Financial Advisor Development Program - Summer Analyst Opportunity jobs at Jpmorgan in United States, Tempe

As a Consumer Direct Home Lending Advisor, you will guide clients through the home lending process, ensuring strong sales results. Utilizing your extensive knowledge of home lending products, you will act as the main point of contact for your customers throughout the loan duration. You will comply with all regulatory requirements while marketing and promoting Chase's financial products.

Job Responsibilities

• Convert warm inbound and outbound leads into mortgage loan applications.
• Utilize our CRM tool to log all customer contacts and schedule follow-ups.
• Employ consultative selling techniques in a call center environment.
• Recommend optimal product/rate program combinations to prospects.
• Ensure compliance with applicable statutes and procedures.
• Meet required sales performance goals for pre-established volume and KPIs.

Required Qualifications, Capabilities, and Skills

• Proficiency with Microsoft Applications (Word, Excel, and PowerPoint).
• Self-motivated and detail-oriented.
• Excellent oral and written communication skills.
• Organized with a demonstrated ability to manage multiple tasks and meet deadlines.
• Proven ability to provide superior customer service and consultative selling.
• Ability to adhere to an in-office work schedule.
• Ability to participate in on-site training Monday through Friday, with varying hours.

Preferred Qualifications, Capabilities, and Skills

• Sales experience.
• Call center experience.
• Coachability, adaptability, and time management skills.
• Skills in marketing, promoting, relationship building, and consulting.
• Experience in the Financial Services, Mortgage, Auto, Medical, Phone, or Education industries or relevant education.

This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements.

In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter.

Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at:

Join our fun, high-energy team as a Centralized Community Home Lending Advisor in Chase Home Lending and put your exceptional knowledge and understanding of home lending products to good use by serving as your customers’ chief point of contact throughout the life of the loan while the Home Lending team supports you by sharing demonstrated knowledge in this area of specialization. You will adhere to all regulatory requirements while marketing and promoting the financial products offered by Chase. You will have a unique opportunity to grow your career while making a significant impact on our business.

As a Centralized Community Home Lending Advisor in Chase Home Lending, you will guide your clients through the process of home ownership, ensuring strong sales results. Utilizing your extensive knowledge and understanding of home lending products, you will act as the primary point of contact for your customers throughout the duration of the loan. You will comply with all regulatory requirements while marketing and promoting the financial products offered by Chase.

Job Responsibilities

• Convert inbound and outbound leads into mortgage loan applications
• Source all business and logging all contacts with prospects
• Use consultative selling of Purchases Loans in a call center environment
• Recommend optimum product/rate program combinations to prospects
• Ensure compliance with applicable statues and procedures
• Provide feedback on lead quality
• Meet required sales performance for pre-established goal volume

Required qualifications, capabilities and skills

• Ability to read, write and speak Spanish fluently.
• Proficient with Microsoft Applications (Word, Excel and PowerPoint)
• Self-motivated and detail oriented
• Excellent oral and written communication skills
• Organized with a demonstrated ability to manage multiple tasks and meet deadlines in a timely manner
• Demonstrated ability in providing superior customer service and consultative selling

Preferred qualifications, capabilities, and skills

• FHA/VA sales experience
• Call Center experience
• Marketing, promoting, relationship building, and consulting skills
• Experience in the Financial Services, Mortgage, Auto, Medical or Education industries

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

The mission of the Financial Advisor Development Program is to develop and advance a diverse, equitable, and inclusive community of Investment Professionals to Financial Advisors dedicated to the highest standards of excellence while serving our clients. Our goal is to ensure you have all tools necessary to take advantage of the robust opportunities at hand, resulting in a great summer experience. Successful completion of the FADP Summer Internship Program may result in an offer of employment into our Financial Advisor Development 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.

Job responsibilities:

• Learning the fundamentals of working with clients in a service-oriented role
• Learning the foundations of the investments we offer through in-depth industry training
• Receiving dedicated time to study for and take the FINRA Securities Industry Essentials (SIE) exam
• Participating in group projects and job shadowing opportunities

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 2026 through June 2027
• 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

1. To be considered for the Financial Advisor Development Program you must submit a complete and thoughtful application, which includes your resume, and location preference.
   • Your application and resume are a way for us to initially get to know you. It’s important to complete all relevant application questions, so we have as much information about you as possible. We will review your application to determine whether you meet the required criteria.
2. If you meet the minimum criteria for the application, you will 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 for our recruiting team and hiring managers.
   • HireVue is required, and your application will not be considered for further review until you have completed this step.
   • Applications will be reviewed on a rolling basis; we strongly encourage you to complete your HireVue video(s) within three days of receiving
3. We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.

As a Business Development Specialist within our Merchant Services team, you will be a strategic thinker, passionate about delivering payment solutions to clients. You will leverage your experience in relationship management within Payments to sell our services to both new and existing clients. This role provides an opportunity to communicate with key decision-makers at various levels and propose solutions from our payment solution portfolio. Your strong organizational skills and ability to multi-task will be crucial in this fast-paced environment.

Job Responsibilities

• Selling payment solutions services to both new and existing clients through both inbound and outbound communication
• Qualifying both cold & warm sales leads through making 40 - 50 outbound calls per day
• Communicating both verbally and in writing with key decision-makers at a variety of levels (Small to Mid-size business owners, CEOs, etc.) to evaluate needs and propose solutions from our payment solution portfolio in a short sales cycle with a high velocity of leads
• Staying abreast of company's products, solutions and services to aid in product development based on client needs
• Maintaining a sales pipeline with detailed and accurate electronic records and other administrative duties as required
• Delivering excellent follow up proactively and on time / as promised to ensure the highest levels of customer satisfaction both pre and post-sale
• Operate between multiple software and platforms to deliver the optimal solution based on client needs

Required qualifications, capabilities and skills

• 2 plus years of sales experience and/or Bachelor/Associate degree
• Strong tele-sales ability, written communication, and interpersonal skills
• Strong organizational skills, ability to multi task and function successfully in a fast-paced environment
• Focused and detail-oriented
• Computer literate, familiar with Microsoft Office and Excel Good work ethic/positive attitude and easy to get along / work with

Preferred qualifications, capabilities, and skills

• Merchant Services or Banking Industry experience
• Bilingual Spanish

As a Business Development Representative in the Small & Medium-Sized Business Organization (SMB Payments), you will be at the forefront of cultivating new business opportunities and building lasting relationships within business banking. You will leverage your expertise to recommend tailored solutions that meet the unique needs of our clients, while adhering to regulatory requirements and risk management protocols. You will work with internal partners to ensure successful implementation and product ramp-up and protect the firm by following sound risk management protocols and adhering to regulatory requirements.

Job Responsibilities

• Cultivate new business opportunities within the Business Banking portfolio in an assigned market to achieve individual sales goals
• Identify and self-source client opportunities by building and utilizing referral networks and centers of influence to pursue potential new business clients
• Serve as a trusted advisor, leveraging core knowledge to recommend and promote banking and payment processing solutions to clients, ensuring a seamless client experience across Chase
• Conduct calls with prospects, centers of influence (COIs), and existing Chase clients through the remote, Hub-based model
• Complete analysis to competitively identify and price Chase products and services for profitability, maintaining detailed and accurate electronic sales records and preparing sales reports as required
• Negotiate leveraging customized proving models with clients to close business
• Work with internal partners to ensure successful implementation and product ramp-up
• Protect the firm by following sound risk management protocols and adhering to regulatory requirements, working directly with Credit, Risk, and Quality Control to adhere to Anti-Money Laundering/Know Your Customer regulations

Required Qualifications, Skills, and Capabilities

• Strong knowledge of the merchant services industry, products and services, and diverse types of businesses, industries, markets, financial and economic concepts
• Excellent communication skills, both verbally and in writing, with individuals at all levels, internally and externally
• Highly proficient in MS Office tools, including Outlook, Excel, Word, and PowerPoint
• Proven ability to build relationships with clients and internal partners and influence others to achieve desired outcomes
• Use sound judgment to offer comprehensive and customized solutions that best meet client needs, able to identify and recommend appropriate alternatives when traditional solutions do not apply
• Ability to balance the needs of clients with associated risks and interests of the firm
• Establish and consistently use a disciplined process to manage time, using time strategically to accomplish business objectives and follow through with commitments

Preferred Qualifications, Skills, and Capabilities

• Bachelor’s degree in Finance or a related field, or equivalent work experience in a business-to-business sales or relationship management role
• At least 3 years of related business development experience