2027 Global Private Bank Advisor Program (Full-time Analyst) - US Private Bank

Next Frontier Capital; United States; On-site; USD 65,000 - 95,000; Full time

Job summary

JPMorgan Chase seeks an Advisor Trainee in Global Private Bank to gain exposure to investments, lending, banking and trust & estates. You’ll work with bankers, investment specialists, and wealth advisors, learning through a five-week immersive global training program and ongoing development opportunities.

After completion, many analysts advance to associates. You'll join a network of incoming analysts worldwide and collaborate across teams to deliver tailored wealth solutions to clients, while

Qualifications

• Pursuing a Bachelor’s or Master’s degree (Excluding MBA).
• Graduation date of December 2026 through June 2027
• Attend college/university in the U.S.
• Highly driven person who enjoys working in teams to develop complex solutions
• Exceptional interpersonal, communication, analytical and problem-solving skills
• Excellent organizational skills and ability to multitask
• Genuine interest in financial markets and macro-level economic trends
• Highly inquisitive, focused and pro-active
• Good judgment and discretion when working with confidential information

Responsibilities

• Work with a team of advisors and specialists to bring in new clients and serve existing clients
• Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth

Skills

Interpersonal skills

Communication skills

Analytical skills

Problem-solving skills

Team collaboration

Multitasking

Interest in financial markets

Macroeconomic awareness

Proactive mindset

Judgment & discretion

Education

Bachelor’s degree in progress (Excluding MBA)

Master’s degree within 2 years of Bachelor’s

Job description

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Advisor Training Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions. You’ll work with a team of bankers, investment specialists, wealth advisors, and lending specialists. Throughout the program, you’ll learn about our business and our clients while building your own expertise.

As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service. You’ll be encouraged to network across the firm and discover all our opportunities as you consider your next career move. After the program, many full-time Analysts are promoted to Associates and build long-lasting careers with us.

The program begins with a five-week immersive global training program, in which you will join incoming Analysts from around the world to learn more about the firm and how we do business, build technical and professional skills, hear from senior executives and build global networks. For the entirety of the Advisor Training Program, you’ll have ongoing formal and informal training opportunities, as well as continued opportunities for development, engagement, and the opportunity to participate in program initiatives. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry leading investments, credit, banking and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve and manage their wealth over time.

Job responsibilities

• Work with a team of advisors and specialists to bring in new clients and serve existing clients
• Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth

Required qualifications, capabilities, and skills

• Pursuing a Bachelor’s or Master’s degree (Excluding MBA).
  • If you are pursuing a Master’s degree, it must be within 2 years of receiving your Bachelor’s degree.
• Graduation date of December 2026 through June 2027
• Attend college/ university in the U.S.
• Highly driven person who enjoys working in teams to develop complex solutions
• Exceptional interpersonal, communication, analytical and problem-solving skills
• Excellent organizational skills and ability to multitask
• Genuine interest in financial markets and macro-level economic trends
• Highly inquisitive, focused and pro-active
• Good judgment and discretion when working with confidential information

Work Authorization:

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, 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.)

Our Locations

Atlanta, GA

Austin, TX

Baltimore, MD

Baton Rouge, LA

Birmingham, MI

Boston, MA

Charlotte, NC

Chicago, IL

Chicago North Shore, IL

Cincinnati, OH

Cleveland, OH

Columbus, OH

Dallas, TX

Denver, CO

Fort Lauderdale, FL

Fort Worth, TX

Grand Rapids, MI

Greenwich, CT

Houston, TX

Indianapolis, IN

Irvine, CA

Jacksonville, FL

Las Vegas, NV

Long Island, NY

Los Angeles, CA

Manhattan Beach, CA

Miami, FL

Milwaukee, WI

Minneapolis, MN

Naples, FL

Nashville, TN

New Orleans, LA

New York, NY

Oklahoma City, OK

Orlando, FL

Palm Beach, FL

Palo Alto, CA

Pasadena, CA

Philadelphia, PA

Pittsburgh, PA

Raleigh, NC

Rochester, NY

Salt Lake City, UT

San Antonio, TX

San Diego, CA

San Francisco, CA

Scottsdale, AZ

Seattle, WA

St. Louis, MO

Summit, NJ

Tampa, FL

Tulsa, OK

Walnut Creek, CA

Washington D.C.

Westlake Village, CA

Join us

At JPMorganChase, we're creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you're passionate, curious and ready to make an impact, we're looking for you.

Advisor Training Program in Global Private Bank working with advisors to support client. Target applicant: Expected graduation 2027