
2026 Financial Advisor Development Program - Summer Analyst Opportunity (Chicago)
- Chicago, IL
- Training
- Full-time
- 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
- 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
- Experience in finance or other finance-related courses is a plus
- Preferred minimum GPA of 3.2 out of 4.0
- 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.
- 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
- We strongly encourage that you apply and complete these required elements as soon as possible, since programs will close as positions are filled.