2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)

About the role

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.

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.
• Potential offer for full-time Financial Advisor Development Program.

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.

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.
• Ability to work independently and collaboratively.

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.

Locations

• Westerville, OH
• Plano, TX
• Tempe, AZ

Application Process

• Submit complete application with resume and location preference.
• Complete video interview via HireVue if minimum criteria met.
• Applications reviewed on rolling basis; early completion encouraged.
• Authorized to work in the U.S. without sponsorship.