JPMorgan Chase
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
$119K–$200K
Miami, FL · Director · Full-time · Posted Oct 19, 2026
- Experience
- 7+ years of sales experience.
About the job
Presents J.P. Morgan’s investment themes, products, and recommendations to advisors and clients while supporting advisor development and wealth management strategy across an assigned territory.
What you'll do
- Present investment themes, platforms, products, strategies, and recommendations to advisors and clients.
- Cover 2 to 3 regions, including advisor meetings, workshops, group presentations, and Zoom office hours.
- Partner with colleagues and field leadership to support advisor development, new business opportunities, and divisional goals.
What they ask for
- Detailed knowledge of investment products, including advisory, annuities, insurance, and brokerage markets.
- Series 7, Series 66, and Insurance Licensing.
- Skilled presenter with strong communication and collaboration abilities.
- Wholesaling background, storytelling ability, territory management skills, and comfort with overnight travel.
Nice to have
- Independent initiative with flexibility and responsiveness to the field.
- Ability to interpret complex portfolio data and explain it simply.
Pay
$119,000.00-$200,000.00 USD base salary
Model-written summary · the original posting is authoritative