Strategic Advisor for Business Owners

Univest Financial Corp; King of Prussia (PA); On-site; USD 90,000 - 110,000; Full time

Benefits offered by this job

Health Insurance

401(k) with up to 3% employer match

PTO 25 days annually

Short Term Disability

Holiday Time Off

Life Insurance (company paid)

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest Financial Corp. seeks a Strategic Advisor in King of Prussia to advance Business Owner & Private Wealth Advisory services. You will collaborate with a senior advisor to expand client engagements, with a pathway to independently lead complex wealth and business planning for high-net-worth clients.

The role emphasizes planning-driven strategy, cross-functional coordination with attorneys, CPAs, and bankers, and a progression toward lead engagements within a structured development path.

Qualifications

• Wealth management, private banking, or family office experience.
• Investment banking, private equity, or M&A advisory experience.
• Consulting, value creation, or business strategy experience.
• Corporate finance, CFO, or FP&A roles.

Responsibilities

• Participating in client meetings involving business transitions, personal wealth planning, and family decision-making.
• Developing analyses, financial plans, and client-facing materials (including use of eMoney).
• Helping frame and solve complex client decisions across business, financial and personal domains.
• Coordinating with attorneys, CPAs, investment bankers, CFOs and other professionals to deliver integrated solutions.
• Over time, lead engagements and act as primary advisor for Business Owner client engagements.

Skills

Strategic advisory

Client relationship management

Financial analysis

Attention to detail

Education

CFP

CEPA

JD

CFA

CPA

Tools

eMoney

Job description

Univest Financial Corp. seeks a Strategic Advisor in King of Prussia to advance Business Owner & Private Wealth Advisory services. You will collaborate with a senior advisor to expand client engagements, with a pathway to independently lead complex wealth and business planning for high-net-worth clients.

The role emphasizes planning-driven strategy, cross-functional coordination with attorneys, CPAs, and bankers, and a progression toward lead engagements within a structured development path.