2027 Financial Advisor Development Program - Full-Time Analyst (OH)

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.

As a Full-time Analyst in the Financial Advisor Development Program (FADP), you will participate in a targeted 21-month 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 and gain an in-depth understanding of Service & Administration and National Branch, as well as exposure to other 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 business knowledge and professional and technical skills.

You will have access to professional development centered around building your skills as a future financial advisor and providing exposure to financial planning tools and strategies you will utilize as an advisor.

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

You'll also receive guidance from a dedicated program manager who is focused on your career progression at the firm.

Job responsibilities:


* 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 Chase.com


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

Required qualifications, capabilities, and skills...