Wealth Advisor

Univest Financial Corporation; King of Prussia (PA); On-site; USD 68,000 - 83,000; Full time

Benefits offered by this job

Health Insurance

Retirement Plan (401(k) with match)

Paid Time Off (PTO)

Short Term Disability

Holiday Time Off

Commissions

Life Insurance

Tuition reimbursement

Employee Wellness programs

Discounts on loan products

Professional development trainings

Job summary

Univest, through Girard Wealth, seeks a relationship-driven Wealth Advisor in King of Prussia, PA to deliver thoughtful financial guidance and build lasting client connections. You will lead investment planning, portfolio reviews, and generational planning while collaborating with team members and cross-divisional partners.

You will manage client portfolios, utilize advanced financial planning tools, and coordinate meetings and events to deepen wallet share.

Qualifications

• Bachelor's degree in business, finance or related field.
• Experience managing client investments and financial planning.
• Proven ability to retain and develop client relationships.
• Series 7, 66 or 63/65 registrations.
• CFP preferred; CFA or CPA desirable.
• Experience using CRM systems, preferably Salesforce.

Responsibilities

• Lead investment and financial planning services for clients.
• Retain clients and expand wallet share.
• Support business development with prospect meetings and presentations.
• Coordinate client events on wealth topics.
• Develop and present client-focused advice solutions.
• Prepare and conduct periodic client meetings with portfolio reviews.
• Maintain client portfolios per Girard model and allocations.
• Maintain CRM records of client interactions.
• Refer business to other units as appropriate.

Skills

Client relationships

Sales cycle management

Investment planning

CRM (Salesforce)

Presentation skills

Influencing skills

Self-starter

Team collaboration

Education

Bachelor’s degree in business/finance

Series 7/66 or 63/65

CFP preferred

CFA or CPA desirable

Tools

Salesforce

Financial planning software

Job description

Overview

At Girard, backed by the strength and stability of Univest Financial, we help clients navigate life’s financial complexities with confidence through personalized wealth management, investment guidance, and financial planning. We’re looking for a relationship-driven Wealth Advisor in King of Prussia, PA who is passionate about delivering thoughtful advice, building lasting client connections, and helping individuals, families, and institutions achieve their long-term financial goals.

Responsibilities

The wealth advisor is the lead for investment and financial planning services for our clients, with the goal of retaining clients and expanding wallet share whether through existing clients, or outside referrals.

Deliver exceptional service and create extraordinary experience with our clients while helping them reach their long-term financial goals.

Assist business development advisor with final prospect meetings and communicate the investment & planning process in sales presentations.

Coordinate & attend client events focusing on specific wealth topics of interest.

Develop and present client focused advice solutions

Manage and execute client servicing standards by scheduling, preparing, and conducting periodic client meetings, which include the analysis and presentation for financial planning, investment recommendations and portfolio reviews.

Manage client portfolios to the Girard model and target allocations.

Maintain up-to-date awareness of clients’ wealth management issues and needs, anticipate clients’ unspoken needs.

Cultivate client ’next generation’ familial relationships and generational planning.

Provide coaching, mentoring, and development support to associate and support advisor roles

Maintain records in customer relationship management system with all client interactions.

If appropriate, refer business to other divisions at Girard and Univest Financial Corporation.

Assume additional responsibilities as needed.

Qualifications

Bachelor’s degree in business, finance or related field

Experience managing client household investments and financial planning

Proven track record of retaining and developing client relationships utilizing a consultative approach.

Series 7, 66 or 63/65 registration

CFP preferred, CFA or CPA also desirable

Experience in managing sales cycle utilizing CRM systems, preferably Salesforce.

Presentation skills to individuals or a large group

Influencing skills to drive results working with internal partners.

Coordinate and partner closely with other team members.

Strong investments and capital markets knowledge

Experience in positioning and connecting a variety of solutions

Familiar with financial statements and advanced financial planning software.

Self-starter with the ability to set priorities, manage, responsibilities, and exceed client expectations.

Wage Range:

The salary for this position starts from $75,000+

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): 25 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
• Commissions: paid quarterly based on individual and team production
• 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

Click here for Benefit Information

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.