JPMorgan Chase
J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
$119K–$200K
Chicago, IL · Director · Full-time · Posted Aug 12, 2026
- Experience
- 7+ Years of Sales Experience
About the job
Presents J.P. Morgan’s investment themes, products, and strategies to advisors and clients while supporting advisor development and wealth management business goals.
What you'll do
- Present investment themes, platforms, products, and recommendations to advisors and clients.
- Cover a territory of 2 to 3 regions, including advisor meetings, workshops, group presentations, and office hours.
- Partner with field leadership and colleagues to support advisor development, new business opportunities, and divisional goals.
What they ask for
- Detailed understanding 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.
- Comfort with overnight travel and experience in territory management, expense control, and meeting deadlines.
Nice to have
- Wholesaling background and storytelling ability.
- Initiative and ability to explain complex portfolio data simply.
Pay
$119,000.00-$200,000.00 USD base salary
Model-written summary · the original posting is authoritative