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

JPMorgan Chase & Co.; Columbus (OH); On-site; USD 60,000 - 75,000; Full time

Benefits offered by this job

Comprehensive training

Mentorship program

Career development opportunities

Job summary

JPMorgan Chase & Co. in Columbus, OH, invites applicants to join the Financial Advisor Development Program as a Full-time Analyst. The program provides structured training to become a Financial Advisor in the National Branch, with exposure to planning tools and client service across the firm.

You’ll gain experience in client interactions via phone and video, develop investment knowledge, and learn regulatory requirements with coaching from mentors and program managers.

Qualifications

• Bachelor's degree or 5th year master’s track with expected graduation Dec 2026–Jun 2027.
• Desire to obtain FINRA SIE, Series 7 and 66.
• Excellent customer service and interpersonal skills.

Responsibilities

• Obtain FINRA licenses (SIE, Series 7, Series 66) to support Investment Professional and Financial Advisor roles.
• Support self-directed and full-service clients with order entry, money movement, and account maintenance in a call-center setting.
• Assist clients with brokerage accounts via phone, discuss IRAs (Traditional and Roth).
• Improve efficiency by reducing call handling time and identifying client needs.
• Document conversations and ensure regulatory compliance.

Skills

Customer service

Relationship building

Call center experience

Microsoft Office

AI tools

Education

B.A./B.S. or 5th year M.A./M.S.

Tools

Microsoft Office

AI tools

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 Full-time Analyst in the Financial Advisor Development Program (FADP), you will participate in a targeted 21-month programdesigned to help advance you from an Investment Professional to a Financial Advisor at the firm. You’ll receive robust training to learn how to interact with clients via the phone and video and develop your investment and product knowledge. You’ll also receive ongoing training focused on developing your professional skills and gainan in-depth understanding of Service & Administration and National Branch, as well as exposure to other areas of J.P. Morgan Wealth Management. Upon completion of this program, you will have the skills, experience, training, and support to successfully launch your career as a Financial Advisor in the National Branch - our remote advice channel that offers comprehensive financial planning and advice to clients through video meetings.

Through our training curriculum, you’ll enhance your business knowledge and professional and technical skills. You will have access to professional development centered around building your skills as a future financial advisor and providing exposure to financial planning tools and strategies you will utilize as an advisor. Additionally, you’ll have access to networking,a dedicated developmental coach, and a financial advisor mentor. You’ll also receive guidance from a dedicated program manager who is focused on your career progression at the firm.

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 discussingIndividual 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 detailDemonstrating 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.

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