2027 Financial Advisor Development Program - Summer Analyst Opportunity (Chicago)

About the role

The 2027 Financial Advisor Development Program Summer Analyst opportunity in Chicago offers a nine-week internship focused on client service, investment knowledge, and professional development in wealth management.

Program Overview

• Nine-week summer internship introducing J.P. Morgan Wealth Management and the Financial Advisor Development Program (FADP).
• Hands-on experience focusing on client value and business impact.
• Access to structured training to enhance business acumen and technical skills.
• Support from program managers, mentors, and senior leaders.
• Successful completion may lead to a full-time 21-month phone-based client service role.
• Full-time program prepares for transition to financial advisor role.

Responsibilities

• Learn fundamentals of client service in a financial advisory context.
• Receive in-depth training on investment products.
• Study for and take the FINRA Securities Industry Essentials (SIE) exam.
• Participate in group projects and job shadowing opportunities.

Requirements

• Well-rounded academic background with interest in client service and financial advice.
• Strong leadership, interpersonal, and problem-solving skills.
• Relevant internship or leadership experience.
• Motivated to pass the FINRA SIE exam.
• Ability to build relationships over phone and in person.
• Thrives in dynamic, collaborative, and independent work environments.

Preferred Qualifications

• Pursuing Associate, B.A., or B.S. degree with graduation between Dec 2027 and June 2028.
• Experience in finance or finance-related courses is a plus.
• Preferred minimum GPA of 3.2 out of 4.0.

Location and Eligibility

• Position located in Chicago, IL.
• Must be authorized to work in the U.S. without sponsorship.
• No employment-based immigration sponsorship or OPT/CPT support provided.

Application Process

• Submit complete application including resume and location preference.
• Complete all application questions thoroughly.
• If minimum criteria met, invited to complete HireVue video interview.
• HireVue completion required for further consideration.
• Applications reviewed on rolling basis; early completion encouraged.