2025 Financial Advisor Development Track Program - Summer Analyst Opportunity

When you’re investing, it should feel like you’re building a personal relationship with a trusted partner. At . Morgan Wealth Management, we’re committed to delivering talented and dedicated advisors, a full range of investment products and cutting-edge digital capabilities to help our clients achieve their most important financial goals.

This is a growth business for us with a strong commitment to diversity, equity and inclusion. That’s why we’re going all-in on the people who make our business what it is a rewarding place to grow personally and professionally.

As a Summer Analyst in the Financial Advisor Development Track Program (FADT), you will take part in a nine-week introduction to our Full-Time program.

Centered on providing a detailed view of . Morgan Wealth Management, FADT gives you experience focusing on matters that add value to our clients and our business.

Our Summer Internship Program is designed to deepen your investment knowledge and skills through hands-on experience. You’ll have access to training opportunities structured to enhance your business acumen, while further developing your professional and technical skills.

You’ll be supported by an entire team, including a dedicated program manager, mentors, and senior leaders who are sincerely invested in your success during your internship.

The mission of the Financial Advisor Development Track Program is to develop and advance a diverse, equitable, and inclusive community of Investment Professionals to Financial Advisors dedicated to the highest standards of excellence while serving our clients.

Our goal is to ensure you have all tools necessary to take advantage of the robust opportunities at hand, resulting in a great summer experience.

Successful completion of the FADT Summer Internship Program may result in an offer of employment into our Financial Advisor Development Track Full-Time Program, which follows a 2 year progression of phone-based roles in the Client Service Center, allowing Analysts to deepen their knowledge of customer service and the wealth management industry.

Job responsibilities :

• Learn the fundamentals of working with clients in a service-oriented role
• Learn the foundations of the investments we offer through in-depth industry training
• Receive dedicated time to study for and take the FINRA Securities Industry Essentials (SIE) exam
• Participate in group projects and job shadowing opportunities

Required qualifications, capabilities, and skills :

• A well-rounded academic background with an interest in providing exceptional client service and financial advice
• Pursuing a . or . degree, with an expected graduation date of December 2025 through June 2026
• Excellent leadership, interpersonal, and problem-solving skills
• Relevant internship experience or leadership in school or community organizations
• Highly motivated individual with a passion for client service, an interest in financial advising, and a desire to obtain and pass the FINRA SIE
• Ability to thrive in a dynamic and collaborative work environment, but also work well independently
• Ability to use your interpersonal skills to successfully build relationships over the phone and in person with others

Preferred qualifications, capabilities, and skills :

• Experience in finance or other finance-related courses is a plus
• Preferred minimum GPA of 3.2 out of 4.0

To be eligible for this program, you must be authorized to work in the . We do not offer any type of employment-based immigration sponsorship for this program.

Likewise, JPMorgan Chase & Co., will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit including optional practical training (OPT) or curricular practical training (CPT).

What’s Next?

To be considered for the Financial Advisor Development Track, you must submit a complete and thoughtful application, which includes your resume, and location preference.

Your application and resume are a way for us to initially get to know you. It’s important to complete all relevant application questions, so we have as much information about you as possible.

We will review your application to determine whether you meet the required criteria.

If you meet the minimum criteria for the application, you will receive an email invitation to complete a video interview, powered by HireVue.

This is your opportunity to further bring your resume to life and showcase your experience for our recruiting team and hiring managers.

HireVue is required, and your application will not be considered for further review until you have completed this step. Applications will be reviewed on a rolling basis;

we strongly encourage you to complete your HireVue video(s) within 1 week of receiving.

We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

JPMorgan Chase is committed to creating an inclusive work environment that respects all people for their unique skills, backgrounds and professional experiences.

We will provide reasonable accommodations for applicants with disabilities.

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