2027 Financial Advisor Development Program - Full-Time Analyst (OH)

JPMorganChase•Columbus, OH

12d•Onsite

About The Position

The Financial Advisor Development Program (FADP) is a 21-month program designed to transition participants from an Investment Professional to a Financial Advisor at J.P. Morgan Wealth Management. The program provides robust training in client interaction (phone and video), investment and product knowledge, and professional skills development. Participants will gain an in-depth understanding of Service & Administration and National Branch, with exposure to other areas of J.P. Morgan Wealth Management. Upon completion, graduates will be equipped with the skills, experience, training, and support to launch their careers as Financial Advisors in the National Branch, J.P. Morgan's remote advice channel. The curriculum focuses on enhancing business knowledge, professional and technical skills, and provides access to professional development, financial planning tools and strategies, networking opportunities, a dedicated developmental coach, a financial advisor mentor, and guidance from a program manager.

Requirements

B.A., B.S., or 5th year M.A. or M.S. with graduation date of December 2026 through June 2027
Desire to obtain and pass the FINRA SIE, and Series 7 and 66, in addition to meeting FINRA continuing education requirements
Excellent customer service and interpersonal skills
Ability to create and foster strong professional relationships with business partners
Ability to manage multiple priorities in a fast-paced environment and pivot quickly as priorities change
Organizational skills and attention to detail
Demonstrating working knowledge of Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.) and AI tools
Have a passion for client service and an interest in building a foundational career in wealth management providing financial advice
Ability to thrive in a dynamic and collaborative work environment, but also work well independently
Ability to adapt conversations to meet the needs of a diverse client base across all 50 states
Must be authorized to work in the U.S. No employment-based immigration sponsorship is offered.

Nice To Haves

Experience in finance or other finance-related courses is a plus
Preferred minimum GPA of 3.2 out of 4.0

Responsibilities

Obtain FINRA licenses required for the Investment Professional and the Financial Advisor role - you’ll be required to take and pass the SIE, Series 7 and Series 66
Support all self-directed and full-service clients with order entry, money movement, and account maintenance requests in a call-center environment
Work in a team environment to assist clients with brokerage accounts over the telephone, in addition to discussing Individual Retirement Accounts, such as Traditional and Roth IRAs
Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in capital markets, and completing service-oriented transactions
Document all client conversations and meet all regulatory requirements around these activities
Become an expert in our online platform through Chase.com
Help clients successfully navigate our website to provide them more access and flexibility to service their accounts

Benefits

Robust training
Ongoing training focused on developing professional skills
In-depth understanding of Service & Administration and National Branch
Exposure to other areas of J.P. Morgan Wealth Management
Skills, experience, training, and support to successfully launch career as a Financial Advisor
Professional development centered around building skills as a future financial advisor
Exposure to financial planning tools and strategies
Access to networking
Dedicated developmental coach
Financial advisor mentor
Guidance from a dedicated program manager
Reasonable accommodations for applicants with disabilities