Advisor Trainee – Wealth Management

Job Description

2027 Global Private Bank Advisor Program (Full-time Analyst) – US Private Bank | JPMorganChase

The Tone:
This is a full-time Analyst position within the Advisor Program at JPMorganChase, located in various US cities. JPMorganChase is a global private bank that focuses on building client relationships and providing wealth management solutions. This role helps clients achieve their financial goals through customized solutions and services across investments, credit, banking, and trust and estate practices. As an Analyst, you will make contributions to the business by supporting the protection, management, and growth of client wealth.

The TL;DR
• Role: Analyst
• Type: Full-time
• Location: In-person, various US locations

• Team: Works with a team of bankers, investment specialists, wealth advisors, and lending specialists.
• Mission: Help clients achieve their financial goals by delivering tailored solutions and services to manage and preserve their wealth over time.

What You’ll Actually Do
• Collaborate with a team of advisors and specialists to bring in new clients and serve existing clients.
• Deliver comprehensive solutions customized to client needs for protecting, managing, and growing wealth.
• Gain exposure to all facets of wealth management, including investments, lending, banking, and trust and estate planning.
• Learn about the business and clients while building individual expertise throughout the program.
• Network across the firm to discover career opportunities and further development.

The Must-Haves
• Background: Pursuing a Bachelor’s or Master’s degree (excluding MBA), with a Master’s degree being within two years of receiving a Bachelor’s. This is an entry-level position.
• Experience: Graduation date between December 2026 and June 2027, attending college or university in the U.S. Must be authorized to work in the U.S.; no employment-based immigration sponsorship or assistance with OPT/CPT is provided for this program.
• Skills: Exceptional interpersonal, communication, analytical, and problem-solving skills; excellent organizational skills and ability to multitask; genuine interest in financial markets and macro-level economic trends; highly inquisitive, focused, and proactive; good judgment and discretion when handling confidential information.
• Bonus: A highly driven person who enjoys working in teams to develop complex solutions.