Financial Planning Associate – Hybrid, Path to CFP

Univest Financial Corp; King of Prussia (PA); Hybride; USD 65 000 - 80 000; Plein temps

Avantages offerts par ce poste

Health Insurance

401(k) with employer match

15 days PTO

Short Term Disability

11 paid holidays

Life Insurance

Tuition reimbursement

Wellness programs

Discounts on loan products

Professional development trainings

Résumé du poste

Univest Financial Corp in King of Prussia, PA is seeking a Financial Planning Associate to join the Girard Wealth Division. You will support advisors, gather client data, and help craft personalized financial plans while pursuing CFP designation.

The role involves client meetings, data gathering, and collaboration with Wealth Advisors. 0-3 years preferred, and a strong interest in comprehensive financial planning is required.

Description du poste

Univest Financial Corp in King of Prussia, PA is seeking a Financial Planning Associate to join the Girard Wealth Division. You will support advisors, gather client data, and help craft personalized financial plans while pursuing CFP designation.

The role involves client meetings, data gathering, and collaboration with Wealth Advisors. 0-3 years preferred, and a strong interest in comprehensive financial planning is required.