Financial Planning Associate

Univest; King of Prussia (PA); On-site; USD 65,000 - 80,000; Full time

Benefits offered by this job

Health Insurance

401(k) with employer match

Paid Time Off (PTO)

Short Term Disability

Holiday Time Off

Life Insurance

Tuition reimbursement

Employee Wellness programs

Job summary

Univest, through its Girard Wealth Division in King of Prussia, is seeking a Financial Planning Associate to support advisors and develop personalized financial plans.

You will gather data, model plans, participate in client meetings, and help advance planning tools while pursuing CFP designation. Travel to other Univest/Girard locations is expected.

Qualifications

• Bachelor’s degree in financial planning or equivalent work experience.
• CFP or strong desire to obtain CFP designation.
• Strong interest in comprehensive financial planning.
• Experience using eMoney Advisor.
• Strong interpersonal skills and ability to work cooperatively within wealth organization.
• Strong attention to detail and organizational skills.
• Proficiency with MS Office, PowerPoint, Teams, Sharepoint, and Salesforce.

Responsibilities

• Assist with development and maintenance of financial planning processes and tools.
• Participate in client meetings and review calls including travel to other Univest/Girard locations.
• Help Wealth Advisors obtain planning data and supporting documentation.
• Enter and evaluate client data into financial planning software and model customized plans.
• Coordinate planning tasks between clients, advisors, and internal team members.
• Develop content related to comprehensive financial planning for distribution to team members.

Education

Bachelors degree in financial planning or related field

CFP or pursuing CFP designation

Experience with financial planning

Interpersonal and communication skills

Attention to detail

Organizational skills

Proficiency with MS Office, PowerPoint, Teams, SharePoint, Salesforce

Tools

eMoney Advisor

MS Office

PowerPoint

Teams

SharePoint

Salesforce

Job description

Overview

Build your financial planning career with Girard, a Wealth Division of Univest. As a Financial Planning Associate in King of Prussia, you’ll work alongside experienced advisors to create personalized financial plans, support meaningful client conversations, and help enhance the tools and processes behind an exceptional client experience. If you’re detail-oriented, collaborative, and eager to grow toward your CFP® designation, apply today and help us guide clients toward their financial goals.

Responsibilities

• Assist with the development, implementation and maintenance of financial planning processes and tools to enhance the client and advisor experience.
• Participate in client meetings and review calls (includes travel to other Univest/Girard locations).
• Help Wealth Advisors obtain planning data and supporting documentation from clients.
• Assist clients in completing data gathering requests and questionnaires.
• Enter and evaluate client data into financial planning software. Prepare and model customized plans for clients of varying levels of income and based upon client specific circumstances and identified planning goals and priorities.
• Coordinate planning-related tasks between clients, advisors, and internal team members.
• Work with planning team to create content related to comprehensive financial planning for distribution to team members and clients.
• Work with planning team to help identify cross-selling opportunities amongst Univest and Girard.
• Stay up to date on current trends, industry regulations and offerings for the financial planning market.
• Attend monthly Girard team meetings to update on financial planning initiatives.
• Develop a strong understanding of the firm’s investment selection criteria and process and attain in-depth knowledge of the investments used.
• Develop the ability to explain the firm’s investment philosophy and educate clients on how the team manages a client’s wealth.
• Participate in and contribute to advisor meetings and training initiatives.
• Accountable for compliance with laws and regulations that apply to this position including the Univest Code of Conduct.
• Perform other duties as assigned.

Qualifications

• Bachelor’s degree in financial planning, relevant field, or equivalent work experience.
• CFP or strong desire to obtain the Certified Financial Planner designation.
• Strong interest in comprehensive financial planning.
• Experience using eMoney Advisor.
• Strong interpersonal skills and ability to work cooperatively with all individuals within the wealth organization to achieve common goals.
• Strong attention to detail.
• Solid organizational and communication skills.
• Proficiency with PC applications including MS Office, PowerPoint, Teams, Sharepoint, and Salesforce.

Preferred Experience

• 0-3 years of experience with financial planning.
• Internship or professional experience within a financial planning, wealth management, RIA, or financial advisory firm.
• Experience preparing financial plans or planning analyses.

Wage Range

The salary for this position ranges from $65,000 to $80,000

Benefits Overview

Univest offers a comprehensive benefits package that includes:

• Health Insurance: Medical, dental and vision coverage (single or family; begins the first of the month following start date)
• Retirement Plan: Participation in 401(k) plan with up to a 3% employer match after 6 months of employment
• Paid Time Off (PTO): 15 days annually (prorated your first year)
• Short Term Disability: 12 weeks of sick time with a doctors note after 6 months of service
• Holiday Time Off: 11 paid holidays
• We offer company paid life insurance: as well as other supplemental insurances
• Tuition reimbursement
• Employee Wellness programs: including fitness club discounts and fitness tracker discounts/ annual reimbursement
• Discounts: on loan products
• Professional development trainings

An Equal Opportunity Employer. Univest does not discriminate against any applicant for employment because of race, color, religion, religious creed, ancestry, national origin, age, sex, disability or protected veteran status.

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