Aspiring Financial Advisor: 21-Month Development Program

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

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.