Financial Advisor Development Program (FADP) Analyst – Wealth Management

Job Description

2027 Financial Advisor Development Program – Full-Time Analyst (AZ) | JPMorganChase

The Tone:
This is a full-time Analyst role at JPMorganChase, located in Tempe, AZ. JPMorganChase, one of the oldest financial institutions, offers financial solutions to millions of consumers, small businesses, and prominent corporate, institutional, and government clients globally. This role is crucial for delivering dedicated financial advice and support, helping clients build trusted relationships and achieve their most important financial goals. It focuses on developing future financial advisors to provide comprehensive planning and advice through remote channels.

The TL;DR
• Role: Early Career
• Type: Full-time
• Location: In-person, Tempe, AZ

• Team: Team environment within the National Branch
• Mission: Help clients achieve their most important financial goals by providing dedicated advice and support for investment, order entry, and account maintenance requests.
• Tech Stack: Microsoft Office software (Word, Excel, PowerPoint, Outlook, etc.), AI tools, Chase.com

What You’ll Actually Do
• Licenses: Obtain required FINRA licenses for Investment Professional and Financial Advisor roles, including the SIE, Series 7, and Series 66.
• Client Support: Support self-directed and full-service clients with order entry, money movement, and account maintenance requests in a call-center environment.
• Investment Assistance: Assist clients with brokerage accounts and Individual Retirement Accounts (IRAs) such as Traditional and Roth IRAs over the telephone.
• Transaction Efficiency: Create business efficiency by answering calls quickly, identifying client needs, initiating trades in capital markets, and completing service-oriented transactions.
• Platform Expertise: Become an expert in the online platform through Chase.com and help clients successfully navigate the website to service their accounts.

The Must-Haves
• Background: B.A., B.S., or 5th year M.A. or M.S. with a graduation date between December 2026 and June 2027.
• Experience: Desire to obtain and pass the FINRA SIE, Series 7, and Series 66, in addition to meeting FINRA continuing education requirements.
• Skills: Excellent customer service and interpersonal skills, strong organizational skills with attention to detail, and a working knowledge of Microsoft Office software and AI tools.
• Bonus: Experience in finance or other finance-related courses, and a preferred minimum GPA of 3.2 out of 4.0.