2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)

Job Description

When you’re investing, it should feel like you’re building a personal relationship with a trusted partner. At J.P. Morgan Wealth Management, we’re committed to delivering talented and dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals. That’s why we’re going all-in on the people who make our business what it is — a rewarding place to grow personally and professionally.

 

As a Summer Analyst in the Financial Advisor Development Program (FADP), you will take part in a nine-week introduction to our Full-Time program. Centered on providing a detailed view of J.P. Morgan Wealth Management, FADP gives you experience focusing on matters that add value to our clients and our business. Our Summer Internship Program is designed to deepen your investment knowledge and skills through hands-on experience. You’ll have access to training opportunities structured to enhance your business acumen, while further developing your professional and technical skills. You’ll be supported by an entire team, including a dedicated program manager, mentors, and senior leaders who are sincerely invested in your success during your internship.

 

The mission of the Financial Advisor Development Program is to develop a community of Financial Advisors dedicated to the highest standards of excellence while serving our clients. Our goal is to ensure you have all the tools necessary to take advantage of the robust opportunities at hand, resulting in a great summer experience.   Successful completion of the FADP Summer Internship Program may result in an offer of employment into our Financial Advisor Development Program Full-Time Program. The FADP full-time program features a 21-month experience in a phone-based role in the Client Service Center, allowing Analysts to deepen their knowledge of customer service and the wealth   management industry while receiving intentional professional development experiences to ensure an impactful transition to an advisor role post program.  

 

Job responsibilities: 

• Learn the fundamentals of working with clients in a service-oriented role
• Learn the foundations of the investments we offer through in-depth industry training 
• Receive dedicated time to study for and take the FINRA Securities Industry Essentials (SIE) exam 
• Participate in group projects and job shadowing opportunities

 

Required qualifications, capabilities, and skills:

• A well-rounded academic background with an interest in providing exceptional client service and financial advice
• Excellent leadership, interpersonal, and problem-solving skills
• Relevant internship experience or leadership in school or community organizations
• Highly motivated individual with a passion for client service, an interest in financial advising, and a desire to obtain and pass the FINRA SIE
• Ability to thrive in a dynamic and collaborative work environment, but also work well independently
• Ability to use your interpersonal skills to successfully build relationships over the phone and in person with others

 

Preferred qualifications, capabilities, and skills:

• Pursuing a B.A. or B.S. degree, with an expected graduation date of December 2027 through June 2028
• Experience in finance or other finance-related courses is a plus
• Preferred minimum GPA of 3.2 out of 4.0

 

Available Locations:

Westerville, OH

Plano, TX

Tempe, AZ

 

To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

1.  

   •  

2. If you meet the minimum criteria for the application, you will receive an email invitation to complete a video interview, powered by HireVue.

    

   • This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.

   • HireVue is required, and your application will not be considered for further review until you have completed this step.

   • Applications will be reviewed on a rolling basis; we strongly encourage you to complete your HireVue video(s) within three days of receiving 

      

3. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

    

JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities. 

Visit  jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

About Us

JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world’s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

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.

About the Team