2027 Financial Advisor Development Program

About the Role

The Financial Advisor Development Program (FADP) is a targeted 21-month program designed to advance participants from Investment Professional to Financial Advisor at J.P. Morgan Wealth Management. The program offers robust training in client interaction (phone and video), investment and product knowledge, professional skills development, and an understanding of Service & Administration and National Branch operations. Upon completion, participants will be equipped to launch a career as a Financial Advisor in the National Branch, offering comprehensive financial planning and advice through video meetings.

Key Responsibilities

• Obtain required FINRA licenses: SIE, Series 7, and Series 66.
• Support self-directed and full-service 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.
• Enhance business efficiency by quickly answering calls, identifying client needs, initiating trades, and completing service transactions.
• Document all client conversations and meet regulatory requirements.
• Become an expert in the online platform (Chase.com).
• Guide clients in navigating the website for account servicing.

Requirements & Tech Stack

• B.A., B.S., or 5th year M.A. or M.S. with a graduation date between December 2026 and June 2027.
• Desire to obtain and pass the FINRA SIE, Series 7, and Series 66, and meet continuing education requirements.
• Excellent customer service and interpersonal skills.
• Ability to foster strong professional relationships.
• Ability to manage multiple priorities in a fast-paced environment and adapt to changing priorities.
• Organizational skills and attention to detail.
• Working knowledge of Microsoft Office software (Word, Excel, PowerPoint, Outlook) and AI tools.
• Passion for client service and an interest in building a career in wealth management and financial advice.
• Ability to thrive in dynamic, collaborative, and independent work environments.
• Ability to adapt conversations to meet the needs of a diverse client base.

Preferred Qualifications

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

Available Locations

• Easton/Columbus, OH

Additional Information

• This program requires authorization to work in the U.S. and does not offer employment-based immigration sponsorship.
• Applications are reviewed on a rolling basis. Early submission and completion of the HireVue video interview (within three days of receipt) are strongly encouraged, as positions may close once filled.