
JOB TYPE
Full Time
COMPENSATION
- Salary Range of $85,000-$95,000 with overtime eligibility.
About us
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
INTRODUCTION
The Wealth Management Analyst provides day to day operational, client service, and administrative support to Account Executives. This role helps facilitate execution of domestic and international equities, fixed income securities, and options, responds to client needs, and identifies service and sales opportunities while ensuring accuracy, responsiveness, and adherence to firm and regulatory requirements.
ROLE AND RESPONSIBILITIES
- Facilitate the execution of client trades across domestic and international equities, fixed income securities, and options, ensuring accuracy, timeliness, and appropriate documentation.
- Research and respond to client inquiries; resolve routine service requests and escalate more complex items as needed.
- Provide daily operational support to Account Executives, including account maintenance and service coordination.
- Provide account information to clients and Account Executives in a professional and compliant manner.
- Maintain strong relationships with clients and proactively identify service solutions that support client needs.
- Conduct client outreach to support service, retention, and business development efforts.
- Recognize potential sales or service opportunities and communicate leads to Account Executives.
- Prepare client facing presentations and related materials (PowerPoint and supporting content).
- Perform general administrative and clerical duties, including handling phones, filing, mailing, and processing forms.
- Maintain advanced proficiency in Microsoft Word, Excel, PowerPoint, and internet-based tools used in daily workflow.
- Complete firm required continuing education and other regulatory requirements applicable to registered persons.
BASIC QUALIFICATIONS
- Strong client service orientation with excellent verbal and written communication skills.
- Detail oriented with the ability to manage multiple priorities in a fast-paced environment.
- Sound judgment and professionalism in handling confidential information.
- High proficiency in Microsoft Office (Word, Excel, PowerPoint) and comfort learning new systems/tools.
- Ability to collaborate effectively with Account Executives and internal partners.
- Strong desire to learn and grow long term with the team.
REQUIRED BACKGROUND
- Bachelor’s degree
- 2–5 years’ industry experience
- Active Series SIE, 7, 63, 65 (or 66)
PREFERRED QUALIFICATIONS
- Microsoft Excel, Word, PowerPoint and financial planning software programs such as EMoney, MoneyGuide Pro, FactSet/Bloomberg
- Strong quantitative, analytical, and problem-solving skills
- Solid communication skills and “presence” to interact effectively with the team and clients
- Ability to multitask throughout the day, pivot between tasks, and resort priorities as appropriate
ADDITIONAL DIFFERENTIATORS
- Knowledge of portfolio aggregation and performance reporting software such as Addepar, BlackDiamond, Advent, or similar
- Experience with Pershing NetX360 or similar custodial and client management systems
- Hands on experience with account opening, asset/cash transfers, trade settlement, KYC, and similar functions
- Basic knowledge of investments, markets, asset classes, and portfolio construction with eagerness to grow
LOCATION
Chicago, IL
JOB TYPE
Full Time
COMPENSATION
- Salary Range of $85,000-$95,000 with overtime eligibility.
About us
Jefferies is a leading global, full-service investment banking and capital markets firm that provides advisory, sales and trading, research, and wealth and asset management services. With more than 40 offices around the world, we offer insights and expertise to investors, companies, and governments. At Jefferies, we are committed to building a culture that provides opportunities for all employees regardless of our differences and supports a workforce that is reflective of the communities where we work and live. As a result, we are able to pool our collective insights and intelligence to provide fresh and innovative thinking for our clients. Jefferies is committed to creating and sustaining a workforce that welcomes individuals from all backgrounds to apply. Our employment decisions are made without regard to race, creed, color, national origin, ancestry, religion, pregnancy, age, medical condition, physical or mental disability, marital status, domestic partner status, sex, sexual orientation, gender, gender identity or expression, veteran or military status, genetic information, reproductive health decisions, or any other factor protected by applicable law. We are committed to hiring the most qualified applicants and complying with all federal, state, and local equal employment opportunity laws. As part of this commitment, Jefferies will extend reasonable accommodation to individuals with disabilities, as required by applicable law. The salary offered will take into consideration an individual’s experience level and qualifications. In addition to salary, Jefferies Financial Group is proud to offer a comprehensive benefits package to eligible, full-time employees or part-time employees, who are scheduled to work at least 30 hours or more per week, including an annual discretionary incentive and retention bonus, competitive employee benefits, including: medical, dental & vision coverage; 401(k); life, accident, and disability insurance; and wellness programs. Jefferies also offers paid time off packages that include planned time off (e.g., vacation), unplanned time off (e.g., sick leave), and paid holidays, and for full-time employees, paid parental leave.
How to Get Visa Sponsorship as a Wealth Management Associate
Target firms with a history of H-1B sponsorship
Large wirehouses and regional broker-dealers file H-1B petitions regularly. Search DOL disclosure data to verify which firms have sponsored Wealth Management Associates before. Past sponsorship is the strongest signal a firm will do it again.
Pursue relevant licenses during OPT
The Series 7 and Series 66 licenses signal long-term commitment to a hiring manager. Firms investing in your licensing are far more likely to sponsor your visa. Start studying before your job search ends so you can mention active progress in interviews.
Prioritize client-facing roles at growth-stage firms
Smaller RIAs expanding their client base often sponsor talent they've trained internally. A client-facing associate who understands the firm's book of business is harder to replace than an external hire, which strengthens your sponsorship case considerably.
Connect your degree field to the role explicitly
H-1B sponsorship for Wealth Management Associates requires demonstrating specialty occupation status. A finance or economics degree maps directly. If your degree is adjacent, prepare a clear written argument linking your coursework to the job's core responsibilities.
Ask about sponsorship during the second interview, not the first
Raising visa sponsorship in a first interview can signal risk before you've established value. Once a hiring manager expresses genuine interest, asking about their sponsorship process reads as practical planning rather than a red flag.
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Get Access To All JobsFrequently Asked Questions
Do Wealth Management Associate roles typically qualify for OPT work authorization?
Yes. Wealth Management Associate positions generally qualify as specialty occupations because they require at least a bachelor's degree in finance, economics, business, or a related field. This makes them eligible for F-1 OPT work authorization. If your degree is in a STEM-designated field such as financial engineering or applied mathematics, you may also qualify for the 24-month STEM OPT extension.
How do I find Wealth Management Associate jobs that sponsor OPT students?
Migrate Mate is built specifically for F-1 OPT students and filters roles by sponsorship history and visa compatibility. Searching there surfaces Wealth Management Associate positions at firms that have actively sponsored international candidates, saving you from applying to roles where sponsorship was never a realistic option.
Can I work as a Wealth Management Associate under STEM OPT extension?
You can if your underlying degree qualifies for the STEM OPT extension. Finance degrees from programs with an STEM-designated CIP code are increasingly common, but not universal. Check your program's CIP code against the official STEM OPT designated degree program list maintained by ICE. If your degree qualifies, the role's specialty occupation status is well-established and supports a valid STEM OPT employment relationship.
What happens to my OPT authorization if I change employers mid-year?
Your OPT work authorization is tied to your individual EAD card, not to a specific employer. You can change to a new Wealth Management Associate role without filing new paperwork, provided the new job is in a field directly related to your degree. Report the employer change to your DSO within 10 days so they can update your SEVIS record and keep your status current.
Which degree backgrounds support H-1B sponsorship for Wealth Management Associates?
Finance, economics, accounting, and business administration degrees are the most straightforward. Mathematical fields like statistics or applied mathematics also map well given the quantitative analysis these roles involve. Degrees in fields with a looser connection to wealth management, such as general liberal arts, require a more detailed specialty occupation argument and may face higher scrutiny during the H-1B petition process.
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