TN Visa Client Specialist Jobs
Client Specialist roles qualify for TN visa sponsorship under the USMCA when the position requires a bachelor's degree in a business, communications, or related field. Canadian citizens can apply at the port of entry without a cap. Mexican nationals follow the consular process with a limited allocation.
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Get Access To All JobsJOB DESCRIPTION
The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service.
As a Client Specialist within J.P. Morgan Wealth Management, you will focus on addressing the wealth needs of High Net Worth and Ultra High Net Worth team members and institutions. You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel. You will also keep abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts. This role requires an autonomous, sophisticated wealth expert who will focus on creating new and deepening existing wealth relationships with high net worth and ultra-high net worth clients across JP Morgan Wealth Management. You will address clients’ wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell wealth management services, and ensure we have a holistic view of clients’ wealth and planning needs.
Your new business generation will come from three primary sources:
- Bank-referred opportunities
- Existing wealth clients
- Your own business development efforts
In partnership with wealth advisors and private client bankers, you will uncover opportunities with existing and prospective high net worth and ultra-high net worth clients. Your focus will be generating new business. You will not have a “book” of clients or ongoing relationship management responsibilities.
Job Responsibilities
- Collaborate with bankers to identify and prioritize opportunities for new wealth relationships
- Engage with Wealth Advisors on deepening existing wealth relationships
- Deliver initial wealth management counsel to prospects and clients recommend customized wealth solutions and the right team to serve their needs
- Generate new assets under management through a focused sales process
- Keep abreast of trends and strategies in wealth management
Required qualifications, capabilities, and skills
- Series 7, 63, and 65 and insurance licensed
- College graduate with 7+ years of industry experience
- Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients
- A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas
- A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization
- Excellent written and verbal communication and presentation skills
Preferred qualifications, capabilities, and skills
- Advanced Degree Preferred
- CFP or CFA designation a plus
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
About us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
JOB DESCRIPTION
The Client Specialist is a sophisticated wealth expert that focuses on holistically addressing the wealth needs of High Net Worth and Ultra High Net Worth individuals and institutions. This individual has extensive experience in wealth management and effectively introduces appropriate JPMorgan Chase wealth services to best meet the objectives of each client. The Client Specialist provides high level advice and counsel, offers attractive wealth management solutions, and delivers a high level of service.
As a Client Specialist within J.P. Morgan Wealth Management, you will focus on addressing the wealth needs of High Net Worth and Ultra High Net Worth team members and institutions. You will market and sell JPMorgan Chase wealth management services, source new business, and collaborate with a team of professionals to provide high level advice and counsel. You will also keep abreast of trends and strategies in wealth management and engage with other advisors on client engagement efforts. This role requires an autonomous, sophisticated wealth expert who will focus on creating new and deepening existing wealth relationships with high net worth and ultra-high net worth clients across JP Morgan Wealth Management. You will address clients’ wealth considerations, collaborate with colleagues to provide high level advice and counsel, market and sell wealth management services, and ensure we have a holistic view of clients’ wealth and planning needs.
Your new business generation will come from three primary sources:
- Bank-referred opportunities
- Existing wealth clients
- Your own business development efforts
In partnership with wealth advisors and private client bankers, you will uncover opportunities with existing and prospective high net worth and ultra-high net worth clients. Your focus will be generating new business. You will not have a “book” of clients or ongoing relationship management responsibilities.
Job Responsibilities
- Collaborate with bankers to identify and prioritize opportunities for new wealth relationships
- Engage with Wealth Advisors on deepening existing wealth relationships
- Deliver initial wealth management counsel to prospects and clients recommend customized wealth solutions and the right team to serve their needs
- Generate new assets under management through a focused sales process
- Keep abreast of trends and strategies in wealth management
Required qualifications, capabilities, and skills
- Series 7, 63, and 65 and insurance licensed
- College graduate with 7+ years of industry experience
- Proven ability to effectively market and sell wealth management products and services to high net worth and ultra-high net worth clients
- A sound knowledge base of investing, trust and estates, financial planning, insurance, alternative investments, family wealth, tax considerations, and other related areas
- A self-confident, proactive professional with the maturity necessary to work autonomously and with people of all levels in the organization
- Excellent written and verbal communication and presentation skills
Preferred qualifications, capabilities, and skills
- Advanced Degree Preferred
- CFP or CFA designation a plus
This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries.
About us
Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.
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.
Equal Opportunity Employer/Disability/Veterans
ABOUT THE TEAM
Our Consumer & Community Banking division serves our Chase customers through a range of financial services, including personal banking, credit cards, mortgages, auto financing, investment advice, small business loans and payment processing. We’re proud to lead the U.S. in credit card sales and deposit growth and have the most-used digital solutions – all while ranking first in customer satisfaction.
We are here to help you manage your money with checking, savings and credit cards, combining the latest banking technology with comprehensive solutions to meet the financial needs of nearly half of U.S. households.
See all 49+ Client Specialist jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Client Specialist roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Client Specialist
Align your degree to the posting
TN eligibility depends on your degree field matching the Client Specialist role's stated requirements. A business administration or communications degree works; a general arts degree may not. Pull the job description before you apply and verify the match.
Target employers with USMCA filing history
Prioritize companies that have recent visa filings and experience with work visa sponsorship. Experienced HR teams already understand visa sponsorship workflows, which can streamline your hiring timeline from offer to start date.
Search TN-specific jobs through Migrate Mate
Use Migrate Mate to filter Client Specialist openings by TN visa sponsorship availability. It surfaces employers actively hiring under USMCA, so you're not guessing at sponsorship willingness from a generic job listing.
Prepare your credential package before negotiating
Have your degree transcripts, credential evaluation if required, and a detailed offer letter ready before the offer stage. Canadian citizens presenting at the port of entry need all documents in hand the day they cross.
Confirm the offer letter covers TN requirements
Your employer's offer letter must specify your job title, duties, qualifying degree field, and employment period. A vague letter is the most common reason CBP or a consular officer questions a TN application for client-facing roles.
Understand the Mexican TN consular appointment timeline
Mexican nationals must schedule a consular interview, which adds weeks to the process. Factor this into your start date negotiation so your employer isn't waiting on a date you can't meet.
Client Specialist jobs are hiring across the US. Find yours.
Find Client Specialist JobsClient Specialist TN Visa: Frequently Asked Questions
Does a Client Specialist role qualify for TN visa status?
Yes, if the position requires a bachelor's degree in a field like business administration, marketing, communications, or a closely related discipline. The role and your degree must align. Client Specialist positions that are primarily administrative or do not require a qualifying degree do not meet TN specialty occupation standards under USMCA.
How does TN visa sponsorship for Client Specialists compare to H-1B?
TN has no annual lottery and no cap for Canadian citizens, so you can begin working as soon as CBP approves your application at the port of entry. H-1B requires surviving a random lottery with limited slots each fiscal year. For Canadian Client Specialists with a qualifying degree and a firm offer, TN is a faster and more predictable path than H-1B.
What documents does my employer need to provide for my TN application?
Your employer must supply a detailed offer letter confirming your job title, a description of your duties, the qualifying degree field required, your expected start date, and the employment period. The letter does not need to be filed with USCIS for Canadian applicants, but it must be presented at the port of entry and must be specific enough for a CBP officer to verify TN eligibility on the spot.
Where can I find Client Specialist jobs that offer TN visa sponsorship?
Migrate Mate lists Client Specialist openings filtered by TN visa sponsorship, so you can focus on employers already prepared to file. Most standard job boards don't filter by visa type, which means you spend time applying to roles where the employer has no TN experience and may decline to sponsor.
Can Mexican nationals get TN sponsorship for Client Specialist roles, and how does the process differ from Canada?
Yes, Mexican nationals can obtain TN status for qualifying Client Specialist roles, but the process runs through a consular interview rather than a port of entry. Appointments at U.S. consulates in Mexico can add several weeks to your timeline. Factor that into your start date discussion with your employer so both parties have realistic expectations before signing an offer.
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