J.P. Morgan Wealth Management-Vice President, Wealth Management Solutions
Company: JPMorganChase
Location: Los Angeles
Posted on: April 1, 2026
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Job Description:
Description Join a collaborative team that empowers advisors
with innovative investment solutions and expert guidance. As a
Multi-Asset Specialist, you’ll play a pivotal role in supporting
our advisory business and shaping the future of investment advice
at JP Morgan. As a Vice President, Multi-Asset Specialist on the
Investments and Advice Team, you will partner with regional
leadership, advisory programs, and managed solutions to deliver
exceptional service to JP Morgan Advisors and their investment
teams. You’ll leverage your expertise in portfolio construction,
risk, and asset allocation to support both discretionary and
non-discretionary advisory platforms, ensuring our advisors have
access to the best investment management solutions. Job
responsibilities Deliver exceptional advisor service and drive
commercial growth within the JPMA Advisory business Advise,
identify, and select appropriate investment solutions based on
advisor and client needs; assist with client proposals Present on
national and regional call series; manage communication with
assigned regional coverage areas Partner with regional sales
management to provide content, increase investment flows, identify
trends, and offer thought leadership across market conditions
Develop thorough knowledge of the investment platform and all
available investment management solutions Serve as key support for
all investment products and services for advisors Travel
occasionally to assigned regions as required (likely semi-annual,
depending on demand) Required qualifications, capabilities, and
skills Bachelor’s Degree 5 years of relevant experience Strong
knowledge of asset allocation and portfolio construction Passion
for markets and the evolving investment landscape Team-oriented
with ability to interact effectively across all organizational
levels Strong verbal and written communication skills Strong
organizational skills with ability to execute on multiple
objectives in a demanding environment Preferred qualifications,
capabilities, and skills SIE, Series 7, and Series 66 licenses
(mandatory to obtain within 120 days) Advanced credentials: CFA,
CIMA, CFP (not required) Advisory background preferred
Keywords: JPMorganChase, Aliso Viejo , J.P. Morgan Wealth Management-Vice President, Wealth Management Solutions, Accounting, Auditing , Los Angeles, California
