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2023 Financial Advisor Development Track - Summer Analyst

JPMorgan Chase

JPMorgan Chase

2023 Financial Advisor Development Track - Summer Analyst

Chicago, IL
Internship
Paid
  • Responsibilities

    FINANCIAL ADVISOR DEVELOPMENT TRACK - 2023 SUMMER INTERNSHIP OPPORTUNITY

    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. This is a growth business for us with a strong commitment to diversity, equity and inclusion. 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.

    The mission of the FINANCIAL ADVISOR DEVELOPMENT TRACK (FADT) Program is to develop and advance a diverse, equitable and inclusive community of Investment Professionals to Financial Advisors dedicated to the highest standards of excellence while serving our clients.

    WHAT TO EXPECT

    The FADT Summer Internship Program is a nine-week introduction to our Full-Time Program. Centered on providing a comprehensive look at J.P. Morgan Wealth Management, it gives our Summer Analysts experience focusing on matters that add value to our clients and our business. Our Summer Internship Program is designed to deepen your investment knowledge and skills through hands-on experience.

    The FADT Summer Analyst experience will include:

    • Learning fundamentals of working with clients in a service-oriented role

    • In-depth industry training and active client engagement in our Client Service Center

    • Learning the foundations of the investments we offer and receiving dedicated time to study for and take the FINRA Securities Industry Essentials (SIE) exam

    • Participating in a group case study project and job shadowing opportunities

    During this Summer Internship Program, you’ll have access to training opportunities structured to enhance your business acumen while further developing your professional and technical skills. You ’ ll be supported by an entire team, including a dedicated program manager, mentors and senior leaders who are sincerely invested in your success during your internship. Our goal is to ensure you have all tools necessary to take advantage of the robust opportunities at hand, resulting in a great summer experience.

    Successful completion of the FADT Summer Internship Program may result in an offer of employment into our Financial Advisor Development Track Full-Time (two-year) Program.

    PROGRAM LOCATIONS

    • Chicago, IL

    • Westerville, OH

    • Plano, TX

    • San Antonio, TX

    ABOUT YOU

    • You’re a highly motivated individual with a passion for client service, an interest in financial advising and a desire to obtain and pass the FINRA SIE.

    • You thrive in a dynamic and collaborative work environment, but also work well independently.

    • You use your interpersonal skills to successfully build relationships with others.

    • Your key skills and interests include: - A well-rounded academic background with an interest in providing exceptional client service and financial advising. Experience in finance or other finance-related courses is a plus. - Pursuing a B.A. or B.S. degree, with an expected graduation date between December 2023 and June 2024. - Excellent leadership, interpersonal and problem-solving skills. - Relevant internship experience or leadership in school or community organizations.

    To be eligible for this program, you must be authorized to work in the U.S. on a permanent basis. 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.)

    JOIN US

    At JPMorgan Chase, we’re creating positive change for the diverse communities we serve. We do this by championing your innovative ideas through a supportive culture that helps you every step of the way as you build your career. If you’re passionate, curious and ready to make an impact, we’re looking for you.

    JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences. We strive to hire qualified, diverse candidates and we’ll provide reasonable accommodations for known disabilities.

    WHAT’S NEXT?

    Submit a complete and thoughtful application, which includes your resume and location preference. Your application and resume is 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 qualifications.

    If you are advanced to the next step of the process, you’ll 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. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

    To be eligible for this program, you must be authorized to work in the U.S. on a permanent basis. 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 strive to hire qualified, diverse candidates, and we will provide reasonable accommodations for known disabilities.

    Visit jpmorganchase.com/careers for upcoming events, career advice, our locations and more.

    ©2022 JPMorgan Chase & Co. JPMorgan Chase is an equal opportunity and affirmative action employer Disability/Veteran

    About Us

    Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs.

    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 basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. In accordance with applicable law, we make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as any mental health or physical disability needs.

    The health and safety of our colleagues, candidates, clients and communities has been a top priority in light of the COVID-19 pandemic. JPMorgan Chase was awarded the “WELL Health-Safety Rating” for all of our 6,200 locations globally based on our operational policies, maintenance protocols, stakeholder engagement and emergency plans to address a post-COVID-19 environment.

    As a part of our commitment to health and safety, we have implemented various COVID-related health and safety requirements for our workforce. Employees are expected to follow the Firm’s current COVID-19 or other infectious disease health and safety requirements, including local requirements. Requirements include sharing information including your vaccine card in the firm’s vaccine record tool, and may include mask wearing. Requirements may change in the future with the evolving public health landscape. JPMorgan Chase will consider accommodation requests as required by applicable law.

    Equal Opportunity Employer/Disability/Veterans

  • Industry
    Financial Services
  • About Us

    JPMorgan Chase is one of the world's oldest, largest and best-known financial institutions. With a history that traces our roots to 1799 in New York City, we carry forth the innovative spirit of our heritage firms in our global operations in over 60 countries.