2027 Financial Advisor Development Program - Full-Time Analyst (OH)

JPMorganChase; Columbus (OH); On-site; USD 52,000 - 78,000; Full time

Job summary

JPMorganChase in Columbus, OH is launching a program for aspiring Investment Professionals within Wealth Management. You will obtain FINRA licenses, support clients via call center, and learn to navigate brokerage accounts and IRAs while building client relationships.

This role emphasizes service, accuracy, and teamwork in a regulated environment. Ideal candidates are completing a BA/BS or MA/MS by mid-2027, with strong communication skills and a passion for financial advice.

Qualifications

• Willingness to obtain FINRA licenses (SIE, Series 7, 66)
• Strong customer service and relationship-building
• Ability to manage multiple priorities in a fast-paced environment

Responsibilities

• Obtain FINRA licenses required for Investment Professional and Financial Advisor roles (SIE, Series 7, 66)
• Support self-directed and full-service clients with order entry, money movement, and account maintenance in a call-center environment
• Assist clients with brokerage accounts and IRAs (Traditional and Roth) over the telephone
• Improve business efficiency by rapid call handling, identifying client needs, initiating trades, and completing service transactions
• Document client conversations and comply with regulatory requirements
• Become proficient in Chase.com and navigate the online platform
• Help clients access and use online tools for account servicing

Skills

Customer service

Interpersonal skills

Multi-tasking

Communication skills

Adaptability

Education

Bachelor's degree or higher

Tools

Microsoft Office

AI tools

Job description

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.

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.

Job Responsibilities

• Obtain FINRA licenses required for the Investment Professional and the Financial Advisor role - you'll be required to take and pass the SIE, Series 7 and Series 66
• Support all self-directed and full-service clients with order entry, money movement, and account maintenance requests in a call-center environment
• Work in a team environment to assist clients with brokerage accounts over the telephone, in addition to discussing Individual Retirement Accounts, such as Traditional and Roth IRAs
• Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in capital markets, and completing service-oriented transactions
• Document all client conversations and meet all regulatory requirements around these activities
• Become an expert in our online platform through Chase.com
• Help clients successfully navigate our website to provide them more access and flexibility to service their accounts

Required Qualifications, Capabilities, And Skills

• B.A., B.S., or 5th year M.A. or M.S. with graduation date of December 2026 through June 2027
• Desire to obtain and pass the FINRA SIE, and Series 7 and 66, in addition to meeting FINRA continuing education requirements
• Excellent customer service and interpersonal skills
• Ability to create and foster strong professional relationships with business partners
• Ability to manage multiple priorities in a fast-paced environment and pivot quickly as priorities change
• Organizational skills and attention to detail
• Demonstrating working knowledge of Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.) and AI tools
• Have a passion for client service and an interest in building a foundational career in wealth management providing financial advice
• Ability to thrive in a dynamic and collaborative work environment, but also work well independently
• Ability to adapt conversations to meet the needs of a diverse client base across all 50 states

Preferred Qualifications, Capabilities, And Skills

• Experience in finance or other finance-related courses is a plus
• Preferred minimum GPA of 3.2 out of 4.0

Available Locations

• Easton/Columbus, OH

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).

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.

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.