Summer Analyst: Wealth Advisor Development Program

Aumni; Westerville (OH); Hybrid; USD 2,755,000 - 3,857,000; Full time

Job summary

JPMorgan Chase & Co. is offering a Summer Analyst position in the Financial Advisor Development Program (FADP) in the United States. You will gain a nine-week introduction to our full-time program, with hands-on experiences, training opportunities, and mentorship from a dedicated team.

Successful completion may lead to an offer into the Full-Time Financial Advisor Development Program, which includes a 21-month phone-based role in the Client Service Center and professional development.

Qualifications

• Well-rounded academic background with interest in client service and financial advice.
• Excellent leadership, interpersonal, and problem-solving skills.
• Relevant internship experience or leadership in school or community organizations.
• Motivated with passion for client service and pursuing FINRA SIE.
• Ability to work independently and in a dynamic, collaborative environment.
• Strong ability to build relationships over the phone and in person.

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.

Skills

Client Service

Interpersonal Skills

Leadership

Problem-Solving

Teamwork

Communication

Academic Excellence

Education

Pursuing BA/BS, graduation 2027-2028

Job description

JPMorgan Chase & Co. is offering a Summer Analyst position in the Financial Advisor Development Program (FADP) in the United States. You will gain a nine-week introduction to our full-time program, with hands-on experiences, training opportunities, and mentorship from a dedicated team.

Successful completion may lead to an offer into the Full-Time Financial Advisor Development Program, which includes a 21-month phone-based role in the Client Service Center and professional development.