Financial Advisor Development Program - Analyst; OH

Job Description

When you're investing, it should feel like you're building a personal relationship with a trusted partner. At J.P. Morgan Wealth Management, we're committed to delivering talented and dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals. That's why we're going all-in on the people who make our business what it is - a rewarding place to grow personally and professionally.

When you're investing, it should feel like you're building a personal relationship with a trusted partner. At J.P. Morgan Wealth Management, we're committed to delivering talented and dedicated advisors, a full range of investment products, and cutting-edge digital capabilities to help our clients achieve their most important financial goals. That's why we're going all-in on the people who make our business what it is - a rewarding place to grow personally and professionally.

• Obtain FINRA licenses required for the Investment Professional and the Financial Advisor role - you'll be required to take and pass the SIE, Series 7 and Series 66
• Support all self-directed and full-service clients with order entry, money movement, and account maintenance requests in a call-center environment
• Work in a team environment to assist clients with brokerage accounts over the telephone, in addition to discussing Individual Retirement Accounts, such as Traditional and Roth IRAs
• Create business efficiency by focusing on answering calls quickly, identifying client needs, initiating trades in capital markets, and completing service-oriented transactions
• Document all client conversations and meet all regulatory requirements around these activities
• Become an expert in our online platform through
• Help clients successfully navigate our website to provide them more access and flexibility to service their accounts

• B.A., B.S., or 5th year M.A. or M.S. with graduation date of December 2026 through June 2027
• Desire to obtain and pass the FINRA SIE, and Series 7 and 66, in addition to meeting FINRA continuing education requirements
• Excellent customer service and interpersonal skills
• Ability to create and foster strong professional relationships with business partners
• Ability to manage multiple priorities in a fast-paced environment and pivot quickly as priorities change
• Organizational skills and attention to detail
• Demonstrating working knowledge of Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.) and AI tools
• Have a passion for client service and an interest in building a foundational career in wealth management providing financial advice
• Ability to thrive in a dynamic and collaborative work environment, but also work well independently
• Ability to adapt conversations to meet the needs of a diverse client base across all 50 states

• Experience in finance or other finance-related courses is a plus
• Preferred minimum GPA of 3.2 out of 4.0

• Easton/Columbus, OH

To be eligible for this program, you must be authorized to work in the U.S. We do not offer any type of employment-based immigration sponsorship for this program. Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds, and professional experiences. We will provide reasonable accommodations for applicants with disabilities.

JPMorgan

Chase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world's most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.

We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the…