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 the program as a Financial Advisor. Your experience in the client service center is a benefit to your future career as a Financial Advisor.
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.
Over the course of the program, you’ll have access to professional development, leadership development and 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.
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.