JPMorgan Chase
2027 Financial Advisor Development Program - Full-Time Analyst (OH)
Columbus, OH · Full-time · Posted Aug 31, 2026
- Experience
- No years of experience specified.
- Education
- B.A., B.S., or 5th-year M.A. or M.S.; 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
Completes a 21-month development program supporting wealth management clients and preparing to become a Financial Advisor in J.P. Morgan’s National Branch.
What you'll do
- Assist brokerage clients with orders, money movement, account maintenance, and IRA questions by phone.
- Identify client needs, initiate capital-markets trades, complete service transactions, and document conversations in compliance with regulations.
- Help clients navigate Chase.com and build expertise in the online platform.
What they ask for
- B.A., B.S., or 5th-year M.A. or M.S.; graduation between December 2026 and June 2027.
- Desire to obtain and pass the FINRA SIE, Series 7, and Series 66 exams, and meet FINRA continuing education requirements.
- Excellent customer service and interpersonal skills, with the ability to build professional relationships.
- Ability to manage changing priorities, stay organized and detail-oriented, and work collaboratively or independently.
Nice to have
- Finance experience or finance-related coursework.
- Preferred minimum GPA of 3.2 out of 4.0.
Tools
Microsoft Office, Word, Excel, PowerPoint, Outlook, AI tools, Chase.com
Model-written summary · the original posting is authoritative