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

JPMorgan Chase & Co.•Columbus, OH

12d•Onsite

About The Position

The Financial Advisor Development Program (FADP) is a targeted 21-month program designed to help participants advance from an Investment Professional to a Financial Advisor at J.P. Morgan Wealth Management. The program provides robust training on client interaction via phone and video, develops investment and product knowledge, and focuses on enhancing professional skills. 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, which is a remote advice channel offering comprehensive financial planning and advice through video meetings. The program includes professional development, training on financial planning tools and strategies, networking opportunities, a dedicated developmental coach, a financial advisor mentor, and guidance from a program manager focused on career progression.

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
Authorized to work in the U.S. (no employment-based immigration sponsorship 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 - 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, as well as 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