Jonathan Avis
Boston,MA
Summary
Accomplished Private Client Banker at J.P. Morgan Chase, adept in wealth management and financial strategy. Excelled in cultivating client relationships, driving portfolio growth, and securing $10.9 million in assets. Proven leader with Series 6, 63, and SIE licenses, enhancing team performance and client satisfaction through strategic insights and exceptional communication skills.
Overview
5
5
years of professional experience
Work History
Private Client Banker
J.P. Morgan Chase
Boston, Massachusetts
08.2023 - Current
- Implemented comprehensive financial strategies with clients enabling acquisition of over $10.9 million in investable assets for private client advisors.
- Cultivated long-term client relationships, contributing to rapid growth of Upham's Corner Chase portfolio as one of the fastest-growing assets of 2024.
- Directed portfolio exceeding $22 million, managing consumer and business accounts to address financial needs and improve banking clarity.
- Achieved successful completion of all required FINRA licensing exams including Series 6, 63, SIE, and life and health insurance within rigorous two-month timeframe, showcasing strong commitment to financial expertise and regulatory compliance.
Independent Insurance Broker
Symmetry Financial Group
Boston, Massachusetts
10.2022 - 08.2023
- Built client portfolio of nearly 25 clients, recognized as Rookie of the Quarter for outstanding performance.
- Mentored and trained new hires, improving proficiency in sales techniques and customer service, which elevated team performance and client satisfaction.
- Cultivated relationships with vendors and contractors, streamlining contract negotiations and improving marketing and sales strategies.
Insurance
Geico, Government Employees Insurance
Braintree, Massachusetts
06.2022 - 10.2022
- Secured underwriting approvals through meticulous application completion for insurance coverage.
- Documented information per insurance company standards to ensure accurate coverage and minimize patient costs.
- Provided personalized assistance and product knowledge to deliver specialized services tailored to individual client needs.
- Coordinated telephone appointments with prospective clients to establish rapport and effectively promote insurance offerings.
Intern
LAW OFFICES OF STEVEN T. SNOW
Mashpee, Massachusetts
05.2021 - 08.2021
- Collaborated with lawyers during client and opposing counsel interviews, providing insights that led to successful closure of hearings.
- Streamlined interactions between lawyers and clients with language barriers, enhancing client communication and supporting business development.
- Finalized three interrogatories for civil case, contributing to effective legal proceedings and hearings.
Education
Bachelor of Science - Political Science
Syracuse University
Syracuse, NY05-2022
Skills
- Wealth management
- Portfolio management
- Financial strategy
- Financial planning
- Client relationship management
- Business development
- Series Licenses: Series 6, 63, SIE
- Life Insurance License: MA
- Producer's Insurance License
- Microsoft Office
- Google Workspace
Timeline
Private Client Banker
J.P. Morgan Chase
08.2023 - Current
Independent Insurance Broker
Symmetry Financial Group
10.2022 - 08.2023
Insurance
Geico, Government Employees Insurance
06.2022 - 10.2022
Intern
LAW OFFICES OF STEVEN T. SNOW
05.2021 - 08.2021
Bachelor of Science - Political Science
Syracuse University