JPMorgan Chase
2027 Financial Advisor Development Program - Summer Analyst Opportunity (OH, TX, AZ)
Tempe, AZ +2 · Full-time · Posted Jul 9, 2026
- Location
- Tempe, AZ
Columbus, OH
Plano, TX - Experience
- No years specified; relevant internship experience or school/community leadership required.
- Education
- A well-rounded academic background is required. Pursuing a B.A. or B.S. is preferred.
- Visa sponsorship
- Must be authorized to work in the U.S. No employment-based immigration sponsorship; no assistance or documentation for other immigration sponsorship or benefits, including OPT or CPT.
About the job
Completes a nine-week introduction to J.P. Morgan Wealth Management, building client-service and investment knowledge through training, projects, and job shadowing.
What you'll do
- Learn client service fundamentals and the foundations of the investments offered.
- Study for and take the FINRA Securities Industry Essentials (SIE) exam.
- Participate in group projects and job shadowing.
What they ask for
- Academic background and interest in exceptional client service and financial advice.
- Leadership, interpersonal, and problem-solving skills.
- Relevant internship experience or leadership in school or community organizations.
- Motivation to pursue financial advising and pass the FINRA SIE; ability to work collaboratively and independently and build relationships by phone and in person.
Nice to have
- Pursuing a B.A. or B.S. with expected graduation from December 2027 through June 2028; finance experience or coursework is a plus.
- Preferred minimum GPA of 3.2 out of 4.0.
Tools
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