2027 Financial Advisor Development Program

About the Role

The Financial Advisor Development Program (FADP) is a 21-month program designed to advance participants from Investment Professionals to Financial Advisors at J.P. Morgan Wealth Management. The program focuses on client interaction via phone and video, developing investment and product knowledge, and enhancing professional skills. Upon completion, participants will be equipped to launch their careers as Financial Advisors in the National Branch, which offers remote financial planning and advice through video meetings.

Key Responsibilities

• Obtain FINRA licenses: SIE, Series 7, and Series 66.
• Support clients with order entry, money movement, and account maintenance in a call-center environment.
• Assist clients with brokerage accounts and discuss Individual Retirement Accounts (Traditional and Roth IRAs) over the telephone.
• Improve business efficiency by quickly answering calls, identifying client needs, initiating trades, and completing service transactions.
• Document all client conversations and adhere to regulatory requirements.
• Become proficient in the Chase.com online platform.
• Guide clients in navigating the website for account servicing.

Requirements & Tech Stack

• Graduation date between December 2026 and June 2027 with a B.A., B.S., or 5th year M.A. or M.S.
• Willingness to obtain and pass FINRA SIE, Series 7, and Series 66, and meet continuing education requirements.
• Excellent customer service and interpersonal skills.
• Ability to build and maintain strong professional relationships.
• Capacity to manage multiple priorities and adapt quickly in a fast-paced environment.
• Organizational skills and attention to detail.
• Working knowledge of Microsoft Office software (Word, Excel, PowerPoint, Outlook) and AI tools.
• Passion for client service and interest in building a foundational career in wealth management and financial advice.
• Ability to thrive in dynamic, collaborative, and independent work settings.
• Adaptability to diverse client needs across all 50 states.

Qualifications

• B.A., B.S., or 5th year M.A. or M.S. with a graduation date of December 2026 through June 2027.
• Desire to obtain and pass the FINRA SIE, Series 7, and Series 66.
• Experience in finance or other finance-related courses is a plus.
• Preferred minimum GPA of 3.2 out of 4.0.

Available Locations

• Tempe, AZ

Next Steps

• Submit a complete application with your resume.
• If minimum criteria are met, an invitation for a HireVue video interview will be sent.
• Complete the HireVue interview within three days of receiving the invitation.
• Applications are reviewed on a rolling basis; early submission is encouraged.