JM
JP MorganChicago, ILInternship
2027 Financial Advisor Development Program - Summer Analyst Opportunity (Chicago)
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.
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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.
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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.
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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.
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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.