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

About the role

Join J.P. Morgan's 21-month Financial Advisor Development Program in Columbus, OH, designed to train you from Investment Professional to Financial Advisor with robust client interaction and investment knowledge training.

Program Overview

• 21-month full-time analyst program in Financial Advisor Development.
• Training to transition from Investment Professional to Financial Advisor.
• Focus on client interaction via phone and video.
• Exposure to Service & Administration and National Branch.
• Access to professional development and financial planning tools.
• Dedicated coach, mentor, and program manager support.

Responsibilities

• Obtain FINRA licenses: SIE, Series 7, and Series 66.
• Support clients with order entry, money movement, and account maintenance.
• Assist clients with brokerage accounts and IRAs over the phone.
• Focus on efficient call handling and client needs identification.
• Document client conversations meeting regulatory requirements.
• Help clients navigate online platforms like Chase.com.

Requirements

• Bachelor's or 5th year Master's degree by Dec 2026 - June 2027.
• Desire to obtain and pass FINRA licenses and continuing education.
• Excellent customer service and interpersonal skills.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficient in Microsoft Office and AI tools.
• Passion for client service and wealth management career.

Preferred Qualifications

• Experience in finance or finance-related courses.
• Preferred minimum GPA of 3.2 out of 4.0.

Application Process

• Submit a complete application including resume.
• Complete a HireVue video interview if invited.
• Applications reviewed on a rolling basis.
• Encouraged to apply early and complete video within three days.
• No employment-based immigration sponsorship provided.
• Must be authorized to work in the U.S.