J.P. Morgan Wealth Management - Vice President, Investment Product Specialist
Hybrid · Atlanta, Georgia, United States
Job Summary
Senior VP-level Investment Product Specialist responsible for presenting on capital markets themes and investment solutions to JP Morgan Wealth Management advisors. Role involves covering 2-3 regions remotely and in person, creating and coordinating workshops for advisor development, and serving as a subject-matter expert in investment solutions and positioning. Must travel overnight and schedule 10-15 one-on-one advisor meetings weekly to support new business opportunities. Requires Series 7, Series 66, and Insurance Licensing, with demonstrated wholesaling experience, strong group presentation skills, and the ability to collaborate across disciplines to deliver cohesive messaging and meet divisional goals.
Required Qualifications
- Series 7
- Series 66
- Insurance Licensing
- 7+ Years of Sales Experience
- Strong presentation skills
- Territory management
- Overnight travel
- Ability to collaborate with partners
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