Senior Investment Solutions Specialist, Wealth Management

Aumni; Jersey City (NJ); Hybrid; USD 120,000 - 170,000; Full time

Benefits offered by this job

Health care coverage

Retirement savings plan

Discretionary incentive compensation

Commission-based pay

Financial coaching

Job summary

J.P. Morgan Wealth Management seeks a Vice President, Investment Product Specialist to present capital market insights and investment solutions, collaborating with field leadership to implement the U.S. Wealth Management strategy.

You will support advisor development, strengthen client satisfaction and build deep, value-add relationships across regions. Role emphasizes expertise in investment products, effective communication, and travel to cover 2–3 regions in the Northeast, with opportunities

Qualifications

• Series 7, Series 66, and Insurance Licensing required.
• 7+ Years of Sales Experience.
• Highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets).
• Ability to communicate effectively in group settings and partner on presentations.

Responsibilities

• Present on the firm's investment themes and solutions.
• Communicate JP Morgan Wealth Management view and recommendations clearly.
• Cover a territory of 2 to 3 regions remotely and in person (Northeast, ~300–400 advisors).
• Create and coordinate workshops for advisor development.
• Speaker for Group Meetings and Zoom office hours.
• Schedule 10–15 one-on-one advisor meetings weekly to support new business opportunities.
• Attend client meetings as an SME on investment solutions.

Skills

Presenting

Territory management

Overnight travel

Group presentations

Job description

J.P. Morgan Wealth Management seeks a Vice President, Investment Product Specialist to present capital market insights and investment solutions, collaborating with field leadership to implement the U.S. Wealth Management strategy.

You will support advisor development, strengthen client satisfaction and build deep, value-add relationships across regions. Role emphasizes expertise in investment products, effective communication, and travel to cover 2–3 regions in the Northeast, with opportunities