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

JPMorganChase; Tempe (AZ); On-site; USD 9,000 - 11,000; Full time

Job summary

J.P. Morgan Wealth Management invites applications for a Summer Analyst position in the Financial Advisor Development Program (FADP).

The nine-week introductory program provides a detailed view of wealth management, hands-on experience, and structured training, supported by a dedicated manager, mentors, and senior leaders committed to your success. The internship exposes you to client service, investment fundamentals, and professional development opportunities, with a potential offer for the

Qualifications

• Well-rounded academic background with interest in client service and financial advice.
• Excellent leadership, interpersonal, and problem-solving skills.
• Internship or leadership experience in school/community.
• Motivated to obtain and pass the FINRA SIE; able to work with clients over phone and in person.
• Ability to thrive in dynamic, collaborative and independent settings.

Responsibilities

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

Skills

Client service

Investment knowledge

Leadership

Interpersonal skills

Problem solving

Team collaboration

Independent work

Education

Pursuing BA/BS

GPA 3.2

Finance coursework

Job description

Program Overview

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 are committed to delivering talented advisors, a full range of investment products, and cutting‑edge digital capabilities to help our clients achieve their most important financial goals.

Summer Analyst – Financial Advisor Development Program (FADP)

As a Summer Analyst in the Financial Advisor Development Program, you will participate in a nine‑week introductory program that provides a detailed view of J.P. Morgan Wealth Management. The program is designed to deepen your investment knowledge and skills through hands‑on experience and structured training. You will be supported by a dedicated program manager, mentors, and senior leaders invested in your success.

Program Experience

During the internship you will gain exposure to client service, investment fundamentals, and professional development opportunities. Successful completion may lead to an offer for the full‑time program, which includes a 21‑month client‑service experience and intentional development to transition into an advisory role.

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 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.

Locations

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

Eligibility

To be eligible for this program, you must be authorized to work in the U.S. We do not offer employment‑based immigration sponsorship.

EEO Statement

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 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. 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.