Finance Jobs in Wisconsin with F-1 CPT Sponsorship
Finance F-1 CPT sponsorship jobs in Wisconsin are concentrated in Milwaukee and Madison, where employers like Northwestern Mutual, Fiserv, Associated Bank, and the University of Wisconsin system regularly bring on international students for finance, accounting, and fintech roles. Wisconsin's financial services sector offers meaningful CPT opportunities across both established institutions and regional firms.
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Get Access To All JobsINTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
BASIC QUALIFICATIONS
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
- Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Sets and accomplishes goals, achieving whatever one sets their mind to
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently and is comfortable engaging all clients
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
- Likes to learn, adapts to new information and seeks the right solutions for clients
- Efficiently manages time and capacity
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
PREFERRED QUALIFICATIONS
- Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Strong computer skills with an ability to multitask in a demanding environment
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
- Obtained insurance licenses
Skills:
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
Weekly Schedule: Monday thru Friday, rotating Saturdays
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
INTRODUCTION
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. We do this by driving Responsible Growth and delivering for our clients, teammates, communities, and shareholders every day. Being a Great Place to Work is core to how we drive Responsible Growth. This includes our commitment to being an inclusive workplace, attracting and developing exceptional talent, supporting our teammates’ physical, emotional, and financial wellness, recognizing and rewarding performance, and how we make an impact in the communities we serve. Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Bank of America, you can build a successful career with opportunities to learn, grow, and make an impact. Join us!
ROLE AND RESPONSIBILITIES
This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, and meeting with clients to review financial and investment goals and recommend products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position may be responsible for the provision of residential mortgage loans, and as such, is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential mortgage loan originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.
Responsibilities:
- Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, such as stocks, bonds, mutual funds, annuities, and banking and money managed solutions
- Recommends banking and investments strategies that align with client financial goals and needs
- Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
- Mitigates and controls risk as part of daily activities
- Identifies and engages potential new clients through referrals or financial center clientele
BASIC QUALIFICATIONS
- Currently holds Series 7 and 66 (63 and 65 in lieu of 66) licenses; if you do not currently hold the 66 but have either a 63 or 65, an offer can be extended with the condition that a passing score is received for the missing series within 60 days
- Minimum of one year of experience working in the financial service industry and/or a sales environment where goals were met or exceeded
- Sets and accomplishes goals, achieving whatever one sets their mind to
- Builds and nurtures strong relationships
- Collaborates effectively with others to get things done
- Communicates effectively and confidently and is comfortable engaging all clients
- Manages goals, navigates complexity, prioritizes tasks and executes in a fast-paced environment
- Likes to learn, adapts to new information and seeks the right solutions for clients
- Efficiently manages time and capacity
- Is thorough and thoughtful in incorporating relevant regulatory due diligence into daily activities and long-term strategies for clients
PREFERRED QUALIFICATIONS
- Minimum of one year of experience in the investments industry, including investment training and in-depth knowledge of investment products and services
- Strong computer skills with an ability to multitask in a demanding environment
- Achieved additional professional designations such as Certified Financial Planner (CFP) and/or Chartered Retirement Planning Counselor (CRPC)
- Obtained insurance licenses
Skills:
- Client Experience Branding
- Client Solutions Advisory
- Investment Management
- Pipeline Management
- Referral Management
- Client Management
- Customer and Client Focus
- Portfolio Management
- Prospecting
- Referral Identification
- Business Acumen
- Executive Presence
- Oral Communications
- Risk Management
- Trading
Weekly Schedule: Monday thru Friday, rotating Saturdays
Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent
Shift:
1st shift (United States of America)
Hours Per Week:
40
Job Roles in Finance in Wisconsin
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Get Access To All JobsFrequently Asked Questions
Which finance companies in Wisconsin sponsor F-1 CPT visas?
Northwestern Mutual, Fiserv, Associated Bank, BMO Harris, and Baird are among the larger financial employers in Wisconsin with histories of hiring international students. Regional accounting firms, credit unions, and university-affiliated financial offices also participate in CPT programs. Sponsorship availability varies by role, department, and the employer's existing relationships with university international student offices, so confirming CPT authorization with each employer directly is essential.
Which cities in Wisconsin have the most finance F-1 CPT sponsorship jobs?
Milwaukee is Wisconsin's financial hub, home to the largest concentration of banks, insurance companies, fintech firms, and investment managers. Madison is the second-strongest market, driven by the University of Wisconsin system, state government finance offices, and a growing startup ecosystem. Green Bay and Appleton have smaller but active regional banking and insurance sectors that occasionally offer CPT-eligible finance positions.
What types of finance roles typically qualify for F-1 CPT sponsorship in Wisconsin?
Roles that align directly with a student's degree program are eligible for CPT authorization. In finance, this commonly includes financial analyst, investment research assistant, accounting intern, risk and compliance associate, fintech product analyst, and corporate finance positions. The role must be a required or integral part of your academic program. Your school's designated school official, not the employer, ultimately determines whether a role qualifies for CPT.
How do I find finance F-1 CPT sponsorship jobs in Wisconsin?
Migrate Mate is built specifically for international students and filters finance jobs in Wisconsin by visa type, including F-1 CPT, so you're not sifting through listings that don't apply to you. Beyond Migrate Mate, connecting with your university's career center is important since many Wisconsin employers, especially in Milwaukee and Madison, recruit through campus channels and have pre-established CPT agreements with specific programs.
Are there any Wisconsin-specific considerations for F-1 CPT in finance?
Wisconsin's finance sector is heavily concentrated in insurance and financial technology, particularly around Milwaukee, which means CPT roles in those subsectors are more available than in traditional investment banking. Students at UW-Madison, Marquette, and Milwaukee School of Engineering benefit from employer relationships those schools have cultivated. CPT must be authorized before you begin working, and 12 months or more of full-time CPT makes you ineligible for OPT, so timing your experiences carefully matters.
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