TN Visa Financial Services Representative Jobs
Financial Services Representative roles qualify for TN visa sponsorship under the USMCA economist category, covering positions in financial planning, securities, and client account management. Canadian citizens can enter at the border with an approved offer letter. Mexican citizens apply through a U.S. consulate. No lottery, no cap for Canadians.
See All Financial Services Representative JobsOverview
Showing 5 of 49+ Financial Services Representative jobs
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
Have you applied for this role?
See all 49+ Financial Services Representative jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Services Representative roles.
Get Access To All JobsFinancial Services Representative – State Farm Agent Team Member
Darrick Earegood Agency, a highly successful, award winning and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services. If you love working with clients but feel stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you!
Job Description
As a Financial Services Representative, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact.
Your responsibilities will include:
- Provide comprehensive financial planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support.
- Partner with and learn from a career agent to develop a business plan and implement a client service model effectively.
- Exhibit expertise in financial markets, sound business judgment, and unwavering integrity to prioritize clients’ best interests at every opportunity.
- Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations.
- Hire a team of junior advisor(s) to work underneath you. You will receive commissions from their sales and have the ability to scale both your salary and variable compensation. The right candidate will transition into VP of Client Acquisition role within 2 years.
Qualifications
- Minimum of 2 years of experience as a Financial Services Representative.
- Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.
- Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.
- Eagerness to learn and grow with the financial services industry.
- Comfortability offering Advisory services, brokerage services, and variable life and annuity products.
Requirements
- Bachelors degree preferred.
- Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC Licenses preferred.
- Licensed in Life and Health Insurance with extensive knowledge of annuities and the life insurance industry preferred.
Benefits:
- Salary PLUS Commission/Bonuses
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
Financial Services Representative – State Farm Agent Team Member
Darrick Earegood Agency, a highly successful, award winning and well-respected firm, is seeking an ambitious Financial Services Representative with expertise in financial products and services. If you love working with clients but feel stuck in a cycle of endless cold calling and the challenges of a commission-only role, we want to connect with you!
Job Description
As a Financial Services Representative, you will join a dynamic team dedicated to transforming the way financial advising is done. We are looking for driven, collaborative, passionate, and customer-focused individuals to make a meaningful impact.
Your responsibilities will include:
- Provide comprehensive financial planning and advice to State Farm customer households while maintaining and enhancing client relationships through active communication and support.
- Partner with and learn from a career agent to develop a business plan and implement a client service model effectively.
- Exhibit expertise in financial markets, sound business judgment, and unwavering integrity to prioritize clients’ best interests at every opportunity.
- Educate clients on available tools and resources to manage their investments, offer holistic financial coaching, and ensure compliance with agency and industry regulations.
- Hire a team of junior advisor(s) to work underneath you. You will receive commissions from their sales and have the ability to scale both your salary and variable compensation. The right candidate will transition into VP of Client Acquisition role within 2 years.
Qualifications
- Minimum of 2 years of experience as a Financial Services Representative.
- Proven success in acquiring clients, building, and maintaining strong client relationships, and collaborating effectively with key partners and team members.
- Enthusiastic, self-motivated professional with a passion for helping clients achieve their financial goals.
- Eagerness to learn and grow with the financial services industry.
- Comfortability offering Advisory services, brokerage services, and variable life and annuity products.
Requirements
- Bachelors degree preferred.
- Active Securities Industry Essentials (SIE) Exam, Series 6, and/or 63, Series 65 and/or ChFC Licenses preferred.
- Licensed in Life and Health Insurance with extensive knowledge of annuities and the life insurance industry preferred.
Benefits:
- Salary PLUS Commission/Bonuses
- 401(k)
- Bonus based on performance
- Competitive salary
- Flexible schedule
- Opportunity for advancement
- Paid time off
- Training & development
See all 49+ Financial Services Representative jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Financial Services Representative roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as a Financial Services Representative
Verify your credential maps to economist
TN classification for Financial Services Representatives typically falls under the economist category, which requires a degree in economics, finance, or a closely related field. Confirm your transcript reflects that alignment before applying to any role.
Target broker-dealers and registered investment advisers
FINRA-registered broker-dealers and SEC-registered investment advisers have existing compliance infrastructure for work authorization verification, making them more familiar with TN documentation requirements than smaller independent financial firms.
Ask employers to review the TN offer letter format
The offer letter is the core TN document. It must state your job title, duties, degree requirement, and that the position qualifies as a specialty occupation. A letter written for general onboarding won't satisfy CBP or a consular officer.
Prepare for securities licensing as a parallel track
Many Financial Services Representative roles require FINRA Series 6, 7, or 63 licenses. Employers can sponsor your TN before you hold these licenses, but confirm the job offer letter reflects your actual start duties rather than post-licensing responsibilities.
Search TN-sponsoring employers through Migrate Mate
Not every employer advertising financial services roles has experience with TN filings. Use Migrate Mate to filter for companies with active TN visa sponsorship history, so you're targeting employers already set up to support your status.
Mexican applicants should book the consulate appointment early
Unlike Canadians who present at the border, Mexican citizens must complete a consular interview. Appointment wait times at high-volume consulates can extend several weeks, so schedule your interview as soon as your employer finalizes the offer letter.
Financial Services Representative jobs are hiring across the US. Find yours.
Find Financial Services Representative JobsFinancial Services Representative TN Visa: Frequently Asked Questions
Does a Financial Services Representative role actually qualify for TN status?
Yes, but the classification depends on your specific duties and degree. CBP and consular officers typically classify Financial Services Representatives under the economist TN category, which requires a degree in economics, finance, or a related discipline. Roles focused purely on sales with no analytical or advisory component may face more scrutiny, so the offer letter must accurately reflect the professional nature of the position.
How does TN compare to H-1B for Financial Services Representative roles?
TN has no annual lottery and no cap for Canadian citizens, so you can start as soon as your employer issues a qualifying offer letter and CBP approves your entry. H-1B requires registration in a lottery, a wait of several months if selected, and USCIS petition approval. For Canadian professionals with a finance degree and a compliant offer letter, TN is a faster, more predictable path into financial services roles in the U.S.
Where can I find Financial Services Representative jobs with TN visa sponsorship?
Migrate Mate is built specifically to surface employers with TN visa sponsorship history, so you're not applying blind to companies that have never handled TN filings. Filtering by role and visa type narrows your search to employers already set up to support your status, which speeds up the offer-to-entry timeline considerably.
Can my employer sponsor TN status before I have my FINRA license?
Yes. TN approval is based on the job duties and your degree, not on whether you hold a securities license. Your employer can bring you in on TN status while you complete FINRA exam requirements post-hire. The offer letter should describe your actual entry-level duties accurately, since overstating post-licensing responsibilities could create inconsistencies during the CBP or consular review.
What happens to my TN status if I switch employers or move to a different financial firm?
TN status is employer-specific. If you change firms, you need a new TN approval tied to the new employer before you begin working there. Canadian citizens can get that approval at the border with a new offer letter. Mexican citizens must return to a U.S. consulate. Gaps between employment can affect status, so coordinate timing with both your outgoing and incoming employers before your last day.
See which Financial Services Representative employers are hiring and sponsoring visas right now.
Search Financial Services Representative Jobs