Zachary Pumphrey
Jupiter
Summary
Client-facing advisor at J.P. Morgan with a strong track record of sourcing new client relationships and leading high-trust, consultative sales conversations with business owners and ultra-high-net-worth clients. Known for building rapport quickly, navigating fee-based objections, and closing complex financial solutions in high-stakes sales cycles. Seeking a Mid-Market Account Executive role at a high-growth SaaS company where disciplined selling, clear ROI, and executive-level conversations drive growth.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Private Client Advisor - Vice President
JP Morgan
03.2025 - Current
- Sourced and developed 70+ new client relationships through outbound outreach, referrals, and proactive prospecting over an 8-month period within an assigned market
- Led consultative sales conversations with business owners and high-net-worth clients, actively managing a focused pipeline of 10–20 opportunities
- Regularly navigated fee-based and competitive objections, converting over 70% of qualified, late-stage prospects into clients
- Managed a rolling pipeline of 60+ prospective and existing client opportunities, maintaining consistent follow-up and progression across deal stages
- Closed and onboarded new client relationships representing $10M+ in client assets over an 8-month period
- Owned the end-to-end onboarding process for newly acquired clients, coordinating next steps and ensuring a smooth transition from close to active relationship
Client Service Associate - Financial Advisor
Oppenheimer & Co. Inc.
10.2022 - 03.2025
- Began as a Client Service Associate supporting two advisory teams, gaining hands-on exposure to client acquisition, prospecting workflows, and relationship management fundamentals
- Selected to partner with a senior advisor on one team, co-managing client relationships and contributing to client development and opportunity follow-up
- Promoted to Financial Advisor after approximately 18 months, earning responsibility for building and managing a personal book of client relationships
- Served as the primary point of contact for assigned clients, leading meetings, uncovering needs, and delivering recommendations aligned to financial goals and risk tolerance
Education
Bachelor of Science - Economics
Florida State University
Tallahassee, FL05-2022
Minor - Philosophy And Law
Florida State University
Tallahassee, FL05-2022
Skills
- Value-Based, Consultative Selling — structuring discovery to uncover financial impact, quantify ROI, and position solutions around business outcomes for founders and ultra-high-net-worth clients
- Executive & CFO-Level Deal Control — leading high-stakes conversations, managing decision dynamics, and driving alignment with senior stakeholders through the close
- Pipeline Prioritization & Forecast Discipline — running a focused pipeline, qualifying hard, and allocating time toward highest-probability, highest-value opportunities
- Objection Handling in Competitive Environments — addressing pricing, fee sensitivity, and competitive alternatives through credibility, education, and trust-based positioning
- End-to-End Deal Ownership — owning opportunities from initial outreach through close, onboarding, and relationship activation with full accountability for outcomes
- Deal Qualification & Disqualification Discipline — rigorously qualifying opportunities, walking away from low-probability deals, and protecting time for high-impact conversations
Accomplishments
- Sourced and closed 70+ new client relationships representing $10M+ in client assets over an 8-month period
- Converted over 70% of qualified, late-stage prospects through disciplined, consultative selling
Certification
- FINRA Series 7 and Series 66 (Active)
- Florida Life & Health Insurance License (2-15)
Timeline
Private Client Advisor - Vice President
JP Morgan
03.2025 - Current
Client Service Associate - Financial Advisor
Oppenheimer & Co. Inc.
10.2022 - 03.2025
Bachelor of Science - Economics
Florida State University
Minor - Philosophy And Law
Florida State University