2025 Financial Advisor Development Track Program - Full-time Analyst

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 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.

As a Full-time Analyst in the Financial Advisor Development Track (FADT) program, you will participate in a targeted two-year program designed to help advance you from an Investment Professional to a Financial Advisor at the firm.

You'll receive robust training to learn how to interact with clients via the phone and video and develop your investment and product knowledge.

You'll also receive ongoing training focused on developing your professional skills.

You'll gain an in depth understanding of Service & Administration and National Branch, as well as exposure to all areas of J.P.

Morgan Wealth Management.

Upon completion of this program you will have the skills, experience, training, and support to successfully launch your career as a Financial Advisor in the National Branch - our remote advice channel that offers comprehensive financial planning and advice to clients through video meetings.

Through our training curriculum, you'll enhance your investment and business knowledge and professional and technical skills.

You will have access to professional development, leadership development, and financial planning and advice development training.

Additionally, you'll have access to networking, a dedicated developmental coach, and financial advisor mentor.

You'll also receive help and guidance from a dedicated program manager who is focused on your career progression.

Job responsibilities:


* Obtain FINRA licenses required for the Investment Professional and the Financial Advisor role - you'll be required to take and complete the SIE, Series 7 and Series 66/65;


* Support all self-directed and full-service clients with order entry, money movement, and account maintenance requests;


* 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 meeting all regulatory requirements around these activities;


* Become an expert in our online platform through Chase.com; and


* Help clients successfully navigate our website to provide them more access and flexibility to service their accounts

Required qualifications, capabilities...