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2025 Financial Advisor Development Track Program - Summer Analyst Opportunity

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JP Morgan Chase & Co.

2mo ago

  • Internship
    Full-time
    Off-cycle Internship
  • Banking & Finance
  • Plano, +3

AI generated summary

  • You must be a motivated, academically well-rounded individual with strong interpersonal skills, leadership experience, and a passion for client service and financial advising. Pursuing a degree with a GPA of at least 3.2. Ability to thrive in a dynamic environment and build strong relationships.
  • You will learn client service fundamentals, industry training, study for SIE exam, and shadow employees, in the 2025 Financial Advisor Development Track Program - Summer Analyst Opportunity.

Requirements

  • Required qualifications, capabilities, and skills:
  • A well-rounded academic background with an interest in providing exceptional client service and financial advice
  • Pursuing a B.A. or B.S. degree, with an expected graduation date of December 2025 through June 2026
  • Excellent leadership, interpersonal, and problem-solving skills
  • Relevant internship experience or leadership in school or community organizations
  • Highly motivated individual with a passion for client service, an interest in financial advising, and a desire to obtain and pass the FINRA SIE
  • Ability to thrive in a dynamic and collaborative work environment, but also work well independently
  • Ability to use your interpersonal skills to successfully build relationships over the phone and in person with others
  • Preferred qualifications, capabilities, and skills:
  • Experience in finance or other finance-related courses is a plus
  • Preferred minimum GPA of 3.2 out of 4.0

Responsibilities

  • Learn the fundamentals of working with clients in a service-oriented role
  • Learn the foundations of the investments we offer through in-depth industry training
  • Receive dedicated time to study for and take the FINRA Securities Industry Essentials (SIE) exam
  • Participate in group projects and job shadowing opportunities

Application Process

  • To be considered for the Human Resources Analyst Development Program, you must complete the following steps:
  • Submit a complete and thoughtful application, which includes your resume, and location preference
  • Your application and resume are a way for us to initially get to know you. It’s important to complete all relevant application questions, so we have as much information about you as possible. We will review your application to determine whether you meet the required criteria.
  • If you meet the minimum criteria for the application, you will receive an email invitation to complete a video interview, powered by HireVue.
  • This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.
  • HireVue is required, and your application will not be considered for further review until you have completed this step.
  • Applications will be reviewed on a rolling basis; we strongly encourage you to complete your HireVue video(s) within 1 week of receiving.
  • We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

FAQs

What is the purpose of the Financial Advisor Development Track Program (FADT) Summer Analyst opportunity?

The FADT Summer Analyst program is designed to provide a nine-week introduction to J.P. Morgan Wealth Management, offering hands-on experience to deepen investment knowledge and skills through training opportunities. The program aims to develop a diverse community of Investment Professionals to Financial Advisors dedicated to excellence in client service.

What support will Summer Analysts receive during the FADT program?

Summer Analysts in the FADT program will be supported by a dedicated program manager, mentors, and senior leaders who are invested in their success. This team will provide guidance, training, and professional development opportunities throughout the internship.

What is the potential outcome for successful completion of the FADT Summer Analyst program?

Successful completion of the FADT Summer Analyst program may result in an offer of employment into the Financial Advisor Development Track Full-Time Program. This program includes a 2-year progression of phone-based roles in the Client Service Center to deepen knowledge of customer service and the wealth management industry.

What skills and experiences will Summer Analysts gain during the FADT program?

Summer Analysts in the FADT program will gain experience focusing on matters that add value to clients and the business, as well as deepen their investment knowledge and skills. They will also have the opportunity to enhance their business acumen and professional skills through hands-on training and development opportunities.

JP Morgan Chase & Co.

Finance
Industry
10,001+
Employees
2000
Founded Year

Mission & Purpose

For over 200 years, JPMorgan Chase & Co has provided innovative financial solutions for consumers, small businesses, corporations, governments and institutions around the world. Today, we're a leading global financial services firm with operations servicing clients in more than 100 countries. Whether we are serving customers, helping small businesses, or putting our skills to work with partners, we strive to identify issues and propose solutions that will propel the future and strengthen both our clients and our communities. © 2017 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran.

Benefits

  • Healthcare and Insurance Plans

    Our employees are entitled to a variety of healthcare insurance plans, ranging from medical, dental and vision, to life and accident, disability, before-tax spending accounts, and group legal services.

  • Wellness Programs

    We are committed to providing employees with exceptional care — including arranging wellness screenings and assessment as well as access to health coaches, counseling, and guidance services for our employees.

  • Employee Programs

    Programs offered to eligible employees include parental leave, back-up child care services, flexible work options, matching gifts, discounts on banking services, electronics, arts and entertainment, fitness programs, travel and more.

  • Family Care

    We know how important your family's health is to you so we offer a variety of healthcare packages that cover you and your partner, your children and your parents.

  • Hybrid Working Model

    Dependent on the needs of the business and the nature of the role, JPMorgan Chase offers a hybrid work model for some roles, with at least three days on-site.