Velekei Giles Financial Advisors is an established financial services firm located in Wyomissing, PA. The firm is seeking an Associate Financial Advisor who is passionate about improving clients’ lives by guiding them to financial security. Velekei Giles has been in business for over 35 years and has an established client base. The firm specializes in financial planning, investment management and life insurance services using a personalized approach for families and businesses.

Velekei Giles Financial Advisors is currently seeking a dedicated team player who is enthusiastic about helping people strive to meet their financial goals. This Associate Financial Advisor position requires a bright, hardworking, and personable individual. If you enjoy collaboration and excel at accuracy and follow through, this position is for you!

Position Overview:

This position will work directly with a Lead Advisor of 25 years and will be part of a small, high functioning team. This position will have direct experience with many areas of the financial services business, including client interactions.

Position Responsibilities:

• Client interaction
  • Maintain relationships with existing clients as part of their service team.
  • Participate in client meetings with Lead Advisors.
  • Assist in client meeting preparation and follow up.
  • Record notes from client meetings.
  • Assist with client phone calls and email follow up as requested by lead advisors.
• Financial Planning
  • Organize and analyze client financial information.
  • Assist in preparing financial plans for clients and potential clients.
• Investment Management
  • Assist with investment analysis, client account management and trading.
  • Assist with preparing client recommendations and proposals.
  • Facilitate client transactions as requested.
• Operational Support
  • Work with Client Service Reps to review applications and service forms.
  • Collaborate with team members to achieve client satisfaction and firm goals.

Qualifications:

• Bachelor’s degree required. Business, finance, or related field preferred.
• Strong understanding of financial concepts.
• Experience in the financial services industry is preferred.
• Proficiency with Microsoft office programs.
• Experience with various financial software applications is preferred.
• Working toward Certified Financial Planner (CFP) designation is preferred.
• Willingness to obtain securities and insurance licenses.

Attributes:

• Positive, genuine, and confident.
• Excellent listening skills.
• Strong communication skills, both written and verbal.
• Attention to detail with strong follow-through and the ability to multi-task.
• Strong analytical skills.
• Problem solver who takes initiative and demonstrates ownership of work product.
• A team player capable of collaborating and contributing to team objectives.
• Strong work ethic with a “get it done” mindset.
• Eagerness to learn and grow.
  

Benefits:

• Competitive salary.
• Company paid health insurance.
• Company sponsored retirement plan with matching contributions.
• Professional education reimbursement.
• Paid holidays (10) and Paid Time Off (10 days to start).
• Work from home flexibility averaging one day per week and additional as needed.
• Opportunity to learn and grow professionally.