TN Visa Financial Consultant Jobs
Financial Consultant roles qualify for TN visa sponsorship under the USMCA for Canadian and Mexican professionals with a degree in finance, economics, or a related field. Canadians can secure TN status at the port of entry without a cap. Mexican nationals apply through a U.S. consulate. No lottery, no waiting.
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Get Access To All JobsGENERAL DESCRIPTION OF POSITION
The role of the Financial Consultant Investments is to establish value-added relationships with customers to understand their financial needs and to offer solutions for those needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
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Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly, about 20% of the time.
-
Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank. This duty is performed weekly, about 15% of the time.
-
Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. This duty is performed daily, about 35% of the time.
-
Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. This duty is performed weekly, about 20% of the time.
-
Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 10% of the time.
-
The ability to work in a constant state of alertness and in a safe manner.
-
Perform any other related duties as required or assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCE
Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 2 years related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience.
COMMUNICATION SKILLS
Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs.
CRITICAL THINKING SKILLS
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS
NASD Series 7 - currently maintain or must pass within 90 days
NASD Series 66 - currently maintain or must pass within 90 days
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS
Certified Financial Planner, Certified Financial Analyst or other high level certifications in the investment field.
SOFTWARE SKILLS REQUIRED
Advanced: Contact Management, Database, Presentation/PowerPoint, Spreadsheet
Intermediate: Word Processing/Typing
Basic: Accounting
WORKING CONDITIONS
Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting.
ENVIRONMENTAL CONDITIONS
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
PHYSICAL ACTIVITIES
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Moderate diversity, low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high-level diversity and decision-making.
While performing the functions of this job, the employee is continuously required to talk or hear; frequently required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; and occasionally required to taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision; distance vision; peripheral vision; depth perception; and ability to adjust focus.
ADDITIONAL INFORMATION
Must satisfy background check that includes satisfactory NASD record
The candidate for this role must have the following interpersonal traits:
-
Character: Must display traits such as honesty, strong work ethic and be team-oriented
-
Competence: Must have the relevant product knowledge and required skills to execute the business model outlined above.
GENERAL DESCRIPTION OF POSITION
The role of the Financial Consultant Investments is to establish value-added relationships with customers to understand their financial needs and to offer solutions for those needs.
ESSENTIAL DUTIES AND RESPONSIBILITIES
-
Prospecting within the financial institution by establishing relationships with other client facing associates in order to generate referrals. This duty is performed weekly, about 20% of the time.
-
Prospect outside the financial institution in order to build external referral sources as well as bringing new clients to the bank. This duty is performed weekly, about 15% of the time.
-
Sell effectively by establishing relationships with customers, determining their needs and offering appropriate solutions in a manner that the customer sees the value, as well as understands the features and benefits of the products offered. This duty is performed daily, about 35% of the time.
-
Engage in customer relationship management activities to increase wallet share per client and seek cross referral opportunities to other associates within the bank. This duty is performed weekly, about 20% of the time.
-
Completes required BSA/AML training and other compliance training as assigned. This duty is performed as needed, about 10% of the time.
-
The ability to work in a constant state of alertness and in a safe manner.
-
Perform any other related duties as required or assigned.
QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty mentioned satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required.
EDUCATION AND EXPERIENCE
Broad knowledge of such fields as accounting, marketing, business administration, finance, etc. Equivalent to a four year college degree, plus 2 years related experience and/or training, and 19 to 23 months related management experience, or equivalent combination of education and experience.
COMMUNICATION SKILLS
Ability to write reports, business correspondence, and policy/procedure manuals; Ability to effectively present information and respond to questions from groups of managers, clients, customers, and the general public.
MATHEMATICAL SKILLS
Ability to add, subtract, multiply, and divide in all units of measure, using whole numbers, common fractions, and decimals. Ability to compute rate, ratio, and percent and to prepare and interpret bar graphs.
CRITICAL THINKING SKILLS
Ability to define problems, collect data, establish facts, and draw valid conclusions. Ability to interpret an extensive variety of technical instructions in mathematical or diagram form and deal with several abstract and concrete variables.
REQUIRED CERTIFICATES, LICENSES, REGISTRATIONS
NASD Series 7 - currently maintain or must pass within 90 days
NASD Series 66 - currently maintain or must pass within 90 days
PREFERRED CERTIFICATES, LICENSES, REGISTRATIONS
Certified Financial Planner, Certified Financial Analyst or other high level certifications in the investment field.
SOFTWARE SKILLS REQUIRED
Advanced: Contact Management, Database, Presentation/PowerPoint, Spreadsheet
Intermediate: Word Processing/Typing
Basic: Accounting
WORKING CONDITIONS
Somewhat disagreeable working conditions. Continuously exposed to one or two elements such as noise, intermittent standing, walking; and occasional pushing, carrying, or lifting.
ENVIRONMENTAL CONDITIONS
The following work environment characteristics described here are representative of those an employee encounters while performing essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
The noise level in the work environment is usually moderate.
PHYSICAL ACTIVITIES
The following physical activities described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions and expectations.
Moderate diversity, low physical. Work activities which allow for a moderate amount of diversity in the performance of tasks which are not as varied as those positions with high-level diversity and decision-making.
While performing the functions of this job, the employee is continuously required to talk or hear; frequently required to stand, walk, sit, use hands to finger, handle, or feel, reach with hands and arms; and occasionally required to taste or smell. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision; distance vision; peripheral vision; depth perception; and ability to adjust focus.
ADDITIONAL INFORMATION
Must satisfy background check that includes satisfactory NASD record
The candidate for this role must have the following interpersonal traits:
-
Character: Must display traits such as honesty, strong work ethic and be team-oriented
-
Competence: Must have the relevant product knowledge and required skills to execute the business model outlined above.
See all 413+ Financial Consultant jobs
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Get Access To All JobsTips for Finding TN Visa Sponsorship as a Financial Consultant
Verify your degree field matches exactly
TN eligibility for Financial Consultant roles requires a degree in finance, economics, accounting, or a closely related discipline. A business administration degree without a finance concentration has triggered CBP challenges at the border, so confirm your credentials align before applying.
Target firms experienced with visa sponsorship
Seek employers experienced with visa sponsorship. Financial services firms, Big Four accounting practices, and regional banks with recent visa filings are more likely to understand work visa processes and the TN support letter requirements without needing to educate their HR teams from scratch.
Get your credential evaluation done early
If your finance degree is from a Mexican or Canadian institution, have it evaluated by a credential evaluation service before you start interviewing. Many U.S. employers require proof of U.S. degree equivalency before they'll draft the TN support letter.
Use Migrate Mate to find verified sponsoring employers
Search Migrate Mate to find Financial Consultant roles where employers have confirmed TN visa sponsorship. It filters out positions where sponsorship is ambiguous, saving you time chasing roles that won't move forward without an H-1B.
Request a detailed offer letter before crossing the border
Canadian nationals applying at the port of entry must present an offer letter describing the Financial Consultant role, your qualifications, and the TN classification. A vague letter is the most common reason CBP officers deny TN admission on the spot.
Understand how TN status protects your wage position
Your employer will need to prepare a support letter documenting your TN eligibility, including proof of your degree and job duties that match the Financial Consultant profession list. For Canadians, you'll present this support letter directly at the U.S. border or port of entry along with your credentials. For Mexicans, your employer's support letter will be submitted with your visa application at a U.S. consulate. If you relocate to a different metro area, your employer should prepare updated documentation reflecting your new location and role details before you begin work there.
Financial Consultant jobs are hiring across the US. Find yours.
Find Financial Consultant JobsFinancial Consultant TN Visa: Frequently Asked Questions
Does a Financial Consultant role qualify for TN visa status?
Yes, Financial Consultant is a recognized TN visa occupation under the USMCA. You must hold a degree in finance, economics, accounting, or a closely related field, and your job duties must align with financial consulting work. Roles focused primarily on sales rather than financial analysis or advisory services can face CBP scrutiny at the border.
How does the TN visa compare to H-1B for Financial Consultant positions?
The TN visa has no annual lottery and no cap for Canadians, making it far more predictable than the H-1B for Financial Consultant roles. Canadians can obtain TN status at a port of entry the same day. The tradeoff is that TN requires a Canadian or Mexican citizenship and a qualifying degree in a directly related field, while H-1B is more flexible on degree discipline.
How can I find Financial Consultant jobs that offer TN visa sponsorship?
Use Migrate Mate to search for Financial Consultant roles where employers have confirmed they sponsor TN visa professionals. Many general job postings don't specify visa sponsorship availability, and contacting employers individually is slow. Migrate Mate surfaces roles where TN sponsorship is already established, so you're applying where it counts.
Can I switch employers on a TN visa if I'm working as a Financial Consultant?
Yes, but your TN status is tied to the sponsoring employer. Before you start with a new employer, they must obtain a new TN approval. Canadians can do this at the port of entry with a new offer letter. Mexicans need to schedule a new consular appointment. You cannot begin work for the new employer until the new TN is approved.
What documents does my employer need to provide for my TN visa application?
Your employer must provide a support letter on company letterhead stating your job title as Financial Consultant, a description of your duties, your qualifications, the TN classification being requested, and the intended employment period. For Mexican nationals, this support letter must accompany your consular application. A vague or incomplete letter is the most common reason for TN denials.
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