JPMorgan Chase
2027 Financial Advisor Development Program - Full-Time Analyst (AZ)
Tempe, AZ · Full-time · Posted Aug 31, 2026
- Education
- B.A., B.S., or 5th year M.A. or M.S. with graduation date of December 2026 through June 2027
- Visa sponsorship
- Must be authorized to work in the U.S.; no employment-based immigration sponsorship or assistance with other immigration sponsorship or benefits, including OPT or CPT.
About the job
A 21-month training program preparing analysts to become financial advisors by supporting brokerage clients and building investment, service, and financial-planning skills.
What you'll do
- Assist self-directed and full-service clients with brokerage orders, money movement, account maintenance, and IRA questions by phone.
- Identify client needs, initiate capital-markets trades, complete service transactions, and document conversations in accordance with regulatory requirements.
- Help clients use Chase.com and complete training and licensing required for the Investment Professional and Financial Advisor roles.
What they ask for
- B.A., B.S., or 5th-year M.A. or M.S. student graduating December 2026 through June 2027.
- Desire to obtain and pass the FINRA SIE, Series 7, and Series 66, and meet FINRA continuing education requirements.
- Excellent customer service and interpersonal skills; ability to build professional relationships.
- Working knowledge of Microsoft Office software and AI tools.
Nice to have
- Finance experience or finance-related courses.
- Preferred minimum GPA of 3.2 out of 4.0.
Tools
Microsoft Office, Word, Excel, PowerPoint, Outlook, Chase.com, HireVue
Model-written summary · the original posting is authoritative