• Job Description

  Req#: 210448659

  2024 FINANCIAL ADVISOR DEVELOPMENT TRACK – FULL-TIME ANALYST OPPORTUNITY

  When you’re investing, it should feel like you’re building a personal relationship with a trusted partner. At J.P. Morgan Wealth Management, we’re committed to delivering talented and dedicated advisors, a full range of investment products and cutting-edge digital capabilities to help our clients achieve their most important financial goals. This is a growth business for us with a commitment to diversity, equity and inclusion. That’s why we’re going all-in on the people who make our business what it is — a rewarding place to grow personally and professionally.

  The mission of the Financial Advisor Development Track (FADT) Program is to develop and advance a diverse, equitable and inclusive community of Investment Professionals to Financial Advisors dedicated to the highest standards of excellence while serving our clients.

  What to Expect

  FADT is a targeted two-year program designed to help you advance from an Investment Professional to a Financial Advisor at the firm. You’ll receive robust training to learn how to interact with clients and develop your investment and product knowledge. You’ll also receive ongoing training focused on developing your professional skills. You’ll gain an in depth understanding of Service & Administration and National Branch, as well as exposure to all areas of J.P. Morgan Wealth Management. Upon completion of this program you will have the skills, experience, training, and support to successfully launch your career as a Financial Advisor in the National Branch, our remote advice channel that offers comprehensive financial planning and advice to clients through video meetings.

  Within the Full-Time Analyst Program, you’ll be required to take and complete the SIE, Series 7, Series 63 and Series 66/65. These licenses will allow you to directly interface with clients on the phones or on other virtual platforms, gaining experience:

  • Obtaining FINRA licenses required for the Investment Professional and the Financial Advisor role
  • Supporting all self-directed and full-service clients with order entry, money movement and account maintenance requests
  • Working in a team environment to assist clients with brokerage accounts over the telephone. You’ll also discuss Individual Retirement Accounts, such as Traditional and Roth IRAs.
  • Creating business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in the capital markets, and completing service-oriented transactions.
  • Documenting all client conversations and meeting all regulatory requirements around these activities
  • Becoming an expert in our online platform through Chase.com – by helping clients successfully navigate our website, you’ll provide them more access and flexibility to service their accounts.

  Through our training curriculum, you’ll enhance your investment and business knowledge and professional and technical skills. You will have access to professional development, leadership development and financial planning and advice development training. Additionally, you’ll have access to networking, business deep dives, one-on-one mentorship, and a dedicated financial advisor mentor. You’ll also receive help and guidance from a dedicated program manager who is focused on your career progression. Upon successful completion of the program, you’ll be given the opportunity to apply for a role as a Financial Advisor in the National Branch, our remote advice channel that offers comprehensive financial planning and advice to clients.

  Program Locations

  • Chicago, IL
  • Westerville, OH
  • Plano, TX
  • San Antonio, TX
  • Tempe, AZ

  About You

  • You have a passion for client service, an interest in building a foundational career in wealth management providing financial advice and a desire to obtain and pass the FINRA SIE, and Series 7, 63 and 66/65, in addition to meeting FINRA continuing education requirements.
  • You thrive in a dynamic and collaborative work environment, but also work well independently.
  • You enjoy using your interpersonal skills to successfully build relationships over the phone and in person with others.

  To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

  Additional skills & criteria include:

  • A well-rounded academic background with an interest in providing exceptional client service and financial advice. Experience in finance or other finance-related courses is a plus.
  • Pursuing a B.A. or B.S. degree, with an expected graduation date of December 2023 through June 2024.
  • 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.).
  • Ability to adapt conversations to meet the needs of a diverse client base across all 50 states.

  What’s Next?

  Submit a complete and thoughtful application, which includes your resume and location preference. Your application and resume is a way for us to initially get to know you. It’s important to complete all relevant application questions, so we have as much information about you as possible. We will review your application to determine whether you meet the required qualifications.

  If you are advanced to the next step of the process, you’ll receive an email invitation to complete a video interview, powered by HireVue. This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.

  HireVue is required, and your application will not be considered for further review until you have completed this step. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

  JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We will provide reasonable accommodations for applicants with disabilities.

  Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

  ©2023 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity employer, including Disability/Veterans

• About the company

  J.P. Morgan is a leader in financial services, offering solutions to clients in more than 100 countries with one of the most comprehensive global product platforms available. We have been helping our clients to do business and manage their wealth for more than 200 years. Our business has been built upon our core principle of putting our clients'​ interests first.

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