VP, Investment Solutions & Advisor Enablement

JPMorgan Chase & Co.; Dallas (TX); Hybrid; USD 140,000 - 190,000; Full time

Job summary

JPMorgan Chase & Co. in the United States seeks a Vice President, Investment Product Specialist within the Wealth Management division to present capital markets views and investment solutions, supporting advisor development and strengthening client relationships.

The role requires deep investment product knowledge, Series 7/66 licenses and insurance licensing, and the ability to travel overnight while covering multiple regions, both remotely and in person.

Qualifications

• Deep understanding of investment product offerings across advisory, annuities, insurance and brokerage markets.
• Licensing in Series 7, Series 66, and Insurance required.
• Minimum 7+ years of sales experience in wealth management or financial services.
• Strong presentation skills and ability to convey complex topics clearly.
• Ability to manage territory, travel overnight as needed.

Responsibilities

• Become SME on firm investment themes, platforms, and strategies.
• Communicate JPMorgan Wealth Management views and recommendations.
• Cover 2–3 regions remotely and in person (≈300–400 advisors).
• Create and coordinate advisor development workshops.
• Present at Group Meetings and host Zoom office hours.
• Schedule 10–15 one-on-one advisor meetings weekly.
• Attend client meetings as SME on investment solutions and positioning.
• Collaborate across teams on joint presentations.
• Demonstrate value toward divisional goals.

Skills

Investment products

Series 7 license

Series 66 license

Insurance licensing

Sales experience

Presenting

Territory management

Communication

Job description

JPMorgan Chase & Co. in the United States seeks a Vice President, Investment Product Specialist within the Wealth Management division to present capital markets views and investment solutions, supporting advisor development and strengthening client relationships.

The role requires deep investment product knowledge, Series 7/66 licenses and insurance licensing, and the ability to travel overnight while covering multiple regions, both remotely and in person.