J.P. Morgan Wealth Management - Executive Director, Investment Product Specialist
Hybrid · Irvine, California, United States
Job Summary
Executive Director, Investment Product Specialist with JP Morgan Wealth Management: present on capital markets and investment themes; support advisor development; manage a 2-3 region remote-and-in-person coverage for 300-400 advisors; lead workshops, group meetings, and 1-on-1 advisor meetings; demonstrate value in investment solutions and positioning; collaborate across disciplines on joint presentations and client opportunities. Requires Series 7, Series 66, and Insurance Licensing, plus 10+ years of sales experience, strong presentation skills, and willingness to travel overnight.
Required Qualifications
- Series 7 license
- Series 66 license
- Insurance Licensing required
- 10+ years of sales experience
- Highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge)
- Strong presentation skills
- Wholesaling background and ability to present solutions effectively
- Ability to communicate in group settings and collaborate on presentations
- Well versed in territory management, expense control, and meeting deadlines
- Must be comfortable with overnight travel
- Ability to collaborate with partners and provide cohesive messaging
Additional Requirements
- Overnight travel required
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