Jesus Andrade
Moorpark,CA
Summary
Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
PRIVATE CLIENT ADVISOR
JPMORGAN
11.2023 - Current
- Offer comprehensive financial planning and advice to individuals and families
- Support a wide range of clients, from those just starting to save to those with significant wealth
- Provide an exceptional investor experience by offering advised solutions and Chase partner referrals that deepen client relationships
- Champion and support teammates' success and the goals of the bank, while fostering a culture of diversity
- Deliver personalized investment solutions to clients by relying on leadership and relationship-building skills
- Demonstrate a deep understanding of financial markets and sound business judgement
- Exhibit unwavering integrity that points toward doing right by clients at every opportunity
- Demonstrate a passion for educating clients on the technology and channels available to them to better monitor, maintain, and handle their investments
- Provide a holistic view of clients' needs and financial coaching beyond investments
- Embrace digital innovations to help clients become more digitally confident and bank when, where, and how they want.
FINANCIAL SOLUTIONS ADVISOR, US
Merrill Lynch
05.2022 - 11.2023
- Advise and guide clients on how to achieve their financial goals
- Equipped with the expertise to support them with personal investing tools and resources
- Work with both affluent and high net worth clients, identifying needs, developing relationships, reviewing investment goals, and preparing investment recommendations that align with the goals of both existing and prospective clients
- Develop the relationship management skills necessary to operate in an Elite Growth Practice (EGP)
- Deliver advice through client reviews/presentations with confidence, including reviews of financial goals, and recommend investment advisory strategies to help clients achieve their financial goals
- Connect clients to solutions that are in their best interest, such as core Banking, Investment & Life Priority solutions, through Bank of America and Merrill to meet their financial needs.
SALES AGENT, US
Auto Club
03.2021 - 01.2022
- Sourced, developd leads, prospected and continually networked
- Possessed a competitive sales drive to meet and exceed monthly goals
- Was an effective communicator both written and verbal
- Provided excellent customer service and maintained retention
- Was self-motivated and fully committed to building a profitable business
- Won Rookie of the year for 2021
- Finished number one out of two hundred rookies in my region
- Invited to fly to Barcelona to meet John Boyle (CEO) with other top performers.
MANAGER, US
Sprint
06.2018 - 12.2020
- As a Sprint Store Manager, I lead and inspired a sales team to provide an unparalleled customer experience, resulting in loyal customers and successful business outcomes for Sprint and its' shareholders
- Passionate about my team, teaching and coaching on the sales floor, and inspiring continuous learning on new products and solutions
- Encouraged consistent success and career development through formal, monthly one-on-one coaching sessions
- Enjoyed the challenge of analyzing individual and team performance against business goals and implementing business improvement strategies
- Delivered operational and merchandising excellence.
ROUTE MANAGER / SALESMAN, US
Aptive Environmental Pest Control
04.2015 - 08.2017
- Cultivated perseverance and business skills through door-to-door knocking up to ten hours a day
- Maximized a 100% commission-based paycheck through actively seeking potential customers
- Generated over $450,000 in revenue for Aptive Environmental.
Education
MBA IN BUSINESS ADMINISTRATION CANDIDATE -
The University of Arizona
08.2024
Bachelor of Science - Business Administration
California State University - Channel Islands
Camarillo, CA01.2022
Skills
- Making Insurance Decisions
- Financial Knowledge
- Managing Wealth
Certification
- Series 7
- Series 66
BJJ Blue Belt
Received my BJJ blue belt after training for a year and now have been training for four years.
Languages
Spanish
Native or Bilingual
Timeline
PRIVATE CLIENT ADVISOR
JPMORGAN
11.2023 - Current
FINANCIAL SOLUTIONS ADVISOR, US
Merrill Lynch
05.2022 - 11.2023
SALES AGENT, US
Auto Club
03.2021 - 01.2022
MANAGER, US
Sprint
06.2018 - 12.2020
ROUTE MANAGER / SALESMAN, US
Aptive Environmental Pest Control
04.2015 - 08.2017
MBA IN BUSINESS ADMINISTRATION CANDIDATE -
The University of Arizona
Bachelor of Science - Business Administration
California State University - Channel Islands
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