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

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

About the Role

J.P. Morgan Wealth Management is 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. The Financial Advisor Development Program (FADP) is designed to provide a detailed view of J.P. Morgan Wealth Management, giving you experience focusing on matters that add value to our clients and our business.

Requirements

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).

Benefits

The FADP 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.

Pay

The pay for the Financial Advisor Development Program varies based on experience and qualifications.

Schedule

The schedule for the Financial Advisor Development Program is flexible and can vary based on the needs of the organization.

Locations

• Westerville, OH
• Plano, TX
• Tempe, AZ

What's Next?

To be considered for the Financial Advisor Development Program, you must submit a complete and thoughtful application, which includes your resume, and location preference. Your application and resume are a way for us to initially get to know you. It's important to complete all relevant application questions, so we have as much information about you as possible. We will review your application to determine whether you meet the required criteria. 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. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

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.