2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)
Posting Date: 07/09/2026
Locations: Tempe, AZ | Westerville, OH | Plano, TX
Schedule: Full time
Application Deadline: 12/01/2026
About the role
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. 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. This internship is designed to deepen your investment knowledge and skills through hands-on experience, structured training, and professional development.
You’ll have access to training opportunities that enhance your business acumen while developing your professional and technical skills. You’ll be supported by a dedicated program manager, mentors, and senior leaders invested in your success. Successful completion of the FADP Summer Internship Program may result in an offer of employment into our 21-month Financial Advisor Development Program Full-Time Program, which features a phone-based role in the Client Service Center to deepen your knowledge of customer service and the wealth management industry.
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
Requirements
- 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
- Must be authorized to work in the U.S. (JPMorgan Chase does not offer employment-based immigration sponsorship for this program)
Qualifications
- 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 Us
JPMorgan Chase, 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.