JM
JP MorganTempe, AZInternship
2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)
The 2027 Financial Advisor Development Program Summer Analyst opportunity offers a nine-week internship focused on client service, investment knowledge, and professional development in wealth management. Successful completion may lead to a full-time program role.
1
Program Overview
- Nine-week summer internship introducing J.P. Morgan Wealth Management.
- Focus on client service and investment fundamentals.
- Access to training and professional development.
- Support from program managers, mentors, and senior leaders.
- Opportunity to take FINRA Securities Industry Essentials (SIE) exam.
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Responsibilities
- Learn fundamentals of client service in a financial advisory role.
- Receive in-depth training on investment products.
- Study for and take the FINRA 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 with passion for client service and financial advising.
- Ability to build relationships over phone and in person.
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Preferred Qualifications
- Pursuing B.A. or B.S. degree, graduating Dec 2027 to June 2028.
- Finance-related coursework or experience is a plus.
- Preferred minimum GPA of 3.2 out of 4.0.