VP, Investment Solutions & Advisor Enablement

JPMorganChase; Tempe (AZ); On-site; USD 140,000 - 180,000; Full time

Benefits offered by this job

Base salary

Commission

Health benefits

Retirement plan

Job summary

JPMorgan Chase Wealth Management seeks a Vice President, Investment Product Specialist to lead capital markets discussions and investment-solutions strategy across 2-3 regions for 300-400 advisors.

You will partner with field leadership to develop advisor capabilities, strengthen client relationships, and present compelling market views while aligning with U.S. Wealth Management goals.

Qualifications

• Strong knowledge of advisory, annuities, insurance and brokerage markets.
• Series 7, Series 66, and Insurance Licensing are required.
• 7+ years of sales experience.
• Ability to present effectively in group settings and on presentations.
• Wholesaling background and ability to tell a compelling investment story.

Responsibilities

• Become a Subject Matter Expert to present on investment themes, platforms, and strategies.
• Effectively communicate JPMorgan Wealth Management views and recommendations.
• Cover a territory of 2 to 3 regions remotely and in person for 300-400 advisors.
• Create and coordinate workshops for advisor development.
• Be a speaker for Group Meetings and office hours.
• Schedule and conduct 10-15 one-on-one advisor meetings weekly.

Skills

Investment product knowledge

Series 7

Series 66

Insurance licensing

Presentation skills

Sales experience

Wholesaling background

Territory management

Travel readiness

Job description

JPMorgan Chase Wealth Management seeks a Vice President, Investment Product Specialist to lead capital markets discussions and investment-solutions strategy across 2-3 regions for 300-400 advisors.

You will partner with field leadership to develop advisor capabilities, strengthen client relationships, and present compelling market views while aligning with U.S. Wealth Management goals.