J.P. Morgan Wealth Management-Vice President, Wealth Management Solutions
Aumni
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 We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants’ and employees’ religious practices and beliefs, as well as mental health or physical disability needs. Equal Opportunity Employer/Disability/Veterans #J-18808-Ljbffr Aumni
- J.P. Morgan Wealth Management - Vice President - Private Wealth Planner, Planning Specialist job at JPMorgan Chase & Co.. Los Angeles, CA. Job Description... ..., RIA and/or a private bank, affluent/high-net-worth solutions, and retirement strategies Bachelor's degree and...SuggestedWork at office
- 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, you will serve as a trusted, solutions-oriented lending expert and the primary point of contact...Suggested
- ...Mercer Advisors Hires Chief Solutions Officer From Morgan Stanley Melissa Nims takes... ...96 billion in assets under management, has hired Melissa Nims, a... ...role, she’ll lead Mercer’s wealth solutions platform, which includes... ...see where we are in the experience?” #J-18808-Ljbffr...SuggestedImmediate start
- ...services firm seeks a seasoned Wealth Advisor (SVP level) in Los... ...years of experience in wealth management and be adept at managing client... ...integrated wealth management solutions. This role offers a competitive... ...professionals looking to make an impact. #J-18808-Ljbffr Ground Control...Suggested
$200.72k - $301.08k
...Investment counselors joining Citi Wealth will be distinguished and... ...at establishing, growing, and managing investment relationships. They... ...implementation and oversight of investment solutions, and in providing advice and... ...Orientation/Gender Identity. #J-18808-Ljbffr Itlearn360Suggested- ...Vice President of Wealth Management About the Company Respected investment advisory firm Industry Financial Services Type Privately... ...comprehensive wealth management advice and planning solutions, develop expertise in the firm's investment philosophy,...
- ...Overview Citi Wealth Lending provides competitive borrowing solutions that are strategically integrated... ...’s broader Wealth Management goals. Our Lending Advisors... ...growth. The Vice President, Lending Advisor serves... ...Posting Close Date: May 18, 2026 #J-18808-Ljbffr
$130k - $230k
...dedicated to providing customized portfolio solutions grounded in research and powered by next... ...’s presence within the intermediary wealth channel by developing enterprise relationships... ...with home offices, model gatekeepers, managed account platforms, CIO offices, and key...Work at officeWorldwideHome office$200k
NorthCoast Asset Management is a data-driven investment firm specializing... ...firm provides investment solutions for individuals, financial... ...is looking for a Wealth Advisor, Vice President to join our LA office and inherit... ...with Disabilities Act. #J-18808-Ljbffr NorthCoast Asset...Work at office$200k
NorthCoast Asset Management is an active investment management firm... ...firm provides investment solutions for individuals, financial... ...Management is looking for a Wealth Advisor, Vice President to join our LA office and inherit... ...with disabilities. #J-18808-Ljbffr Focus Financial...Work at officeLocal area$68k - $120k
...Financial Advisor / Private Wealth Advisor Team. As part... ...team capacity, managing the client service model... ...What You Can Expect From Morgan Stanley At Morgan Stanley... ...strategies and leading-edge solutions—and in the ability of... ...of all society. #J-18808-Ljbffr 711 MS Smith...Temporary workWork experience placementLocal area- 00002 Citibank, N.A. is seeking a Vice President, Lending Advisor, to integrate lending solutions for clients focused on wealth management. This role involves partnering with Wealth... ...that drive growth and delivery of tailored financial solutions. #J-18808-Ljbffr
$150k - $175k
SCS is seeking a Vice President (VP) in Los Angeles, California. This role involves managing client investments and ensuring a high-quality... ...experience in investment or wealth management. The position... ...,000-$175,000 and comprehensive benefits. #J-18808-Ljbffr SCS- PathStone Capital, a leading independent wealth management firm in Los Angeles, is seeking a Vice President, Global Regions to drive international expansion. The ideal... ...maintaining strong relationships with international clients. #J-18808-Ljbffr InforCapital, partnershipRemote jobFull time
$175k - $225k
Wealth Enhancement Group is seeking an Associate Regional Vice President in Los Angeles. This remote position focuses on business development... ...of sales experience in wealth management, excellent communication... ...insurance and a 401k plan. #J-18808-Ljbffr Wealth Enhancement...Remote job$164k - $250k
...processes. The ideal candidate will have a strong background in wealth management, with a 4-year degree and relevant certifications. This role... ...is offered, alongside competitive compensation ranging from $164,000 to $250,000 annually. #J-18808-Ljbffr Wealth Enhancement$68k - $120k
...Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a... ...teams who is responsible for managing all business operations and... ...YOU CAN EXPECT FROM MORGAN STANLEY:At Morgan Stanley, we... ...information, please visit : . #J-18808-Ljbffr Morgan-StanleyTemporary workWork experience placement$68k - $120k
...and coordinate a Financial Advisor/Private Wealth Advisor Team. This senior role involves... ...operations, enhancing business execution, and managing client service strategies. The ideal... ...00, aligned with the candidate's experience. #J-18808-Ljbffr 711 MS Smith Barney, LLC- ...Private Bank - Private Banker - Vice President or Executive Director... ...to clients within J.P. Morgan's U.S. Private Bank. If you... ...building, preserving and managing their wealth. You will use your knowledge... ...advice, developing thoughtful solutions and delivering an exceptional...Temporary workWork experience placementLocal area
- ...first-class experience to clients within J.P. Morgan’s U.S. Private Bank. If you have an... ...families on building, preserving and managing their wealth. You will use your knowledge of... ...targeted advice, developing thoughtful solutions and delivering an exceptional client...Temporary workWork experience placementLocal area
$150k - $175k
...Summary SCS is seeking a Vice President (“VP”) to join the Los... ...Responsibilities Actively manage and oversee the client’s... ...analyze, develop solutions, and communicate sophisticated wealth management topics in a concise... ...Americans with Disabilities Act. #J-18808-Ljbffr...Work at officeLocal area- ...the company. As a Vice President Recruiter in Private... ...strategic talent acquisition solutions and proactive... ...matter expert, you will manage the end to end... ...specifically Asset & Wealth Management JPMorganChase... ...clients under the J.P. Morgan and Chase brands. Our...Full time
$300k
Role Overview As a Managing Director for Masterworks Advisers, you will be responsible for: Launching a private wealth team of 2-4 advisors within your city Overseeing an art gallery... ...$300k-$1mm (base salary + commission) #J-18808-Ljbffr Masterworks, LLC.Afternoon shift- ...Associate Vice President and Wealth Advisor About the Company Premier investment advisor & manager Industry Investment Management Type Privately Held About the Role The Company is seeking Wealth Advisor Associates / Associate Vice Presidents to...
$68k - $120k
...coordinator for a Financial Advisor / Private Wealth Advisor Team. As part of the sales... ...responsible for enhancing team capacity, managing the client service model, ensuring the execution... ...WHAT YOU CAN EXPECT FROM MORGAN STANLEY: At Morgan Stanley, we raise...Temporary workWork experience placementLocal area- ...experience to clients within J.P. Morgan’s U.S. Private Bank. If you... ...through advisement on investment solutions. Job Responsibilities... ...Advisors, Trust Officers and Wealth Advisors Focus on qualified... ...Demonstrated understanding of wealth management including, but not limited...
- NorthCoast Asset Management is seeking a Wealth Advisor, Vice President to join our Los Angeles office. This position involves managing a book of high-net-worth... ...expected to be around $200,000, with additional bonuses and benefits. #J-18808-Ljbffr NorthCoast Asset ManagementWork at office
- NorthCoast Asset Management is seeking a Wealth Advisor, Vice President to join their Los Angeles office and manage a book of high-net-worth clients. This position... ...to be around $200,000, complemented by bonuses and benefits. #J-18808-Ljbffr Focus Financial PartnersWork at office
- ...Insurance Services, LLC (KFIS), the wealth management CUSO of Kinecta Federal Credit Union,... ...seeking an experienced and strategic Vice President, Kinecta Wealth Management (KWM) to lead... ..., advisory platforms, insurance solutions, and regulatory requirements. Deep...Contract workWork experience placementWork at officeFlexible hours
- A leading wealth management firm is seeking a VP Financial Advisor in Los Angeles, CA. This key role involves managing existing client relationships... ...comprehensive benefits offered, including health insurance, 401k, and paid time off. #J-18808-Ljbffr Wealth Enhancement Group
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to J.P. Morgan Wealth Management-Vice President, Wealth Management Solutions. Be the first to apply!
- vice president of application development Los Angeles, CA
- vice president digital media Los Angeles, CA
- vice president technical operations Los Angeles, CA
- vice president internal communications Los Angeles, CA
- vice president data analytics Los Angeles, CA
- vp internal audit Los Angeles, CA
- vice president corporate communications Los Angeles, CA
- vice president of product strategy Los Angeles, CA
- vice president of retail Los Angeles, CA
- vice president shared services Los Angeles, CA


