Financial Advisor
Development Track

You’ll learn the fundamentals of working with clients in a service-oriented role. Our team will provide in-depth industry training and analysts will have active client engagement in our Client Service Center. You’ll enhance your service skills and gain the experience needed for future success as a Financial Advisor.

Valued qualities

We’re looking for highly motivated individuals with a passion for client service and an interest in building a foundational career in wealth management and providing financial advice.

Key skills

You should have exceptional analytical, interpersonal and communication skills, integrity, and the motivation to develop.

In this two-year accelerated program, you’ll gain investment knowledge and enhance your client service skills through a progression of roles in the Client Service Center. You’ll do meaningful work building trust with our clients and obtain a suite of FINRA licenses to provide both service and eventually financial planning and advice when graduating from the program as a Financial Advisor. Your experience in the client service center is a benefit to your future career as a Financial Advisor.

On-the-job experience

Your experience will include providing customer support, identifying client needs, initiating trades in capital markets, assisting with brokerage accounts, and completing service-oriented transactions. Obtaining FINRA licenses SIE, Series 7, Series 63, and Series 66/65 is a program requirement.

Training

Over the course of the program, you’ll have access to professional development, leadership development, financial planning, and advice development training. Additionally, you’ll have access to networking, business deep dives, one-on-one mentorship, and a dedicated financial advisor mentor.

Career progression

After successfully completing the full-time program, highly motivated analysts will have the opportunity to compete for Financial Advisor positions in the J.P. Morgan Wealth Management Remote Advice Channel. The experience and mentorship gained through participation in the Financial Advisor Development Track provides you with the industry knowledge, experience, and client service background to be in the best position to successfully compete and gain these roles. If selected, you’ll work on a team offering comprehensive financial planning and advice to clients by helping identify appropriate products/services that meet their financial needs. As a Financial Advisor, you will have immediate access to additional development and the opportunity to take The Wealth Management Certified Professional (WMCP) designation within your first year as a Financial Advisor.