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

Aumni; Westerville (OH); On-site; USD 40,000 - 50,000; Full time

Benefits offered by this job

Mentorship program

Structured training & development

Career progression toward full‑time

Job summary

JPMorgan Chase & Co. in the United States is offering a Summer Analyst position within the Financial Advisor Development Program (FADP). The nine‑week intro leads toward a possible full‑time role, with a 21‑month, phone‑based experience in the Client Service Center and dedicated professional development.

You will gain hands‑on experience, training opportunities, and mentoring from a program manager, mentors, and senior leaders invested in your success.

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.
• Highly motivated with a passion for client service and a desire to obtain FINRA SIE.
• Ability to thrive in a dynamic and collaborative environment and work independently.

Responsibilities

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

Skills

Excellent leadership and interpersonal

Problem-solving

Relationship building (phone & in‑P)

Client service orientation

Education

Pursuing BA/BS degree, Dec 2027–Jun 2028

Finance coursework

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.

The mission of the Financial Advisor Development Program is to develop a community of Financial Advisors dedicated to the highest standards of excellence while serving our clients. Our goal is to ensure you have all the tools necessary to take advantage of the robust opportunities at hand, resulting in a great summer experience. Successful completion of the FADP Summer Internship Program may result in an offer of employment into our Financial Advisor Development Program Full‑Time Program. The FADP full‑time program features a 21‑month experience in a phone‑based role in the Client Service Center, allowing Analysts to deepen their knowledge of customer service and the wealth‑management industry while receiving intentional professional development experiences to ensure an impactful transition to an advisor role post program.

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

Available Locations:

• Easton/Columbus, OH
• Plano, TX
• Tempe, AZ

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).

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.

9-week internship program designed to deepen your investment knowledge and skills through hands‑on experiences