Financial Advisor Development Track Program - Summer Analyst (Jun 2025)

Your role

Job Description

The Financial Advisor Development Track (FADT) Insights Programs are designed to attract undergraduates who are interested in early exposure to financial services careers and are committed to the advancement of individuals from underrepresented groups in this industry. 

Job Responsibilities

• Learn the fundamentals of working with clients in a service-oriented role
• Learn the foundations of the investments they 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

About you

To apply for this role, you must have/be:

Required qualifications, capabilities, and skills 

• A well-rounded academic background with an interest in providing exceptional client service and financial advice
• Pursuing a B.A. or B.S. 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

Additional Information

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

Benefits

If you join as a full-time employee, you  will get the following benefits:

• Comprehensive health care coverage
• On-site health and wellness centers
• Retirement savings plan
• Backup childcare
• Tuition reimbursement
• Mental health support
• Financial coaching

Training & development

As a Summer Analyst in the Financial Advisor Development Track Program (FADT), you will take part in a nine-week introduction to their Full-Time program. Centered on providing a detailed view of J.P. Morgan Wealth Management, FADT gives you experience focusing on matters that add value to their clients and their business. Their 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.

Career Progression

Successful completion of the FADT Summer Internship Program may result in an offer of employment into their 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. 

How to apply

• To be considered for the Financial Advisor Development Track, you must submit a complete and thoughtful application, which includes your resume, select your preferred track (business or technology), and location preference. 
  • Your application and resume are a way for them to initially get to know you and it’s important to complete all relevant application questions, so they have as much information about you as possible. They will review your application to determine whether you meet the required qualifications.
• If you are advanced to the next step of the process, you’ll 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 to the recruiting team and hiring managers.
• HireVue is required, and your application will not be considered for further review until you have completed this step. 
  • They strongly encourage that you apply and complete these required elements as soon as possible since programs will close as positions are filled.

Sources

The following sources were used in researching this page:

• careers.jpmorgan.com/us/en/about-us.Job
• youtube.com/@jpmorgan