Investment Solutions Lead for Advisor Growth

Testing Site - JPMC; Seattle (WA); Hybrid; USD 150,000 - 210,000; Full time

Job summary

J.P. Morgan Wealth Management in Seattle is seeking a Vice President, Investment Product Specialist to present capital markets insights and investment solutions, collaborating with field leadership to execute the U.S. Wealth Management strategy.

You will support advisor development, strengthen client satisfaction, and build value-add relationships. Required: 7+ years sales, Series 7 and 66, Insurance license, and ability to travel overnight; oversee 2–3 regional territories.

Qualifications

• Deep knowledge of investment products (advisory, annuities, insurance, brokerage).
• Series 7, Series 66, and Insurance Licensing required.
• 7+ years of sales experience.
• Strong presenting ability.
• Wholesaling background with solution storytelling.
• Ability to present in groups and partner on presentations.
• Experience with territory management, cost control, and meeting deadlines.
• Willingness to travel overnight.

Responsibilities

• Become a Subject Matter Expert on investment themes, platforms, and strategies.
• Effectively communicate the JPMorgan WM view and recommendations clearly.
• Cover Northwest: 2–3 regions remotely and in person (300–400 advisors).
• Create and coordinate advisor development workshops.
• Speak at Group Meetings and Zoom office hours.
• Schedule 10–15 one-on-one advisor meetings weekly to support new business opportunities.
• Attend client meetings as the SME on investment solutions and positioning.
• Coordinate with colleagues across disciplines on joint presentations.
• Demonstrate value in achieving divisional goals.

Skills

Investment product knowledge

Series 7 license

Series 66 license

Insurance licensing

Public speaking

Territory management

Travel willingness

Collaborative communication

Job description

J.P. Morgan Wealth Management in Seattle is seeking a Vice President, Investment Product Specialist to present capital markets insights and investment solutions, collaborating with field leadership to execute the U.S. Wealth Management strategy.

You will support advisor development, strengthen client satisfaction, and build value-add relationships. Required: 7+ years sales, Series 7 and 66, Insurance license, and ability to travel overnight; oversee 2–3 regional territories.