Insurance OPT Jobs in Wisconsin
Insurance F-1 OPT sponsorship jobs in Wisconsin are concentrated around Milwaukee and Madison, where major employers like Northwestern Mutual, American Family Insurance, and Sentry Insurance maintain large operations. Roles in actuarial science, data analytics, underwriting, and risk management regularly attract OPT candidates with quantitative or business backgrounds from Wisconsin's universities.
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Get Access To All JobsINTRODUCTION
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client’s financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations.
SUMMARY
Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation.
Responsibilities
- Provide support to Advisors in all areas of financial planning.
- Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.).
- Create proposals for prospective clients.
- Create and/or update financial plans for clients.
- Prepare materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately.
- Attend client meetings and manage/complete all meeting follow-up activities.
- Liaise with client’s attorneys and accountants as needed.
- Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed.
- Assist with client data consolidation and maintenance as needed.
- Assist with special projects as required.
BASIC QUALIFICATIONS
- 0-4 years of relevant experience.
- Completed or pursuing CFP®, CFA or JD.
- Bachelors’ degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred.
- Continuously exhibits personal integrity and professional initiative.
- Reliable, follows through on commitments, self-starter when it comes to new challenges.
- Must be organized, detail-oriented and able to manage and prioritize tasks.
- Demonstrates a commitment to accuracy by delivering high quality work.
- Excellent written and verbal communication.
- Collaborative and able to work effectively with others.
- Series 65 – or able to successfully complete within 90 days of employment.
WHAT WE OFFER
NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $60,000 – $81,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You… Better Together!
NFP, an Aon company and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
INTRODUCTION
Wealthspire Advisors, founded in 1995, is a New York City-based, independent registered investment Advisory firm with more than 380 employees serving clients from 20+ offices. With a strong commitment to a fiduciary business model, the firm believes in connecting all aspects of a client’s financial life to deliver thoughtful, collaborative strategies that focus on what is most important to each client. Wealthspire Advisors acts as a wealth manager, investment Advisor, consultant, and constant partner in helping clients achieve their aspirations.
SUMMARY
Our Advisor Associates works directly with Advisors to assist with the wealth management and financial planning needs of clients. This position is responsible for providing support to Advisors including data gathering, case design, scenario building, financial plan development, financial plan application, and portfolio implementation.
Responsibilities
- Provide support to Advisors in all areas of financial planning.
- Initiate and field client calls on various items (e.g., strategy ideas, account specific questions, portfolio inquiries, etc.).
- Create proposals for prospective clients.
- Create and/or update financial plans for clients.
- Prepare materials for client meetings; work with other internal teams to ensure client meetings are prepared for thoroughly and accurately.
- Attend client meetings and manage/complete all meeting follow-up activities.
- Liaise with client’s attorneys and accountants as needed.
- Monitor portfolios and maintain portfolio target allocations. Rebalance portfolios as needed.
- Assist with client data consolidation and maintenance as needed.
- Assist with special projects as required.
BASIC QUALIFICATIONS
- 0-4 years of relevant experience.
- Completed or pursuing CFP®, CFA or JD.
- Bachelors’ degree or higher from an accredited university; major in financial planning, business, accounting, finance, economics, or law preferred.
- Continuously exhibits personal integrity and professional initiative.
- Reliable, follows through on commitments, self-starter when it comes to new challenges.
- Must be organized, detail-oriented and able to manage and prioritize tasks.
- Demonstrates a commitment to accuracy by delivering high quality work.
- Excellent written and verbal communication.
- Collaborative and able to work effectively with others.
- Series 65 – or able to successfully complete within 90 days of employment.
WHAT WE OFFER
NFP, an Aon company, and Wealthspire Advisors is proud to offer a competitive salary, PTO & paid holidays, 401(k) with match, exclusive discount programs, health & wellness programs, and more. Our PeopleFirst culture focuses on building and nurturing lifelong relationships with our employees because, at the end of the day, we exist to be there for others.
The base salary range for this position is $60,000 – $81,000. The base salary offered will be determined by factors including, but not limited to, experience, credentials, education, certifications, skill level required for the position, the scope of the position, and geographic location. Actual base salary offered will be determined on a case-by-case basis. In addition to the base salary, this position may be eligible for performance-based incentives.
NFP and You… Better Together!
NFP, an Aon company and Wealthspire Advisors is an inclusive Equal Employment Opportunity employer.
OPT Insurance Job Roles in Wisconsin
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Search Insurance Jobs in WisconsinInsurance OPT Sponsorship Jobs in Wisconsin: Frequently Asked Questions
Which insurance companies in Wisconsin sponsor F-1 OPT visas?
Northwestern Mutual and American Family Insurance, both headquartered in Wisconsin, have established track records of hiring international talent in technical and analytical roles. Sentry Insurance in Stevens Point and Acuity Insurance in Sheboygan also hire F-1 OPT workers for actuarial, data, and underwriting positions. Sponsorship decisions are made at the individual hiring manager or HR level, so direct outreach to recruiters is worthwhile.
Which cities in Wisconsin have the most insurance F-1 OPT sponsorship jobs?
Milwaukee is the primary hub, anchored by Northwestern Mutual's headquarters and a dense concentration of regional insurance offices. Madison follows closely, with American Family Insurance headquartered there and strong ties to University of Wisconsin graduates. Stevens Point and Sheboygan are secondary markets worth considering for candidates open to smaller-city roles at carriers like Sentry and Acuity.
What types of insurance roles typically qualify for F-1 OPT sponsorship in Wisconsin?
Actuarial analyst, data scientist, underwriting analyst, risk analyst, and financial analyst roles are the most common F-1 OPT placements in Wisconsin's insurance sector. These positions typically require quantitative degrees in mathematics, statistics, computer science, or finance. Roles that align with STEM OPT extension eligibility, meaning those under SOC codes designated as STEM, give candidates a longer work authorization window, which makes employers more willing to engage.
How do I find insurance F-1 OPT sponsorship jobs in Wisconsin?
Migrate Mate is the most direct way to find insurance roles in Wisconsin that are open to F-1 OPT candidates. The platform filters jobs by visa type and industry, so you can focus specifically on Wisconsin-based insurance employers who have indicated openness to sponsoring international workers. Filtering by STEM-eligible roles is particularly useful given the longer OPT period available to candidates in technical positions.
Are there any state-specific or industry-specific considerations for F-1 OPT sponsorship in Wisconsin's insurance sector?
Wisconsin's insurance industry is heavily regulated by the Office of the Commissioner of Insurance, and many actuarial and compliance roles require passing professional exams through the Society of Actuaries or Casualty Actuarial Society. Employers generally prefer OPT candidates who are already progressing through exam sittings. For STEM OPT, the employer must be E-Verify enrolled, and Wisconsin's larger insurance carriers typically meet this requirement, though confirming enrollment before applying is advisable.