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.

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.

THE PROGRAM

FADT is a targeted two-year program designed to provide you with a uniquely broad set of experiences that will help advance you from Investment Professional to a Financial Advisor at the firm. You’ll receive robust training to learn how to interact with clients and develop your investment and product knowledge. You’ll also receive ongoing training focused on developing your professional skills. Through targeted learning sessions and speaker events, you’ll gain experience across our businesses, including Service & Platforms, National Branch, Chase Wealth Management and J.P. Morgan Advisors. Upon completion of this program you will have the skills, experience, training, and support to successfully launch your career as a Financial Advisor.

Within the Full-Time Analyst Program, you’ll be required to take and complete the SIE, Series 7, Series 63 and Series 66/65. These licenses will allow you to work across multiple roles and gain experience:

• Creating great client experiences by answering calls, identifying client needs, initiating trades in capital markets, assisting with brokerage accounts and completing service-oriented transactions

• Obtaining FINRA licenses required for the Investment Professional and the Financial Advisor role

• Supporting all self-directed and full-service clients with order entry, money movement and account maintenance requests

• Discussing Individual Retirement Accounts (IRAs) with clients, including Traditional and Roth IRAs

• Documenting all client conversations and meeting all regulatory requirements around these activities

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, business deep dives, one-on-one mentorship, and a dedicated financial advisor mentor. You’ll also receive help and guidance from a dedicated program manager who is focused on your career progression. Upon successful completion of the program, you’ll be given the opportunity to compete for a position as a Financial Advisor in the National Branch, our remote advice channel that offers comprehensive financial planning and advice to clients.

PROGRAM LOCATIONS

• Chicago, IL

• Westerville, OH

• Plano, TX

• San Antonio, TX

ABOUT YOU

• You have a passion for client service, an interest in building a foundational career in wealth management providing financial advice and a desire to obtain and pass the FINRA SIE, and Series 7, 63 and 66/65, in addition to meeting FINRA continuing education requirements.

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

• You’re outgoing and 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 2022 and June 2023.

• Excellent customer service and interpersonal skills.

• Ability to create and foster strong professional relationships with business partners.

• Ability to manage multiple priorities in a fast-paced environment and pivot quickly as priorities change.

• Organizational skills and attention to detail, demonstrating working knowledge of Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.).

• Ability to adapt conversations to meet the needs of a diverse client base across all 50 states.

Please note that 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). If you’ll require employer immigration sponsorship after completing your degree, you do not meet the basic requirements for this role.

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.

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.

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

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.