TN Visa Investment Associate Jobs
Investment Associate roles qualify for TN visa sponsorship under the Economist category for Canadian and Mexican professionals with a degree in economics, finance, or a related field. Unlike H-1B, there's no lottery for Canadians, and Mexican nationals have a capped annual allocation under USMCA.
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Get Access To All JobsJOB DESCRIPTION
The Investment Associate is an integral member of the Financial Advisor’s team. An Investment Associate works in close partnership with the Financial Advisor(s) in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. The ideal candidate has a strong understanding of market conditions and global economic outlook.
Job Responsibilities:
- Advise on portfolio construction including overall asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction with or by direction of the Financial Advisor
- Market and implement complex investment solutions in accordance with High-Net-Worth clients’ investment objectives
- Identify and develop new business opportunities from existing client base
- Attend product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services
- Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
- Develops marketing strategy and builds presentations on behalf of the Financial Advisor(s)
- Ad Hoc service requests as needed on behalf of the team/clients
Required qualifications, capabilities, and skills:
- 5 plus years’ experience in Financial Services industry
- FINRA Series 7 and 66 licenses required for the position: preferred upon hiring but must be obtained within 180 days of hire
- Bachelor's degree or equivalent experience required
- Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
- Proactively identify and deliver appropriate solutions that address the needs of our clients
- Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
Preferred qualifications, capabilities, and skills:
- Certified Public Accountant designation
- Able to adapt and stay abreast of changing technology and regulatory policies
- Highly proficient user of Word, PowerPoint and Excel
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 Investment Associate is an integral member of the Financial Advisor’s team. An Investment Associate works in close partnership with the Financial Advisor(s) in proposing, delivering, and executing solutions for clients; as well as in identifying new business opportunities. The ideal candidate has a strong understanding of market conditions and global economic outlook.
Job Responsibilities:
- Advise on portfolio construction including overall asset allocation, tactical shifts and security selection and perform client portfolio reviews on a regular basis in conjunction with or by direction of the Financial Advisor
- Market and implement complex investment solutions in accordance with High-Net-Worth clients’ investment objectives
- Identify and develop new business opportunities from existing client base
- Attend product rollouts, ideas calls and research meetings to stay current on all JP Morgan Wealth Management products and services
- Provides investment support across a diverse suite of products and applications including, but not limited to; Advisor Services, Wealth Planning & Advice, Goal Based planning, liabilities planning, banking & lending solutions, mortgages and digital offerings through JP Morgan Online and mobile suite
- Develops marketing strategy and builds presentations on behalf of the Financial Advisor(s)
- Ad Hoc service requests as needed on behalf of the team/clients
Required qualifications, capabilities, and skills:
- 5 plus years’ experience in Financial Services industry
- FINRA Series 7 and 66 licenses required for the position: preferred upon hiring but must be obtained within 180 days of hire
- Bachelor's degree or equivalent experience required
- Proven ability to be a self-starter, act as an end-to-end owner of tasks and work independently in a fast-paced environment
- Proactively identify and deliver appropriate solutions that address the needs of our clients
- Ability to communicate effectively with clients and team members while maintaining professionalism in difficult situations
Preferred qualifications, capabilities, and skills:
- Certified Public Accountant designation
- Able to adapt and stay abreast of changing technology and regulatory policies
- Highly proficient user of Word, PowerPoint and Excel
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 509+ Investment Associate jobs
Sign up for free to unlock all listings, filter by visa type, and get alerts for new Investment Associate roles.
Get Access To All JobsTips for Finding TN Visa Sponsorship as an Investment Associate
Align your degree to the Economist category
TN status for Investment Associates hinges on fitting the Economist category, which requires a degree in economics, finance, or a closely related field. A degree in business administration alone may not satisfy CBP officers, so verify your transcript language before applying.
Target firms with recent visa filing experience
Private equity shops, asset managers, and investment banks with recent visa filings demonstrate experience with work visa sponsorship processes and are typically prepared to move quickly through hiring. Ask HR directly whether they've sponsored professionals in similar analyst or associate roles—for Canadians, employers can prepare support letters for TN presentation at the U.S. port of entry, while for Mexicans, employers coordinate with U.S. consulates for TN visa applications.
Search TN-sponsored Investment Associate roles on Migrate Mate
Use Migrate Mate to filter Investment Associate openings by employers with recent visa filings, so you're not cold-applying to firms that lack experience with work visa sponsorship and may decline at the offer stage.
Prepare a detailed offer letter before your border entry
Canadian professionals can obtain TN status directly at a U.S. port of entry, but CBP will scrutinize the offer letter. It must specify your job title, duties tied to economic analysis or investment research, your degree, and the employment period.
Negotiate TN filing before accepting a competing offer
If you're weighing multiple offers, confirm each employer's willingness to file before you accept. Some firms route TN petitions through outside counsel, which adds weeks to your start date. Get a written timeline from HR before committing.
Understand the Mexican TN cap before your timeline
Mexican nationals face an annual allocation of 5,500 TN visas. If you're approaching the end of a U.S. fiscal year, file as early as possible. USCIS processes Mexican TN petitions via Form I-129, unlike the port-of-entry route available to Canadians.
Investment Associate jobs are hiring across the US. Find yours.
Find Investment Associate JobsInvestment Associate TN Visa: Frequently Asked Questions
Does an Investment Associate role qualify for TN visa status?
Yes, but the fit depends on how your duties are framed. CBP classifies Investment Associates under the Economist TN category, which covers economic analysis, financial modeling, and investment research. If your role is primarily sales, client relations, or trade execution without an economics-analytical core, CBP may challenge the classification. Your offer letter must clearly tie your duties to economic analysis.
How does TN visa sponsorship compare to H-1B for Investment Associate roles?
TN has no lottery, no annual cap for Canadians, and can be obtained at a port of entry in a single day. H-1B requires employer sponsorship months in advance, a lottery selection, and a wait until October 1 to start work. For Canadian and Mexican Investment Associates who qualify under the Economist category, TN is faster and more predictable than the H-1B route.
Where can I find Investment Associate jobs that offer TN visa sponsorship?
Migrate Mate filters Investment Associate roles by employers with recent visa filings, so you can focus your search on firms already experienced with sponsoring international talent. Most general job boards don't surface visa sponsorship data at the employer level, which makes it difficult to screen for employers with established sponsorship practices before applying.
Can I switch Investment Associate employers on TN status without losing authorization?
You can change employers, but your TN status is employer-specific. Canadians need a new port-of-entry approval or a new I-129 petition before starting with the new firm. Mexican nationals must file a new I-129 with USCIS. You're not authorized to work for the new employer until CBP or USCIS approves the new petition, so plan your transition accordingly.
What documents does my employer need to file TN sponsorship for an Investment Associate?
Your employer needs to provide a detailed offer letter specifying your title, duties, degree requirement, and duration of employment. For Mexican nationals, the employer files Form I-129 with USCIS. For Canadians applying at the border, no employer petition is required in advance, but the offer letter must be thorough enough to satisfy the CBP officer at the port of entry.
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