TN Visa Client Associate Jobs
Client Associate roles in financial services, wealth management, and brokerage qualify for TN visa sponsorship under the Economist or Financial Analyst categories, depending on your degree and job duties. Canadian citizens can enter at the port of entry with no cap. Mexican citizens require consular processing. A bachelor's degree in economics, finance, or a related field is required.
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Get Access To All JobsINTRODUCTION
Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you’re looking for! Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team, where the CTL Group's entrepreneurial spirit and professional development opportunities await.
As a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement.
ROLE AND RESPONSIBILITIES
- Develop strong business relationships through proactive calling of prospects, engaging in consistent networking and seeking referrals
- Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which includes direct mailings, thought leadership digital mailings, and proprietary client events
- Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and grow their real estate portfolio
- Analyze commercial multifamily real estate cash flow and valuation
- Model various financial assumptions to select the best mortgage product for the client
- Set expectations with the client and review process and timeline from pre-approval through the funding of the loan
- Drive the loan package through the process by assessing status and leveraging internal business partners
BASIC QUALIFICATIONS
- Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)
- Strong desire to be a contributing member on a sales team or an independent producer
- Strong understanding of financial concepts required, including being highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook) with strong analytical skills
- Excellent time management, verbal communication and presentation skills
- Enthusiastic, self-motivated, ambitious, team player
- Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures
- Able to identify new sources of business by researching industry and related events, publications, and announcements
PREFERRED QUALIFICATIONS
- A college degree with a major in a related field or commensurate experience in the financial services industry
- Experience cold calling
About us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
ABOUT THE TEAM
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
INTRODUCTION
Are you a self-starter with a passion for Sales and Commercial Real Estate, thriving in competitive environments and engaging confidently with clients? If so, the Commercial Term Lending team is just what you’re looking for! Join the nation's #1 multifamily lender as a Client Associate on our multifamily lending sales team, where the CTL Group's entrepreneurial spirit and professional development opportunities await.
As a Client Associate within the Commercial Term Lending team, you will have a relentless internal drive to succeed, a laser focus on providing a best-in-class client experience and the understanding that honing your inherent Sales/Business Development skills is the key to success and advancement.
ROLE AND RESPONSIBILITIES
- Develop strong business relationships through proactive calling of prospects, engaging in consistent networking and seeking referrals
- Act as an integral part of creating marketing strategy, and hold responsibility for implementing the marketing plan which includes direct mailings, thought leadership digital mailings, and proprietary client events
- Interact with clients by seeking to understand their individual business needs and offering creative ways for them to successfully maintain and grow their real estate portfolio
- Analyze commercial multifamily real estate cash flow and valuation
- Model various financial assumptions to select the best mortgage product for the client
- Set expectations with the client and review process and timeline from pre-approval through the funding of the loan
- Drive the loan package through the process by assessing status and leveraging internal business partners
BASIC QUALIFICATIONS
- Minimum of 2 years of professional experience within a commercial real estate firm or other area of financial services (Investment Management, Commercial Banking, Business Banking or Insurance)
- Strong desire to be a contributing member on a sales team or an independent producer
- Strong understanding of financial concepts required, including being highly proficient in all Microsoft Office applications (Word, Excel, PowerPoint and Outlook) with strong analytical skills
- Excellent time management, verbal communication and presentation skills
- Enthusiastic, self-motivated, ambitious, team player
- Professional, thorough, organized and detail oriented; able to follow standard operating policies and procedures
- Able to identify new sources of business by researching industry and related events, publications, and announcements
PREFERRED QUALIFICATIONS
- A college degree with a major in a related field or commensurate experience in the financial services industry
- Experience cold calling
About us
JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase & Co. is an Equal Opportunity Employer, including Disability/Veterans.
ABOUT THE TEAM
J.P. Morgan’s Commercial & Investment Bank is a global leader across banking, markets, securities services and payments. Corporations, governments and institutions throughout the world entrust us with their business in more than 100 countries. The Commercial & Investment Bank provides strategic advice, raises capital, manages risk and extends liquidity in markets around the world.
See all 179+ Client Associate jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Associate roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Client Associate
Match your degree to the right TN category
Client Associate roles can qualify under Economist or Financial Analyst depending on your job duties. A finance or economics degree supports Financial Analyst classification, while an economics degree with analytical duties fits Economist. Mismatching the category is a common reason for TN denial.
Request a detailed offer letter upfront
Your offer letter must describe duties that map directly to your TN category, not just your job title. Ask your employer to specify analytical, client-facing, or portfolio management responsibilities rather than administrative tasks, which can undermine your TN classification.
Target broker-dealers and RIAs with USMCA experience
Registered investment advisers and FINRA-registered broker-dealers regularly sponsor Canadian and Mexican professionals on TN status. Firms that have filed TN letters before move faster and make fewer documentation errors than employers encountering USMCA sponsorship for the first time.
Use Migrate Mate to find TN-sponsoring financial employers
Search Migrate Mate to identify Client Associate roles at employers with recent visa filings who understand work visa sponsorship processes. Filtering by employer visa experience saves time compared to cold-applying and discovering midway through that a firm lacks familiarity with USMCA hiring requirements.
Prepare your credentials before the border interview
Canadian citizens can apply for TN status directly at a U.S. port of entry, but CBP officers expect your degree certificate, transcripts, and employer support letter in hand. Gaps in documentation cause same-day denials with no appeal process available at the port.
Clarify your FINRA licensing status with your employer
Some Client Associate roles require Series 7 or Series 66 licenses, which you cannot obtain before crossing on TN status. Confirm with your employer whether licensing happens post-hire under their sponsorship, so your offer letter accurately reflects your starting duties.
Client Associate jobs are hiring across the US. Find yours.
Find Client Associate JobsClient Associate TN Visa: Frequently Asked Questions
Does a Client Associate role qualify for TN visa status?
Yes, Client Associate positions can qualify under the Financial Analyst or Economist TN category, depending on your specific duties and degree. Roles that involve portfolio analysis, client investment reporting, or economic research are strongest candidates. Roles where duties are primarily administrative or clerical generally do not qualify for TN classification.
How does TN compare to H-1B for Client Associate roles?
TN has no lottery, no annual cap for Canadians, and no employer petition fee through USCIS. H-1B requires entering a lottery with roughly a 25% selection rate in recent years. For Canadians, TN approval can happen same-day at a port of entry. The tradeoff is that TN requires maintaining nonimmigrant intent, while H-1B allows dual intent.
Where can I find Client Associate jobs with TN visa sponsorship?
Migrate Mate is built specifically for Canadian and Mexican professionals seeking roles with USMCA sponsorship history. Searching there surfaces Client Associate openings at employers who have navigated TN hiring before, which significantly reduces the back-and-forth that comes with educating a first-time sponsor during the offer stage.
What documents does my employer need to provide for my TN application?
Your employer must provide a support letter on company letterhead that states your job title, describes your specific duties, confirms the TN category being claimed, lists your start date and compensation structure, and affirms you meet the educational requirements. The letter is not filed with USCIS in advance for Canadian applicants but is presented directly at the port of entry.
Can Mexican citizens apply for TN status for Client Associate roles at the border?
No. Unlike Canadian citizens, Mexican nationals must apply for TN status at a U.S. consulate in Mexico rather than at a port of entry. The consulate reviews your employer support letter, degree credentials, and DS-160 application before issuing your TN visa stamp, which you then use to enter the United States.
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