What are roles and responsibilities of a Financial advisor at JP Morgan?

This 24-36 month rotational program will teach you about banking and investments and offer you all of the guidance and coaching you’ll need to succeed as a Financial Advisor at JP Morgan.


The responsibilities are divided into three phases as follows -

Phase - I

Before becoming a financial advisor, you’ll rotate through three separate rotations (Licensing, Relationship Banker, and Private Client Banker ), allowing you to have a thorough grasp of our JP Morgan Wealth Management business and organization.

You’ll begin with banker training before taking industry examinations and obtaining licenses.

After that, you’ll work as a Relationship Banker and a Private Client Banker.

We make sure that our benefits meet your needs as you transition into the program, right down to our basic pay and compensation structure.

Phase - II

You will gain fundamental and technical knowledge throughout the program.

You must first pass the Securities Industry Essential Exam, Series 7, Series 66, and Life and Health Insurance licenses, all of which are needed by FINRA.

Our Program Manager and top leaders will then conduct a kick-off event for you.

You’ll get leadership training and networking opportunities while you’re here.

You’ll continue to hone your investment skills, gain access to global thought leaders and mentors, and advance your career.

You’ll be ready to become a Certified Financial Planner (CFP) after completing your program, exhibiting industry competence, trustworthiness, and a dedication to the highest standards in personal financial counseling.

Phase - III

In Phase III, you’ll be assigned to a position as a Private Client Banker.

Deepening customer relationships and financial advisor concepts will be emphasized here.

Your exposure to the sector will deepen, and your education will center on developing investment concepts and soft skills.

After completing the program’s final phase, you’ll start working as a Financial Advisor.

We’ll put you up for success; as a branch employee, you’ll continue to receive training and mentoring, as well as access to current and new clients.

As a program alum, you’ll have the chance to participate in Wealth Management leadership and diversity, equity, and inclusion efforts, and you’ll be prepared to become a Certified Financial Planner.