JP Morgan Chase & Co.

J.P. Morgan Wealth Management - Vice President, Investment Product Specialist

JP Morgan Chase & Co.$170K — $200K *
Finance & Insurance
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • In-depth knowledge of investment products including advisory, annuities, insurance, and brokerage markets.
  • Active Series 7, Series 66, and Insurance Licenses required.
  • Over 7 years of sales experience in the financial sector.
  • Proven skills in presentation and effective storytelling for solution communication.
  • Strong group communication skills and collaborative presentation abilities.
  • Experience in managing territories, controlling expenses, and meeting deadlines.
  • Willingness to travel overnight as necessary.

Responsibilities

  • Become a Subject Matter Expert on investment themes and strategies.
  • Communicate J.P. Morgan's Wealth Management view clearly and effectively.
  • Cover 2-3 regions with a client base of 300-400 advisors remotely and in-person.
  • Create and coordinate workshops aimed at advisor development.
  • Lead presentations at group meetings and via Zoom office hours.
  • Conduct 10-15 individual advisor meetings weekly to explore new business opportunities.
  • Attend client meetings as the investment solutions expert.
  • Partner with teams to deliver joint presentations and cohesive messaging.

Benefits

  • Opportunity for ongoing professional development and training.
  • Supportive of building deep, value-add relationships with clients and advisors.
  • Access to rich resources and networks within J.P. Morgan.
  • Involvement in a leading wealth management organization with strong market presence.
Full Job Description
JOB DESCRIPTION

As an Vice President, Investment Product Specialist in J.P. Morgan Wealth Management, you will be expected to present on capital markets as well as investment solutions and work collaboratively with field leadership to implement the U.S. Wealth Management strategy. Your role will be pivotal in advisor development, strengthening client satisfaction, and building deep, value-add relationships. You will have the opportunity to demonstrate your passion for capital markets and the wealth management industry, providing support to our advisor and client population. You will strengthen our client satisfaction, build and deepen value-add relationships, while being transparent with our client base in their investment roadmap.

 

Job Responsibilities

 

  • Become a Subject Matter Expert to be able to present on the firms investment themes, various investment platforms, and products/investment strategies
  • Effectively communicating the JP Morgan Wealth Management view and recommendations in a clear concise manner
  • Successfully cover a territory of 2 to 3 regions remotely and in person (approximately 300-400 advisors) in the Northeast
  • Creating and coordinating workshops for advisor development
  • Act as a speaker for Group Meeting Presentations and Zoom office hours
  • Schedule and Execute approximately 10 to 15 one on one advisor meetings per week to support new business opportunities
  • Attend client meetings as the subject matter expert on investment solutions and positioning
  • Coordinate and partner with colleagues across disciplines on joint presentations
  • Be able to demonstrate your value in pushing divisional goals to target

 

 Required qualifications, capabilities, and skills

 

  • Highly detailed understanding of investment product offerings (advisory, annuities, insurance, and brokerage markets knowledge) required
  • Series 7, Series 66, and Insurance Licensing required
  • 7+ Years of Sales Experience
  • Skilled at Presenting
  • Wholesaling background and story telling ability to present solutions effectively
  • Strong ability to effectively communicate in group settings as well as partner 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

 

Preferred qualifications, capabilities, and skills

 

  • Independent initiative, while being flexible and responsive to the field is preferred
  • Ability to understand complex portfolio data, and verbalize the message in a simple to understand format is a plus

About JP Morgan Chase & Co.

JP Morgan Chase & Co. stands at the forefront of the global financial services industry. They offer an expansive array of products and services to a diverse clientele, including individuals, corporations, governments, and institutions. Ever since the merger of J.P. Morgan & Co. and Chase Manhattan Corporation in 2000, this industry-leading entity has become renowned for its comprehensive portfolio encompassing consumer and community banking, corporate and investment banking, commercial banking, as well as asset and wealth management. Headquartered in the vibrant city of New York, JP Morgan Chase & Co. boasts a formidable presence across over 100 countries worldwide.

Unveiling Employment Opportunities at JP Morgan Chase & Co.

Vacancies and Hiring Initiatives

JP Morgan Chase & Co. is continuously on the lookout for talented individuals eager to contribute to its legacy of excellence. The company's recruitment efforts are geared towards identifying candidates with the right blend of skills and qualifications to drive forward its various business segments. Whether you are a seasoned professional or a recent graduate, JP Morgan Chase offers a plethora of job openings across multiple disciplines.

High-Demand Positions

Among the myriad of roles, certain positions stand out for their attractive compensation packages and career advancement prospects. Notably, high-paying jobs at JP Morgan Chase & Co. include Relationship Manager, Branch Manager, and Software Engineer. These roles are critical to the firm's operations and offer lucrative opportunities for those with the requisite expertise.

Navigating the Job Market at JP Morgan Chase & Co.

Leveraging Job Portals and Job Alerts

For job seekers aiming to tap into the opportunities at JP Morgan Chase, staying updated through job portals and subscribing to job alerts is crucial. These tools can provide timely information about job openings, job fairs, and recruitment events, enabling candidates to apply promptly and prepare adequately for interviews.

Preparing Your Job Application

Your job application, comprising your resume and cover letter, is your ticket to securing an interview at JP Morgan Chase. Highlight your qualifications, skills, and experiences that align with the job listing, ensuring you stand out in the competitive job market.

Acing the Interview

Preparation is key to succeeding in your interview with JP Morgan Chase. Familiarize yourself with the company's business segments, values, and recent achievements. Demonstrating how your background and aspirations match the company's goals can significantly increase your chances of employment. A World of Job Opportunites in the Financial Services Industry JP Morgan Chase & Co. offers a world of job opportunities for those seeking to make their mark in the financial services industry. With competitive salaries, comprehensive benefits, and endless possibilities for growth, positions at JP Morgan Chase are highly coveted. By staying informed through job sites, tailoring your applications, and preparing thoroughly for interviews, you can enhance your prospects of joining the esteemed ranks of JP Morgan Chase employees. Explore the job board, seize the job opportunities, and embark on a rewarding career journey with one of the world's leading financial institutions.
Learn more about JP Morgan Chase & Co.
Size
661 employees
Market Cap
$384.5 billion
Industry
Net Income
$29.1 billion
Founded
1823
5 Year Trend
+0.7%
Revenue
$261.5 million
NASDAQ

Similar Jobs

More Jobs at JP Morgan Chase & Co.

More Finance & Insurance Jobs

Find similar J.P. Morgan Wealth Management - Vice President, Investment Product Specialist jobs: