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 program at JPMorganChase, located across numerous US cities. JPMorganChase is a global financial services firm committed to building strong client relationships and delivering customized wealth management solutions. This role is crucial for helping high-net-worth clients achieve their financial goals by building, preserving, and managing their wealth over time, while making meaningful contributions to the firm’s business success.

The TL;DR
• Role: Full-time Analyst Program
• Type: Full-time
• Location: In-person, multiple US cities

• Team: Bankers, investment specialists, wealth advisors, and lending specialists
• Mission: Help clients achieve their financial goals by delivering comprehensive wealth management solutions and building long-term relationships.

What You’ll Actually Do
• Client Acquisition & Service: Collaborate with a diverse team of bankers, investment specialists, wealth advisors, and lending specialists to acquire new clients and provide ongoing service to existing relationships.
• Wealth Management Solutions: Deliver highly customized and comprehensive solutions to clients, addressing their unique needs across investments, lending, banking, and trust and estate planning.
• Specialized Knowledge Development: Participate in a five-week immersive global training program, learning about the firm’s business, building technical and professional skills, and networking with global peers and senior executives.
• Cross-Functional Collaboration: Work across various teams and the broader firm to tailor approaches and provide first-class service, ensuring client expectations are exceeded.
• Strategic Contribution: Help clients achieve their financial goals by delivering the right solutions and services, supporting the build, preservation, and management of their wealth over time.

The Must-Haves
• Background: Pursuing a Bachelor’s or Master’s degree (excluding MBA) from a U.S. college or university, with a Master’s degree earned within two years of a Bachelor’s. Must be authorized to work in the U.S.
• Experience: Entry-level candidates graduating between December 2026 and June 2027.
• Skills: Exceptional interpersonal, communication, analytical, and problem-solving abilities; excellent organizational skills with the capacity to multitask; genuine interest in financial markets and macro-level economic trends; highly inquisitive, focused, proactive, and demonstrates good judgment with confidential information.