2027 Financial Advisor Development Program - Summer Analyst Opportunity (Chicago)

JPMorganChase; Chicago (IL); On-site; USD 22,000 - 26,000; Full time

Job summary

JPMorgan Chase & Co. in Chicago invites applications for a Summer Analyst in the Financial Advisor Development Program (FADP).

The nine‑week introduction prepares you for our Full‑Time program with hands‑on client work, industry training, and guidance from mentors and leaders who invest in your success during the internship. You will study for the FINRA SIE exam, participate in group projects and shadow peers while developing core advisory skills and a service‑driven mindset.

Qualifications

• 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.
• Motivation to pursue the FINRA SIE and a career in financial advising.
• Ability to work collaboratively and independently, building relationships over the phone and in person.

Responsibilities

• Learn fundamentals of working with clients in a service‑oriented role.
• Learn the foundations of investments and participate in industry training.
• Study for and take the FINRA SIE exam.
• Participate in group projects and job shadowing opportunities.

Skills

Client service

Leadership

Interpersonal skills

Problem solving

Education

Pursuing B.A./B.S. with expected graduation Dec 2027–Jun 2028

Finance coursework

GPA 3.2 or higher

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. 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.

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

Location

Chicago, IL

Eligibility

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).

Equal Opportunity

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. 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.