Wealth Advisor

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

Benefits offered by this job

Health Insurance

401(k) match

PTO 25 days

Short Term Disability

Holidays

Job summary

Univest Financial Corp. seeks a Wealth Advisor in King of Prussia, PA to lead investment and financial planning services for high-net-worth clients. You will build lasting relationships, deliver tailored advice, and support business development through client meetings and presentations.

The ideal candidate has a track record of retaining clients, strong knowledge of investments, and registration with Series 7/66/63-65; CFP/CFA/CPA are desirable. Join a team focused on long-term financial success.

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 using 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 large groups.
• Strong investments and capital markets knowledge.

Responsibilities

• Lead for investment and financial planning services for our clients to retain and grow wallet share.
• Deliver exceptional service and create remarkable client experiences.
• Assist business development with final prospect meetings and present investment & planning processes.
• Coordinate & attend client events focusing on wealth topics.
• Develop and present client-focused advice solutions.
• Manage client portfolios and conduct periodic reviews.

Skills

Client relationships

Investment planning

CRM experience

Sales/consultative selling

Education

Bachelor's degree in business/finance

CFP preferred

CFA or CPA desirable

Tools

Salesforce

CRM software

Financial planning software

Job description

All qualified applicants will receive consideration for employment without regard to race, color, sex, sexual orientation, gender identity, religion, national origin, disability, veteran status, age, marital status, pregnancy, genetic information, or other legally protected status.

Univest Financial Corp

Wealth Advisor

US-PA-King of Prussia

Job ID: 6981

Type: Full Time

# of Openings: 1

Category: Girard

Girard

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

• 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

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.