Wealth Management Advisor Summer Analyst

JPMorgan Chase & Co.; Raleigh (NC); On-site; USD 60,000 - 80,000; Full time

Job summary

JPMorgan Chase & Co. is seeking an Advisor Trainee for their Summer Analyst Program. This position offers a chance to work with a team on customized wealth management solutions, focusing on client relationships. You will gain exposure to diverse areas of wealth management, including investments and estate planning.

The role requires a Bachelor’s or Master’s degree pursuit, exceptional communication skills, and a genuine interest in financial markets. A collaborative spirit is essential for success in this dynamic environment.

Qualifications

• Pursuing a degree in a relevant field, graduation December 2027 to June 2028.
• Ability to thrive in collaborative and fast-paced environments.
• Interest in financial markets and economic trends.

Responsibilities

• Work with advisors to bring in and serve clients.
• Deliver customized solutions to manage and grow wealth.

Skills

Interpersonal communication

Analytical skills

Problem-solving skills

Organizational skills

Team collaboration

Financial market interest

Education

Pursuing a Bachelor’s or Master’s degree

Job description

JPMorgan Chase & Co. is seeking an Advisor Trainee for their Summer Analyst Program. This position offers a chance to work with a team on customized wealth management solutions, focusing on client relationships. You will gain exposure to diverse areas of wealth management, including investments and estate planning.

The role requires a Bachelor’s or Master’s degree pursuit, exceptional communication skills, and a genuine interest in financial markets. A collaborative spirit is essential for success in this dynamic environment.