JPMorganChase
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
JPMorganChase, New York, New York, us, 10261
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
– JPMorganChase
Base Pay Range: $124,000.00/yr – $210,000.00/yr
Job Description The J.P. Morgan Wealth Management (USWM) business focuses on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self‑Directed – our digital investing platform. The combined business has approximately $600 billion in Assets Under Management and about 5,000 advisors located across 3,500 branches and 20 offices.
As a Vice President, Investment Product Specialist, you will present on capital markets and investment solutions, collaborate with field leadership to implement the U.S. Wealth Management strategy, support advisor development, strengthen client satisfaction and build deep, value‑add relationships. You will demonstrate passion for capital markets and the wealth management industry while providing support to our advisor and client population.
Job Responsibilities
Become a subject‑matter expert to present on the firm’s investment themes, platforms and product/strategy offerings.
Communicate the JPMorgan Wealth Management view and recommendations clearly and concisely.
Cover a territory of 2 to 3 regions (approximately 300–400 advisors) in the Northeast, both remotely and in person.
Create and coordinate workshops for advisor development.
Serve as a speaker for group meeting presentations and Zoom office hours.
Schedule and execute ~10–15 one‑on‑one advisor meetings per week to support new business opportunities.
Attend client meetings as the subject‑matter expert on investment solutions and positioning.
Coordinate and partner with colleagues across disciplines on joint presentations.
Demonstrate value in achieving divisional goals.
Required Qualifications, Capabilities, and Skills
Highly detailed understanding of investment product offerings (advisory, annuities, insurance, broker markets).
Series 7, Series 66, and insurance licensing required.
7+ years of sales experience.
Skilled at presenting.
Wholesaling background and storytelling ability to present solutions effectively.
Strong communication in group settings and partnership on presentations.
Experience in territory management, expense control, and meeting deadlines.
Comfortable with overnight travel.
Ability to collaborate with partners and provide cohesive messaging.
Preferred Qualifications, Capabilities, and Skills
Independent initiative, while being flexible and responsive to the field.
Ability to understand complex portfolio data and verbalize the message simply.
About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We offer a competitive total rewards package including base salary, commission, incentives, equity, comprehensive health care, on‑site wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Equal Opportunity Employer/Disability/Veterans We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Referrals increase your chances of interviewing at JPMorganChase by 2x.
Get notified about new Wealth Manager jobs in
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– JPMorganChase
Base Pay Range: $124,000.00/yr – $210,000.00/yr
Job Description The J.P. Morgan Wealth Management (USWM) business focuses on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self‑Directed – our digital investing platform. The combined business has approximately $600 billion in Assets Under Management and about 5,000 advisors located across 3,500 branches and 20 offices.
As a Vice President, Investment Product Specialist, you will present on capital markets and investment solutions, collaborate with field leadership to implement the U.S. Wealth Management strategy, support advisor development, strengthen client satisfaction and build deep, value‑add relationships. You will demonstrate passion for capital markets and the wealth management industry while providing support to our advisor and client population.
Job Responsibilities
Become a subject‑matter expert to present on the firm’s investment themes, platforms and product/strategy offerings.
Communicate the JPMorgan Wealth Management view and recommendations clearly and concisely.
Cover a territory of 2 to 3 regions (approximately 300–400 advisors) in the Northeast, both remotely and in person.
Create and coordinate workshops for advisor development.
Serve as a speaker for group meeting presentations and Zoom office hours.
Schedule and execute ~10–15 one‑on‑one advisor meetings per week to support new business opportunities.
Attend client meetings as the subject‑matter expert on investment solutions and positioning.
Coordinate and partner with colleagues across disciplines on joint presentations.
Demonstrate value in achieving divisional goals.
Required Qualifications, Capabilities, and Skills
Highly detailed understanding of investment product offerings (advisory, annuities, insurance, broker markets).
Series 7, Series 66, and insurance licensing required.
7+ years of sales experience.
Skilled at presenting.
Wholesaling background and storytelling ability to present solutions effectively.
Strong communication in group settings and partnership on presentations.
Experience in territory management, expense control, and meeting deadlines.
Comfortable with overnight travel.
Ability to collaborate with partners and provide cohesive messaging.
Preferred Qualifications, Capabilities, and Skills
Independent initiative, while being flexible and responsive to the field.
Ability to understand complex portfolio data and verbalize the message simply.
About Us Chase is a leading financial services firm, helping nearly half of America’s households and small businesses achieve their financial goals through a broad range of products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do.
We offer a competitive total rewards package including base salary, commission, incentives, equity, comprehensive health care, on‑site wellness centers, retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more.
Equal Opportunity Employer/Disability/Veterans We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
Seniority Level Mid‑Senior level
Employment Type Full‑time
Job Function Finance and Sales
Referrals increase your chances of interviewing at JPMorganChase by 2x.
Get notified about new Wealth Manager jobs in
New York, NY .
#J-18808-Ljbffr