[Skip to main content](#main-content) [OpenNash Jobs](https://jobs.opennash.com/) [Hiring report](/reports/hiring/) · [All JPMorganChase jobs](https://jobs.opennash.com/companies/jpmorganchase/) · [Search jobs](/search/) JPMorganChase · San Francisco, CA # J.P. Morgan Wealth Management - Vice President, Investment Product Specialist San Francisco, CA, United States Executive Finance & Accounting Listed on JPMorganChase’s official careers site. Posted September 30, 2026. Check that it is still open and apply there. [Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210783153) [OpenNash Jobs](https://jobs.opennash.com/) / [JPMorganChase](https://jobs.opennash.com/companies/jpmorganchase/) / J.P. Morgan Wealth Management - Vice President, Investment Product Specialist ## Job description The J.P. Morgan Wealth Management (USWM) business is focused on helping investors achieve their long-term financial goals and is comprised of the Chase wealth management business, J.P. Morgan Advisors, Personal Advisors and Self-Directed - our digital investing platform. The combined business has ~$600 billion in Assets Under Management and ~5,000 advisors located across 3,500 branches and 20 offices. 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) 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 This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase’s review of criminal conviction history, including pretrial diversions or program entries. ## At a glance - Posted by the employer: Sep 30, 2026 - First seen by OpenNash: Aug 21, 2026 - Last checked: Oct 20, 2026 - Listed for: 60 days - Location: San Francisco, CA, United States[Apply on JPMorganChase’s careers site →](https://jpmc.fa.oraclecloud.com/hcmUI/CandidateExperience/en/sites/CX_1001/job/210783153) ## More jobs at JPMorganChase ### [Associate Banker, 30 Hours, Financial District San Francisco, CA Area - Multiple locations](https://jobs.opennash.com/companies/jpmorganchase/jobs/501d06efd92fc9a02144/) San Francisco, CA, United States ### [Associate Banker, Technology Banking -Associate](https://jobs.opennash.com/companies/jpmorganchase/jobs/5229b20592a9026930a2/) San Francisco, CA, United States ### [Client Associate - Community Development Banking - Associate](https://jobs.opennash.com/companies/jpmorganchase/jobs/3f298ca0d71d73c670c3/) San Francisco, CA, United States ### [Commercial Banker - Mid-Corporate Banking - Vice President](https://jobs.opennash.com/companies/jpmorganchase/jobs/a66aef38736dd8e6b615/) San Francisco, CA, United States ### [Commercial Real Estate - Real Estate Banking Program Analyst](https://jobs.opennash.com/companies/jpmorganchase/jobs/09a267fa75510975678e/) San Francisco, CA, United States ## Similar jobs at other companies ### [Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Baltimore](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/e5b4b923e2e15a0f4eed/) Goldman Sachs Group · Baltimore, United States ### [Asset & Wealth Management, Private Wealth Management, Private Wealth Advisor, Vice President, Minneapolis](https://jobs.opennash.com/companies/goldman-sachs-group/jobs/b8c0469a3a4749e9fafb/) Goldman Sachs Group · Minneapolis, United States OpenNash lists jobs from employers’ own careers sites and does not handle applications. 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