Emerging Wealth Advisor

Univest; Souderton (Montgomery County); On-site; USD 60,000 - 70,000; Full time

Benefits offered by this job

Health Insurance

401(k) match

PTO 15 days annually

Short Term Disability

Holiday Time Off

Life Insurance

Tuition reimbursement

Wellness programs

Loan discounts

Professional development trainings

Job summary

Univest, Girard Wealth Division, in Souderton, seeks a Wealth Advisor Associate to support portfolio monitoring, prepare client materials, and collaborate with Wealth Advisors, Financial Planning, Operations and Compliance to deliver a high‑quality client experience and uncover opportunities to deepen relationships.

This early‑career role emphasizes earning securities licenses, building investment knowledge, and growing into a client‑facing advisor through hands‑on experience and teamwork.

Qualifications

• Bachelor’s Degree in business, finance, psychology, or related field.
• Interest in financial markets with academic excellence and professional drive.
• Series 7, 66, or 63/65 registrations and PA Life, Accident, and Health licenses or ability to obtain within six months.
• Strong interpersonal and teamwork abilities.
• Proficiency in learning and using investment management software.

Responsibilities

• Support Wealth Advisors in investment management, financial planning, trust services, and client relationship management.
• Develop understanding of the firm’s investment philosophy and solutions.
• Monitor client portfolios for alignment with objectives and risk tolerance.
• Communicate with clients after licensing and training to review updates.
• Prepare client materials including presentations and investment proposals.
• Collaborate with operations, compliance, and client service to onboard accounts and follow policies.
• Participate in client meetings, strategy sessions, and business development activities.
• Work with Financial Planning team to support high‑quality financial plans.
• Leverage Salesforce CRM to manage relationships and pipeline activity.
• Ensure compliance with laws and Univest Code of Conduct.

Skills

Strong interpersonal skills

Communication & presentation

Self-starter

Team‑oriented

Education

Bachelor’s Degree in business, finance, psychology, or related field

Tools

Salesforce CRM

Job description

Univest, Girard Wealth Division, in Souderton, seeks a Wealth Advisor Associate to support portfolio monitoring, prepare client materials, and collaborate with Wealth Advisors, Financial Planning, Operations and Compliance to deliver a high‑quality client experience and uncover opportunities to deepen relationships.

This early‑career role emphasizes earning securities licenses, building investment knowledge, and growing into a client‑facing advisor through hands‑on experience and teamwork.