Aspiring Financial Advisor – 21-Month Training Program

JPMorgan Chase

Tempe (AZ)

On-site

USD 65,000 - 90,000

Full time

14 days+

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Job summary

JPMorgan Chase & Co. in Tempe, AZ, is seeking a Full-time Analyst for the Financial Advisor Development Program (FADP).

The 21-month program advances you from Investment Professional to Financial Advisor, with robust training in client interactions, investment knowledge, and professional skills development. You will gain exposure to services and administration, national branch advisory practices, and online platform navigation, culminating in a career as a Financial Advisor in the National

Qualifications

Bachelor degree or 5th year Master’s by graduation date 2026–2027.
Desire to obtain and pass the FINRA SIE, Series 7 and 66.
Excellent customer service and interpersonal skills.
Ability to foster strong professional relationships with business partners.
Ability to manage multiple priorities in a fast-paced environment.

Responsibilities

Obtain FINRA licenses required for the Investment Professional and Financial Advisor roles (SIE, Series 7, Series 66).
Support self-directed and full-service clients with order entry, money movement, and account maintenance in a call-center environment.
Assist clients with brokerage accounts over the phone, including IRAs such as Traditional and Roth.
Enhance efficiency by answering calls quickly, identifying client needs, initiating trades, and completing service-oriented transactions.
Document all client conversations and meet regulatory requirements.