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 JobsINTRODUCTION
The Phia Group, LLC is a thriving, service-oriented company headquartered in Canton, Massachusetts. As consultants, we represent health plans nationwide, providing our clients with innovative cost-containment solutions through our unique service offerings. As a result of our most valuable resource, our talented and committed team, we continue to enjoy high levels of growth. Now, we seek to add another Health Benefits Attorney to our team.
We are currently seeking a full-time Sr. Health Benefit Plan Consulting Attorney with professional experience in the healthcare industry or in similar industries to solve complex issues presented by employers, their health plans, and those entities that service them. The Health Benefits Attorney will play an instrumental role in supporting our consulting services and the continued growth and expansion of our business. This individual will work closely with other attorneys and consultants on our legal team, providing support on consulting, transactional, regulatory, and compliance matters.
At The Phia Group, whose mission is to provide high quality yet affordable healthcare to American employees and their families, you can look forward to not only unparalleled benefits for yourself but also being immersed in a company that was named one of USA Today’s Top Workplaces for 2025. Meanwhile, from a regional perspective, both The Boston Globe and Louisville Business First also recognized our unwavering commitment to upholding an internal culture of inclusivity, enjoyment, and empathy for our valued employees by listing The Phia Group in their respective lists for the Top Places to Work in 2026.
ESSENTIAL DUTIES:
- Manage and support reviews of member and provider appeals, grievances, and complex claims issues, particularly in self-funded and ERISA-regulated plans
- Evaluate benefit exclusions, plan document terms, and medical necessity disputes to determine appropriate claim outcomes
- Coordinate with applicable vendors to ensure timely and accurate facilitation of independent clinical reviews
- Review determination letters, appeal responses, and other member/provider-facing communications to ensure legal sufficiency and regulatory compliance
- Support internal audits, agency audits, corrective action plans, and external regulator or client requests, ensuring regulatory compliance
- Conduct legal research on applicable law and regulations; draft consulting memoranda; provide consultative advice, including analyses to our legal team for internal use
- Review healthcare industry contracts
- Respond to client inquiries regarding agency rules, statutory requirements, and legal compliance
- Communicate with health plan administrators and other healthcare industry entities, including by phone, video conference, or in person; answer questions regarding the administration of compliant health plans; explain applicable law or health plan terms clearly and concisely
- Draft ERISA and ACA-compliant health plan documents, including MHPAEA required reports
- Assist in resolving disputes between various players in the healthcare industry
- Provide a thorough analysis of health plans and other related documents; provide a summary of findings to our legal team
- Other duties as assigned
MINIMUM QUALIFICATIONS:
- Juris doctor from an accredited law school and admittance to a state bar (active)
- 3-7 years of experience in the healthcare industry or in similar industries preferred (i.e., employment law, insurance law, disability law, workers’ compensation law)
- Knowledge of the latest developments in health law, including a working understanding of the ACA, ERISA, MHPAEA, and HIPAA
- Superior legal writing, analytical, and proofreading skills, as well as strong attention to detail
- Outstanding organizational, interpersonal, and negotiation skills
- Ability to work collaboratively or independently as needed, and to work sensitively with confidential matters
- Ability to effectively communicate and interact with various positions throughout our organization as well as with clients
- Ability to successfully manage multiple projects, whether large or small, complex or simple, simultaneously
- Ability to participate effectively and confidently in client phone calls, including in occasional video conference calls
- Ability to anticipate issues and create and implement methods for optimizing results and minimizing risks
- Ability to develop a deep understanding of the business and our operational goals
- Comfortable working in a fast-paced environment
- High level of proficiency using Microsoft Word, Excel and Outlook
- Must be self-motivated and able to meet deadlines under pressure
PREFERRED QUALIFICATIONS:
- Excellent academic credentials
- Strong preference for experience working with health plans, third-party administrators, and/or health insurance carriers
- Familiarity with administrative rules published by relevant federal agencies, including HHS, the DOL, and the IRS
- Knowledge of CMS billing and payment rules and processes, or medical coding generally
- Confidence in public speaking
- Willingness to travel
The Phia Group’s Commitment to Diversity
The Phia Group is committed to creating a diverse environment and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. The Phia Group is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
WORKING CONDITIONS/PHYSICAL DEMANDS
This position requires sitting at a workstation for prolonged periods of time (with reasonable breaks as needed) and extensive computer work. The workstation may be exposed to overhead fluorescent lighting and air conditioning. This is a fast-paced work environment in which you will be operating office equipment including personal computers, copiers, and fax machines.
External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act (ADA), must be able to perform the essential job functions (as listed herein) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.
This job description is not intended to be and should not be construed as an all-inclusive list of all of the job duties, skills, or working conditions associated with the position. While it is intended to accurately reflect the position’s associated activities and requirements, the company reserves the right to modify, add, or remove duties and assign other duties as necessary.
Base Salary: $125,000 - $160,000
INTRODUCTION
The Phia Group, LLC is a thriving, service-oriented company headquartered in Canton, Massachusetts. As consultants, we represent health plans nationwide, providing our clients with innovative cost-containment solutions through our unique service offerings. As a result of our most valuable resource, our talented and committed team, we continue to enjoy high levels of growth. Now, we seek to add another Health Benefits Attorney to our team.
We are currently seeking a full-time Sr. Health Benefit Plan Consulting Attorney with professional experience in the healthcare industry or in similar industries to solve complex issues presented by employers, their health plans, and those entities that service them. The Health Benefits Attorney will play an instrumental role in supporting our consulting services and the continued growth and expansion of our business. This individual will work closely with other attorneys and consultants on our legal team, providing support on consulting, transactional, regulatory, and compliance matters.
At The Phia Group, whose mission is to provide high quality yet affordable healthcare to American employees and their families, you can look forward to not only unparalleled benefits for yourself but also being immersed in a company that was named one of USA Today’s Top Workplaces for 2025. Meanwhile, from a regional perspective, both The Boston Globe and Louisville Business First also recognized our unwavering commitment to upholding an internal culture of inclusivity, enjoyment, and empathy for our valued employees by listing The Phia Group in their respective lists for the Top Places to Work in 2026.
ESSENTIAL DUTIES:
- Manage and support reviews of member and provider appeals, grievances, and complex claims issues, particularly in self-funded and ERISA-regulated plans
- Evaluate benefit exclusions, plan document terms, and medical necessity disputes to determine appropriate claim outcomes
- Coordinate with applicable vendors to ensure timely and accurate facilitation of independent clinical reviews
- Review determination letters, appeal responses, and other member/provider-facing communications to ensure legal sufficiency and regulatory compliance
- Support internal audits, agency audits, corrective action plans, and external regulator or client requests, ensuring regulatory compliance
- Conduct legal research on applicable law and regulations; draft consulting memoranda; provide consultative advice, including analyses to our legal team for internal use
- Review healthcare industry contracts
- Respond to client inquiries regarding agency rules, statutory requirements, and legal compliance
- Communicate with health plan administrators and other healthcare industry entities, including by phone, video conference, or in person; answer questions regarding the administration of compliant health plans; explain applicable law or health plan terms clearly and concisely
- Draft ERISA and ACA-compliant health plan documents, including MHPAEA required reports
- Assist in resolving disputes between various players in the healthcare industry
- Provide a thorough analysis of health plans and other related documents; provide a summary of findings to our legal team
- Other duties as assigned
MINIMUM QUALIFICATIONS:
- Juris doctor from an accredited law school and admittance to a state bar (active)
- 3-7 years of experience in the healthcare industry or in similar industries preferred (i.e., employment law, insurance law, disability law, workers’ compensation law)
- Knowledge of the latest developments in health law, including a working understanding of the ACA, ERISA, MHPAEA, and HIPAA
- Superior legal writing, analytical, and proofreading skills, as well as strong attention to detail
- Outstanding organizational, interpersonal, and negotiation skills
- Ability to work collaboratively or independently as needed, and to work sensitively with confidential matters
- Ability to effectively communicate and interact with various positions throughout our organization as well as with clients
- Ability to successfully manage multiple projects, whether large or small, complex or simple, simultaneously
- Ability to participate effectively and confidently in client phone calls, including in occasional video conference calls
- Ability to anticipate issues and create and implement methods for optimizing results and minimizing risks
- Ability to develop a deep understanding of the business and our operational goals
- Comfortable working in a fast-paced environment
- High level of proficiency using Microsoft Word, Excel and Outlook
- Must be self-motivated and able to meet deadlines under pressure
PREFERRED QUALIFICATIONS:
- Excellent academic credentials
- Strong preference for experience working with health plans, third-party administrators, and/or health insurance carriers
- Familiarity with administrative rules published by relevant federal agencies, including HHS, the DOL, and the IRS
- Knowledge of CMS billing and payment rules and processes, or medical coding generally
- Confidence in public speaking
- Willingness to travel
The Phia Group’s Commitment to Diversity
The Phia Group is committed to creating a diverse environment and we are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. The Phia Group is also committed to compliance with all fair employment practices regarding citizenship and immigration status.
WORKING CONDITIONS/PHYSICAL DEMANDS
This position requires sitting at a workstation for prolonged periods of time (with reasonable breaks as needed) and extensive computer work. The workstation may be exposed to overhead fluorescent lighting and air conditioning. This is a fast-paced work environment in which you will be operating office equipment including personal computers, copiers, and fax machines.
External and internal applicants, as well as position incumbents who become disabled as defined under the Americans with Disabilities Act (ADA), must be able to perform the essential job functions (as listed herein) either unaided or with the assistance of a reasonable accommodation to be determined by management on a case-by-case basis.
This job description is not intended to be and should not be construed as an all-inclusive list of all of the job duties, skills, or working conditions associated with the position. While it is intended to accurately reflect the position’s associated activities and requirements, the company reserves the right to modify, add, or remove duties and assign other duties as necessary.
Base Salary: $125,000 - $160,000
See all 84+ TN Visa Financial Consultant Jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new TN Visa Financial Consultant Jobs.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Financial Consultant
Verify your degree field matches exactly
TN visa 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 visa.
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 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.