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Entry-level Positions for Aspiring Wealth Advisors at J.P. Morgan

Koushik, a Wealth Advisor at J.P. Morgan, emphasizes the unsung importance of "how to talk to people and how to sell," noting this skill— crucial for selling oneself, products, and building peer relationships— is often overlooked in formal education. The ability to effectively "sell yourself" is a key aspect of career success, regardless of the specific industry.

Communication, Sales, Networking, Self-Marketing, Interpersonal Skills

Advizer Information

Name

Job Title

Company

Undergrad

Grad Programs

Majors

Industries

Job Functions

Traits

Koushik Gopineedi

Wealth Advisor

J.P Morgan

UC Berkeley

Economics

Finance (Banking, Fintech, Investing)

Sales and Client Management

Transfer Student

Video Highlights

1. Effective communication and sales skills are crucial, even beyond directly selling products.

2. Building relationships with peers is essential for career success.

3. Understanding how to "sell yourself" is a valuable skill not typically taught in college

Transcript

Here's the cleaned transcript:

Q9: What do you wish you had known before entering the industry?

What have you learned about this role that you wish someone had told you before you entered the industry?

One of the most important things is really how to talk to people and how to sell. It doesn't have to be just selling a product, but selling yourself as a person, as an individual, as an employee, as a coworker.

How do you set yourself up for success? A lot of it is selling yourself to your peers. I wish that when I started working, I had a better understanding of how to sell something.

How do you sell yourself? How do you talk to people? Whatever facet of business you're in, that's probably one of the most important skills that is not taught in college.

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