Jeremy Beil
Wayne
Summary
Proven financial advisor with a strong track record of 99% client retention and $262 million in assets under management. Expertise in designing customized financial strategies and enhancing client engagement.
Overview
24
24
years of professional experience
1
1
Certification
Work History
HNW Senior Financial Advisor
Vanguard
Malvern, PA
10.2014 - Current
- Designed and implemented customized financial strategies to meet individual client goals and manage risk exposure.
- Analyzed client portfolios on a regular basis, adjusting investment strategies to maximize performance and meet client expectations.
- Organized and led planner discussion lunch and learns from 2015 to 2019 and 2022 to 2024 to foster professional development in technical and book management.
- Provided mentorship to three aspiring financial advisors, facilitating their professional development at Vanguard in PAS.
- Demonstrated exemplary performance in advisory roles, achieving significant growth in assets under management totaling $262 million, while maintaining over 99% client retention.
- Strong adapter of value-boosting features with high client adoption rates for tax-loss harvesting, TERS (Roth IRA conversions) and clients enrolled in our "Active in Advice" program
Financial Advisor
Vanguard
Malvern, PA
07.2006 - 10.2014
- Developed customized financial plans based on client goals and risk tolerance.
- Educated clients on retirement planning and wealth management strategies.
- Mentored new advisors in client relationship management techniques.
- Led "Planner Discussion" CFP CE courses to help build technical expertise and collective knowledge for new advisors on the floor.
Retail Client Service/Business Development Roles
Vanguard
Malvern, PA
05.2003 - 07.2006
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
- Excellent communication skills, both verbal and written.
- Passionate about learning and committed to continual improvement.
- Used critical thinking to break down problems, evaluate solutions, and make decisions.
Lending Specialist
Keystone Savings Bank
Bethlehem, PA
01.2003 - 04.2003
- Evaluated loan applications to determine risk and compliance with policies.
- Implemented process improvements to enhance customer service and operational efficiency.
- Collaborated with team members to streamline loan processing procedures.
Financial Advisor
American Express Financial Advisors
Allentown, PA
05.2002 - 01.2003
- Analyzed market trends to provide strategic investment recommendations.
- Conducted regular portfolio reviews to ensure alignment with financial objectives.
- Collaborated with cross-functional teams to create comprehensive asset allocation strategies.
- Utilized financial modeling tools to forecast investment performance and outcomes.
- Sold complex financial products, including various different annuities and whole life insurance policies
Education
Master of Science -
MBA - Finance
St. Joseph's University
Philadelphia, PA05-2010
Master of Science - Finance
Pennsylvania State University
University Park, PA05-2002
Skills
- Verbal and written communication
- Microsoft Excel
- Client assessments
- Training and coaching
- Client engagement
- Cash flow management
- Investment advice
- Retirement planning
- Portfolio management
- Wealth management
Certification
Certified Financial Planner (CFP) since July 2006
Timeline
HNW Senior Financial Advisor
Vanguard
10.2014 - Current
Financial Advisor
Vanguard
07.2006 - 10.2014
Retail Client Service/Business Development Roles
Vanguard
05.2003 - 07.2006
Lending Specialist
Keystone Savings Bank
01.2003 - 04.2003
Financial Advisor
American Express Financial Advisors
05.2002 - 01.2003
Master of Science -
MBA - Finance
St. Joseph's University
Master of Science - Finance
Pennsylvania State University