Overview In this role you will serve as a subject-matter expert on investment themes, platforms, and strategies, supporting advisor development and strengthening client satisfaction. You will cover a multi-region territory with hundreds of advisors, lead workshops and presentations, and participate in client meetings to articulate the Wealth Management view. The role combines collaboration with cross-disciplinary teams to advance divisional goals and deliver value-added investment guidance. This position offers visibility in capital markets, advisory solutions, and a large advisor network within a leading financial services firm.
Compensation / Benefits- base salary
- commission-based pay and/or discretionary incentive compensation
- health care coverage
- retirement savings plan
- backup childcare
- tuition reimbursement
Responsibilities- Become a Subject Matter Expert on investment themes, platforms, and strategies
- Communicate JP Morgan Wealth Management view and recommendations clearly
- Cover 2-3 regions remotely and in person (300-400 advisors)
- Create and coordinate advisor development workshops
- Present at Group Meeting Presentations and Zoom office hours
- Schedule 10-15 one-on-one advisor meetings per week for new opportunities
- Attend client meetings as SME on investment solutions
- Coordinate with colleagues across disciplines on joint presentations
- Demonstrate value by supporting divisional goals
Key requirements- Series 7
- Series 66
- Insurance Licensing
- 7+ years of sales experience
- Strong presentation skills
- Wholesaling background and storytelling ability
- Effective in group settings and partner on presentations
- Territory management, expense control, and meeting deadlines
- Willingness to travel overnight
- Collaborative with partners and cohesive messaging
- presentation and storytelling ability
- strong written and verbal communication
- collaboration and teamwork
- investment product knowledge (advisory, annuities, insurance, brokerage)
- ability to understand and explain complex portfolio data
- effective positioning of investment solutions
