Finance OPT Jobs in Pennsylvania
Pennsylvania's finance sector spans Philadelphia's banking corridor and Pittsburgh's growing fintech scene, with major employers like Vanguard, Lincoln Financial, and PNC Bank regularly hiring international students. F-1 OPT candidates pursuing finance roles in Pennsylvania can access a broad range of opportunities across asset management, financial analysis, and commercial banking during their OPT authorization period.
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Get Access To All JobsJob Description
The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance with clients and completing client service requests. This individual also conducts securities transactions, holds educational branch meetings as required, communicates effectively within team and management and submits required reports in a timely fashion as requested. An Associate Financial Advisor should be in good standing in their community.
Essential Functions
- Assist with setting personal goals and targets and meet and/or exceed annual production guidelines
- Maximize technology tools available and provide required reporting on a timely basis
- Cultivate potential referrals from existing clients, Retail offices, Northwest's departments and centers of influence in the community
- Complete financial profiles and accurately analyze customer needs and recommend products and services accordingly, taking into account all suitable alternatives
- Perform presentations, meetings, account reviews and seminars with prospects and/or clients; coordinate customer documentation and agreements; correspond as necessary
- Monitor client accounts and transactions on an ongoing basis
- Cross sell other Northwest products and services and provide branch training on a periodic basis
- Recommend new marketing initiatives / potential new business opportunities / improvements to internal procedures
- Ensure compliance with Northwest Investment Services and broker dealer policies and procedures; obtain continuing education, as required
- Ensure compliance with FINRA/SEC regulations and requirements (licensed representatives)
- Conduct securities buying and selling as directed by client (licensed representatives)
- Review financial/investment markets daily
- Establish a presence with your community
- Minimize departmental non-payroll costs
- Sit in Northwest Bank branch offices assigned by Regional Sales Manager
Additional Essential Functions
- Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
- Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
- Work as part of a team
- Work with on-site equipment
Safety and Health for those without supervisory duties
- Abide by the rules of the safety and loss prevention program
- Perform work tasks in a safe manner
- Report any and all injuries to supervisor
- Know what to do in case of an emergency
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
2 - 3 years relevant experience
General Employee Knowledge, Skills, And Abilities
- Ability to establish effective working relationships among team members and participate in solving problems and making decisions
- Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
- Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
- Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
- Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills And Abilities
- Ability to analyze financial data
- Knowledge of mutual funds, stocks and bonds
- Knowledge of investment markets, general economic fundamentals and available products and services
- Knowledge of Custodian Accounts
- Knowledge in Investments, IRA’s and Estates
- Knowledge of Fiduciary, ERISA and brokerage account types
- Knowledge of Employee Benefits
Licenses and Certifications
- Series 7 In relevant states Upon Hire
- Life/Acc/Health In relevant states Upon Hire
- Series 63 In relevant states Upon Hire
- Series 65 In relevant states Upon Hire Or Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Location:
PA0137 Bridgeville, PA
0224 Washington, PA
0258 Bellevue, PA
0273 Cranberry Township
Job Description
The Associate Financial Advisor is responsible for the development of new business and retention of existing relationships while creating and maintaining relationships with centers of influence and business partners. This position supports a Financial Advisor team and assists with new business, managing client relationships, reviewing portfolio performance with clients and completing client service requests. This individual also conducts securities transactions, holds educational branch meetings as required, communicates effectively within team and management and submits required reports in a timely fashion as requested. An Associate Financial Advisor should be in good standing in their community.
Essential Functions
- Assist with setting personal goals and targets and meet and/or exceed annual production guidelines
- Maximize technology tools available and provide required reporting on a timely basis
- Cultivate potential referrals from existing clients, Retail offices, Northwest's departments and centers of influence in the community
- Complete financial profiles and accurately analyze customer needs and recommend products and services accordingly, taking into account all suitable alternatives
- Perform presentations, meetings, account reviews and seminars with prospects and/or clients; coordinate customer documentation and agreements; correspond as necessary
- Monitor client accounts and transactions on an ongoing basis
- Cross sell other Northwest products and services and provide branch training on a periodic basis
- Recommend new marketing initiatives / potential new business opportunities / improvements to internal procedures
- Ensure compliance with Northwest Investment Services and broker dealer policies and procedures; obtain continuing education, as required
- Ensure compliance with FINRA/SEC regulations and requirements (licensed representatives)
- Conduct securities buying and selling as directed by client (licensed representatives)
- Review financial/investment markets daily
- Establish a presence with your community
- Minimize departmental non-payroll costs
- Sit in Northwest Bank branch offices assigned by Regional Sales Manager
Additional Essential Functions
- Ensure compliance with Northwest’s policies and procedures, and Federal/State regulations
- Navigate Microsoft Office Software, computer applications, and software specific to the department in order to maximize technology tools and gain efficiency
- Work as part of a team
- Work with on-site equipment
Safety and Health for those without supervisory duties
- Abide by the rules of the safety and loss prevention program
- Perform work tasks in a safe manner
- Report any and all injuries to supervisor
- Know what to do in case of an emergency
Qualifications
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Education
Bachelor's Degree Finance / related degree preferred
Work Experience
2 - 3 years relevant experience
General Employee Knowledge, Skills, And Abilities
- Ability to establish effective working relationships among team members and participate in solving problems and making decisions
- Ability to present and express ideas and information clearly and concisely in a manner appropriate to the audience, whether oral or written
- Ability to actively listen to what others are saying to achieve understanding, sharing information with others and facilitating the open exchange of ideas and information
- Ability to establish courses of action for self to accomplish specific goals, develop and use tracking systems for monitoring own work progress, and effectively use resources such as time and information
- Ability to make right decisions based on perceptive and analytical processes, practicing good judgment in gray areas
Additional Knowledge, Skills And Abilities
- Ability to analyze financial data
- Knowledge of mutual funds, stocks and bonds
- Knowledge of investment markets, general economic fundamentals and available products and services
- Knowledge of Custodian Accounts
- Knowledge in Investments, IRA’s and Estates
- Knowledge of Fiduciary, ERISA and brokerage account types
- Knowledge of Employee Benefits
Licenses and Certifications
- Series 7 In relevant states Upon Hire
- Life/Acc/Health In relevant states Upon Hire
- Series 63 In relevant states Upon Hire
- Series 65 In relevant states Upon Hire Or Series 66 In relevant states Upon Hire
Northwest is an equal opportunity employer. We are committed to creating an inclusive environment for all employees.
Location:
PA0137 Bridgeville, PA
0224 Washington, PA
0258 Bellevue, PA
0273 Cranberry Township
OPT Finance Job Roles in Pennsylvania
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Search Finance Jobs in PennsylvaniaFinance OPT Sponsorship Jobs in Pennsylvania: Frequently Asked Questions
Which finance companies in Pennsylvania sponsor F-1 OPT visas?
Several large Pennsylvania-based financial institutions have a history of hiring F-1 OPT candidates, including Vanguard, Lincoln Financial Group, PNC Bank, and SEI Investments. Philadelphia-area asset managers and insurance firms also employ international students in analytical and quantitative roles. Sponsorship availability varies by team and hiring cycle, so confirming OPT acceptance directly with the employer during the application process is always worthwhile.
Which cities in Pennsylvania have the most finance F-1 OPT sponsorship jobs?
Philadelphia is the primary hub, home to major banks, asset managers, and insurance companies concentrated in the central business district and surrounding suburbs like Wayne and Malvern, where firms such as Vanguard and SEI Investments are headquartered. Pittsburgh offers a secondary market with growing fintech activity and regional banking presence, including PNC Bank's headquarters. Smaller concentrations exist in Harrisburg tied to state-regulated financial services.
What types of finance roles typically qualify for F-1 OPT sponsorship in Pennsylvania?
Roles that align with STEM-designated CIP codes can qualify for the 24-month STEM OPT extension, which is particularly relevant in Pennsylvania's finance sector. Common qualifying positions include financial analyst, quantitative analyst, data analyst in finance, and risk analyst roles, especially where the work applies mathematics, statistics, or computer science. Standard OPT covers a broader range of finance positions, including accounting and investment operations, for the initial 12-month period.
How do I find finance F-1 OPT sponsorship jobs in Pennsylvania?
Migrate Mate is built specifically for international students and filters job listings by visa type, including F-1 OPT, and by industry, making it straightforward to surface finance roles in Pennsylvania that employers have indicated they're open to sponsoring. Searching Migrate Mate for banking and financial services positions in Pennsylvania gives you a targeted list rather than sifting through general job boards where sponsorship status is rarely disclosed upfront.
Are there any Pennsylvania-specific considerations for F-1 OPT candidates in finance?
Pennsylvania has a notably large mutual fund and insurance industry concentrated outside Philadelphia's city limits, meaning many roles are in suburban campuses rather than a downtown core. Some of these employers, particularly in asset management, are accustomed to working with international students from programs at the University of Pennsylvania, Drexel University, and Carnegie Mellon. Students should confirm their OPT start date aligns with a role's onboarding timeline, as finance employers typically have structured hiring windows.