2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)
About The Position
The Financial Advisor Development Program (FADP) Summer Analyst role is a nine-week introduction to J.P. Morgan Wealth Management's Full-Time program. This internship is designed to provide a detailed view of the business, focusing on activities that add value to clients and the company. The program aims to deepen investment knowledge and skills through hands-on experience, training opportunities to enhance business acumen, and professional and technical skill development. Interns will receive support from a dedicated program manager, mentors, and senior leaders. The FADP's mission is to cultivate a community of Financial Advisors committed to excellence and client service, equipping interns with the tools for a successful summer experience. Successful completion may lead to an offer for the FADP Full-Time Program, which is a 21-month phone-based role in the Client Service Center, focusing on customer service, wealth management industry knowledge, and professional development for a transition to an advisor role.
Requirements
- A well-rounded academic background with an interest in providing exceptional client service and financial advice
- Excellent leadership, interpersonal, and problem-solving skills
- Relevant internship experience or leadership in school or community organizations
- Highly motivated individual with a passion for client service, an interest in financial advising, and a desire to obtain and pass the FINRA SIE
- Ability to thrive in a dynamic and collaborative work environment, but also work well independently
- Ability to use interpersonal skills to successfully build relationships over the phone and in person with others
- Must be authorized to work in the U.S. (no immigration sponsorship offered)
Nice To Haves
- Pursuing a B.A. or B.S. degree, with an expected graduation date of December 2027 through June 2028
- Experience in finance or other finance-related courses is a plus
- Preferred minimum GPA of 3.2 out of 4.0
Responsibilities
- Learn the fundamentals of working with clients in a service-oriented role
- Learn the foundations of the investments offered 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
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What This Job Offers
Career Level
Intern
Education Level
No Education Listed
