Strategic Advisor for Business Owners & Private Wealth

Univest; King of Prussia (PA); Vor Ort; USD 90.000 - 110.000; Vollzeit

Benefits dieser Stelle

Health Insurance: Medical, dental, and

401(k) plan with up to 3% employer-mp

PTO 25 days annually

Short Term Disability

Holiday Time Off

Tuition reimbursement

Employee wellness programs

Professional development trainings

Zusammenfassung

Univest Wealth Division (Girard) seeks a Strategic Advisor to grow into a lead advisor role for business owners and high-net-worth families. You will work in a collaborative environment with senior guidance and a clear path to independent client management within 18–24 months.

The role emphasizes liquidity events, succession planning, and multi-generational wealth, with a focus on strategic decisions rather than sole investment management.

Qualifikationen

• Strong judgment, initiative, and interest in complex advisory work.
• Experience in wealth management, private banking, or family office.
• Experience in investment banking, private equity, or M&A advisory is a plus.

Aufgaben

• Participate in client meetings involving transitions and wealth planning.
• Develop analyses, financial plans, and client-facing materials (including use of eMoney).
• Frame and solve complex client decisions across business, financial and personal domains.
• Lead strategy development in areas like business succession, UHNW wealth planning, and trust/estate structuring.
• Coordinate with attorneys, CPAs, bankers, valuation professionals, and CFOs.

Kenntnisse

Analytical thinking

Financial planning

Client advisory

eMoney

Ausbildung

CFP

CEPA

JD

CFA

CPA

Jobbeschreibung

Univest Wealth Division (Girard) seeks a Strategic Advisor to grow into a lead advisor role for business owners and high-net-worth families. You will work in a collaborative environment with senior guidance and a clear path to independent client management within 18–24 months.

The role emphasizes liquidity events, succession planning, and multi-generational wealth, with a focus on strategic decisions rather than sole investment management.