Job Description

Short Description

Advisor Training Program in Global Private Bank working with advisors to support clients. Target applicant: Expected graduation 2027.

Posting Description

If you enjoy building relationships and helping develop innovative solutions while working in a fast-paced environment, then we have the role for you. Joining our Summer Analyst Program means you will be joining a team committed to building client relationships and making meaningful contributions to our business with customized wealth management solutions.

As an Advisor Trainee in Global Private Bank, you will gain exposure to every facet of wealth management, including investments, lending, banking, and trust and estate planning. No client has identical goals, so understanding their unique needs and tailoring our approach to exceed expectations requires work across teams and the firm to provide first-class service.

Our nine-week program kicks off with a week of induction, where you'll have training and orientation to our businesses and gain the technical and practical knowledge you'll need to start contributing to our teams. Top performers may receive a full-time offer at the end of the summer. Our advisors help clients achieve their financial goals by delivering the right solutions and services across our industry-leading investments, credit, banking, and Trust & Estates practices. This individualized attention supports our clients' unique goals and helps build, preserve, and manage their wealth over time.

Job Responsibilities

1. Work with a team of advisors and specialists to bring in new clients and serve existing clients.
2. Deliver highly customized and comprehensive solutions to help protect, manage, and grow wealth.

Required qualifications, capabilities, and skills

• Pursuing a Bachelors or Masters degree.
• Graduation date of December 2026 through June 2027.
• Attend college/university in the specified location.
• Highly driven person who enjoys working in teams to develop complex solutions.
• 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.
• Desire to ultimately work with external clients in a relationship-building and sales capacity.
• Ability to thrive in a fast-paced, collaborative environment.
• Highly inquisitive, focused, and proactive.
• Good judgment and discretion when working with confidential information.

To be eligible for this program, you must be authorized to work in the specified location. We do not offer employment-based immigration sponsorship for this program. JPMorgan Chase will not provide assistance or sign documentation for any other immigration sponsorship or benefits, including OPT or CPT.

Our Locations

• Atlanta, GA
• Austin, TX
• Birmingham, MI
• Charlotte, NC
• Chicago, IL
• Cleveland, OH
• Columbus, OH
• East Bay, CA
• Fort Worth, TX
• Grand Rapids, MI
• Houston, TX
• Indianapolis, IN
• Irvine, CA
• Las Vegas, NV
• Long Island, NY
• Miami, FL
• Minneapolis, MN
• Naples, FL
• New Orleans, LA
• New York, NY
• Palm Beach, FL
• Philadelphia, PA
• Pittsburgh, PA
• Salt Lake City, UT
• Scottsdale, AZ
• Seattle, WA
• South Bay, CA
• St. Louis, MO
• Summit, NJ
• Tampa, FL
• Tulsa, OK
• Washington, D.C.

Westlake Village, CA

JPMorgan Chase is committed to providing comprehensive benefits to meet diverse employee needs and lifestyles. The Benefits Program is available in whole or in part to most employees who meet eligibility criteria.

Whats next?

Help us learn about you by submitting a complete application, including your resume. Complete all questions to provide us with as much information as possible.

Once you confirm your application, we will review it to determine if you meet the required qualifications.

You will receive an email invitation to complete a HireVue video interview, which is necessary for further consideration. We encourage you to apply and complete all steps promptly, as positions fill quickly.

JPMorgan Chase is dedicated to creating an inclusive environment that respects all individuals. We provide reasonable accommodations for applicants with disabilities.

Visit our careers page for upcoming events, career advice, locations, and more.

Our Wealth Management Solutions team includes over 2,500 professionals across 50 cities globally. We are committed to diversity, inclusion, work-life balance, and robust benefits, including parental leave, family-building programs, and childcare discounts. Our culture fosters active engagement through Business Resource Groups (BRGs), creating supportive networks for employees.

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